Senior Financial Planner: Lead High-AUM Clients

Recruit Wealth Ltd; Leicester Forest East; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Private medical insurance

Bonus schemes

Established client bank with AUM

Administrative support

Access to technology and resources

Long-term career opportunities

Job summary

Recruit Wealth Ltd in Leicester is seeking an experienced Financial Planner to join its advisory team. You will take ownership of a substantial client bank with significant AUM and recurring income, supported by admin and paraplanning resources.

In this role, you will conduct regular reviews, identify broader financial planning needs, generate new advice, and convert opportunities while enjoying an established platform and long-term career development.

Qualifications

• 3+ years’ experience providing regulated financial advice across wealth management.
• CAS & SPS exposure.
• Proven track record of maintaining clients and generating new advice business.
• Strong commercial awareness to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wealth planning.
• Confident client conversations; ability to generate referrals.
• Experience using cashflow modelling and financial planning technology.
• Chartered status ideally or commitment to achieve it.

Responsibilities

• Own an established client bank and conduct regular annual reviews.
• Generate new advice and convert opportunities.
• Provide high-quality financial planning with dedicated support.
• Develop relationships to grow recurring income within clients.

Skills

Wealth management

Regulated advice

Client relationship management

Cashflow modelling

Financial planning software

Pensions and investments

Business development

Chartered status (advantage)

Tools

Cashflow modelling tools

Financial planning software

Job description

Recruit Wealth Ltd in Leicester is seeking an experienced Financial Planner to join its advisory team. You will take ownership of a substantial client bank with significant AUM and recurring income, supported by admin and paraplanning resources.

In this role, you will conduct regular reviews, identify broader financial planning needs, generate new advice, and convert opportunities while enjoying an established platform and long-term career development.