Financial Planner
1 day ago
CareerYou’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.We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If you’ve got strong client-facing experience, the ability to grow and nurture an existing network, and a genuine passion for helping clients achieve their financial goals, we’d love to hear from you. Together, we’ll turn financial ambitions into reality.About the roleJoining our East Midlands office, you'll become part of a collaborative and supportive team of Financial Planners. We’ll equip you with the tools and guidance you need, while giving you the freedom to grow and succeed. You’ll bring empathy and exceptional organisation to build trusted relationships, deliver tailored strategies, and adapt to clients’ changing needs, making a real impact from day one.AccountabilitiesShape Futures, Not Just Plans: Deliver financial planning that feels personal - because every client’s story is unique.Turn Numbers into Strategies: Transform numbers into smart, actionable strategies.Be the Trusted Voice: Connect with clients, understand their needs, and make complex advice clear and understandable.Keep Reviews on Track: Lead regular reviews to keep plans fresh, relevant, and results-focused in line with client service agreements.Solve Challenges Before They Happen: Offer intelligent, proactive solutions to client issues - thinking ahead and responding fast.Know our Proposition Inside Out: Learn, understand, and confidently articulate all aspects of our financial planning proposition.Keep Growing: Complete Continuous Professional Development to meet regulatory requirements and your personal growth goals.Record Every Detail: Maintain detailed and accurate records of client interactions using our CRM.Win Together: Work closely with team members, share insights, and continuously improve service delivery.Skills and ExperienceLevel 4 Diploma in Financial Planning.Minimum 3 years’ experience in a client-facing Financial Planning role.A current Statement of Professional Standing.Confident using CRM and cashflow modelling tools.Experience in an advisory or technical role gained within an advisory firm.Experience using and delivering a full range of provider products, services, and capabilities.Intermediate Excel - v:lookups and pivot tables.Good energy – you must able to have conversations with clients that deliver trust and solutions.A desire to help our clients make their financial ambitions a reality.BenefitsCompetitive Pension Scheme - we contribute 6%, you 3%26 days holiday plus bank holidaysPrivate Medical InsuranceLife Assurance (4x)Group Income ProtectionWork From Anywhere policyOur agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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Financial Planner
2 days ago
East Midlands, United Kingdom atomos wealth Full timeJoin to apply for the Financial Planner - East Midlands role at atomos wealthYou’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.We’re looking for a Financial Planner...
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Financial Planner
1 day ago
East Midlands, United Kingdom atomos wealth Full timeCareer 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. We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If...
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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 days ago
East Midlands, United Kingdom atomos wealth Full timeA prominent financial services company in East Midlands seeks a Financial Planner to deliver personalized financial planning and exceptional client service. The ideal candidate should possess a Level 4 Diploma in Financial Planning, with a minimum of 3 years' experience. Responsibilities include client relationship management, strategic planning, and using...
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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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Financial Planner
1 day ago
Meriden, West Midlands, United Kingdom Ellis James Partners 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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Senior Financial Planner
2 weeks ago
East Midlands, United Kingdom Resource Matters Ltd Full timeA leading financial services company in the UK is seeking an experienced Financial Planner to provide holistic financial advice to high-net-worth clients. The role offers an attractive salary of up to £80k plus uncapped bonuses, with full client support and resources provided. Applicants must possess a full diploma in financial planning and have a proven...
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Financial Planner
1 week ago
East Perry, England, United Kingdom Progeny Full time £40,000 - £70,000 per yearThe opportunityWe are looking for a Chartered Financial Planner to join our growing team in East Anglia. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which...
