Financial Planner

Financial Planner

Recruit Wealth represent a fast growing national Financial Planning firm. This firm is expanding with private equity backed acquisition. The firm offers a holistic client proposition combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.

This is a highly attractive advisory opportunity for an experienced Financial Planner to join the Gloucester regional office. It offers an established client base, strong internal referral streams and the opportunity to build further relationships. Inherited households, assets under management, average client size and ongoing advice fees will be discussed during the application process. The opportunity is designed to be attractive to a high‑quality planner seeking a long‑term move.

• 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.

The firm is recognized as one of the largest and most respected names in the UK financial planning sector. It has an outstanding reputation through a 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.

Advisers are supported by a highly experienced and established office team, allowing focus on building relationships and delivering exceptional advice.

• Full paraplanning and administrative support
• Established regional and national support teams
• Strong internal referral channels
• A collaborative culture across a national network of offices

• 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 study further
• A demonstrable track record advising private clients on pensions, investments and protection

This is an employed position offering an excellent overall package, including a competitive base salary, an attractive bonus structure linked to new business and initial fees, inherited client relationships, full support infrastructure, and a comprehensive company benefits package.

Hybrid working is fully supported, allowing flexibility to see clients and run your diary with autonomy.

Location:

Gloucester, Gloucestershire | Salary: £60,000 - £80,000 per year | Job type:
Permanent | Posted: 12/03/2026