Financial Planner

JR United Kingdom; Plymouth; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven Financial Planner to join their expanding team in Plymouth. This prestigious firm specializes in providing exceptional accounting and advisory services to high-net-worth clients, offering an incredible opportunity for growth and earning potential. The ideal candidate will have a strong background in managing complex financial cases and delivering regulated advice. With a focus on long-term client relationships, this role promises a rewarding career in a supportive environment that values proactivity and ambition. If you're looking to make a significant impact in your career, this opportunity is perfect for you.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible working arrangements

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes

Access to counselling

Discounted gym memberships

Qualifications

• Experience in delivering regulated financial advice with CAS/SPS.
• Proven track record in managing high-net-worth clients.

Responsibilities

• Manage complex financial cases for high-net-worth clients.
• Deliver regulated financial advice and maintain long-term relationships.

Skills

Chartered status

Regulated financial advice

Client management

Complex casework

Proactivity

Education

Chartered Financial Planner qualification

Job description

I’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.

This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases.

Key Requirements:

• Chartered status or close to achieving it.
• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

What’s on Offer:

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• Sick leave pay
• Private medical insurance
• Enhanced family leave pay
• Birthdays off
• Wellness programmes, access to counselling & discounted gym memberships

The successful candidate should be based near Plymouth.

If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit—please reach out in confidence to [e-mail].