Financial Planner

ZipRecruiter; Farnborough; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to manage an established portfolio of high-net-worth clients. With a competitive salary ranging from £70,000 to £80,000, this role offers substantial earning potential plus full administrative support. You will benefit from existing leads and the chance to provide comprehensive advice across multiple areas, making it ideal for advisers looking for stability and growth. Join a respected name in the industry and elevate your advisory career without the hassle of starting from scratch.

Benefits

Flexible working

Full paraplanning & admin support

High-quality leads

Pension and medical benefits

Chartered support for further qualifications

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning required.
• Experience as a Financial Adviser/IFA/Wealth Manager serving HNW clients preferred.
• Proven track record and strong relationship-building skills necessary.

Responsibilities

• Take ownership of a loyal HNW client bank and nurture relationships.
• Provide independent, holistic advice across various financial domains.
• Convert warm leads into valuable client relationships.

Skills

Relationship-building

Commercial awareness

High ethical standards

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Description

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a IFA

£70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support

Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000.

Why This Opportunity Stands Out

This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you.

What You’ll Get

• £70,000 – £80,000 basic salary depending on experience

• Realistic OTE of £100k+ through a transparent and rewarding bonus structure

• Immediate HNW client bank from retiring advisers (average portfolio size £500k+)

• Ongoing, high-quality leads from established introducer relationships and digital channels

• Hybrid working model – blend of remote and regional office work

• Paraplanning, admin & compliance support – so you can focus on advising

• Full tech stack and CRM to streamline your client work

• Pension, DIS, private medical, and other flexible benefits

• Chartered support – Full backing for further qualifications and CPD

What You'll Be Doing

• Take ownership of a loyal HNW client bank and nurture long-term relationships

• Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning

• Convert warm, qualified leads into valuable client relationships

• Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery

• Contribute to ongoing growth, client retention, and service excellence

What You’ll Bring

• Level 4 Diploma in Regulated Financial Planning (minimum)

• A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients

• Strong relationship-building skills and commercial awareness

• A commitment to high ethical standards and delivering exceptional outcomes

Ideal for...

• Advisers currently limited by a lack of leads or support

• Those working in self-employed models seeking more stability

• IFAs with client-facing experience who want to grow with backing

If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.