Current jobs related to Financial Planner - United Kingdom - mbf

  • Senior Financial Planner

    4 hours ago

    United Kingdom Fram Executive Search Limited Full time

    Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benefits. The firm is independent...

  • Chartered Financial Planner

    4 hours ago

    United Kingdom Fram Executive Search Limited Full time

    Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benefits. The role is to take some...

  • Financial Advisor

    7 months ago

    United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Planner

    2 weeks ago

    United Kingdom Fisher Investments Full time €10,000

    Fisher Investments Europe is looking for a motivated Financial Planner to join our growing Private Client Advice group. It is a "hybrid" role that involves providing in person, telephone and written advice to existing Clients of Fisher Investments. The Opportunity: The Private Client Advice group provides regulated financial advice to more than 7,500...

  • Senior Planner

    6 hours ago

    United Kingdom Fawkes & Reece Full time

    An exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...

  • Home-based Financial Planner

    2 weeks ago

    United Kingdom Fisher Investments Full time €10,000

    Fisher Investments Europe is looking for a motivated Financial Planner to join our growing Private Client Advice group. It is a "hybrid" role that involves providing in person, telephone and written advice to existing Clients of Fisher Investments. The Opportunity: The Private Client Advice group provides regulated financial advice to more than 7,500...

  • Graduate Trainee Construction Planner

    6 hours ago

    United Kingdom Fawkes & Reece Full time

    An exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...

  • Financial Planner

    2 weeks ago

    United Kingdom MiQ Full time

    Workday Financial Senior AssociateWe're MiQ, a global programmatic media partner for marketers and agencies. We're excited to announce an opportunity for an experienced Workday Financial Senior Associate to join our Finance team following the implementation of Workday and Adaptive as our new ERP and reporting systems.Key Responsibilities:Provide day-to-day...

  • Independent Financial Adviser

    4 hours ago

    United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...

  • Events Planner

    2 weeks ago

    United Kingdom Historic Royal Palaces Full time

    Events Planner Location: Hampton Court Palace Hours: Full time (36 hours per week including evenings and weekends as and when the events schedule requires it) Salary: PR 8.2 - £36,583 per annum We are a team of people who love and look after six of the most wonderful palaces in the world. We create space for spirits to stir and be stirred. From weddings...

  • Trainee Paraplanner

    4 hours ago

    United Kingdom Fram Executive Search Limited Full time

    Our client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...

  • Senior Manager, Financial Planning

    5 hours ago

    United Kingdom Ferguson Dean Limited Full time

    This position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional...

  • Financial Services Coordinator

    4 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    4 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    4 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    4 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Training and Competence Manager

    3 weeks ago

    United Kingdom Clayton Davies Full time

    What’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...

  • Training and Competence Manager

    7 days ago

    United Kingdom Clayton Davies Full time

    What’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...

Financial Planner

2 months ago

United Kingdom mbf Full time

Job Title: Financial Planner

Location : London (Flexible Working: 3 days from home)

Salary : up to £80,000 starting salary + 20% Bonus + Benefits

About Us

Our client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.

They offer comprehensive wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, all backed by industry expertise and advanced technology.

The Role

Our client is currently seeking a Financial Planner to join their growing team. In this role, you will provide comprehensive financial planning advice across pensions and investments to a diverse portfolio of clients. Our client offers an abundance of leads through marketing strategies, and the successful candidate can expect to build a client bank of approximately £50M AUM within three years.

While clients and leads will be provided, we are looking for a proactive planner eager to grow their portfolio through both company-sourced leads and self-generation. You should be passionate about delivering technology-led advice and embrace innovative thinking, as we believe the future of financial advice lies in combining human expertise with advanced technology.

Key Responsibilities

  • Provide comprehensive financial planning advice, specialising in pensions and investments.
  • Build and manage a portfolio of clients, leveraging company leads as well as self-sourced opportunities.
  • Deliver personalised, technology-driven financial advice that adapts to clients' evolving needs.
  • Maintain a client-centric approach, ensuring long-term relationships built on trust and transparency.
  • Stay informed of industry trends, regulatory changes, and financial planning best practices.

Innovation and Technology

As a fintech business, our client utilises sophisticated algorithms and data-driven insights to optimise investment decisions and portfolios. By embracing automation alongside human expertise, they deliver efficient, personalised solutions that meet the unique needs of each client.

Company Culture

Our client fosters a collaborative, inclusive work environment that values creativity, innovation, and continuous learning. Their culture is diverse and equal-opportunity, creating a space where you can thrive, contribute, and make a positive impact in the financial advice industry.

What They Offer

  • Starting salary of up to £80,000
  • Uncapped 20% bonus in year one
  • 27 days holiday
  • 6% pension contribution
  • Flexible working
  • Income Protection
  • Private Medical Insurance
  • Death in Service