Home
Birmingham
Financial planner
Financial Planner (New Business)

Financial Planner (New Business)

Recruit UK

Posted a day ago, valid for a day

Birmingham, West Midlands B27 6QS, England

£120,000 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job title is Financial Planner, based in the UK with a home-based arrangement.
The salary is £60,000 with a first-year OTE of £120,000+.
Candidates must have at least 5 years of experience advising high-net-worth clients.
The role offers a consistent flow of high-quality leads and full support from a dedicated team.
Benefits include a 14% employer pension contribution, private medical and dental insurance, and up to 31 days of holiday.

Job Title: Financial PlannerRef: 9048Location: 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 recording 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.

Apply now in a few quick clicks