Senior Financial Planner - Hybrid, Inherited Clients

Recruit Wealth Limited; Droitwich Spa; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Attractive bonus structure

Full support infrastructure

Comprehensive benefits package

Job summary

Recruit Wealth Limited in Droitwich Spa is seeking an experienced Financial Planner to join its team. The role offers the opportunity to inherit an established client base while receiving strong internal support and working in a hybrid model. The package includes a competitive salary of £60,000 to £80,000 per year, attractive bonuses, and comprehensive company benefits. The firm is recognized for its exceptional client service, allowing you to focus on delivering holistic financial advice. Applications from those in the Worcestershire area are encouraged.

Qualifications

• Several years of financial planning or wealth advisory experience.
• Demonstrable track record advising private clients on pensions, investments, and protection.
• Continuing to study towards further qualifications.

Responsibilities

• Deliver holistic financial planning advice across pensions, investments, and protection.
• Inherit an established client base and build further relationships.
• Utilize strong internal referral channels to enhance client engagement.

Skills

Financial planning

Wealth advisory

Client relationship management

Education

Minimum Level 4 Diploma in Financial Planning

Competent Adviser Status (CAS)

Statement of Professional Standing (SPS)

FCA registration

Job description

Recruit Wealth Limited in Droitwich Spa is seeking an experienced Financial Planner to join its team. The role offers the opportunity to inherit an established client base while receiving strong internal support and working in a hybrid model. The package includes a competitive salary of £60,000 to £80,000 per year, attractive bonuses, and comprehensive company benefits. The firm is recognized for its exceptional client service, allowing you to focus on delivering holistic financial advice. Applications from those in the Worcestershire area are encouraged.