Financial Planner

Financial Planner (Permanent) – Recruiter Opportunities | Salary + Discretionary Bonus

Are you a relationship-driven Financial Planner with a passion for turning complex financial information into clear, trusted advice? Join UNIQ Family Wealth as a Financial Planner and help individuals, families, and family businesses achieve their financial objectives through tailored planning and ongoing support.

Candidate Responsibilities

As a Financial Planner, you will be responsible for delivering expert advice and building long-term client relationships using the UNIQ Family Wealth 6-step Financial Planning process (FPSB-aligned). Key duties include:

• Adopt UNIQ Family Wealth’s 6-step Financial Planning process and provide advice to individuals, families, and family businesses
• Conduct in-depth reviews of clients’ financial circumstances, current provision, and future aims
• Analyse client information and present Financial Plans suited to individual needs
• Assess attitude to risk and capacity for loss using the UNIQ risk assessment tool of choice
• Design financial strategies and support clients to make informed decisions
• Liaise with financial services providers to stay current with marketplace solutions
• Review cashflow forecasts and recommendation reports prepared by the Professional Support team
• Develop new opportunities via referrals, professional connections, and networking
• Meet regulatory requirements (disclosures, service costs, and advised product costs)
• Maintain professional qualifications and structured Continuous Professional Development
• Deliver all responsibilities with integrity, honesty, and professionalism

Benefits

We support your growth and wellbeing as a Financial Planner:

• 24 days annual leave plus 8 bank holidays
• 4-day working week (every Friday off for the whole team)
• Core working hours 9:00am–5:00pm (30-minute lunch break)
• PMI after 12 months’ service
• Company pension scheme
• Paid training and qualifications
• Career progression, conferences, and events
• Team away day every February, plus Summer Social and Christmas events
• Salary plus discretionary bonuses

How to apply

Please contact our consultant [Consultant Name] at [Email Address] or call [Phone Number] for more information and to apply for the Financial Planner role.