Recruit Wealth is representing a fast‑growing national Financial Planning firm currently expanding.
The Opportunity
Join the firm’s Braintree regional office as an experienced Financial Planner. You will inherit an established client base through succession planning while benefitting from strong internal referral streams and the opportunity to build further relationships.
You Will Deliver Holistic Financial Planning Advice Across
* Pensions and retirement planning
* Investments and wealth management
* Protection and financial security planning
All within a market‑leading, independent advice framework that places long‑term client outcomes at the centre.
What Makes This Business Different
Our client is recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client‑first philosophy and award‑winning advisory service.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing focus on building relationships and delivering exceptional advice.
You Will Benefit From
* Full paraplanning and administrative support
* Established regional and national support teams
* Strong internal referral channels
* A collaborative culture across a national network of offices
Ideally You Will Have
* Several years’ Financial Planning/Wealth Advisory experience
* Competent Adviser Status (CAS)
* Statement of Professional Standing (SPS)
* FCA registration
* Minimum Level 4 Diploma in Financial Planning and continuing education
* A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
* Competitive base salary
* Attractive bonus structure linked to new business, initial fees & ongoing advice
* Long‑standing inherited client relationships through acquisition and succession planning
* Full support infrastructure with incentives for senior opportunities if desired
* Comprehensive company benefits package
Hybrid working is fully supported, allowing flexibility to see clients and run your diary autonomously.
Location: Braintree, Essex – United Kingdom
Salary: £65,000 – £100,000 per year
Job type: Permanent
Posted: 01/06/2026
#J-18808-Ljbffr