Recruit Wealth Limited
Financial Planner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Vacancy Detail
Financial Planner
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded business offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join their Rochdale regional office, one of over 70+ offices nationwide.
The Opportunity
This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business.
Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move.
You Will Deliver Holistic Financial Planning Advice Across
- Pensions and retirement planning
- Investments and wealth management
- Protection and financial security planning
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.
What Makes This Business Different
Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service.
With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity.
Support & Infrastructure
Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice.
You Will Benefit From
- Full in-house Paraplanning and Administrative support
- Established regional and national support teams
- Strong internal referral channels
- A collaborative culture across a national network of offices
We are keen to speak with experienced advisers who have a proven track record within financial planning, with a CV to evidence this.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Ideally You Will Have
- At least several years’ Financial Planning/Wealth Advisory experience
- Competent Adviser Status (CAS)
- Statement of Professional Standing (SPS)
- FCA registration
- Minimum Level 4 Diploma in Financial Planning and continuing to study further
- A demonstrable track record advising private clients on pensions, investments and protection
Package & Benefits
This is an employed position, offering an excellent overall package, including:
- Competitive base salary
- Attractive bonus structure linked to new business/initial fees & on-going advice
- Long standing, inherited client relationships, through acquisition and succession planning
- Full support infrastructure with incentives for senior opportunities if desired
- Comprehensive company benefits package
Hybrid, home, office and flexible working is fully supported to see clients and run your diary with autonomy.
Applications will be well received by those in the Lancashire/surrounding areas to continue client contact and relationships.
Please apply to us here at Recruit Wealth for an immediate response
Location: Rochdale, Lancashire - United Kingdom | Salary: £65000 - £100000 per year | Job type: Permanent | Posted: 02/09/2026
Apply for this Vacancy
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills