Financial planner jobs in AylesburyCreate job alerts

Nigel James Associates are delighted to be working with an SME Financial Planning company based in Buckinghamshire who are seeking an experienced Financial Planner to join their business. You will be fully supported by a dedicated Paraplanner.

An established and growing wealth management practice is seeking an experiencedFinancial Plannerto join its advisory team based in theLondon / Gatwick / Crawley area. This is an excellent opportunity for a qualified adviser who is passionate about deliveringhigh-quality independent financial advicea

Financial Planner job offering future opportunities to join a growing advice business. Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the

An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team. Provide holistic financial planning advice across pensions, investments and protection. Previous experience in a Financial Planning role.

A leading wealth management firm in Buckinghamshire is seeking an experienced Financial Adviser to provide independent financial planning and investment management.

A prominent financial services firm in Greater London seeks a Financial Planner to provide specialized financial planning advice, primarily to medical professionals.

An established and forward-thinking wealth management firm is seeking an experienced Financial Advisor to work closely alongside the Managing Director, supporting and ultimately leading the delivery of advice to a high-quality HNW client base. You will play a pivotal role in delivering a high-touch,

A progressive financial advice firm is seeking a Senior Financial Planner to work fully remotely within the UK. Ideal candidates will have at least three years of experience and a diploma in financial planning. This role involves building and maintaining long-term client relationships, designing fin

Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. Deliver financial plans and advice: in accordance with Progeny’s regulat

Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are looking for a Chartered Financial Planner to join our growing team.

A growing financial planning firm in York and North Yorkshire is seeking an experienced Financial Planner to manage an established portfolio of affluent clients. The role offers immediate client access and aims to provide personalized financial advice.

As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. FCA Certified, Chartered (QCF Level 6), with a minimum of 5 years of experience as a Financial Planner. Gain experience with financial planning products and services, and stay

A prestigious boutique Wealth Planning firm in Greater London is seeking a Financial Planner to manage an existing client bank of 80-100 high worth clients. A strong financial planning background and the CII Diploma in Regulated Financial Planning (DipPFS) are essential for this role.

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You're a driven and dynamic Financial Planner with a hunger for success and a passion for delivering ex

An innovative firm is seeking passionate financial professionals to join their mission of making personalized financial expertise accessible. Join a team dedicated to transforming the financial wellness industry and making a real impact on people's financial health. Enjoy the flexibility of working

As a Financial Planner in London, you will support clients in achieving their financial goals, developing plans that maximise their resources and guide them throughout their financial life events. You're a driven and dynamic Financial Planner with a hunger for success and a passion for delivering ex

An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. Servicing F

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. I have an incredible opportunity in London for an experienced Financial Planner. Offering top end, tech led

A leading wealth management firm in Greater London is seeking an Associate Wealth Manager to support client management and gain exposure toward becoming a Chartered Financial Planner.

A financial services firm in Greater London is seeking a Chartered Financial Planner to manage a diverse portfolio of high-net-worth clients. The role requires a Diploma in Financial Planning and a willingness to demonstrate extensive knowledge in financial services. You will deliver exceptional fin

A modern financial planning firm in Greater London seeks a Financial Planner to join as a Partner. Candidates will leverage technology to provide holistic financial advice and build client relationships.

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (

Senior Financial Planner - Birmingham. Provide comprehensive financial planning, including investment, retirement, tax-efficient strategies, estate planning, and risk management. Collaborate with paraplanners and administrators to ensure timely delivery of reports, recommendations, and client servic

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Candidates should have 2-3 years in financial services and a strong commitment to client outcomes. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advisin

While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning our end-to-end advice process, deciding the recommendations and curating the financial plans for our customers, whilst helping shape our processes and the way we provide advice

A leading financial services firm in Greater London is hiring a Trainee Financial Planner. The firm emphasizes structured training and compliance support, ensuring a strong foundation for your financial career. In this entry-level position, you will assist senior advisers while learning to deliver h

A leading jewellery brand is seeking a Merchandise Financial Planner to manage financial and qualitative merchandise plans.

A leading professional services firm in London is looking for a Senior Financial Planner to provide tailored financial solutions to high-net-worth individuals. The ideal candidate will hold a Level 6 Diploma or be working towards Chartered status, with proven experience in financial advice and stron

IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.

A leading wealth management firm in Greater London is seeking a Trainee Financial Planner. The role involves assisting Financial Planners and developing skills for a fully qualified advisory position. Opportunities for development include structured study pathways and coaching to progress towards Ch

The Qualified Financial Planner will deliver comprehensive, compliant financial planning and wealth management services to a portfolio of clients. Job Title: Qualified Financial Planner. Strong technical knowledge of financial planning principles, tax-efficient strategies and relevant regulations.

Financial Planner – Client Bank Provided!. Actively participate in the sharing of knowledge – Financial Planners and the wider team. They seek an experienced Financial Planner to look after and develop an existing client bank and grow the account further.

Nigel James Associates is working with a leading professional practice with a wealth management arm who are seeking an experienced Financial Planner to cover Northamptonshire and the surrounding areas. Qualified Level 4 Diploma in Financial Planning, working towards Chartered ideal.

A financial advisory firm based in Kent seeks two experienced Senior Financial Planners. Responsibilities include servicing existing clients, providing comprehensive financial planning services like tax and retirement planning, as well as building new client relationships.

A financial services company in the East Midlands is seeking an ambitious Financial Planner to join their well-established team. In this role, you will deliver exceptional client service and contribute to financial strategies tailored to individual client needs. Successful candidates will possess a

A financial services company in the East Midlands is looking for a Financial Planner to grow their presence and assist existing clients. Responsibilities include meeting clients, understanding their investment needs, and providing compliant financial advice. Ideal candidates will possess strong inte

A leading financial services firm is seeking a Regional Director to build lasting client relationships and deliver exceptional financial planning services.

They are seeking experienced Chartered Financial Planners to join their high‑performing London team. Chartered Financial Planner status (CII or equivalent). Chartered Financial Planner – London Area, United Kingdom (Hybrid – Home Counties).

A financial advice firm in Greater London is seeking a focused Shadow Adviser to join their team. You will learn directly from experienced advisers and a paraplanner, developing client relationships over time. The role requires Chartered status or a commitment to achieving it, along with experience

The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. Job Title: Trainee Financial Planner. Assist senior planners with client fact‑finds, needs analyses and preparation of suitability reports.

A growing wealth management firm in London is seeking an experienced Chartered Financial Planner. Ideal candidates should have Chartered Financial Planner status and proven success in developing client relationships. The role involves providing holistic financial planning advice to high-net-worth in

Level 4 Diploma in Financial Planning (Level 6 / Chartered desirable). Consultant at Recruit UK - Financial Planning Recruitment - London. We are currently working with a leading national Financial Planning firm to appoint a.