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Job Title: Financial Planner
Ref: 9293
Location: London
Salary: £70,000
Are you a technically-minded Financial Planner who doesn’t enjoy business development?
If so we might have the perfect role for you!
Recruit UK is working with a successful wealth management company that is looking for a financial planner to join its team in London. The role will fully focus on providing Financial Planning advice to existing clients with no targets for new client sign-ups.
The team you’d be joining advice over HNW 7,500 clients and continue to expand their UK client base. You will advise clients on a range of investment products including pensions, ISAs, investment bonds (onshore and offshore), and trusts, working closely with internal teams to deliver a full wealth planning service.
The company emphasizes professional development and will support you with exams and internal training alongside offering progression routes based on your desired career path.
With a reputation for excellent client service, a transparent fee structure, and top-tier service, you can feel confident knowing you're working with a trusted name in the industry.
What’s on offer:
- Base salary of £70,000
- Discretionary performance bonus
- Fully paid supplemental medical, dental, and health screening plans
- 28 days of annual leave, plus up to 8 paid holidays
- Competitive retirement pension plan
- Gym subsidy and emotional well-being support
- Hybrid working structure (post probation)
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, LIBF) with progress towards Chartered
- Ideally over 5 years experience providing regulated finance advice
- In depth technical knowledge of Financial Planning
- Excellent communication skills
- Proven track record managing client relationships
If you are passionate about providing high-quality advice, but do not wish to have sales targets and new business requirements looming over you, we’d love to hear from you.
