Recruit Wealth

A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing and quality client bank from an exiting advisor (Succession Planning) whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and other varied advice areas. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for long term career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with existing and new clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstances. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Ideally Chartered qualified Package & Benefits Basic salary up to £75,000 Performance related bonus schemes Existing, senior client relationships to inherit Pension scheme Generous annual leave Life assurance Income protection Employee Assistance Program Financial wellbeing support Ongoing professional development Long-term, senior career progression opportunities Flexible working arrangements Are you Interested? If you're an experienced Financial Planner based in the Midlands, seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your advisory career. Please apply to us here at Recruit Wealth for an immediate response.

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 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 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 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. 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 Kent area to maintain client contact and the surrounding regions. Please apply to us here at Recruit Wealth for an immediate response

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

Financial Coach Financial Education Specialist Home Based Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life. The Role As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations , engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience. What You'll Be Doing Delivering engaging financial education seminars, webinars and webcasts Presenting on pensions, investments, taxation and wider financial topics Explaining complex financial concepts in a clear, accessible way Supporting the development of new education modules and presentations Keeping up to date with changes to pensions, taxation and investment legislation Researching financial and regulatory topics and sharing knowledge with colleagues Helping develop new ideas for employee education and engagement Providing technical support to colleagues across the business Building positive relationships with corporate clients and their employees Representing the organisation in a professional, friendly and knowledgeable manner What We're Looking For At least 3 years' experience in technical presenting, training or educational delivery within financial advice/services Strong knowledge of UK retail financial services, particularly pensions Knowledge of Defined Benefit and Defined Contribution schemes Understanding of employee share plans and other investments Excellent communication and interpersonal skills The ability to explain complex financial concepts simply and confidently Experience creating or developing technical presentations A proactive, self-motivated and collaborative approach The flexibility to travel and work away from home when required Qualifications A Diploma in Financial Planning/Diploma in Regulated Financial Planning would be highly desirable, as would relevant CII pensions qualifications such as J05, R04. Why Consider This Opportunity? This is an opportunity to take your technical knowledge and use it to make a genuine difference to people's financial futures. You'll work with a wide variety of organisations and audiences, develop your presentation and communication skills and play a key role in delivering financial education to employees across the UK. If you're a confident financial services professional who loves talking to people, enjoys presenting and wants to make financial information easier to understand, this could be an excellent next step in your career. Apply to us here at Recruit Wealth for an informal conversation about the role.

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 Winchester 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 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. 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 Hampshire area to maintain client contact and the surrounding regions. Please apply to us here at Recruit Wealth for an immediate response

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 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. 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

Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes Diploma qualified or very close to being qualified Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working/Flexible Working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes Diploma qualified or very close to being qualified Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working/Flexible Working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes Diploma qualified or very close to being qualified Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working/Flexible Working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a much smaller, agile organisation. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments, trusts and personal taxation Experience writing suitability reports and holistic financial planning reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility, collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.