Financial Planner

  • Recruit UK
  • Manchester, Lancashire
  • Oct 18, 2025
Full time Banking Finance

Job Description

Job Title: Financial Planner

Ref: 9298

Location: UK Wide (Home-Based)

Salary: £60,000 base + first year OTE £120,000+

Ready to take your Financial Planning career to the next level?

Recruit UK is working with a leading Wealth Management firm that's expanding its Financial Planning team across the UK. They're looking for experienced Financial Advisers who enjoy building new client relationships and have a strong track record of bringing in business.

This role allows you to focus on what you do best-engaging and converting new clients. You'll be provided with a steady flow of quality leads across the UK, while a dedicated support team takes care of technical research, client servicing, and ongoing relationship management. That means more time for meaningful client conversations.

Meetings are held through a mix of video calls and in-person, so there's no need to commute to an office.

What's on offer

  • First year OTE of £120,000+ (with a clear path to double your earnings in year two)
  • A supportive environment with genuine career progression opportunities
  • Excellent benefits package, including:
  • 14% company pension contribution
  • Private medical and dental cover
  • Up to 31 days holiday
  • Enhanced maternity and paternity policies
  • Support with professional development

What we're looking for

  • Level 4 Financial Advice Diploma (CII, CISI, or LIBF)
  • 5+ years' experience advising HNW private wealth clients
  • Strong presentation and communication skills
  • Proven success in winning and onboarding new clients

If you're ambitious, motivated, and want a role where your hard work is directly rewarded, this is the perfect opportunity.

Apply today to find out more.