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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.

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!

An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team. You will work with a diverse client base including business owners, professionals and high-net-worth individuals, as well as younger clients at earlier stages of

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

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

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 towards agreed activity targets. Working alongside an established team of Financ

A financial planning firm in London seeks a Junior Financial Adviser to join its team. Ideal for Level 4 qualified individuals wishing to develop in a supportive environment, this role involves advising an existing client base, managing structured financial reviews, and enhances skills toward full C

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 leading professional services firm in London is looking for a Senior Financial Planner to provide tailored financial solutions to high-net-worth individuals. The ideal candidate will hold a Level 6 Diploma or be working towards Chartered status, with proven experience in financial advice and stron

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

A leading jewellery brand is seeking a Merchandise Financial Planner to manage financial and qualitative merchandise plans.

IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team.

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

Merchandise Financial Planner (12 month FTC). The Merchandise financial planning specialist is the main contributor to the Global Buy Reviews and Open-To-Buys meeting of the cluster. Merchandise Financial Strategy:.

A leading financial services company in Greater London is seeking a Senior Financial Advisor to join its Financial Planning Group. This role requires a solid understanding of the UK pensions landscape and a proven track record in the financial advice market.

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

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions. This role focuses on creating tailored

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.

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 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

Experience: Senior Financial Planner (Dip. Have at least three years’ experience operating as a Financial Planner within an independent advice firm. We’re Pura Vida, a young and forward-thinking financial advice firm with a flexible outlook.

A leading chartered wealth management firm in London is seeking an experienced Chartered Financial Planner to join their high-performing team. The role involves delivering bespoke financial planning and managing complex scenarios while building long-term client relationships.

A leading Chartered Wealth Management firm is seeking experienced Chartered Financial Planners in the London Area. You will provide holistic financial advice and manage complex planning scenarios for high-net-worth clients.

A growing wealth management firm in London seeks an experienced Chartered Financial Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients, managing existing relationships, and generating new business. The firm offers a competitive salary, performance

This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. I have an incredible opportunity in London for an experienced Financial Planner. Offering top end, tech led

An established and forward-thinking wealth management firm is seeking an experienced Financial Advisor to work closely alongside the Managing Director, supporting and ultimately leading the delivery of advice to a high-quality HNW client base. You will play a pivotal role in delivering a high-touch,

An innovative firm is seeking passionate financial professionals to join their mission of making personalized financial expertise accessible. Join a team dedicated to transforming the financial wellness industry and making a real impact on people's financial health. Enjoy the flexibility of working

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 focus on managing HNW clients within the East Midlands area. Partly office based but also vi

You want to join a well‑established team of Financial Planners where you can put your stamp on the client experience. 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 an

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. Strong communicat

To apply for the Financial Planner role, you must have:. They provide holistic financial planning advice to HNW clients. Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients.

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

A financial services firm in Birmingham is seeking an experienced Senior Financial Planner to provide sophisticated financial advice and manage relationships with high-net-worth individuals. A strong background in financial planning with at least 5 years of experience is required, along with a Level

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

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

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. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW cl

A client-focused financial firm in Greater London seeks a Financial Analyst to provide holistic financial advice to individuals and families. The role involves building and managing client portfolios, using modern financial planning tools to enhance decision-making, and staying updated with industry

A leading financial services firm in the United Kingdom is seeking an experienced Financial Planner to provide holistic financial advice and support investment professionals in building client relationships. The ideal candidate will hold a Diploma in Financial Advice and possess excellent interperso

A financial services firm is seeking a Financial Planner to drive client growth in London. The successful candidate will meet clients to document their investment plans, recommend strategies, and ensure compliance with financial regulations. This role emphasizes forging strong client relationships a