Financial planner jobs in SouthamptonCreate job alerts

Any applicant must hold Level 4 Diploma in UK financial advice If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow. The Benefits: • All leads are professionally introduced through a robust lead generation process, • Attractive remuneration terms, • Full paraplanning and admin support, • Market focused training provided, • Business and personal development, • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income, • National coverage., • Many great opportunities for Advisers to really maximise their earning potential. The Role: • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals, • Prepare sound financial plans to ensure clients meet their targets, • Advise clients on current financial issues and make recommendations, • Generate new business and build introducer relationships, • Customise financial plans according to clients’ changing needs, • Build strong relationships to retain existing clients, • Maintain and update knowledge of regulations, practices, and financial products About You: • Proven experience as a financial planner, • Ability to analyse financial information and comply with regulations, • Proficiency in MS Office and CRM systems, • Attention to detail and strong math skills, • Strong ethics, with a customer-oriented attitude, • Outstanding communication skills, with the ability to foster long-term relationships, • Diploma in Financial Services Qualifications: • Diploma in Financial Advice, • Industry Sales experience, • Strong understanding of investment and pension business, • Excellent interpersonal skills goals., • Ambition and Hunger

A highly respected national wealth management firm in Eastleigh is seeking a Financial Planner to provide holistic financial planning advice. The role requires a Level 4 Diploma in Financial Planning and strong interpersonal skills.

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

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.

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

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

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 Wealth Management firm in London is seeking a motivated Graduate Trainee Financial Planner to embark on a structured two-year training program. The role includes handling client inquiries, assisting Financial Planners, and actively participating in training to achieve qualifications. The i

A leading financial advisory firm in Greater London seeks an experienced Independent Financial Advisor (IFA) to manage high-value client relationships. Ideal candidates will have over 5 years of experience and a strong technical background in financial planning, with the flexibility to build a long-

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

Consultant at Recruit UK - Financial Planning Recruitment - London. We are currently working with a leading national Financial Planning firm to appoint a. Deliver holistic financial advice to clients through face-to-face and virtual meetings.

A leading financial advice firm is hiring a Senior Training & Development Manager to enhance adviser capability and improve advice quality. This position requires someone with a strong background in financial planning and the ability to coach and supervise advisers.

A leading jewelry brand is seeking a Merchandise Financial Planner for a 12-month fixed-term contract in Greater London. The role involves managing financial and qualitative merchandise plans, collaborating with global teams, and enhancing inventory efficiency.

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

Financial Planner – All high worth clients provided!. Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in‑house DFM team, to recruit an ambitious Financial Planner. Actively participate in the sharing of knowledge– to both Wealth / Finan

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

Level 4 Diploma qualified (minimum); Chartered or Certified Financial Planner status preferred. Manage and grow a portfolio of private clients, providing comprehensive financial planning and investment advice. Maintain up-to-date technical knowledge of financial planning, tax, and related areas.

An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. During the training programme for the role of Financial Planner, you will shadow client meetings,

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.

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.

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

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

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. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (

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

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

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

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 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

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

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

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 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 Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings. Keep Financial Planners and

This is an excellent and rare opportunity for a Financial Planner to join a firm with an excellent client base, strong infrastructure, and genuine scope to grow your income and career. I'm currently working a long-standing client - a well-established and highly regarded wealth planning firm in the B

Proven experience as a Senior Financial Planner or similar role, advising High Net Worth individuals. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Deliver comprehensive financial planning

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

An excellent opportunity has arisen for a bright, motivated individual to work in a fast‑paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. Develop through a planned programme of up to two years to qualify as a Financial Planner. Handle

You’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well‑established team of Financial Planners where you can put your stamp on the client experience. Joining our East Midlands office, you'll become part o

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.

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.

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. Support directors

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

A leading integrated Wealth Manager organisation is seeking to add an experienced financial planner to their team in Berkshire. If you wish to work for one of the top financial planning practices in the UK and start a career journey that could transform your professional life, please apply or contac