Financial Planner (New Business) - Recruit UK : Job Details

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.