Financial Adviser

Financial Adviser seeking a new position, with Leads, Bonus, Strong Salary and Support provided? Recruit UK is working with a highly regarded independent financial planning firm seeking an experienced Financial Planner to join their growing team. This is an excellent opportunity for a Chartered Financial Planner (or someone close to Chartered status) who enjoys working with affluent and high-net-worth clients and wants access to a strong, consistent flow of quality leads rather than a heavy new business expectation. The firm has developed strong affiliations, providing access to high-earning professionals. Clients are sophisticated, financially established, and value high-quality long-term advice. This is a genuinely independent advice business with a strong reputation for client outcomes, technical planning, and relationship-led advice.

The Role Deliver holistic financial planning advice to HNW and affluent private clients Manage and develop long-term client relationships Work closely with paraplanning and administrative support teams Advise across investments, retirement planning, tax planning, and protection Review and monitor existing portfolios and planning strategies Handle warm introductions and internally generated leads Build trust with professional, high-achieving clients who expect high standards of service and advice About You Chartered Financial Planner status preferred STEP qualification desirable Strong

experience advising HNW private clients Proven ability to manage complex client relationships and larger portfolios Commercially minded with strong relationship-building

skills Comfortable working with sophisticated, high-earning individuals Level 6 Diploma qualified with valid SPS

Experience within an independent financial planning environment preferred What’s on Offer £96,000 basic salary plus bonus Strong pipeline of quality leads and referrals Genuine independent advice model High-quality client base with significant assets under management Strong support infrastructure including paraplanning and administration Long-term career opportunity within a respected firm Pension scheme with employer contributions matched up to 7% Health cash plan and EAP Life insurance Group Income Protection scheme Annual leave entitlement of 21 days plus bank holidays (8 days) + Birthday off Option to purchase up to 3 additional holiday days at the start of each year Flexible working and hybrid available Bonus scheme If you are an experienced Financial Planner looking for a high-quality client bank, consistent opportunities, and the chance to work within a true independent environment, please apply today.