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Independent Financial Planner – Chorley and Lancashire region.A fantastic opportunity has arisen for a Financial Planner to join a well-established, directly authorised financial planning business with a strong regional presence across Chorley and surrounding areas.An established client bank will

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment manage

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.

Position: Trainee Financial Planner - Entry Level. Working towards becoming a fully qualified Financial Planner. Successful completion of the programme leads to a Pathway Financial Planner role, a fully salaried advisory position with continued support as you transition into managing your own client

Castlegate Financial Management is looking for a Financial Services Advisor to assist in client investment planning and strategy recommendation. The ideal candidate will possess strong communication and interpersonal skills, along with solid knowledge of financial regulations and services. Responsib

Responsibilities include servicing an existing client base and acquiring new clients while ensuring compliance with financial regulations. The role requires a strong ability to deliver holistic financial planning and meet regulatory standards while achieving key performance indicators.

An exciting opportunity has arisen to join an existing small team within an independent, whole:of:market, financial advice firm based in the City of London. In the words of TRAP, we are one of those few full:fat financial planning firms, offering a combination of great unencumbered advice with a hig

LWP’s purpose is to provide independent advice to clients on all aspects of personal financial planning and investment management. As an Associate Financial Adviser, you will be a key part of our advice team, focusing on understanding the personal context of clients, their priorities and recommend

Desirable: Advanced Diploma in Financial Planning / Chartered Financial Planner status or willingness to progress towards Chartered status. We’re looking for an experienced Financial Planner to join our growing team in Wigan. Proven experience as a Financial Planner.

A financial services company in Greater London is looking for a Financial Planner to manage client portfolios and provide tailored financial advice. Candidates must have proven experience in financial planning, strong communication skills, and strive to achieve set KPIs.

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.

Lifestyle Financial Planner - Preston (Hybrid). We’re a Preston-based financial planning firm helping people make better decisions about their money - before and after retirement. At Fox Lifestyle Financial Planning, we focus on doing the job properly - helping real people make smart decisions abo

Chartered Wealth Management or Financial Planner qualifications (diploma in financial advice e. Wealth Manager / Financial Planner. Previous experience providing wealth management or financial planning advice to high‑net‑worth individuals.

As a Financial Planner at Lumin Wealth, you will:. Level 6 Chartered Financial Planner statusrequired. Deliver high-quality, compliant financial advice tailored to client needs.

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

Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their Bristol office. You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high le

Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. This means that our clients not only have access to a local financial professional (for convenience), but also some of the best financial advice avail

Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. IFA Administrator/Trainee Financial Planner. Their approach focuses on empowering clients through expert guidance, educat

We are looking for a Chartered Financial Planner to join our growing team. 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. Deliver financial plans and advice: in ac

Nigel James Associates Ltd is looking for a Financial Planner in the West of England. This desk-based role offers the opportunity to support clients with tailored financial planning and wealth management advice.

A leading financial services provider in the UK is looking for an experienced Senior Financial Adviser to provide high-quality financial planning and wealth management services. The ideal candidate will have a proven track record in delivering holistic financial advice, mentoring junior advisers, an

A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team. This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key rol

If you are an experienced Financial Advisor looking to step into a role with greater ownership, high-quality clients and genuine long-term progression, this opportunity offers an excellent platform to advance your career. An established and forward-thinking wealth management firm is seeking an exper

Recruit Wealth Ltd is seeking experienced Financial Planners for its advisory team across the United Kingdom. This role focuses on delivering high-quality financial and retirement advice to engaged clients, without the need for prospecting.

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

This is an excellent opportunity for a Financial Planner or experienced Paraplanner to join a highly respected wealth management business in Bristol, supporting a broad range of private clients whilst delivering holistic financial planning advice and ongoing relationship management. A passionate Fin

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

As an Associate Financial Planner, you will work closely with experienced Chartered Financial Planners to support the delivery of high‑quality financial planning and wealth management advice to high net worth individuals, trustees, charities and corporate clients. Support Chartered Financial Plann

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

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

Financial Planner – Client Bank Provided!. They are a 'whole of market' firm and require the experience of a client centric Financial Planner to carry out the following tasks. They now seek to recruit an experienced Financial Planner to join this team, to look after and develop an existing client

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer gr

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 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.

This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. Financial Planner job offering future opportunities to join a growing advice business. Are you an e

As an Associate Financial Planner, you will work closely with experienced Chartered Financial Planners to support the delivery of high‑quality financial planning and wealth management advice to high net worth individuals, trustees, charities and corporate clients. Support Chartered Financial Plann

IDEX Consulting Ltd is seeking an experienced Financial Planner to manage a portfolio of affluent clients in York and North Yorkshire. The ideal candidate will have strong interpersonal skills, a client-centric approach, and a passion for delivering high-quality financial advice.

A financial services firm is seeking a Wealth Manager/Financial Planner to enhance client engagement across multiple UK regions, including Greater London. The candidate should have substantial experience in financial services along with relevant qualifications.

BWD Search & Selection is excited to present an exceptional opportunity for a Financial Planner to join their London team. Ideally suited for advisers with 1-5 years of financial planning experience, this role allows individuals to focus on client-facing advice backed by a strong brand and infrastru

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

Castlegate Financial Management is seeking a Financial Planner to enhance growth in London and assist clients in achieving their financial goals. The ideal candidate will possess excellent communication and interpersonal skills, have profound knowledge of the financial services market, and be IT lit

IDEX Consulting is proud to be partnering with a highly respected and growing financial planning firm to recruit an experienced Financial Planner. Due to continued expansion and upcoming acquisitions, the business is seeking a Financial Planner to take on an established portfolio of affluent and HNW

Experienced financial advisors, Level 6 qualified (or one exam from).

Titan Wealth in Standish is seeking an experienced Financial Planner to provide holistic financial advice to clients. A diploma in Financial Planning is essential, along with proven experience in the field.

A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner.

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

As an Associate Financial Planner, you will work closely with experienced Chartered Financial Planners to support the delivery of high‑quality financial planning and wealth management advice to high net worth individuals, trustees, charities and corporate clients. Support Chartered Financial Plann