Vacancy Detail

Financial Planner

Recruit Wealth are recruiting nationally for an award winning financial planning/wealth advisory name, who offer specialist financial well-being and retirement advice. 

The business has Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.

You’ll be providing regulated pension & investment advice and building a better overall financial picture for clients. 

All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around new initial fee and on-going advice.

All positions are appointment/diary led by the central services team, you'll speaking to clients and assessing their financial planning needs once you've completed your training/induction.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser sign off, alongside holding the Level 4 Diploma as a minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

An excellent benefits package is offered and you'll be working for a recognised Sunday Times top 100 employer. 

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.


Location: National - All locations across the UK | Salary: 55000 - 100000 per year | Job type: Permanent | Posted: 01/04/2025