Vacancy Detail

View vacancy list

Financial Planner

Clients Provided | No Prospecting | Exceptional Earning Potential

Are you frustrated by spending too much time generating leads and not enough time advising clients?

Would you like to work with engaged individuals who have actively requested financial advice, allowing you to focus on delivering great client outcomes rather than chasing new business?

Recruit Wealth is delighted to be representing one of the UK's leading financial planning and retirement specialists as they continue to expand their national advisory team.

This is an opportunity to join a highly respected organisation that has built long-standing relationships with some of the UK's largest employers and pension schemes, providing a consistent flow of quality client opportunities to its advisers.

Why Advisers Join

  • Clients are provided to you
  • Meetings are arranged on your behalf
  • Full paraplanning support
  • Technical specialists are on hand when needed
  • You can focus on delivering advice and building relationships
  • There is genuine earning potential without the pressure of constant prospecting

You'll work with a diverse range of clients, from individuals approaching retirement through to senior professionals and board-level executives, helping them navigate some of life's most important financial decisions.

The result is a rewarding advisory role built around quality advice, meaningful client relationships and long-term financial planning.

The Opportunity

As a Financial Planner, you will provide holistic financial planning and retirement advice to members of large corporate pension schemes and employer groups across the UK.

Clients actively request appointments and are seeking professional guidance, creating a highly consultative and rewarding advice environment.

You will benefit from:

  • A consistent flow of pre-qualified, pre-booked client appointments
  • Full paraplanning support and suitability report preparation
  • Dedicated client services and administration teams
  • Access to an experienced discretionary portfolio management proposition
  • Strong technical and compliance support
  • High-quality clients with meaningful assets and complex planning requirements
  • Flexibility to conduct meetings virtually, in the workplace or at clients' homes

Key Responsibilities:

  • Deliver holistic financial planning and retirement advice
  • Advise on pensions, investments and wealth accumulation strategies
  • Support clients approaching retirement with drawdown, annuity and income planning solutions
  • Assist with company share schemes and retirement exit planning
  • Conduct detailed fact-finds and financial planning reviews
  • Risk profile clients and recommend suitable investment strategies
  • Explain and position discretionary investment management solutions
  • Deliver tax-efficient planning advice including income tax, capital gains tax and inheritance tax considerations
  • Build trusted, long-term client relationships

What We're Looking For

  • Level 4 Diploma qualified
  • Competent Adviser Status (CAS)
  • Current SPS
  • Proven experience advising clients on pensions, retirement planning and investments
  • Strong technical understanding of pensions and personal taxation
  • Excellent interpersonal and communication skills
  • Comfortable conducting virtual client meetings

Desirable qualifications:

  • G60
  • AF3
  • AF7
  • J05

The Type of Adviser Who Excels with our client:

  • Passionate about delivering exceptional client outcomes
  • Professional, credible and relationship-focused
  • Ambitious and commercially minded
  • Motivated by advice quality rather than aggressive sales targets
  • Looking for a platform that allows you to spend more time advising and less time prospecting

What's on Offer

  • Clients provided from established employer and pension scheme relationships
  • No cold calling, self-generated leads or business development pressure
  • High-quality and highly engaged client base
  • Competitive employed package
  • Excellent bonus and OTE potential
  • Full paraplanning and administrative support
  • National opportunities with flexibility around client meetings
  • The chance to join a growing and highly respected financial wellbeing specialist

If you're an experienced Financial Planner seeking a role where you can focus on what you do best – delivering outstanding advice to quality clients – we'd love to hear from you.

Apply today through Recruit Wealth for an immediate response


Location: National - All locations across the United Kingdom | Salary: £70000 - £100000 per year | Job type: Permanent | Posted: 01/06/2026

Apply for this Vacancy