Recruit Wealth Limited
Financial Planner

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Financial Planner
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Financial Planner
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded organisation 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 the firm’s Maidstone 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 strong internal referral streams and the opportunity to build further relationships.
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 opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
You Will Deliver Holistic Financial Planning Advice Across
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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.
Pensions and retirement planning Investments and wealth management Protection and financial security planning
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 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 built a strong reputation within financial planning, with a good track record and a CV to evidence this.


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Ideally You Will Have
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, succession planning Full support infrastructure with incentives for senior opportunities if desired Comprehensive company benefits package
Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy.
Applications will be well received by those in the Kent areas to maintain client contact and the surrounding regions.
Please apply to us here at Recruit Wealth for an immediate response
Location: Maidstone, Kent | Salary: £60000 - £100000 per year | Job type: Permanent | Posted: 12/05/2026
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