Financial Planner

Recruit Wealth Limited

Droitwich Spa

Hybrid

GBP 60,000 - 80,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Competitive base salary

Attractive bonus structure

Full support infrastructure

Comprehensive benefits package

Job summary

Recruit Wealth Limited in Droitwich Spa is seeking an experienced Financial Planner to join its team. The role offers the opportunity to inherit an established client base while receiving strong internal support and working in a hybrid model. The package includes a competitive salary of £60,000 to £80,000 per year, attractive bonuses, and comprehensive company benefits. The firm is recognized for its exceptional client service, allowing you to focus on delivering holistic financial advice. Applications from those in the Worcestershire area are encouraged.

Qualifications

Several years of financial planning or wealth advisory experience.
Demonstrable track record advising private clients on pensions, investments, and protection.
Continuing to study towards further qualifications.

Responsibilities

Deliver holistic financial planning advice across pensions, investments, and protection.
Inherit an established client base and build further relationships.
Utilize strong internal referral channels to enhance client engagement.

Skills

Financial planning

Wealth advisory

Client relationship management

Education

Minimum Level 4 Diploma in Financial Planning

Competent Adviser Status (CAS)

Statement of Professional Standing (SPS)

FCA registration

Job description

Financial Planner

Recruit Wealth is delighted to represent one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.

This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.

Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm’s Droitwich regional office, one of over 70 offices nationwide.

The Opportunity

This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships.

Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process.

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, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.

What Makes This Firm 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 and award-winning advisory service.

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

Advisers are supported by a highly experienced and established office team, allowing you to focus on building relationships and delivering exceptional advice.

You Will Benefit From

Full paraplanning and administrative support
Established regional and national support teams
Strong internal referral channels
A collaborative culture across a national network of offices

We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this.

Ideally You Will Have

Several years of 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: