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Built on the pillars of integrity, transparency, and client care, this firm supports Financial Planners with the tools, leads, and environment needed to thrive—without pressure-selling or product targets. Financial Planner – Chartered Firm | Hybrid | Up to £75,000 + 25% Bonus | Leads Provided.

Set up job alerts for “Financial Planner” roles. Paraplanner to support a growing team of advisors. Experience in a similar financial services support role.

A Chartered Financial Planning firm in the UK is seeking a Financial Planner to join their team.This role offers competitive compensation of up to £75,000 plus a 25% bonus, along with consistent qualified leads provided.You will focus on delivering tailored, independent financial advice, building l

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.

They are seeking very experienced Senior Financial Planners and/or Senior Relationship Managers who can join them with the confidence of a client following. Nigel James Associates are partnered with a select number of high calibre financial planning companies to assist with their organic growth.

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

As a Junior Financial Planner, you will work closely with Senior Financial Planners in the team supporting them with their HNW clients, gradually taking on more Adviser responsibilities. This role is ideal for either an experienced Paraplanner eager to transition into an Adviser role or a Junior Fin

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.

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

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

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.

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 leading financial advisory firm in the UK is seeking an experienced Financial Planner to inherit a well-established client book of ultra-high-net-worth families.

Merchandise Financial Planner (12 month FTC). 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.

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

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 financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. This role focuses on creating tailored financial advice and managing complex planning projects. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearin

A recruiting agency in the UK is seeking a Trainee Financial Advisor to join a supportive team, providing a structured pathway to becoming a Chartered Financial Planner. Ideal for Junior Financial Advisers or Paraplanners looking for a long-term career, this position offers valuable client-facing ex

With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career. Preparing suitability reports and supporting documentation for Financial Planners. Support the senior Financial Planning team and

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. Servicing F

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

Financial Adviser / Wealth Manager, Oxfordshire / London. This is fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing, owner managed wealth management and private office firm located in Oxfordshire and London. This includes investment advice, financi

A leading financial institution in the UK is seeking a Senior Financial Planner to manage complex client portfolios and deliver comprehensive financial plans. The position requires flexibility in working hours across multiple banking centres and a strong focus on client relationships and financial e

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.

An ultra-modern financial planning company is seeking experienced Financial Planners to join their innovative team in London. With a competitive salary, bonus potential, and a culture that values your input, this position is perfect for those looking to make a real impact in the financial sector.

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

If you’re a Senior Financial Planner who values quality advice, long-term client relationships, and being part of a business that genuinely supports its people, this role is well worth a look. Diploma Level 6 qualified or Chartered Financial Planner (or working towards Chartered). You’ll work wi

Investment Management and Financial Services. 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.

A leading financial services firm in the UK seeks an experienced Financial Planner to join their expanding team. In this varied role, you will onboard clients and provide personalized financial advice to help them achieve their long-term goals.

A financial services firm is seeking a Senior Financial Planner to deliver thoughtful and long-term financial planning advice to a diverse client base. You will collaborate with experienced paraplanners and specialists, focusing on building trust and managing client relationships in a supportive, te

A leading financial planning firm is seeking a qualified Financial Adviser to deliver FCA-compliant financial advice across pensions, investments, and protection products. The ideal candidate will have a Level 4 Diploma and proven experience providing holistic financial advice.

A financial services company in Bury St Edmunds is seeking a Financial Planner Support to provide administrative assistance to Financial Planners. Candidates should be progressing towards the Diploma in Financial Planning and possess strong attention to detail.

A leading consultancy firm in Newcastle upon Tyne is looking for a Paraplanner to assist in financial planning activities. The role involves gathering client information, preparing reports, and supporting financial planners, offering a clear path to advancement in the finance sector.

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 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 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 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-

A financial consultancy firm in Newcastle upon Tyne is seeking a Financial Adviser to provide holistic financial planning services. Candidates should possess a Level 4 Diploma in Financial Planning and strong analytical and communication skills. The ideal candidate will conduct client assessments, d

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