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An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool. This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment. The Role: • Managing an existing portfolio of clients, • Delivering holistic financial planning advic... ZIPC1_UKTJ

Financial Planner – North West | Existing Client Bank | Flexible Working We’re partnering with a growing independent financial planning firm in the North West that is looking to appoint an experienced Financial Planner to join its established team. This is an excellent opportunity for an adviser seeking a high-quality client proposition, genuine autonomy, and the chance to inherit an existing portfolio of clients from day one. The Opportunity • Inherit an existing client bank of approximately £20m AUM, • Join a respected independent firm with a strong reputation in the market, • Work within a supportive and mature culture that values adviser autonomy, • Flexibility to manage your own diary and work in a way that suits you, • Strong platform for ongoing client and business growth Package • Salary up to £70,000, • Attractive bonus structure, • Comprehensive benefits package, • Flexible working arrangements About You • Experience as a Financial Planner / Financial Adviser, • Strong relationship management and client-facing skills, • Level 4 Diploma qualified, • Motivated to develop and grow an existing client base within a supportive environment If you’re interested in exploring a role that offers both flexibility and long-term opportunity within a highly regarded independent firm, please apply or get in touch for a confidential discussion.

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities.You will work in conjunction with a designated support team to produce advice reports to business and regulatory

National African-American Insurance Association (NAAIA) is seeking a Financial Planner in Liverpool to manage an established client base and explore new business opportunities.

Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: £50,000 - £60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function. This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practicesAbout You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environmentWhat's On Offer Salary up to £60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity, where your contribution will be recognised and your work truly mattersWhy Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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.

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

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

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.

Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities.

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

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.

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

CII Chartered Financial Planner. Chartered Financial Planner | Finura (part of Benchmark Capital). Finura is regularly recognised within the profession, including CII Chartered Financial Planning Firm of the Year nominations, multiple appearances in New Model Adviser’s Top 100, and repeated awards

Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars.

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

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.

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

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. Moore Kingston Smith LLP is looking for an Associate Financial Planner in Greater London. You must hold a regulatory qual

A dynamic startup in financial services is seeking innovative Financial Planners to transform financial advice delivery in the UK. The role emphasizes creating strong client relationships and providing holistic financial guidance through cutting-edge technology. Candidates should have a Level 4 dipl

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.

Moore Kingston Smith seeks an Associate Financial Planner in City, London. Competitive salary between £42,000 - £47,500 per year is offered, along with pathways to achieving Chartered Financial Planner status. This role offers a blend of paraplanning and client relationship responsibilities, suppo

The Junior Financial Planner will support the Financial Advice process by researching products, providers, and solutions aligned with client objectives. The Junior Financial Planner will prepare and present financial plans, ensuring they align with clients’ goals, risk profiles, and regulatory sta

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

A Chartered Financial Advisory Firm in Greater London seeks an Associate Financial Planner to support financial planning and wealth management for high net worth individuals and organizations. This role emphasizes strong paraplanning skills with increasing client interaction and offers progression t

Jenson Fisher is looking for an experienced Financial Planner to join their team in Greater London. A CII Diploma in Regulated Financial Planning is required, along with experience in financial advising and business development.

Capio Recruitment is seeking a Desk Based Financial Planner in Greater London to deliver holistic financial advice while supporting existing clients and generating new business. This role is ideal for an ambitious financial planner who is comfortable with virtual client meetings and wants to contrib

If you're an experienced Financial Planner looking for your next move and this sounds like the kind of role you'd be interested in, get in touch or apply with an up-to-date CV. Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national we

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

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.

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.

Vernon Thomas Search is seeking an experienced Financial Planner in Liverpool, United Kingdom.

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.

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

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

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.

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

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. Vacancies arise as the business expands through organic growth and acquisitions, creating opportuni

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

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

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.