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Financial Planner
About the client
Recruit Wealth is representing one of the fastest growing, national Financial Planning businesses in the UK, private equity backed for further expansion and acquisition.
We provide a holistic service across financial planning, wealth management, investment management and professional services.
Location
Advisory role located in Preston office and surrounding areas (one of 50+ national hubs and still growing) servicing existing/inherited clients and building new client activity.
Key details
Further details will be discussed regarding inherited households, AUM and ongoing advice fees but this will be highly attractive.
This is a highly sought out opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
Qualifications and Experience
* Many years of Financial Planning experience (CAS, SPS, FCA approved, etc.) with an exemplary track record
* Predominantly on pension, investment & protection advice to private clients
Benefits
* Market-leading proposition with fair and transparent charging structure and holistic/client centric approach
* Award winning and recognised as one of the largest prominent names in the Financial Planning industry
* Excellent bonuses available
* Full paraplanning/admin support from existing team & offices
* Home and office working fully supported
Preferences
Applicants ideally from the Lancashire area to service the existing client bank.
Application
We are keen to speak to candidates as soon as possible. Please apply to us here at Recruit Wealth for an immediate response.
Location: Preston, Lancashire | Salary: £65000 - £100000 per year | Job type: Permanent | Posted: 07/10/2025
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