Financial Planner

Recruit UK; Essex; On-site; GBP 70,000 - 85,000; Full time

Job summary

A financial advisory firm in Essex is seeking an experienced Financial Planner. The role includes managing existing clients and engaging new ones, supported by a dedicated team. Ideal candidates will have a Level 4 Diploma and proven new business skills. Attractive compensation package up to £85,000 plus bonus and comprehensive benefits await successful applicants.

Benefits

Salary up to £85,000 + attractive bonus

Market-leading benefits package

Small client bank to inherit

All leads provided

Full back office support

Qualifications

• Level 4 Diploma and existing CAS status are required.
• Proven track record of success in new business development.
• Technical expertise in holistic financial planning is essential.

Responsibilities

• Engage with new clients and manage existing ones effectively.
• Work with a support team for technical and administrative tasks.

Skills

Strong new business skills

Technical knowledge across holistic financial planning

Education

Level 4 Diploma and existing CAS status

Job description

Job Title

Financial Planner

Location

Essex

Reference Number

10014

Overview

Recruit UK is working with a highly reputable and well‑established national Financial Advice company that is seeking an experienced Financial Planner to join their team in Essex.

Due to continued growth across the region, they have a small client book to inherit, alongside a consistent flow of pre‑qualified, high‑value leads. You will have access to a dedicated support team, including technical paraplanning and full administration support, freeing up your time to focus on your clients.

They are seeking a motivated individual who thrives on new client engagement, who is looking for an environment that rewards success.

Benefits

• Salary up to £85,000 + attractive bonus
• A market‑leading benefits package
• Small client bank to inherit
• All leads provided
• Full back office support

Skills and Experience Required

• Level 4 Diploma and existing CAS status
• Strong new business skills with a proven track record of success
• Technical knowledge across holistic financial planning

If you are looking to align yourself with a trusted brand name and join a team of high performers where you will...