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Financial Planner

Recruit Wealth are delighted to be partnered with one of the UK’s leading insurance and financial services organisations who are in an exciting period of growth.

This national business have been featured in Glassdoor Best Places to Work for ten consecutive years.

As they are growing their Financial Advice business, they are now looking for ambitious, qualified Financial Advisor to join the business in Uckfield

This is an exciting opportunity to work with warm leads from an established customer base, helping individuals, families and business owners plan for every stage of life. From pensions and investments to inheritance tax planning and wealth management, you’ll provide trusted advice that genuinely makes a difference.

With a strong flow of referrals, diary support and a respected national brand behind you, your success is driven by your ambition, relationship-building skills and ability to deliver exceptional client outcomes.

What you’ll be doing

  • Providing holistic financial planning advice across life insurance, pensions, investments, wealth management and inheritance tax
  • Building long-term relationships with both new and existing customers
  • Working with warm leads generated through local introducers
  • Supporting a wide range of customers, from small investors through to high-net-worth individuals
  • Delivering outstanding face-to-face advice tailored to each client’s personal circumstances
  • Working closely with in-house teams to identify opportunities and grow your client portfolio
  • Travelling across Surrey or Sussex to meet clients, introducers and colleagues

What we’re looking for

We’re looking for experienced Financial Advisors who are passionate about helping clients achieve the right financial outcomes.

You’ll be someone who thrives on building trust, developing strong referral relationships and delivering a high-quality client experience.

To be successful, you’ll ideally have:

  • Full FPC (or equivalent) qualification
  • Full CAS status
  • Level 4 qualification such as the CII Diploma in Financial Planning
  • Experience providing regulated financial advice to UK customers in a face-to-face environment
  • Strong understanding of the UK financial services regulatory and compliance framework
  • Knowledge of end-to-end sales processes and working with introducers
  • Awareness of current trends and developments within the UK financial services market

Package and Benefits:

  • Competitive basic salary with uncapped bonus
  • Company car scheme or £5,500 car allowance
  • Excellent benefits package including contributory pension scheme of up to 20%, including your contribution

Ready to take the next step?

Join a business where your expertise is valued, your earning potential is uncapped and your future is full of opportunity.

Please apply to us here at Recruit Wealth for an immediate response

 

 


Location: Uckfield | Salary: £55000 - £130000 per year | Job type: Permanent | Posted: 20/04/2026

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