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Financial Planner

Remote / Online - Candidates ideally in
Bath, Somerset County, BA1 0, England, UK
Listing for: Recruit UK
Full Time, Remote/Work from Home position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 75000 GBP Yearly GBP 65000.00 75000.00 YEAR
Job Description & How to Apply Below

Job Title: Independent Financial Adviser

Industry: Financial Services

Location: UK Wide

Salary: Up to £75,000

Job : 10003

Job Description:
Financial Adviser

Recruit UK are working on an excellent opportunity for a Financial Adviser in Bath to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Bath and surrounding areas.

Role:
Financial Adviser

Manage an existing book of HNW clients. You will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings.

The earnings potential is significant. Candidates will need to be ambitious, resourceful and have the right work ethic.

What's in it for you:
Financial Adviser

• Competitive Starting Salary Up to £75k (DOE)

• Excellent bonus scheme OTE £100k+

• Excellent benefits

• Home based, access to regional offices

• Competitive Support to build your client base and future value.

• End to end in house client journey and back-office support with full Admin and Paraplanning support.

• Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.

• Platform to deliver efficient and cost-effective solutions.

• Established Practice Buy Out option on exit.

• Consultative marketing support.

Skills and experience required:
Financial Adviser

• Client facing Financial Advice Experience

• Level 4 Diploma in financial advice, CAS & SPS

• Good knowledge of financial planning

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