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- Tasks: Provide holistic financial planning advice and build strong client relationships.
- 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.
- Why this job: Inherit an established client base and make a real impact in clients' financial futures.
- Qualifications: Experience in financial planning, FCA registration, and Level 4 Diploma in Financial Planning.
- Other info: Supportive team environment with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing 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, 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 what you do best, 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’ 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. Please apply to us here at Recruit Wealth for an immediate response.
Financial Planner in Droitwich employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd 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 relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Showcase 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. This will set you apart as a knowledgeable and trustworthy planner.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and your thoughts on financial planning trends. This not only showcases your expertise but also helps you stay on the radar of recruiters and firms looking for talented Financial Planners like us!
✨Apply Through Our Website
Don’t forget to apply directly through our website for the best chance at landing that dream job! We’re always on the lookout for experienced Financial Planners, and applying directly can help us spot your application faster.
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 specific skills and experiences that align with the Financial Planner role. Highlight your experience in financial planning, wealth management, and client relationships 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! Use numbers and examples to demonstrate how you've made a difference in previous roles. We love seeing tangible results!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in the financial metrics relevant to the role. Brush up on key figures related to pensions, investments, and protection plans. Being able to discuss these confidently will show your expertise and readiness to take on the responsibilities of the position.
✨Showcase Your Client-Centric Approach
This firm prides itself on a client-first philosophy. Prepare examples from your past experience where you’ve put clients' needs at the forefront. Highlight how you’ve built relationships and delivered exceptional outcomes, as this aligns perfectly with their holistic approach to financial planning.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. They emphasise collaboration and support, so think about how you can demonstrate your ability to work within a team and contribute positively to their established office environment. This will help you stand out as a candidate who fits right in.
✨Prepare Questions That Matter
Interviews are a two-way street, so come prepared with insightful questions. Ask about their internal referral channels or how they support advisers in building client relationships. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.