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- Tasks: Provide holistic financial planning advice on pensions, investments, and protection.
- Company: Join a leading UK financial planning firm 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 stable environment.
- Why this job: Inherit established clients and enjoy strong support while making a real impact.
- Qualifications: Experience in financial planning, FCA registration, and Level 4 diploma required.
The predicted salary is between 60000 - 80000 £ per year.
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, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
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
Ideally You Will Have:
- Several years’ 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 Gloucestershire area to maintain client contact and the surrounding region.
Financial Planner in Gloucester 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 Gloucester
✨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 relationships you build, the better your chances of landing that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in pensions, investments, and protection. Share specific examples of how you've helped clients achieve their financial goals – it’ll make you stand out!
✨Leverage Internal Referrals
Since this role comes with strong internal referral streams, don’t hesitate to ask for introductions from your network. A warm introduction can go a long way in getting your foot in the door at a top firm.
✨Apply Through Our Website
We’ve got a fantastic platform for job applications, so make sure to apply through our website. It’s straightforward and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for talented financial planners like you!
We think you need these skills to ace Financial Planner in Gloucester
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, especially in pensions and investments, to show us you’re the right fit.
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 your experience aligns with our client-first philosophy. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients achieve their financial goals. This will help us see the value you can bring to our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
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 assets under management (AUM) in the past.
✨Showcase Your Client-Centric Approach
This role is all about putting clients first. Prepare examples that highlight your ability to build strong relationships and deliver tailored advice. Think about specific instances where you’ve gone above and beyond for a client.
✨Understand the Firm's Philosophy
Familiarise yourself with the company's transparent charging structure and client-first philosophy. Be prepared to discuss how your values align with theirs and how you can contribute to their award-winning advisory service.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think through potential challenges you might face in financial planning and how you would address them, especially in relation to inherited client relationships.