Job Description
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally.
This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK’s largest employers and pension schemes.
You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future.
All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes.
The Opportunity
You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups.
Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice.
You will also benefit from:
* A steady flow of pre-booked client meetings
* Full paraplanning support to prepare suitability reports
* Access to a dedicated discretionary portfolio management team
* Strong internal infrastructure and technical expertise
* The opportunity to advise clients with meaningful levels of assets and complex planning needs
Meetings are conducted virtually, at the client’s workplace, or at their home, providing flexibility while maintaining a highly professional service.
Key Responsibilities
* Deliver comprehensive financial planning and retirement advice
* Provide guidance on pensions, investments and long-term wealth planning
* Advise on retirement income strategies, including annuities, drawdown and phased retirement
* Support clients with company share schemes and tax-efficient exit planning
* Conduct detailed fact-finds and investment planning assessments
* Risk profile clients and provide tailored investment recommendations
* Clearly explain the benefits of discretionary portfolio management
* Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations
What We’re Looking For
* Level 4 Diploma qualified and wanting to continue with further qualifications
* Competent Adviser Status
* SPS in place
* Strong experience/track record advising on pensions, retirement planning and investments
* Good understanding of pension legislation and personal taxation
* Excellent communication skills and the ability to build long-term client relationships
* Comfortable conducting virtual client meetings via platforms such as MS Teams
Desirable qualifications include:
* G60 / AF3 / AF7 / J05
Personal Attributes
Successful advisers in this role tend to be:
* Highly client focused
* Professional and credible
* Motivated to deliver exceptional client outcomes
* Ambitious and driven
* Comfortable working both independently and collaboratively
Why This Role Stands Out
* Clients provided, no cold prospecting or lead generation
* Access to clients from major UK employers and pension schemes
* High-quality, advice-driven client relationships
* Full paraplanning and technical support
* Opportunity to work within a growing and respected financial wellbeing specialist
* Competitive, employed roles with excellent bonus/OTE opportunity
These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients.
The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.