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- Tasks: Provide holistic financial planning and wealth management services to clients.
- Company: Fast-growing, national Financial Planning business backed by private equity.
- Benefits: Attractive salary, excellent bonuses, and full support from paraplanning and admin teams.
- Other info: Flexible home and office working options available.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning, FCA registered, and minimum Diploma qualified.
The predicted salary is between 60000 - 100000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, privately 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 for Wrexham and the surrounding areas servicing existing clients as well as building on new client activity. Further details will be discussed on application regarding inherited clients/households, AUM, average client size and ongoing advice fees, but this will be highly attractive to all prospective applicants.
Ideally you will have many years of Financial Planning/Wealth advisory experience, CAS, SPS, FCA registered and minimum Diploma qualified, with an exemplary track record, predominately on pension, investment & protection advice to private clients. This opportunity is employed only with 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 Shropshire and the surrounding areas in order to service the wider client bank. Home and office working is of course fully supported.
Location: Wrexham, Clwyd | Salary: £60000 - £100000 per year | Job type: Permanent | Posted: 10/02/2026
Financial Planner in Wrexham 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 Wrexham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend local events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect role!
✨Tip Number 2
Show off your expertise! Create a LinkedIn profile that highlights your experience in financial planning and wealth management. Share articles, insights, or even your own thoughts on industry trends to get noticed by potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company thoroughly, understand their services, and think about how your skills can add value. Practice common interview questions and be ready to discuss your track record in detail.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job in financial planning!
We think you need these skills to ace Financial Planner in Wrexham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience in financial planning, wealth management, and any relevant qualifications like CAS or SPS. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills can benefit our clients. Keep it engaging and personal – we love getting to know you through your words.
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 the impact you’ve made in your previous roles. Numbers and specific examples work wonders!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and protection advice. Be ready to discuss how you've successfully managed AUM and client portfolios in the past.
✨Showcase Your Holistic Approach
This role emphasises a holistic service, so be prepared to explain how you integrate various financial services. Share examples of how you've provided comprehensive advice that considers all aspects of a client's financial situation.
✨Prepare for Client Scenarios
Expect to be asked about specific client scenarios during the interview. Think of a few case studies where you’ve made a significant impact on a client’s financial planning. Highlight your problem-solving skills and how you tailored solutions to meet their needs.
✨Familiarise Yourself with the Company
Research the company’s growth trajectory and its approach to financial planning. Understanding their values and recent developments will help you align your answers with what they’re looking for, showing that you’re genuinely interested in being part of their team.