Chartered financial planner jobs in PudseyCreate job alerts

FINANCIAL PLANNER - PRIVATE CLIENTS £55,000 - £70,000 OTE | BONUS | LEEDS | HYBRID WORKING This is an excellent opportunity for a Financial Planner or experienced Paraplanner to join a highly respected wealth management business in Leeds, supporting a broad range of private clients whilst delivering holistic financial planning advice and ongoing relationship management. You will be responsible for building and developing trusted relationships with an existing client base, ensuring clients receive tailored financial planning advice aligned to their objectives and circumstances. This is a desk-based advice role, offering the opportunity to focus on delivering high-quality advice and service without the pressure of business development targets. Clients will be provided to you from day one, with additional clients introduced each year to help you continue growing and developing within the business. The company also offers an outstanding development and career progression programme, with the opportunity to progress into face-to-face HNW advisory work in the future, should this align with your long-term career aspirations. The business offers a collaborative environment with strong internal support and the opportunity to work closely with Investment Management and Professional Services colleagues. You will also benefit from hybrid working, excellent long-term career potential, and a strong overall benefits package. The role: • Build and develop trusted relationships with existing private clients, • Deliver holistic financial planning and wealth management advice tailored to individual client needs, • Manage and maintain ongoing client relationships through high-quality service and regular reviews, • Lead professional client meetings, ensuring all advice is technically accurate, compliant, and suitable, • Support clients with areas such as retirement planning, inheritance planning, investments, and tax efficiency, • Conduct annual client reviews aligned to changing client objectives and risk profiles, • Work collaboratively with Investment Management and Professional Services teams to support client relationships, • Maintain accurate client records and ensure all documentation is up to date and compliant, • Operate within regulatory and risk management frameworks whilst maintaining excellent client outcomes, • Continue developing technical knowledge and professional capability through ongoing CPD, • Work within a desk-based advice environment with full support and no expectation to self-generate business What we're looking for: • A passionate Financial Planner with proven experience managing private client relationships, • Strong understanding of holistic financial planning solutions and advice processes, • Ability to analyse client information and provide suitable recommendations, • Excellent communication and interpersonal skills with a strong client service ethic, • Ability to work effectively under pressure and manage priorities independently, • Experience operating within a regulated financial services environment, • Level 4 Diploma qualified as a minimum, with aspirations towards Chartered status advantageous, • Maintains an up-to-date Statement of Professional Standing (SPS), • Someone motivated by long-term development and progression within a high-quality advice business What's on offer: • OTE earning of £55,000 – £70,000, • Competitive bonus structure, • Private medical insurance, • Life assurance, • Pension contribution, • Generous holiday allowance with option to purchase additional holiday, • Shared parental leave, • Hybrid working model, • Full client bank provided, with additional clients added each year, • Outstanding development and career progression programme, • Opportunity to progress into face-to-face HNW advisory work over time, • Supportive and collaborative working environment This is a fantastic opportunity for a Financial Planner seeking a role within a highly professional and client-focused environment, offering strong support, career progression, flexibility, and the opportunity to develop towards higher-net-worth advisory work within an established and respected business. If this sounds like the right next step, please apply with a copy of your CV or get in touch directly for a confidential discussion.

Technical Director / Associate – Transport Planning (Development) - Leeds (note: London is also an option) Lead. Grow. Make your mark. At Mayer Brown, we are proud of our reputation for delivering high-quality, commercially focused transport planning solutions across the UK. We are now looking for driven and entrepreneurial transport planning leaders to further build and grow both our London and Leeds Transportation teams. This is more than a technical role. It’s a genuine opportunity to build something, shape a regional offer, and become a key part of our growth strategy. The Opportunity We are seeking an ambitious Associate Transport Planner or Technical Director who is ready to: • Establish and grow a thriving Transport Planning team, • Develop and lead a clear business strategy for London and the SE, • Build long-term, trusted relationships with private sector clients and key stakeholders, • Deliver technically robust, commercially astute advice across the full development lifecycle You will report to a Board Director and have the autonomy to lead your own projects, shape your team, and drive business development – backed by the full support of our wider national Transport Planning and Infrastructure teams. For the right individual, this is a platform to lead, influence and leave a legacy. What You’ll Be Doing You will provide multi-disciplinary transport planning advice across a diverse private sector portfolio, including: • Pre-acquisition feasibility and due diligence, • Strategic site promotion and Local Plan representations, • Outline and detailed planning applications, • Transport Assessments and Statements, • Travel Plans, • Environmental Statement Transport Chapters, • Preliminary access and junction improvement designs, • Discharge of conditions and planning appeals You’ll liaise daily with Local Planning Authorities, Highway Authorities, National Highways, planning consultants, architects, environmental consultants, engineers and fellow professionals – representing Mayer Brown with confidence and technical authority. Alongside technical delivery, you will: • Develop and implement a clear strategy for growing our Leeds team, • Identify and secure new business opportunities, • Prepare fee proposals and manage project finances, • Lead, mentor and recruit staff as the team expands, • Maintain and enhance our technical excellence in line with industry best practice What We’re Looking For We want a commercially astute transport planning leader with the confidence and credibility to grow a regional presence. Essential experience and skills: • A strong track record in private sector transport planning, • Excellent knowledge of the English planning system, • Advanced experience with industry software including:, • Junctions 9 (PICADY/ARCADY), • LinSig, • Trip rate and connectivity data sources, • TEMPro/NTEM, • Strong analytical capability and advanced Excel skills, • Detailed knowledge of DMRB, Manual for Streets, CIHT guidance and local design standards (including 6Cs), • Excellent report writing and technical review skills, • Proven project and financial management capability, • Staff leadership and mentoring experience, • Strong business development and client relationship skills Desirable: • MSc in Transport Planning or Engineering, • Chartered status (CEng, TPP or CMILT), • Experience with VISSIM or PARAMICS, • GIS understanding /capability (e.g. ArcGIS, MapInfo, QuantumGIS), • Working knowledge of AutoCAD and vehicle tracking, • Experience working with public sector clients Who You Are • Entrepreneurial and proactive, • Commercially aware and results-driven, • Technically strong with attention to detail, • Confident building networks and winning work, • Comfortable leading from the front, • Motivated to grow both a team and your own career You will have the drive to shape a business unit and the credibility to represent Mayer Brown in the marketplace. Why Join Mayer Brown? At Mayer Brown, we combine technical excellence with a pragmatic, client-focused approach. Our culture is built around: • Delivering high-quality, practical solutions, • Maintaining trusted, long-term client relationships, • Encouraging collaboration across disciplines, • Investing in our people and supporting career progression Our Transport Planning team works closely with our wider Infrastructure department, offering clients a seamless, integrated service. We pride ourselves on balanced relationships within our teams and with our clients – professional, responsive and commercially aware. Our projects span urban extensions, city centre regeneration, strategic road network developments, commercial and industrial schemes, residential travel planning, and more. No two days are the same. Competitive package and benefits. Ready to Build Something? If you are a driven transport planning professional looking for the opportunity to lead, grow a regional presence, and play a key role in the future of a respected consultancy, we would like to hear from you. Please send your CV and details of the position you are applying for (London or Leeds), and we will be in touch. Your leadership move starts here.

Job Title: Independent Financial Advisor. An excellent opportunity for an experienced Financial Planner to join an established and progressive Chartered Financial Planning practice, who are looking to strengthen their Senior team due to a rapid increase in clients. A background in financial planning

Financial Divisions is seeking a Senior Chartered Financial Planner in London to manage a portfolio of affluent clients. Ideal candidates will be Level 6 Chartered Financial Planners with experience advising high-net-worth clients and possess strong relationship-building skills. The role involves de

The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business.

Financial Planning Firm is seeking an experienced Chartered Financial Planner to join its London office. Ideal candidates will have Chartered Financial Planner status, proven experience in wealth management, and a strong technical knowledge base. The role involves providing holistic financial planni

The opportunity includes hybrid working, exposure to quality clients, and a clear progression pathway to becoming a Chartered Financial Planner. You will work closely with Chartered Financial Planners, providing independent advice to high-net-worth clients while contributing to the firm's growth. BW

Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:. AUM is seeking an experienced Chartered Financial Planner to join its London office.

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm. We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of

Senior Chartered Financial Planner. Chartered Financial Planner (Level 6). Delivering sophisticated, fully independent financial planning at Chartered level.

Ideal candidates should have a Level 4 Diploma in Financial Planning, strong client relationships, and experience with high-net-worth clients. Enjoy the autonomy to work in a Chartered and independent environment without bureaucratic constraints.

Senior Chartered Financial Planner – London. Senior Chartered Financial Planner. Chartered Financial Planner (Level 6) - Essential.

Brooks Macdonald in Greater London is seeking a Trainee Financial Planner. This role involves providing financial planning support while developing skills and qualifications needed for a fully qualified advisory role.

Financial Divisions is seeking a Senior Chartered Financial Planner to join their London team. Candidates will provide independent financial planning to UHNW clients while collaborating closely with senior leadership.

Chartered Financial Planner to join its office in London. This role involves providing comprehensive financial planning advice to high net worth clients and managing existing client relationships while generating new business.

Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:. AUM is seeking an experienced Chartered Financial Planner to join its London office.

Applicants should possess Chartered Financial Planner status and strong analytical and communication skills. London is seeking a Chartered Financial Planning Analyst. This full-time role involves developing and analyzing financial plans, ensuring regulatory compliance, and collaborating with planner

Energy Jobline CVL is seeking an Assistant Financial Planner in Leicestershire to join our team specializing in pension schemes and wealth management. Candidates should have a part-qualified level 4 diploma in Financial Planning and experience in a financial services environment.

A financial advisory firm in Greater London is seeking a Financial Planner to manage a portfolio of clients, including those transitioning from existing advisers. The ideal candidate has proven experience in financial planning and holds a minimum Level 4 Diploma in Financial Planning. The role invol

Benchmark Capital Limited is seeking a Chartered Financial Planner to join its team at Finura in London. Ideal applicants should possess CII Chartered status and have at least 5 years of experience in financial services. The successful candidate will develop relationships with clients, deliver high-

In this role, you'll work closely with experienced Chartered Financial Planners to provide high-quality financial planning and wealth management advice to high net worth clients. You must hold a regulatory qualification at QCF Level 4 and show commitment to achieving Chartered Financial Planner stat

CII Chartered Financial Planner. Chartered Financial Planner | Finura (part of Benchmark Capital). As a Chartered Financial Planner at Finura, you will continue to develop your career within a high‑quality, multi‑disciplinary practice.

This opportunity includes a structured Planner Academy programme with up to 12 months training, mentorship by a Chartered Financial Planner, and the chance to manage an existing client portfolio. A financial advising business in the South West is seeking a Trainee Financial Advisor to join their tea

Level 6 Chartered Financial Planner statusrequired. As a Financial Planner at Lumin Wealth, you will:. Proven experience in afinancialplanning/advisory role.

Adult Social Worker – Preparing for Adulthood.Service Care Solutions | Thurrock Council.Hybrid – expectation of attending the office twice per week (or as per service requirements).Job Overview Service Care Solutions are recruiting for an experienced Adult Social Worker to join Thurrock Council�

As Quality Engineer / Quality Assurance, you’ll support operational excellence and ensure products and processes consistently meet customer and regulatory standards.You’ll work closely with Manufacturing, Engineering, Supply Chain, HSE, suppliers, and customers to investigate issues, implement c

We are seeking a highly skilled and experienced Quality Assurance Consultant to join our team on a permanent basis.The successful candidate will be primarily responsible for ensuring the quality of Salesforce Service Cloud solutions throughout the development lifecycle.This role demands a strong bac

Multi-Skilled Engineer – 4on 4off Rotating.A major UK manufacturing powerhouse is continuing to invest heavily into its biggest operation and is now looking to strengthen its engineering team with experienced Multi-Skilled Engineers.This is not a “keep the lights on” maintenance role.This is a

General Site Manager – Onshore Substation x2.Location: Norfolk/Swindon/London.Duration: 30/03/2026 to 30/03/2027.Project: Norfolk & Dogger Bank South.Rotation: Mon-Fri, 40 hours a week.MSP | UK | Client General Site Manager – Onshore Substation.The Onshore General Site Manager is to act as the o

Our Consultant in Care of the Elderly will play a pivotal role in the delivery of high-quality general medical care while helping to shape the development of frailty services for the Island of Jersey.This post sits within a newly formed Elderly Care and Frailty Department and combines inpatient ward

Salary £52,000 plus excellent Benefits.We’re supporting a client seeking an experienced Commissioning Engineer to support the successful delivery of capital projects from construction through to final handover.This is a hands-on, site-based role working across multiple operational sites, ensuring

UK, Fully Remote, £65,000 to £70,000.This is an opportunity to join a fast-growing digital marketplace at a pivotal stage in its data journey.The business is investing heavily in its data platform and is looking for an Analytics Engineer to take ownership of a modern stack, bridge technical and co

Area Operations Manager – Pharmacy (Multi-site).We are seeking experienced Area Operations Managers with a background in multi-site pharmacy management.We are looking for strong leaders who:.Thrive on colleague and patient interaction.Are passionate about spending the majority of their time in pha

Instrumentation Engineer | Electronics / Test Systems | Aerospace | Shift-Based (Bedford).We’re looking for an Instrumentation Engineer to support advanced aerodynamic testing programmes within a highly technical aerospace environment.This is a hands-on role focused on assembling, deploying, maint

Multi-Skilled Maintenance Engineer.As a Multi-Skilled Maintenance Engineer, you will work directly on key client sites as part of a dedicated on-site facilities and engineering team.This is a hands-on role supporting non-core engineering, facilities and utilities operations.Specifically, your key re

Chartered or working towards chartered status (e. With the team expanding, this Principal Transport Planner role presents an exciting opportunity to shape and deliver high-profile, sustainable transport planning projects, while supervising and mentoring a growing team within a multi-disciplinary env

The role will focus on planned maintenance, reactive breakdown support, fault-finding, small improvement works, and accurate engineering documentation within a regulated environment.Carry out planned and reactive maintenance across site equipment, utilities, instrumentation, and control systems.Faul

Green Code Architects, established in 2017 as Residential Design Solutions Ltd.Designers, Architects, and Engineers.We specialize in creating innovative, regulation-compliant designs with smooth approval processes and exceptional results.Our team’s diverse cultural backgrounds, including members f

CMM Inspector Jobs UK | Motorsport Quality Inspector | PC-DMIS & PolyWorks | F1 Engineering Jobs Northamptonshire.CMM Inspector – 6-Month Fixed Term Contract.Motorsport Valley, Northamptonshire, UK.Night Shift | Monday–Thursday | 17:00–03:30.Circa £55,000 + Benefits + Potential Bonus.Formula

You’ll work closely with traders, quantitative researchers and the Founder, helping shape how financial market data is stored, modelled, queried and surfaced across the business.

Frontend Developer - React, React Native.Up to £79,000 + Bonus & Equity.We're working with a well-established, scaled consumer business to find a Frontend Developer who wants to own product across web and mobile.This is a company with a large and growing engineering function, and the teams here wor

VIKASO LTD is a UK-based robotics company redefining how industrial robots are deployed, controlled, and scaled.We are building next-generation hardware and software platforms that abstract complexity, standardise integration, and enable rapid adoption of robotics across manufacturing and logistics

Are you passionate about making care safer and learning from what matters most?.Do you wish to expand your skillset in relation to patient safety?.We are seeking a motivated, enthusiastic, and established (or willing to develop).Vita Health Group’s (VHGs) patient safety culture and support to loca

Senior Civil Structural Engineer.Hampshire (Hybrid) | 💷 £40,000 – £60,000.We’re supporting a growing, design-led engineering consultancy delivering multidisciplinary infrastructure projects across the UK.Due to continued growth and a strong pipeline of work, we’re looking to appoint a.Sen

Principal Full-Stack Engineer (Java,React,LLMs).We are a fast growing business and technology consultant company co-founded in 2019.We offer a custom-tailored, white-glove engineering service fit for our clients, because a digital transformation is more than just technology.With a successful track r

We’re partnering with an exciting SaaS startup that’s gearing up for its next phase of growth, and they’re looking for a Senior Engineer to join them at a pivotal moment.This isn’t just another role, it’s an opportunity to step into a brand-new project where you’ll have real influence fr

At Quaker Houghton, we are experts in the development, production, and application of industrial process fluids, lubricants, and coatings for the manufacturing industry.We have played an integral role in the growth of the world’s largest industrial and manufacturing companies, spanning aerospace,

The System Administrator is expected to facilitate operational support to and on behalf of the assigned team.The assigned team supports and maintains a variety of large and global scale systems for building management and physical security operations.The skill set required is industry typical 'syste