Financial Planner

Is wealth advice your passion? Do you love working closely with HNW clients and developing long lasting relationships within financial advice?

If you would enjoy being given a HNW client bank to manage, then this financial advice role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence.

We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. They are an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive.

This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused.

The opportunity

As a Financial Planner, you will work closely with clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security.

You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections.

This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team.

What you will be doing

• Meeting with clients to understand their financial priorities, objectives and long-term aspirations
• Gathering and analysing detailed financial information to support tailored planning recommendations
• Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently
• Delivering compliant, well-researched and fully documented financial advice
• Building bespoke recommendations aligned to client goals and wider investment strategies
• Maintaining accurate and compliant client documentation and records
• Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve
• Building and maintaining strong relationships with professional connections and introducers
• Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively
• Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards

This is a role where trust, communication and long-term relationship building sit at the centre of the client experience.

About you

This role would suit a Financial Planner who combines technical capability with emotional intelligence and professionalism.

You will likely bring:

• Experience delivering regulated financial planning advice within a wealth management or IFA environment
• Strong relationship-building and communication skills
• The ability to explain complex financial concepts in a clear, approachable and client-friendly way
• Strong listening skills and a genuinely consultative approach
• A solid understanding of financial planning products, regulation and compliance requirements
• High personal and professional standards
• Good organisational skills and attention to detail
• Confidence working independently while also collaborating with colleagues
• A proactive and service-led mindset
• Flexibility and willingness to travel for client meetings where required

You will hold:

• Level 4 Diploma qualification (or higher)
• A current Statement of Professional Standing
• Commitment to continued professional development and progression

Why this role stands out

This is a business that combines professional excellence with a genuinely personal approach.

You will be joining a highly successful wealth management company where:

• Clients are looked after properly
• Technical quality and personal service are equally valued
• Professional development is actively encouraged
• Collaboration and trust sit at the heart of the culture
• Growth is being approached thoughtfully and sustainably

It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships.

If you’re a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step.

At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together – and this opportunity reflects exactly that.