Full job descriptionFinancial Planner (Desk-Based)
Job Title: Financial Planner (Desk-Based)
Location: Newcastle
Salary: Up to £55,000
Job Reference: 10420


Recruit UK are looking for a Financial Planner (Desk -Based). If you have a passion for financial planning and delivering outstanding client outcomes. Whether you’re currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you’re looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment.
If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we’d love to hear from you.
About the Role
This is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You’ll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000.
Working within a hybrid environment, you’ll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals.
As a Financial Planner, you will:
*Manage and develop relationships with an existing client portfolio.
*Proactively engage with clients to review their financial planning needs and deliver ongoing advice.
*Convert existing legacy clients to the firm’s ongoing service proposition.
*Provide holistic financial planning advice across investments, pensions, protection, and retirement planning.
*Generate new business opportunities through proactive client engagement and referrals.
*Work collaboratively with colleagues across the wider business to identify cross-selling opportunities.
*Deliver an exceptional client experience through timely communication and high-quality advice.
*Utilise industry-leading technology and systems to enhance client outcomes and adviser efficiency.
What We Offer
*A growing and supportive financial planning team.
*Exposure to an established client bank and quality business opportunities.
*Hybrid working model (3 days office-based, 2 days from home).
*Ongoing professional development and support with maintaining your SPS and technical knowledge.
*Access to innovative technology designed to improve both adviser and client experiences.
*Clear opportunities for long-term career progression within a leading wealth management business.
*A collaborative culture focused on client outcomes, professional development, and continuous improvement.
Key Responsibilities
*Deliver holistic financial planning solutions tailored to individual client needs.
*Review and service existing clients as part of the firm’s ongoing advice proposition.
*Achieve revenue and business development targets.
*Identify opportunities to generate additional advice income and referrals across the wider group.
*Ensure all client recommendations and reports meet regulatory and internal compliance standards.
*Maintain detailed knowledge of financial planning products, legislation, and market developments.
*Adhere to Consumer Duty, Treating Customers Fairly (TCF), and Regulatory Conduct Risk (RCR) principles.
*Maintain strong relationships with both internal stakeholders and external professional introducers.
*Ensure excellent client outcomes through high-quality advice and service delivery.
*Identify and recommend process improvements to enhance client experience and regulatory compliance.
Skills & Experience
*Diploma in Regulated Financial Planning (Level 4) – Essential.
*Experience within Financial Planning, Paraplanning, Wealth Management, or Private Client services.
*Strong technical knowledge across pensions, investments, and protection planning.
*Excellent communication and relationship-building skills.
*Strong attention to detail and analytical ability.
*Ability to manage workload effectively and meet deadlines.
*Experience using CRM systems, databases, Microsoft Word and Excel.
*Cashflow modelling experience desirable but not essential.
*A client-focused approach with a commitment to delivering excellent outcomes.
Benefits
*Competitive salary
*Private Medical Insurance post probation
*Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
*25 days Annual Leave (plus buy and sell up to 5 days)
*Office Christmas close (3-days)
*Life Assurance
*Health cash plan
*Hybrid working
*Discretionary performance related bonus
*Employee Assistance Programme


Why Join Us?
This is an excellent opportunity for an ambitious financial services professional who wants to build a long-term career within financial planning. You’ll join a business that invests heavily in technology, values professional development, and provides the tools, support, and client opportunities needed to succeed.