Financial Planner

JR United Kingdom; Sheffield; Remote; GBP 60,000 - 120,000; Full time

Job summary

Join a leading international Wealth Management firm as a Financial Planner, focusing on high-net-worth clients with pre-qualified leads. This role promises a competitive salary of £60,000 and an OTE exceeding £120,000, plus extensive benefits including private medical insurance and professional development support.

Benefits

Private medical & dental insurance

Up to 31 days holiday

Market-leading maternity & paternity policy

Full support with professional development and qualifications

Qualifications

• 5+ years of experience advising HNW private wealth clients.
• Proven track record of onboarding and growing client relationships.
• Strong presentation and consultative sales skills.

Responsibilities

• Engaging, converting, and advising clients with pre-qualified leads.
• Managing client relationships with ongoing support from a dedicated team.

Skills

Client engagement

Presentations

Consultative sales

Education

Level 4 Financial Advice Diploma (CII, CISI, or LIBF)

Job description

Social network you want to login/join with:

Financial Planner, sheffield, south yorkshire

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Client:

Location:

sheffield, south yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

8

Posted:

14.06.2025

Expiry Date:

29.07.2025

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Job Description:

Ref: 9048

Location: UK Wide (Home-Based)

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.