Financial Planner

JR United Kingdom; Birmingham; Remote; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planner to work remotely, covering Liverpool, Midlands, and Wales. This role offers a competitive salary up to £55,000, a client bank to inherit, and full support from back-office teams. Ideal candidates will have 2+ years of experience and a Level 4 qualification in Financial Planning.

Benefits

Fully remote and home-based role

Full back-office support

Inherit a client bank

Qualifications

• Experienced adviser with at least 2+ years in a client-facing advice role.
• Level 4 qualified (Diploma in Financial Planning).
• Comfortable working remotely and independently.

Responsibilities

• Manage and inherit a well-established client bank.
• Provide client financial planning advice remotely.
• Support clients with strong communication and relationship skills.

Skills

Communication

Relationship Building

Client Management

Education

Diploma in Financial Planning – CII or LIBF

Job description

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Location: Home-based – covering Liverpool, Midlands, and Wales

Salary: up to £55,000 + bonus

Job reference: 9662

Recruit UK are currently recruiting for an exceptional opportunity, for a financial adviser to join a leading wealth management firm, as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser.

What’s in it for you:

• Salary up to £55,000
• Bonus
• Client bank to inherit and service
• Fully remote and home-based role
• Full back-office support

Skills and experience required:

• Experienced adviser with at least 2+ years in a client-facing advice role.
• Level 4 qualified (Diploma in Financial Planning – CII or LIBF)
• Comfortable working remotely and independently
• Strong communication and relationship-building skills

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on a home-based financial adviser role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

• Take a holistic mindfulness approach – career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.