Recruit Wealth Limited
Financial Planner
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Financial Planner – Preparing for Strategic Expansion
About the Role
Recruit Wealth are excited to connect you with one of the UK’s fastest-growing national Financial Planning firms, currently under private equity backing and expanding through strategic acquisitions.
This highly respected firm delivers a holistic client proposition, combining financial planning, wealth management, investment management, and professional advisory solutions to drive exceptional outcomes for private clients across the UK.
To support continued growth, we are seeking an experienced Financial Planner to join the firm’s Braintree regional office as part of its national network of over 70+ offices.
The Opportunity
This is a highly attractive advisory opportunity where you will:
✔ Inherit an established client base (established through succession planning) ✔ Access strong internal referral channels ✔ Flip defer referral relationships
The inherited clients will include details around:
- Households
- Assets Under Management (AUM)
- Average client size
- Ongoing advice fees (discussed during the application process)
Key Responsibilities
Your role will involve delivering holistic financial planning advice across:
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Pensions and retirement planning Investments and wealth management Protection and financial security planning
All advice will be provided within a market-leading, whole-of-market, independent framework, with a client-first approach ensuring long-term outcomes remain central.
Why This Business Stands Out
✅ The firm is UK’s largest and most respected in financial planning ✅ Known for transparent charging, client-first philosophy, and award-winning service ✅ Supported by significant financial backing and aggressive growth plans ✅ Offers stability, scale, and a long-term career trajectory for experienced professionals
Support & Infrastructure
✔ Supported by a highly experienced office team (dedicated paraplanning & administrative backing) ✔ Access to regional/national support teams ✔ A collaborative culture across 70+ offices ✔ Well-established internal referral network
Ideal Candidate
You should be an experienced financial adviser with:
- 2+ years in Financial Planning or Wealth Advisory
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning (with ongoing professional development)
- A track record advising private clients in pensions, investments, and protection
- Satisfactory financial background and reputation
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Package & Benefits
- Employed position with the below benefits:
- Competitive base salary (£65,000–£100,000)
- Performance-linked bonuses (based on new business capacity, initial fees & ongoing advisory income)
- Established client base (inherited from succession planning and acquisitions)
- Full support infrastructure (including incentives for career progression)
- Comprehensive benefits package (e.g., pensions, healthcare, etc.)
- Hybrid working policy for greater flexibility with client consults
Preference will be given to candidates looking to maintain client relationships in the Essex region post-joining.
Location & Contact Details
Location: Braintree, Essex – United Kingdom Salary: £65,000–£100,000 per annum Type: Permanent Apply Now: [Recruit Wealth’s application link] (offers immediate response)
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