Hybrid Financial Planner

3 weeks ago


London, Greater London, United Kingdom St. James's Place Wealth Management Full time
Position: Hybrid Financial Planner

Location: City Office, London

Compensation: Highly Competitive Salary + Discretionary Bonus + Benefits

At St. James's Place Wealth Management, we are a distinguished firm dedicated to delivering exceptional service that empowers our clients to realize their financial objectives and aspirations through proactive wealth management.

As a Hybrid Financial Planner, you will play a crucial role in this mission by providing technical expertise to facilitate comprehensive financial planning. Your responsibilities will include:

  • Conducting in-depth research and analysis of diverse financial planning solutions.
  • Utilizing your extensive knowledge of Life, Pension, and Investment products.
  • Demonstrating strong report writing and technical skills.

We are seeking an experienced professional in the field of financial planning, with a strong emphasis on teamwork and a positive work/life balance. While a Level 4 Diploma is advantageous, it is not mandatory if you possess substantial paraplanning or technical experience.

Our firm values a collaborative environment, and we are open to discussing hybrid working arrangements, although our primary focus is on office-based collaboration.

Please note that our practice will conduct standard financial and identity checks for candidates who are offered a position.

We encourage you to review our Privacy Policy before proceeding with your application.



  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.**About the...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...


  • London, Greater London, United Kingdom Synchronicity Financial Services Full time

    Position Overview:Synchronicity Financial Services is in search of accomplished Financial Planners to enhance our team at the Senior Director level.Key Responsibilities:As a qualified Chartered Financial Planner, you will possess significant expertise in advising ultra-high-net-worth clients with complex financial needs (valued at £10 million and above)....


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Advisers to join our team at Financial Divisions. As a leading provider of financial services, we offer a range of opportunities for self-employed and employed Financial Planners to work with high net worth individuals and SME owners.**Key...


  • London, Greater London, United Kingdom Financial Divisions Full time £60,000 - £80,000

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing existing clients with complex High Net Worth (HNW) cases.Key ResponsibilitiesProvide expert financial advice to HNW clients on pensions, investments, tax planning, cashflow modelling,...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services. As a Financial Planner, you will be responsible for providing expert advice to our clients on a range of financial matters, including pensions, investments, tax, and retirement planning.**Key Responsibilities**•...


  • London, Greater London, United Kingdom Financial Divisions Full time £55,000

    **Job Opportunity for a Senior Paraplanner**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.**Key Responsibilities:**Provide comprehensive paraplanning support to senior...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services to high net worth individuals and SME owners.**Key Responsibilities**Manage existing client portfolios and provide expert financial planning adviceDevelop and implement comprehensive financial plans to meet...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...

  • Financial Planner

    1 day ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Key Responsibilities:Provide comprehensive financial planning advice to clients,...

  • Financial Planner

    16 hours ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Key Responsibilities:Provide comprehensive financial planning advice to clients,...

  • Financial Planner

    2 days ago


    London, Greater London, United Kingdom Waterhouse-Kern Associates Full time

    Waterhouse-Kern Associates is pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. The ideal candidate will have at least 10 years of experience in the field and hold a Level 4 Diploma Qualification, preferably through the Chartered Institute of Insurance (CII) or the Chartered Institute for...


  • London, Greater London, United Kingdom Deerfoot IT Resources Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Deerfoot IT Resources Limited. As a Paraplanner, you will play a critical role in supporting our clients' financial planners, conducting research, and ensuring exceptional service for our clients.Key ResponsibilitiesFinancial Planning: Assist in the development of...

  • Financial Planner

    1 month ago


    London, Greater London, United Kingdom Pinstripe Personnel Full time

    Exciting Opportunity for Financial PlannerLocation: RemoteA reputable Wealth Planning company is seeking experienced Financial Planners to join their team. This fully remote position is ideal for ambitious individuals looking to advance their career in the finance industry.Benefits of the role include:Full Paraplanning support New business introductions and...

  • Financial Planner

    3 weeks ago


    London, Greater London, United Kingdom Barbara Houghton Full time

    Our client is looking for a Financial Planner to join their team on a permanent basis in London. Hybrid working after probation period.Role and Responsibilities:Provide ongoing financial advice covering a broad range of topics:oPensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...