Financial Planner

Posted 1 May by Heat Recruitment Featured

Financial Planner - UK Wide - £40,000 to £65,000 + Bonus + Benefits

The Client

There is a fantastic opportunity here to for a successful Independent Financial Adviser to join a well-established and highly reputable national Financial Planning Practice in a number of locations. Our Client is a rapidly growing practice with a great industry name, whom focus on providing a highly personalised financial planning service with the Client at the heart of everything they do.

The Opportunity

As a growing practice, our client is looking for a Financial Planner with a proven track record. You will ideally be an existing IFA with a Client following, although this is not essential, focused on driving new business and building your own FUM, with the support and help of the highly qualified back office teams throughout the country. This truly is a fantastic organisation, whom particularly pride themselves on providing unrivaled levels of service and advice to their clients. You will be given the opportunity to build your career in the industry within a supportive firm with a clear progression plan to become a senior figure within the business.

What’s needed for me to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified and keen to progress towards the Chartered Status
  • Previous experience within a fast-paced IFA Practice
  • An existing Client following would be distinctly advantageous
  • High level of analytical capability and good communication skills
  • Excellent Client Facing skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

Reference: 33527967

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