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Financial Planner York | Hybrid Working £55,000 – £70,000 basic (DOE) + bonus Established client bank provided IDEX Consulting is proud to be partnering with a highly respected and growing financial planning firm to recruit an experienced Financial Planner. This is an excellent opportunity to join a business that prioritises personalised, advice-led relationships over off-the-shelf solutions. The firm has built a strong reputation through delivering a genuinely client-first service, resulting in consistent organic growth and a loyal, high-value client base. The Opportunity Due to continued expansion and upcoming acquisitions, the business is seeking a Financial Planner to take on an established portfolio of affluent and HNW clients, providing immediate income stability and long-term growth potential. You’ll be supported by a dedicated and experienced paraplanning and administration team, allowing you to focus on delivering high-quality advice and developing client relationships. What You’ll Be Doing • Managing and developing an existing portfolio of clients, • Delivering holistic financial planning advice tailored to individual needs, • Building long-term, trusted client relationships, • Collaborating closely with paraplanners and support staff to deliver an exceptional client experience About You • Diploma Level 4 qualified (essential), • Chartered status (or working towards) is desirable, • Strong interpersonal skills with a client-centric approach, • A collaborative mindset and the ability to work effectively within a team, • Passionate about delivering high-quality, personalised advice Why Apply? • Immediate access to a high-quality client bank, • Strong operational and paraplanning support, • Clear growth trajectory within a progressive firm, • A culture built on collaboration, integrity, and long-term client relationships

The Client A well-established Wealth Management firm with regional offices around the UK. The Role This is a great opportunity to join a Financial Planning Advice department within the Harrogate branch that has serious growth potential. The successful candidate will deliver desk-based financial advice / wealth planning advice to mass affluent clients as well as expanding portfolios of clients with assets typically up to £250,000. The Financial Planning Advice Manager will focus on building relationships with this existing client base and delivering targeted, expert Financial Planning advice of straightforward products such as, Pensions, Inheritance Tax, Life Insurance and Investments. The Financial Planning Advice Manager will confidently manage and develop a client portfolio, offering tailored financial advice across all straightforward products the Bristol branch has to offer While also generating new business opportunities and building strong client relationships. This role would be a great opportunity for a qualified Paraplanner that wanted to start giving financial advice or a current Financial Planner who enjoys the day to day planning advice to mass affluent clients. The Candidate Level 4 Diploma in Financial Planning or equivalent - essential Proven track record of advising clients virtually or desk-based within a similar asset range. Strong understanding of FCA regulations and compliance requirements. Driven to help clients achieve financial goals with enthusiasm and commitment. Demonstrable ability to build rapport and trust with clients, particularly through remote interactions. JBRP1_UKTJ

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.

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.

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

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

Deliver holistic financial planning advice built around lifetime cashflow planning software to help clients achieve long-term goals. Financial rewards directly correlated with delivering excellent outcomes for clients.

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

Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If

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 services firm is seeking a Financial Planner to drive client growth in London. This role emphasizes forging strong client relationships and delivering high-quality financial advice in a friendly environment. The successful candidate will meet clients to document their investment plans, r

A leading financial planning firm in the UK is seeking experienced Financial Planners to join its advisory team.

A rapidly expanding UK wealth management group is looking to appoint a Financial Adviser to join its London team. The business is part of a large national financial planning and investment management organisation with over 25,000 clients and approximately £25 billion in assets under administration

Translate global merchandising strategies to local seasonal financial objectives;. 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.

We are recruiting an experienced Financial Planner to join a national independent financial planning and investment management group. Work closely with paraplanners and central support teams to prioritize client engagement and advice quality over administration. Industries: Investment Management and

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a br

A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction.

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.

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

Performance & Excellence Associate (Financial Planner Trainer) Benefits. If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this. In this role, you'll work closely with Financial Planners to help refine their approach, s

In depth understanding of the financial planning process.

We’re excited to welcome aspiring Trainee Financial Planners to provide all round financial planning support under supervision while developing the skills, qualifications and experience required to progress into a fully qualified advisory role. Structured study pathway with funded qualifications;

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.

The ideal candidate holds a Diploma in Financial Planning and possesses strong technical knowledge. A leading Financial Planning firm in Greater London is seeking an experienced Advisor to join their team in Putney.

A leading wealth management firm in London is seeking an experienced Chartered Financial Planner. This role entails providing holistic financial advice to high-net-worth individuals, managing an existing client base, and developing new business opportunities.

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.

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

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

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. CII Level 4 Diploma in Regulate

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

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:.

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 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

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.

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

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 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.

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

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