Financial Planner

JR United Kingdom; Ipswich; Remote; GBP 60,000 - 100,000; Full time

Job summary

Recrutement d'un conseiller financier pour une entreprise internationale de gestion de patrimoine au Royaume-Uni. Ce poste offre la possibilité de travailler sans exigences de bureau et avec un flux constant de prospects qualifiés. Les candidats doivent avoir un diplôme de Financial Advice level 4 et une expérience substantielle avec des clients HNW.

Benefits

Assurance médicale et dentaire privée

Jusqu'à 31 jours de vacances

Politique de maternité et de paternité de premier plan

Soutien au développement professionnel et aux qualifications

Qualifications

• 5+ années d'expérience à conseiller des clients privés fortunés.
• Historique de croissance des relations clients.
• Capacité à gérer une relation client de bout en bout.

Responsibilities

• Engager, convertir et conseiller des clients HNW.
• Gérer les relations clients avec un soutien administratif dédié.
• Avoir des réunions à distance ou en personne sans exigence de bureau.

Skills

Engagement client

Présentation

Vente consultative

Education

Diplôme de Financial Advice Level 4 (CII, CISI, ou LIBF)

Job description

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Salary: £60,000 with first year OTE of £120,000+

Recruit UK is partnering with a leading international Wealth Management firm to expand its UK Financial Planning team. We are seeking experienced Financial Advisers who excel in client engagement and have a proven track record working with HNW clients.

Why Join?

This is a unique opportunity to step into a role with a consistent flow of high-quality client leads, enabling you to focus purely on engaging, converting, and advising clients. Leads are pre-qualified, ensuring a strong pipeline of potential business and high conversion.

You will be fully supported by a dedicated team handling technical research, client administration, and ongoing relationship management, freeing up your time to focus on managing clients. Meetings are conducted both remotely and in person, with no office requirement.

What’s in It for You?

• First-year OTE of £120,000+, with a proven path to double earnings
• Private medical & dental insurance
• Up to 31 days holiday
• Market-leading maternity & paternity policy
• Full support with professional development and qualifications

Requirements:

• Level 4 Financial Advice Diploma (CII, CISI, or LIBF)
• 5+ years of experience advising HNW private wealth clients
• Proven track record of onboarding and growing client relationships
• Strong presentation and consultative sales skills

If you're a driven, highly motivated individual looking for a role where your success is rewarded, apply today and take your career to the next level.