Financial Adviser seeking a new position, with Leads, Bonus, Strong Salary and Support provided?

Recruit UK is working with a highly regarded independent financial planning firm seeking an experienced Financial Planner to join their growing team.

This is an excellent opportunity for a Chartered Financial Planner (or someone close to Chartered status) who enjoys working with affluent and high-net-worth clients and wants access to a strong, consistent flow of quality leads rather than a heavy new business expectation.

The firm has developed strong affiliations, providing access to high-earning professionals. Clients are sophisticated, financially established, and value high-quality long-term advice.

This is a genuinely independent advice business with a strong reputation for client outcomes, technical planning, and relationship-led advice.

The Role

• Deliver holistic financial planning advice to HNW and affluent private clients
• Manage and develop long-term client relationships
• Work closely with paraplanning and administrative support teams
• Advise across investments, retirement planning, tax planning, and protection
• Review and monitor existing portfolios and planning strategies
• Handle warm introductions and internally generated leads
• Build trust with professional, high-achieving clients who expect high standards of service and advice

About You

• Chartered Financial Planner status preferred
• STEP qualification desirable
• Strong experience advising HNW private clients
• Proven ability to manage complex client relationships and larger portfolios
• Commercially minded with strong relationship-building skills
• Comfortable working with sophisticated, high-earning individuals
• Level 6 Diploma qualified with valid SPS
• Experience within an independent financial planning environment preferred

What’s on Offer

• £80,000 basic salary plus bonus
• Strong pipeline of quality leads and referrals
• Genuine independent advice model
• High-quality client base with significant assets under management
• Strong support infrastructure including paraplanning and administration
• Long-term career opportunity within a respected firm
• Pension scheme with employer contributions matched up to 7%
• Health cash plan and EAP
• Life insurance
• Group Income Protection scheme
• Annual leave entitlement of 21 days plus bank holidays (8 days) + Birthday off
• Option to purchase up to 3 additional holiday days at the start of each year
• Flexible working and hybrid available
• Bonus scheme

If you are an experienced Financial Planner looking for a high-quality client bank, consistent opportunities, and the chance to work within a true independent environment, please apply today.