Financial Planner
18 hours ago
Financial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships. Why this role stands out: No validation targets - just a commitment to quality advice and strong performance. Some clients provided, but you'll also have the freedom to build your own network. Chartered status preferred, but support is available if you're still working toward it. What they're looking for: 3+ years working as a Financial Planner. Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward. Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning. Confidence in generating new client opportunities and building professional relationships. A strong ethical compass and commitment to delivering good customer outcomes. What's on offer: Competitive salary with annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. Structured support for ongoing professional development. Hybrid working with flexibility to suit your lifestyle. If you're ready to join a firm that values integrity, autonomy, and long-term client relationships, and want to do it without the pressure of validation, we'd love to hear from you. Applicants up to 1 hour commute will be considered - areas include Leicestershire, Oxfordshire, and Birmingham
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Financial Planner
2 weeks ago
Meriden, United Kingdom Ellis James Partners Ltd Full timeFinancial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a...
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Financial Planner
2 weeks ago
Meriden, Solihull, United Kingdom Ellis James Partners Full time £60,000 - £70,000 per yearFinancial Planner - Flexible, Employed RoleMeriden (Hybrid) | £60,000-£70,000 + Bonus + BenefitsNo validation. No pressure. Just great planning.We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.This is a...
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Financial Planner
18 hours ago
Meriden, United Kingdom Ellis James Partners Full timeFinancial Planner - Flexible, Employed RoleMeriden (Hybrid) | £60,000-£70,000 + Bonus + BenefitsNo validation. No pressure. Just great planning.We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity.This is a...
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Self-Employed Financial Planner
2 weeks ago
West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeLocation: West Midlands (Remote) About Us Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice. Role Overview As a Self-Employed Financial Planner, you will have the flexibility to manage your own...
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Financial Planner
2 weeks ago
Meriden, United Kingdom Ellis James Partners Full timeOverviewWe're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full‑time, employed capacity. This is a client‑facing role with flexibility built in – a couple of days in the Meriden office, with the rest spent working remotely or...
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Trainee Financial Planner
2 weeks ago
West Midlands, United Kingdom MB Fitzgerald Full time**Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Planner The company are highly respected in the area and known as true Financial...
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Financial Planner
2 weeks ago
West Midlands, United Kingdom MERJE Full timeOur client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their...
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West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeA reputable financial services firm in the West Midlands seeks a Self-Employed Financial Planner. This role offers flexibility in managing your own business while providing comprehensive training and resources. You will be responsible for delivering expert financial advice and building strong client relationships. Ideal candidates will have a Level 4...
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Hybrid Financial Planner
2 weeks ago
Meriden, United Kingdom Ellis James Partners Ltd Full timeA well-established wealth management firm in the UK is seeking an experienced Financial Planner for a full-time, hybrid role. In this client-facing position, you will deliver holistic financial advice across various areas including pensions, investments, and tax planning. The firm values integrity and offers a competitive salary of £60,000-£70,000 plus...
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Financial Planner
7 days ago
West Yorkshire, United Kingdom Search Consultancy Full timeIFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...