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Financial Planner

  • City of London
  • Permanent
  • 65000

Job details.

We have an exciting opportunity for experienced Financial Planners seeking to join a dynamic and rapidly growing team at one of the UK's most prominent financial planning firms. 

Our client is leading name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning. With over three decades of experience, they have earned a reputation for excellence in delivering tailored financial solutions that transform their clients' lives.

They are seeking to recruit motivated Financial Planners who are ready to grow and develop their own high-quality and lucrative client books over time. With the tools they can provide, candidates will have the opportunity to build and grow their book year on year. 

My client can provide extensive lead generation opportunities, including networking events, seminars, and a steady stream of general inquiries and prospective customers. They have offices in the City and Leatherhead and are actively recruiting advisers across the South of England/East Anglia. 

The opportunity - 

Growth: Their recent exponential growth offers immense opportunities for career progression and personal development. You'll work with a diverse portfolio of clients and make a real impact on their financial lives. 

Team: Join a dynamic and passionate team of professionals committed to providing exceptional service to our clients. Collaboration, innovation, and excellence define our culture. 

Rewards: In addition to a competitive salary, we offer a highly lucrative bonus scheme to reward your hard work and dedication. 

Flexibility: We understand the importance of work-life balance, and our flexible working arrangements support your professional and personal commitments. Most importantly, we value your time and understand that client meetings and networking are priorities. Standard requirement would be to be in the office 1/2 days per week. 

Comprehensive Benefits: Their comprehensive benefits package includes pension contributions, private healthcare, and more, ensuring your overall well-being. 

This is a unique opportunity to be part of a company that, over the course of the last 10 years, has growth it’s AUM from £2Bn to £15Bn. If you are a Financial Planner with 2+ years client facing experience,  a go-getter, motivated to build your own successful client portfolio, and want to join a thriving team, this is a stand out opportunity.


  1. Financial Services

Michael Groves

Founder & Key Account Manager

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