Financial Planner

JR United Kingdom; West Midlands Combined Authority; Remote; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Planner to join their team. This fully remote role offers a competitive salary of up to £55,000, a client bank to inherit, and comprehensive back-office support. Ideal candidates will have at least 2 years of experience in a client-facing advisory role and be Level 4 qualified in Financial Planning.

Benefits

Client bank to inherit and service

Fully remote and home-based role

Full back-office support

Qualifications

• Experienced adviser with at least 2+ years in a client-facing advice role.
• Comfortable working remotely and independently.

Responsibilities

• Take over a well-established book from a retiring adviser.
• Provide financial planning advice to clients.

Skills

Communication

Relationship-building

Education

Level 4 qualified (Diploma in Financial Planning – CII or LIBF)

Job description

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Location:

Home-based – covering Liverpool, Midlands, and Wales

Salary:

up to £55,000 + bonus

Job reference:

9662

Recruit UK are currently recruiting for an exceptional opportunity for a financial adviser to join a leading wealth management firm as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser.

What’s in it for you:

• Salary up to £55,000
• Bonus
• Client bank to inherit and service
• Fully remote and home-based role
• Full back-office support

Skills and experience required:

• Experienced adviser with at least 2+ years in a client-facing advice role.
• Level 4 qualified (Diploma in Financial Planning – CII or LIBF)
• Comfortable working remotely and independently
• Strong communication and relationship-building skills

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Currently, Recruit UK is pleased to be working with an Independent Financial Advice firm on a home-based financial adviser role.

Our commitment to you:

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.