Full job descriptionFinancial Adviser seeking a new position, with Leads, Bonus, Strong Salary and Support provided?


Recruit UK is working with a highly regarded independent financial planning firm seeking an experienced Financial Planner to join their growing team.
This is an excellent opportunity for a Chartered Financial Planner (or someone close to Chartered status) who enjoys working with affluent and high-net-worth clients and wants access to a strong, consistent flow of quality leads rather than a heavy new business expectation.
The firm has developed strong affiliations, providing access to high-earning professionals. Clients are sophisticated, financially established, and value high-quality long-term advice.
This is a genuinely independent advice business with a strong reputation for client outcomes, technical planning, and relationship-led advice.
The Role
*Deliver holistic financial planning advice to HNW and affluent private clients
*Manage and develop long-term client relationships
*Work closely with paraplanning and administrative support teams
*Advise across investments, retirement planning, tax planning, and protection
*Review and monitor existing portfolios and planning strategies
*Handle warm introductions and internally generated leads
*Build trust with professional, high-achieving clients who expect high standards of service and advice
About You
*Chartered Financial Planner status preferred
*STEP qualification desirable
*Strong experience advising HNW private clients
*Proven ability to manage complex client relationships and larger portfolios
*Commercially minded with strong relationship-building skills
*Comfortable working with sophisticated, high-earning individuals
*Level 6 Diploma qualified with valid SPS
*Experience within an independent financial planning environment preferred
What’s on Offer
*£80,000 basic salary plus bonus
*Strong pipeline of quality leads and referrals
*Genuine independent advice model
*High-quality client base with significant assets under management
*Strong support infrastructure including paraplanning and administration
*Long-term career opportunity within a respected firm
*Pension scheme with employer contributions matched up to 7%
*Health cash plan and EAP
*Life insurance
*Group Income Protection scheme
*Annual leave entitlement of 21 days plus bank holidays (8 days) + Birthday off
*Option to purchase up to 3 additional holiday days at the start of each year
*Flexible working and hybrid available
*Bonus scheme
If you are an experienced Financial Planner looking for a high-quality client bank, consistent opportunities, and the chance to work within a true independent environment, please apply today.