Financial Planner

Job description

Recruit UK is currently working with one of the Largest IFA firm's in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest. Please see the below if interested.

Job Title: Financial Adviser

Industry: Financial Services

Location: Farnborough

Salary: Up to £80,000

Job Ref: 10121

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Farnborough.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role: Financial Adviser

Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support.

What’s in it for you:

• Competitive starting salary up to £80k+
• Existing HNW client bank c£50k+ ongoing fees
• HNW Client leads – Typical clients £300k - £500k to invest
• Excellent bonus schemes - OTE £100k+
• Excellent Benefits: DIS, Flex Bens, Pension
• Flex working - home/office based
• IFA, Paraplanning, Compliance and Administration support
• Study support

Skills and experience required:

• Diploma (Dip PFS) or equivalent
• CAS Status Achieved
• Would suit adviser with at least 2 years HNW Client Servicing experience

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Farnborough on a Financial Adviser role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Extra information

Status

Open

Education Level

Secondary School

Location

Farnborough

Type of Contract

Full-time jobs

Published at

10-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English