Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver holistic financial planning advice across pensions, investments, and protection.
- Company: Join one of the UK's fastest-growing financial planning firms with a client-first philosophy.
- Benefits: Competitive salary, attractive bonuses, hybrid working, and comprehensive benefits package.
- Other info: Collaborative culture with excellent career growth opportunities in a dynamic environment.
- Why this job: Inherit an established client base and enjoy strong internal referral channels.
- Qualifications: Experience in financial planning, FCA registration, and Level 4 Diploma in Financial Planning.
The predicted salary is between 60000 - 80000 £ per year.
Recruit Wealth is delighted to represent one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm’s Droitwich regional office, one of over 70 offices nationwide.
The Opportunity
This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process.
You Will Deliver
- Holistic Financial Planning Advice Across Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Firm Different
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing you to focus on building relationships and delivering exceptional advice.
You Will Benefit From
- Full paraplanning and administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this.
Ideally You Will Have
- Several years of financial planning/wealth advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business and initial fees
- Inherited client relationships
- Full support infrastructure
- Comprehensive company benefits package
Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Worcestershire area to maintain client contact and the surrounding region.
Location: Droitwich, Worcestershire | Salary: £60000 - £80000 per year | Job type: Permanent | Posted: 12/03/2026
Financial Planner in Droitwich employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Droitwich
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join local meetups, or even hit up LinkedIn. The more you network, the better your chances of landing that Financial Planner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and successes. Share specific examples of how you've helped clients with their financial planning needs. This will show them you're the real deal!
✨Be Ready for Interviews
Prepare for interviews by researching the company and understanding their client-first philosophy. Think about how your skills align with their holistic approach to financial planning. Being well-prepared will help you stand out from the crowd.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our growing team.
We think you need these skills to ace Financial Planner in Droitwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your financial planning expertise, client management experience, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our client-first philosophy. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or successfully managing investments, we want to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures related to pensions, investments, and protection plans. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client-Centric Approach
This firm prides itself on a client-first philosophy. Prepare examples that highlight how you've put clients' needs at the forefront of your advice. Think about specific cases where your holistic approach made a significant difference for your clients.
✨Understand the Firm's Unique Selling Points
Familiarise yourself with what makes this firm stand out in the financial planning sector. Be prepared to discuss their transparent charging structure and collaborative culture, and how you can contribute to these values in your role.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare insightful questions about the firm's growth plans, support infrastructure, and internal referral channels. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.