Senior Financial Planner

Penn, Buckinghamshire

£60,000 – £80,000 + Bonus

Job ID: 10334

Recruit UK are working on behalf of a well-established and growing financial planning firm to recruit an experienced Senior Financial Planner to join their team.

This is a strong opportunity for an adviser looking for immediate earnings potential, a client bank from day one, and the backing of a supportive business.

The Role

You will take on an existing portfolio of clients, providing holistic advice across pensions, investments, protection and retirement planning, while identifying opportunities to grow the book further.

What’s on offer

• Salary between £60,000 – £80,000
• 3.5x validation bonus structure
• Client bank provided
• Full paraplanning and admin support
• Clear opportunity to build and develop your client base

Key Responsibilities

• Deliver tailored financial advice to an existing client bank
• Build and maintain long-term client relationships
• Identify opportunities for new business within the portfolio
• Ensure all advice meets regulatory and compliance standards
• Work closely with internal teams to deliver a high-quality client experience

About You

• Proven experience as a Financial Adviser / Financial Planner
• Level 4 Diploma qualified (minimum)
• Strong client-facing and relationship management skills
• Commercial mindset with a focus on growth