Senior Wealth Planner – Inherited Book, Hybrid Role

Recruit Wealth Ltd; Gloucester; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading financial planning firm in the UK is seeking an experienced advisor to service existing clients and expand the client base. This role offers a highly attractive salary up to £75k, excellent bonuses based on performance, and comprehensive support from paraplanning and admin teams. The ideal candidate has extensive financial planning experience and strong skills in client retention, particularly in pension, investment, and protection advice. Home and office working is fully supported.

Benefits

Excellent bonuses

Full Paraplanning/Admin support

Home and office working supported

Qualifications

• Demonstrable experience in Financial Planning/Wealth Advisory.
• Proven track record in pension, investment, and protection advice to private clients.
• Strong client retention abilities.

Responsibilities

• Service existing clients and build new client relationships.
• Provide holistic financial planning and investment management services.
• Manage inherited assets under management (AUM).

Skills

Financial Planning

Wealth Advisory

Pension Advice

Investment Advice

Protection Advice

Client Retention

Education

Minimum Diploma qualified (CAS, FCA registered)

Job description

A leading financial planning firm in the UK is seeking an experienced advisor to service existing clients and expand the client base. This role offers a highly attractive salary up to £75k, excellent bonuses based on performance, and comprehensive support from paraplanning and admin teams. The ideal candidate has extensive financial planning experience and strong skills in client retention, particularly in pension, investment, and protection advice. Home and office working is fully supported.