Financial Planner

Recruit Wealth Limited; West Yorkshire; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Full paraplanning support

Established regional & national teams

Strong internal referral channels

Collaborative national network

Hybrid working model

Job summary

Recruit Wealth Limited, a leading UK financial planning firm, is seeking an experienced Financial Planner to join its West Yorkshire regional offices, one of over 70 nationwide. You will inherit an established client base and work within a holistic, independent advisory framework that prioritises long-term client outcomes.

Hybrid working is fully supported. You will deliver pensions, investments and protection advice, backed by comprehensive paraplanning and established regional and national

Qualifications

• Several years’ financial planning/wealth advisory experience.
• Competent Adviser Status (CAS) and SPS.
• FCA registration is in place and active.
• Minimum Level 4 Diploma in Financial Planning and ongoing study.
• Proven track record advising private clients on pensions, investments and protection.

Responsibilities

• Pensions and retirement planning.
• Investments and wealth management for client portfolios.
• Protection and financial security planning.
• Deliver advice within a market-leading independent framework and focus on long-term outcomes.

Skills

Financial planning

Wealth advisory

Pensions

Investments

Protection

Client relationships

Education

Level 4 Diploma in Financial Planning

CAS

SPS

FCA registration

Job description

Financial Planner

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

This highly regarded organisation 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 the firm’s West Yorkshire regional offices, 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 strong internal referral streams and the opportunity to build further relationships.

Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process. This opportunity has been designed to be attractive to a high‑quality planner seeking their next long‑term move.

What you will deliver

• 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.

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.

Benefits

• Full paraplanning and administrative support
• Established regional and national support teams
• Strong internal referral channels
• A collaborative culture across a national network of offices

Qualifications and Experience

• 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

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

Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy.

Location: Huddersfield, West Yorkshire, United Kingdom

Salary: £60000 - £100000 per year | Job type: Permanent | Posted: 14/07/2026