At a Glance
- Tasks: Provide holistic financial planning and wealth management services to clients.
- Company: Join a fast-growing, award-winning financial planning firm in the UK.
- Benefits: Competitive salary, excellent bonuses, and full support from paraplanning/admin teams.
- Other info: Flexible home and office working options available.
- Why this job: Make a real impact in clients' financial lives with a market-leading independent proposition.
- Qualifications: Experience in financial planning, FCA registered, and hold a minimum Diploma qualification.
The predicted salary is between 60000 - 100000 £ per year.
Recruit Wealth is delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, which are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This advisory role is located in the Wirral and the surrounding areas, servicing existing clients as well as building new client activity. Further details will be discussed on application regarding inherited clients/households, AUM, average client size and on-going advice fees, but will be highly attractive to all prospective applicants.
Please note: This is a highly sought after opportunity that has just come live to the advisory market and is exclusively through Recruit Wealth. Ideally you will have many years of Financial Planning/Wealth advisory experience, be CAS, SPS, FCA registered and hold a minimum Diploma qualification, with an exemplary track record predominately on pension, investment & protection advice to private clients.
Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award-winning, well documented in financial press and recognised as one of the largest, prominent names in the Financial Planning industry.
This opportunity employs only excellent bonuses available through initial fee/new business. Full paraplanning/admin support will be offered from the existing team/offices as well as regional teams. Applicants will ideally be from the Shopshire and surrounding areas in order to service the wider client bank. Home and office working is fully supported.
We are keen to speak to candidates as soon as possible; please apply to us here at Recruit Wealth for an immediate response.
Location: Wirral, Merseyside | Salary: £60,000 - £100,000 per year | Job type: Permanent | Posted: 19/02/2026
Financial Planner employer: Recruit Wealth Limited
Join a leading financial planning firm in the Wirral, where you will benefit from a supportive work culture that prioritises employee growth and development. With a market-leading independent proposition and comprehensive paraplanning support, this role offers an exceptional opportunity to thrive in a dynamic environment while enjoying attractive bonuses and a transparent fee structure.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your experience and successes in financial planning. Share specific examples of how you've helped clients achieve their goals. We want to see your passion and knowledge shine through!
✨Be Ready for the Interview
Prepare for interviews by researching the company and understanding their approach to financial planning. Think about how your skills align with their values and be ready to discuss how you can contribute to their success. We’re all about making a great impression!
✨Apply Through Us!
Don’t forget to apply through our website at Recruit Wealth! We’re here to help you land that dream job in financial planning. The sooner you apply, the sooner we can get you in front of the right people. Let’s make it happen together!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in financial planning, wealth management, and any qualifications like CAS or SPS that match what we're looking for.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share your passion for financial planning and how your track record aligns with our client's holistic approach to wealth management.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully advised clients on pensions, investments, and protection to demonstrate your expertise.
Apply Through Our Website:We encourage you to apply through our website for a quicker response. It’s the best way for us to receive your application and get the ball rolling on this exciting opportunity!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your knowledge of key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just about theory but have practical experience.
✨Showcase Your Holistic Approach
The role emphasises a holistic service, so prepare examples that demonstrate how you’ve integrated various aspects of financial planning in your previous work. Highlighting your ability to see the bigger picture will resonate well with the interviewers.
✨Prepare for Client Scenarios
Expect questions about how you would handle specific client situations. Think through potential scenarios involving pensions, investments, or protection advice, and be ready to articulate your thought process and solutions clearly.
✨Research the Company
Familiarise yourself with the company’s reputation in the industry, their awards, and their approach to client service. Being able to reference their achievements and values during the interview will show your genuine interest and alignment with their mission.
