At a Glance
- Tasks: Deliver holistic financial planning advice and build strong client relationships.
- Company: Join a leading UK financial planning firm with a client-first philosophy.
- Benefits: Competitive salary, attractive bonuses, and comprehensive benefits package.
- Other info: Supportive team environment with excellent career growth opportunities.
- Why this job: Inherit an established client base and enjoy hybrid working flexibility.
- Qualifications: Experience in financial planning and relevant qualifications required.
The predicted salary is between 36000 - 60000 £ 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 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 Gloucestershire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Financial Planner employer: Recruit Wealth
Join a leading name in the UK financial planning sector, where you will inherit an established client base and benefit from a strong support infrastructure that allows you to focus on delivering exceptional advice. With a collaborative culture, competitive salary, attractive bonus structure, and hybrid working options, this firm offers a unique opportunity for experienced financial planners to thrive in a stable and growth-oriented environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Show off your expertise! Create a personal brand on social media or a professional website where you can share insights on financial planning. This not only showcases your knowledge but also attracts potential employers who are looking for someone like you.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented financial planners ready to take their careers to the next level.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in financial planning and highlights your achievements. We want to see how you've built relationships and delivered exceptional advice, so don’t hold back!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your values align with our client’s client-first philosophy. Keep it engaging and personal.
Showcase Your Qualifications:Don’t forget to mention your qualifications like the Level 4 Diploma in Financial Planning and any other relevant certifications. We’re looking for someone who’s committed to their professional development!
Apply Through Our Website:We encourage you to apply directly through our website for a quicker response. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining the team!
How to prepare for a job interview at Recruit Wealth
✨Know Your Numbers
As a Financial Planner, you’ll need to be comfortable discussing figures. Brush up on your knowledge of key financial metrics, such as AUM and average client size. Be ready to explain how you've successfully managed these in the past.
✨Showcase Your Client-Centric Approach
This role emphasises a client-first philosophy. Prepare examples that highlight how you've prioritised client needs in your previous roles. Think about specific cases where your advice led to positive outcomes for clients.
✨Understand the Firm's Unique Selling Points
Research the firm’s transparent charging structure and their award-winning advisory service. Be prepared to discuss how these aspects align with your own values and how you can contribute to their mission of long-term client outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Practice articulating your thought process when faced with common financial planning challenges, ensuring you demonstrate your analytical skills and client management strategies.
