Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period expansion and strategic acquisition.

This highly regarded advisory business offers a holistic, whole of market client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for their clients across the UK.

Due to a succession plan now in place and a senior financial planner handover, an outstanding opportunity has arisen for an experienced Financial Planner to join their Winchester regional office, one of over 70+ offices nationwide.

The Opportunity

This is an attractive advisory opportunity, where you will inherit an established client base during an agreed timescale, while also benefiting from new client enquiries and every opportunity to build further relationships. .

Further details around inherited households, assets under management (AUM), average client size and on-going advice fees will be discussed during the application process, however this will be highly attractive to an experienced planner.

You will deliver holistic financial planning advice across:

• Pensions and retirement planning
• Investments and wealth management
• Protection and financial security planning

All within a market-leading, independent advice business that places long-term client outcomes at the centre of everything they do.

What Makes This Business Different?

Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy, award-winning advisory service and technology.

With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.

Support & Infrastructure

You'll be supported by a highly experienced and established office team, allowing you to focus on what you do best, looking after existing and new client relationships and delivering exceptional financial advice.

You will benefit from:

• Full in-house Paraplanning and Administrative support
• Established regional and national support teams
• Internal client enquiries
• A collaborative culture across a national network of offices

We are keen to speak with a financial planner with a proven track record within financial planning and a CV to evidence this.

Ideally you will have:

• At least several years’ Financial Planning/Wealth Advisory experience
• Competent Adviser Status (CAS)
• Statement of Professional Standing (SPS)
• FCA Registration
• Minimum Level 4 Diploma in Financial Planning and continuing to study further
• A demonstrable track record advising private clients on pensions, investments and protection

Package & Benefits

This is an employed position, offering an excellent overall package, including:

• Competitive base salary
• Attractive bonus structure linked to new business/initial fees & on-going advice and recurring income
• Long standing, inherited client relationships through succession planning
• Full support infrastructure with incentives for senior opportunities if desired
• Comprehensive company benefits package

Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy.

Applications will be well received by those in the Hampshire & surrounding areas to continue client contact and relationships.

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