IRCFS - International Recruiters - Connecting Financial Specialists Limited
Financial Planner
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Financial Planner
Location: London (Remote Working Available)
Salary: £60,000–£80,000 Per Annum + Benefits
An established and highly regarded wealth management practice is seeking an experienced Financial Planner to join its growing advisory team.
This is an excellent opportunity for a client-focused adviser who enjoys building long-term relationships while delivering high-quality holistic financial planning. The successful individual will inherit an established portfolio of loyal clients, alongside receiving a consistent flow of qualified enquiries and new business opportunities. This is not purely a business development role—although a proactive approach to developing relationships and growing assets under management will be highly valued.
The Opportunity
The successful adviser will manage an established portfolio of private clients, delivering comprehensive financial planning across pensions, investments, protection, retirement planning, inheritance tax planning, and wider wealth management strategies.
Working alongside an experienced support team, the adviser will be responsible for providing an exceptional client experience while identifying opportunities to strengthen existing relationships and grow assets under management.
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Key Responsibilities
- Manage and develop an established portfolio of private clients.
- Build trusted, long-term relationships through proactive financial planning.
- Deliver holistic regulated financial advice tailored to each client’s individual objectives.
- Conduct regular client review meetings and ongoing financial planning discussions.
- Work collaboratively with paraplanners and administrators to deliver an exceptional client experience.
- Ensure all advice meets FCA regulations, Consumer Duty requirements, and internal compliance standards.
- Grow assets under management through referrals, existing client relationships, and qualified inbound enquiries.
- Maintain accurate client records and produce high-quality suitability reports.
- Liaise with accountants, solicitors, and other professional advisers where appropriate to provide holistic planning solutions.
About You
The successful candidate will have:
- Financial Planner Level 4 Essential - Chartered Preferable
- Current Competent Adviser Status (CAS) (Essential).
- Proven experience managing a portfolio of private wealth clients.
- Strong relationship management and interpersonal skills.
- Excellent technical knowledge across pensions, investments, protection, retirement, and estate planning.
- A commercial mindset with the ability to identify opportunities within an existing client base and convert qualified enquiries into long-term relationships.
- A proactive, personable, and client-centric approach.
- A thorough understanding of FCA regulations, suitability requirements, and Consumer Duty.
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What’s on Offer
- £60,000–£80,000 Basic Salary (Depending on Experience).
- Comprehensive Benefits Package.
- Hybrid Working Arrangement.
- An Established Portfolio of Clients.
- Qualified Leads and Inbound Enquiries Provided.
- Dedicated Paraplanning and Administrative Support.
- Genuine Long-Term Career Progression.
- A Collaborative, Supportive, and Professional Environment.
If you’re a Financial Planner looking to join a forward-thinking wealth management practice where you can focus on delivering exceptional advice while growing an established client portfolio, we’d love to hear from you.
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