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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.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey. The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their

An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team. You will work with a diverse client base including business owners, professionals and high-net-worth individuals, as well as younger clients at earlier stages of

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

Director, Financial Services | Wealth Management | Asset Finance. A well‑established independent financial planning firm in North Leicester is keen to engage with an experienced adviser as the business continues to grow. We are keen to speak with advisers who are confident working with clients acr

A leading financial planning firm in Greater London is seeking graduates for a 3-year rotational scheme to become Chartered Financial Planners. The role involves hands-on experience across various teams, providing a comprehensive understanding of financial planning.

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. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW cl

Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets. Working alongside an established team of Financ

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,

As a Financial Planner, you will provide financial planning advice to our client's clients, primarily Medical Professionals. Gain experience with financial planning products and services, and stay updated with financial products and legislation through continuous professional development (CPD). Join

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. You're a qu

A dynamic startup in financial services is seeking innovative Financial Planners to transform financial advice delivery in the UK. Candidates should have a Level 4 diploma, with 2+ years of experience in financial advising, and possess a client-centric approach. The role emphasizes creating strong c

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

Our client, a growing care home management group, is seeking a Financial Planner & Analyst to support the business with financial modelling, forecasting, investment analysis and strategic planning. Build, update and maintain financial models for new and existing care home projects. Strong communicat

A leading financial advisory firm in Greater London seeks a financial planner with extensive technical knowledge and strong leadership skills. The role involves providing tailored financial planning advice while managing client relationships and guiding a team of paraplanners.

To apply for the Financial Planner role, you must have:. They provide holistic financial planning advice to HNW clients. Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients.

As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will have support from a paraplanner and financial administrator and wi

A leading wealth management firm is seeking a Qualified Financial Planner to deliver comprehensive financial planning and wealth management services. You will undertake financial analyses, develop holistic plans, and maintain client relationships. Ideal candidates will have at least 5 years of exper

You want to join a well‑established team of Financial Planners where you can put your stamp on the client experience. We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. Joining our East Midlands office, you'll become part of a collaborative an

A financial services firm in Birmingham is seeking an experienced Senior Financial Planner to provide sophisticated financial advice and manage relationships with high-net-worth individuals. A strong background in financial planning with at least 5 years of experience is required, along with a Level

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 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

Deliver holistic financial planning advice built around lifetime cashflow planning software to help clients achieve long-term goals. Financial rewards directly correlated with delivering excellent outcomes for clients.

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.

The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will provide advanced technical and administrative support to financial planners. Strong technical knowledge of f

A leading Financial Planning firm in Greater London is seeking an experienced Advisor to join their team in Putney. The ideal candidate holds a Diploma in Financial Planning and possesses strong technical knowledge.

A national wealth management group in the United Kingdom is seeking an experienced Financial Planner.

Merchandise Financial Planner (12 month FTC). The Merchandise financial planning specialist is the main contributor to the Global Buy Reviews and Open-To-Buys meeting of the cluster. Merchandise Financial Strategy:.

A leading financial services company in Greater London is seeking a Senior Financial Advisor to join its Financial Planning Group. This role requires a solid understanding of the UK pensions landscape and a proven track record in the financial advice market.

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

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions. This role focuses on creating tailored

A leading Chartered Wealth Management firm is seeking experienced Chartered Financial Planners in the London Area. You will provide holistic financial advice and manage complex planning scenarios for high-net-worth clients.

We’re excited to welcome aspiring Trainee Financial Planners to provide all round financial planning support under supervision while developing the skills, qualifications and experience required to progress into a fully qualified advisory role. Structured study pathway with funded qualifications;

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.

A national financial planning group is actively seeking an experienced Financial Planner based in North Yorkshire, England. Responsibilities include maintaining client relationships, offering financial advice, and collaborating with support teams. The ideal applicant will have several years of exper

A growing wealth management firm in London seeks an experienced Chartered Financial Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients, managing existing relationships, and generating new business. The firm offers a competitive salary, performance

Experience: Senior Financial Planner (Dip. Have at least three years’ experience operating as a Financial Planner within an independent advice firm. We’re Pura Vida, a young and forward-thinking financial advice firm with a flexible outlook.

Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of. Currently, they are recruiting for forward thinking Financial Planners, who are frustrated with the status qu