Financial Planner – Long-Term Relationships, OTE £100k

360 Recruitment; England; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Generous bonus

OTE £100k

Job summary

360 Recruitment is partnering with a well-established financial planning practice to recruit a dedicated adviser. The firm has a long-standing client base and a reputation for personalised, long-term relationships.

The role offers a generous bonus with OTE around £100,000 in year one and scope to grow as you build a loyal client portfolio. You will provide tailored financial planning, conduct regular client reviews, and stay compliant with regulatory requirements while proactively developing new

Qualifications

• Build strong relationships with clients and tailor solutions.
• Proactively use cashflow modeling software to present planning outcomes.
• Manage your own client portfolio with regular reviews and compliance.
• Pursue new business opportunities through referrals and networking.
• Stay updated on market developments and FCA/Openwork guidance.

Responsibilities

• Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions.
• Proactively use cashflow modeling software to present and explain planning outcomes in a clear, client-friendly way.
• Manage your own client portfolio, including regular reviews, ongoing advice and compliance with all regulatory requirements.
• Actively pursue new business opportunities, including referrals from existing clients and networking.
• Maintain up to date knowledge of market developments, legislation, and FCA/Openwork guidance.

Skills

Relationship building

Client portfolio

Regulatory compliance

Business development

Cashflow modeling

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow modelling software

Job description

360 Recruitment is partnering with a well-established financial planning practice to recruit a dedicated adviser. The firm has a long-standing client base and a reputation for personalised, long-term relationships.

The role offers a generous bonus with OTE around £100,000 in year one and scope to grow as you build a loyal client portfolio. You will provide tailored financial planning, conduct regular client reviews, and stay compliant with regulatory requirements while proactively developing new