Financial Planner (Desk-Based)
Job Title: Financial Planner (Desk-Based)
Location: Newcastle
Salary: Up to £55,000
Job Reference: 10420
Recruit UK are looking for a Financial Planner (Desk‑Based). If you have a passion for financial planning and delivering outstanding client outcomes, whether you're currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you’re looking for an opportunity to take the next step in your career within a supportive and forward‑thinking environment.
If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we’d love to hear from you.
About the Role
This is an exciting opportunity to join a highly successful and technology‑driven financial planning team as a Financial Planner. You’ll provide desk‑based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000.
Working within a hybrid environment, you’ll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long‑term financial goals.
As a Financial Planner, you will:
* Manage and develop relationships with an existing client portfolio.
* Proactively engage with clients to review their financial planning needs and deliver ongoing advice.
* Convert existing legacy clients to the firm’s ongoing service proposition.
* Provide holistic financial planning advice across investments, pensions, protection, and retirement planning.
* Generate new business opportunities through proactive client engagement and referrals.
* Work collaboratively with colleagues across the wider business to identify cross‑selling opportunities.
* Deliver an exceptional client experience through timely communication and high‑quality advice.
* Utilise industry‑leading technology and systems to enhance client outcomes and adviser efficiency.
What We Offer
* A growing and supportive financial planning team.
* Exposure to an established client bank and quality business opportunities.
* Hybrid working model (3 days office‑based, 2 days from home).
* Ongoing professional development and support with maintaining your SPS and technical knowledge.
* Access to innovative technology designed to improve both adviser and client experiences.
* Clear opportunities for long‑term career progression within a leading wealth management business.
* A collaborative culture focused on client outcomes, professional development, and continuous improvement.
Key Responsibilities
* Deliver holistic financial planning solutions tailored to individual client needs.
* Review and service existing clients as part of the firm’s ongoing advice proposition.
* Achieve revenue and business development targets.
* Identify opportunities to generate additional advice income and referrals across the wider group.
* Ensure all client recommendations and reports meet regulatory and internal compliance standards.
* Maintain detailed knowledge of financial planning products, legislation, and market developments.
* Adhere to Consumer Duty, Treating Customers Fairly (TCF), and Regulatory Conduct Risk (RCR) principles.
* Maintain strong relationships with both internal stakeholders and external professional introducers.
* Ensure excellent client outcomes through high‑quality advice and service delivery.
* Identify and recommend process improvements to enhance client experience and regulatory compliance.
Skills & Experience
* Diploma in Regulated Financial Planning (Level 4) - Essential.
* Experience within Financial Planning, Paraplanning, Wealth Management, or Private Client services.
* Strong technical knowledge across pensions, investments, and protection planning.
* Excellent communication and relationship‑building skills.
* Strong attention to detail and analytical ability.
* Ability to manage workload effectively and meet deadlines.
* Experience using CRM systems, databases, Microsoft Word and Excel.
* Cashflow modelling experience desirable but not essential.
* A client‑focused approach with a commitment to delivering excellent outcomes.
Benefits
* Competitive salary
* Private Medical Insurance post probation
* Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
* 25 days Annual Leave (plus buy and sell up to 5 days)
* Office Christmas close (3‑days)
* Life Assurance
* Health cash plan
* Hybrid working
* Discretionary performance related bonus
* Employee Assistance Programme
Why Join Us?
This is an excellent opportunity for an ambitious financial services professional who wants to build a long‑term career within financial planning. You’ll join a business that invests heavily in technology, values professional development, and provides the tools, support, and client opportunities needed to succeed.
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