Financial Planner (New Business)
Ref: 9048
Location: UK Wide (Home-Based)
Salary: £60,000 with first year OTE of £120,000+
Recruit UK is partnering with a leading international Wealth Management firm to expand their UK Financial Planning team. We are seeking experienced Financial Advisers who excel in client engagement and have a proven track record working with HNW clients.
Why Join?
This is a unique opportunity to step into a role with a consistent flow of high-quality client leads, enabling you to focus purely on engaging, converting, and advising clients. Leads are pre-qualified, ensuring a strong pipeline of potential business and high conversion.
You will be fully supported by a dedicated team handling technical research, client administration, and ongoing relationship management, freeing up your time to focus on managing clients. Meetings are conducted both remotely and in-person, with no office requirement.
What’s in It for You?- First-year OTE of £120,000+, with a proven path to double earnings
- 14% employer pension contribution
- Private medical & dental insurance
- Up to 31 days holiday
- Market-leading maternity & paternity policy
- Full support with professional development and qualifications
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, or LIBF)
- 5+ years of experience advising HNW private wealth clients
- Proven track record of onboarding and growing client relationships
- Strong presentation and consultative sales skills
If you're a driven, highly motivated individual looking for a role where your success is rewarded, apply today and take your career to the next level.