Job Description
Job Title: Financial Planner
Salary: £70,000 – £80,000 + bonus
Field Based role (M4 Corridor around Newbury)
Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner.
This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better.
Role Overview:
As a Financial Planner, you’ll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You’ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support.
Key Responsibilities:
* Deliver holistic financial advice through face-to-face and virtual meetings.
* Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals.
* Use cash flow modelling and financial planning tools to provide clear, insightful advice.
* Proactively develop new business opportunities, building relationships with introducers and new clients.
* Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities
* Stay informed on market, legislative, and industry developments.
* Uphold regulatory responsibilities and deliver excellent client outcomes.
* Maintain professional standards and complete CPD to support SPS requirements.
Qualifications & Skills:
* Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential).
* Strong experience in holistic financial advice and client relationship building.
* Skilled in conducting client meetings and producing tailored financial plans.
* Knowledge of regulatory requirements, including Consumer Duty.
* Confident in cash flow modelling tools.
* Excellent communication, organisational, and presentation skills.
Benefits:
* Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options).
* paid medical insurance, life insurance, and health screening.
* Pension: Matched contribution up to 15% of base salary.
* Flexible Cash Allowance
* Bonus Scheme