Job Description Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition. This highly regarded business 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 their Rochdale regional office, one of over 70+ offices nationwide. This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business. 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 will be highly attractive to a 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. 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. 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. A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV to evidence this. At least several years’ Financial Planning/Wealth Advisory experience Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Competitive base salary Attractive bonus structure linked to new business/initial fees & on-going advice Long standing, inherited client relationships, through acquisition and succession planning Comprehensive company benefits package Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy. Please apply to us here at Recruit Wealth for an immediate response
Financial Service Planner in Rochdale employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
