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Role Nigel James Associates are thrilled to collaborate with an award-winning/high profile national wealth management company. We are recruiting for an experienced and senior financial planner at Partner level to join them in their Bracknell office. You will advise/manage HNW-UHNW clients alongside driving new business via networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially driven and will thrive within a dynamic, forward-thinking culture. Requirements • You will be an accomplished Financial Adviser with the experience of delivering quality advice to HNW clients., • If you had exposure working within a specific client niche this would be advantageous., • You will enjoy the networking and business development aspect of the role alongside delivering full holistic financial planning., • You will be professional yet have an approachable manner., • Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum. Why join? With continuous growth across the country, this wealth management company have gone from strength to strength which provides opportunity and career scope. Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients. This role comes with a very desirable £six figure basic salary, performance based bonuses and corporate benefits with the potential to improve on this year on year. What next? If you believe this role could be for you then please either apply or get in touch to find out more!

Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their Bracknell office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking externally and working with professional introducers to drive new business forward. Requirements You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients. You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered. Why join? The role will offer a high basic salary plus bonuses and benefits. There is a clear career path on offer and the opportunity to progress in seniority in the business as you grow in experience and stature. Our client is extremely supportive and actively encourages career progression. What next? If you are a professional, experienced and driven Financial Planner who is looking for to join a truly standout company then please do apply or get in touch with one of our team to find out more.

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

Merchandise Financial Planner Responsible for leading BRIS merchandise planning and in-season trading.

Financial Planner job offering future opportunities to join a growing advice businessAre 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 N

A dynamic financial services startup in Greater London seeks a Financial Planner to join their growing team. In this role, you will own the advice process, curate financial plans, and maintain high standards of service while innovating processes.

This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. Would this be of interest at all? get in touch with Peter at Financial Divisions. Fin

The firm combines financial planning, investment management and corporate wealth expertise, with significant investment currently being made in adviser development, technology and long-term growth. This is a client-facing Financial Adviser position suited to individuals with at least. Currently prov

Translate global merchandising strategies to local seasonal financial objectives;. Weekly review to monitor merchandise OTB plan vs last estimate financial expectations. Monitor and analyze financial performance, suggesting actions to achieve sales and profitability targets.

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a br

We are recruiting an experienced Financial Planner to join a national independent financial planning and investment management group. Work closely with paraplanners and central support teams to prioritize client engagement and advice quality over administration. Industries: Investment Management and

A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction.

Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred. An award-winning, top 10 UK accountancy and advisory firm with a thriving Wealth Planning division (over £1bn AUM) is seeking to appoint an experienced Wealth Planner to join their growing team, covering

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An

I'm currently working a long-standing client - a well-established and highly regarded wealth planning firm in the Birmingham area who are looking to welcome an experienced Financial Planner into their growing team. This role would suit a motivated and proactive Financial Planner who enjoys building

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

I'm currently working a long-standing client - a well-established and highly regarded wealth planning firm in the Birmingham area who are looking to welcome an experienced Financial Planner into their growing team. This role would suit a motivated and proactive Financial Planner who enjoys building

In depth understanding of the financial planning process.

A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of experience and a Level 4 Diploma in Financial Planning.

Handle client enquiries and support existing Financial Planners with reports and information for client meetings. Graduate Trainee Financial Planner. An excellent opportunity has arisen for a bright, motivated individual to work in a fast‑paced office working closely with the Practice Principal in

A reputable financial planning firm in Wiltshire is seeking an experienced Financial Planner. The role offers a competitive salary between £50,000 and £60,000 and encourages a focus on delivering quality financial advice while inheriting a client base.

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level e

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. Analyse operation

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 and supportive team of Financial Planners. You’re an ambitious Financial Planner with the drive to deliver exceptional c

A leading professional services firm in the UK is seeking a Senior Financial Planner to join its Wealth team. This role involves delivering tailored financial planning advice to a diverse portfolio of clients while working in a hybrid model.

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

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.

Clear ambition to progress into a client-facing Financial Planner role. Clear progression into a Financial Planner role within 1–2 years. Level 4 Diploma-qualified (or near-qualified) Paraplanner.

A financial advisory firm in the UK seeks a Financial Planner to build a client base and support workplace financial wellbeing services. In this role, you'll generate new business and conduct thorough assessments of clients' financial needs. You will collaborate with a supportive team, ensuring comp

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. Relevant experience in giving regulated financial advice - financial planning / wealth planning with proven ability to

At NOVA, your title will be 'Financial Planner'. 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

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. Financial Planner £50 - £70,000 (Expected £80k in year 1), plus benefits and bonus. They have a highly att

A growing wealth management firm is looking for a Trainee Financial Adviser to provide support to their experienced advisers. This role offers a clear path to developing into a full financial adviser. Candidates should possess strong organizational and communication skills, alongside proficiency in

A respected financial planning firm is seeking experienced Financial Planners to join its advisory team in the UK. The ideal candidate will deliver comprehensive retirement and financial planning advice to individuals from major employers, focusing on client relationships without the need for prospe

A innovative financial services firm in London is seeking a Trainee Financial Adviser to kick-start your career in financial planning.

We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. You will be responsible for servicing an existing, loyal client base, maintaining

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families?. This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and cont

A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation. Ideal candidates will be degree educated, Level 4 qualified, with at least 2

If you feel like you meet the above criteria & would like to be considered for this Financial Planner Support position, please apply with your CV. A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This role will provide admin support to Finan

A rare opportunity has arisen for an experienced UHNW Financial Planner to join them and take over a book of 30 clients which generates £40m. To provide financial planning and investment management advice to new and existing clients, while at all times upholding the principles and values of the fir

Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred. This is an exceptional opportunity for an ambitious Wealth Planner seeking to align with a respected professional services firm and play a key role in their next phase of growth. An award-winning, top 10

We are looking for a Chartered Financial Planner to join our growing team. 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 towar