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Financial Planner

2 months ago

Bath, Bath and North East Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

**Job Title: Financial Planner**

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

**About the Role:**

We are working with a successful Wealth Management company that is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.

**Key Responsibilities:**

You will be focused on engaging and converting clients, with a consistent flow of client leads across the UK. You will receive support from a dedicated team of professionals who will take care of the technical research, client support, and ongoing relationship management, freeing up your time to focus on new business.

Meetings will be a mixture of video and in-person, so there is no requirement to be in the office.

**What's in it for you?**

On top of a first year OTE of £120,000, they will provide a clear route to double your earnings with evidence from the existing team.

**Benefits:**

They offer excellent benefits, including:

  • **14% company pension contribution**
  • **Dental and medical cover**
  • **Up to 31 days holiday**
  • **Competitive maternity and paternity policy**
  • **Support with professional development**

**Requirements:**

To be successful in this role, you will need:

  • **Level 4 Financial Advice Diploma (CII, CISI, LIBF)**
  • **5+ years experience advising HNW private wealth clients**
  • **Strong presentation skills**
  • **Proven track record of onboarding new clients**

**About the Company:**

We are Recruit UK | Certified B Corp™, a company that values professionalism, integrity, and excellence in all aspects of our business.