Financial Planner

Recruit UK

Posted 2 days ago, valid for 14 days

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

The job title is Financial Planner, based in the financial planning industry and covering Liverpool, Midlands, and Wales.
The position offers a salary of up to £55,000 plus bonuses and a car allowance.
Candidates must have at least 2+ years of experience in a client-facing advice role and be Level 4 qualified in Financial Planning.
This is a home-based role where the successful candidate will inherit a well-established client bank from a retiring adviser.
Recruit UK specializes in financial services recruitment and provides full back-office support for the Financial Planner.

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.

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