Financial Planner
UK Visa Sponsorship Analytics
Occupation Type
Finance and investment analysts and advisers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£45,800
(£23.49 per hour)
Occupation rate applies
Above analytics are generated algorithmically based on job titles and may not always be the same as the company's job classification. You can also check detailed occupation eligibility, and salary criteria on our UK Visa Eligible Occupations & Salary Thresholds page.
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Description
About Us
Azets Wealth Management is one of the UK’s leading independent financial advisory teams embedded within a professional services environment. With over £1 billion in assets under management and a client service rating of 4.8 out of 5, the team delivers bespoke, whole-of-market advice across pensions, investments, estate planning, and employee benefits. Operating nationally through a growing network of regional hubs, Azets Wealth Management combines deep technical expertise with a personal, client-first approach. Its advisers are chartered or above, and the business is built on collaboration, integrity, and long-term relationships. As part of Azets Holdings Limited and regulated by the Financial Conduct Authority, the firm is uniquely positioned to offer joined-up financial planning that integrates seamlessly with accountancy and tax services - making it a trusted partner for individuals and businesses alike
The role
At Azets Wealth Management, client relationships are at the heart of everything we do. This role is designed for someone who thrives on building trust, delivering tailored financial planning advice, and maintaining long-term partnerships. Operating within the framework of Financial Conduct Authority regulations, you’ll be responsible for identifying and engaging potential clients, gathering and analysing their financial information, and making informed recommendations that evolve with their circumstances. You’ll work c
Azets Wealth Management is one of the UK’s leading independent financial advisory teams embedded within a professional services environment. With over £1 billion in assets under management and a client service rating of 4.8 out of 5, the team delivers bespoke, whole-of-market advice across pensions, investments, estate planning, and employee benefits. Operating nationally through a growing network of regional hubs, Azets Wealth Management combines deep technical expertise with a personal, client-first approach. Its advisers are chartered or above, and the business is built on collaboration, integrity, and long-term relationships. As part of Azets Holdings Limited and regulated by the Financial Conduct Authority, the firm is uniquely positioned to offer joined-up financial planning that integrates seamlessly with accountancy and tax services - making it a trusted partner for individuals and businesses alike
The role
At Azets Wealth Management, client relationships are at the heart of everything we do. This role is designed for someone who thrives on building trust, delivering tailored financial planning advice, and maintaining long-term partnerships. Operating within the framework of Financial Conduct Authority regulations, you’ll be responsible for identifying and engaging potential clients, gathering and analysing their financial information, and making informed recommendations that evolve with their circumstances. You’ll work c
losely with a dedicated support team to ensure every client receives a seamless and professional experience. Regular reviews, accurate administration, and timely communication are key to maintaining our high standards. You’ll also be expected to stay current with regulatory changes, meet CPD requirements, and uphold conduct rules. Internally, you’ll foster strong relationships across the Azets Group, contributing to a collaborative culture and helping to identify opportunities for integrated service delivery. Your technical expertise in pensions, investments, taxation, and estate planning will be matched by your ability to communicate complex concepts clearly and confidently. Previous experience in a financial planning environment is essential, along with excellent interpersonal skills and a genuine passion for client service.
Key accountabilities
Key accountabilities
- Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences. Conduct thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.
- Financial Planning: Leverage your expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients. Consider factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies. Offer recommendations and strategies to help clients meet their short-term and long-term financial goals.
- Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
- Be a good colleague- work well with your colleagues in Azets and help them achieve our collective goals
- Be ambitious - Whether that be academically, professionally, or commercially we want you to strive to be your best
- Do the right thing- We are an advice-based business, and the quality of our advice is paramount