Financial Planner

Recruit Wealth; Micheldever; Hybrid; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid/remote working

Competitive base salary

Performance incentives

Comprehensive benefits package

Job summary

Recruit Wealth is representing a Winchester-based Financial Planner role with an inherited client base and the chance to expand relationships within a national independent adviser network.

The position offers hybrid working across home, office and client sites, full paraplanning support and a comprehensive package designed to reward new business and ongoing advice.

Qualifications

• At least several years' Financial Planning/Wealth Advisory experience.
• CAS (Competent Adviser Status) holder or pursuing.
• SPS (Statement of Professional Standing) held or in process.
• FCA registration held and active.
• Level 4 Diploma in Financial Planning achieved and ongoing study.
• Proven track record advising private clients on pensions, investments and protection.

Responsibilities

• Provide holistic financial planning across pensions, investments and protection.
• Inherit an established client base and develop new business via referrals.
• Operate within a whole-of-market, independent advisory framework.

Skills

Financial planning

Client relationship management

Regulatory compliance

Professional accreditation

Education

Level 4 Diploma in Financial Planning

Competent Adviser Status (CAS)

Statement of Professional Standing (SPS)

FCA registration

Job description

Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition.

This highly regarded business 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 their Winchester 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 (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business.

Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move.

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 Business 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 what you do best, building relationships and delivering exceptional advice.

You will benefit from:

• Full in-house 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 a proven track record within financial planning, with a CV to evidence this.

Ideally you will have:

• At least several years' 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:

• Competitive base salary
• Attractive bonus structure linked to new business/initial fees & on-going advice
• Long standing, inherited client relationships, through acquisition and succession planning
• Full support infrastructure with incentives for senior opportunities if desired
• Comprehensive company benefits package

Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy.

Applications will be well received by those in the Hampshire area to maintain client contact and the surrounding regions.