Vacancy Detail

Financial Planner

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role is located for their Oswestry regional office and surrounding areas (one of 50+ national offices) servicing existing clients as well as building on new client activity.

Further details will be discussed on application regarding inherited clients/households, AUM, average client size and on-going advice fees, but this will be highly attractive to all prospective applicants.

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Ideally you will have a good many years Financial Planning/Wealth advisory experience, CAS, SPS, FCA registered and minimum Diploma qualified, with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning, well documented in financial press and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only with excellent bonuses available through initial fee/new business.

Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams.

Applicants will ideally be from Shropshire and the surrounding areas in order to service the wider client bank.

Home and office working is of course fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Location: Oswestry, Shropshire | Salary: £60000 - £100000 per year | Job type: Permanent | Posted: 10/02/2026