Financial Planner - Recruit UK : Job Details

Financial Planner

Recruit UK

Job Location : Birmingham, UK

Posted on : 15/05/2025 - Valid Till : 26/06/2025

Job Description :

Job Title: Financial Planner

Industry: Financial Planning

Location: Home-based - covering Liverpool, Midlands, and Wales

Salary: up to £55,000 + bonus

Job reference: 9662

Job description:

Recruit UK are currently recruiting for an exceptional opportunity, for a financial adviser to join a leading wealth management firm, as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser.

What’s in it for you:

  • Salary up to £55,000
  • Bonus
  • Car allowance
  • Client bank to inherit and service
  • Fully remote and home-based role
  • Full back-office support

Skills and experience required:

  • Experienced adviser with at least 2+ years in a client-facing advice role.
  • Level 4 qualified (Diploma in Financial Planning - CII or LIBF)
  • Comfortable working remotely and independently
  • Strong communication and relationship-building skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on a home-based financial adviser role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Salary : 50000 - 55000

Apply Now!

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