Chartered Financial Planner

It’s likely that you’ll currently be working as a Paraplanner or a Trainee / Associate Financial Planner role, and that you’ll hold some (or all) of the modules for a Diploma in Regulated Financial Planning. Initially, you’ll use your expertise to support two Senior Financial Planners with c100 clients. This will involve regular interactions with...

Wealth Planner Department: Wealth Planning Employment Type: Full Time Location: York Reporting To: Head of Wealth Planning Description Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of...

No matter how well your company treats you there’s one thing they can probably never offer. A meaningful equity stake. This business can. And from a reassurance perspective something as good; it has. You will have to work hard to get it. You’ll have clients and £20m AUM to begin with, which you will cultivate and grow. Expectations are realistic for...

Wealth Planner - York (Hybrid, 3 days office-based) Salary: Up to £80,000 + discretionary bonus + excellent benefitsReports to: Head of Wealth (and locally to the York Investment Management lead)Chartered or close to Chartered status required The Company Our client is a long-established and highly respected Investment Management firm, managing in excess of...

OverviewNigel James Associates Ltd has been appointed by a fast‑growing financial planning company to recruit two new desk‑based Financial Planner positions. This is an excellent opportunity to join an established advisory team that provides client leads, full administrative support, and a structured environment where you can focus on delivering quality...

A leading wealth management firm is seeking a talented Wealth Planner to join their growing team in York. This pivotal role will involve providing financial planning advice to high-net-worth clients, focusing primarily on pensions and estate planning. The successful candidate will collaborate with Investment Managers and contribute to the development of the...

Reference: VAC-354382_1760607275Posted: October 16, 2025 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. Our client is a £1bn turnover business active and successful in every sector they have had ambitions to success in - data...

Wealth Planner | York £75,000 - £85,000 basic salary + annual bonus Newly created role A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York. This is a pivotal hire for the business, as the successful candidate will be the...

Fram is working with a growing financial planning firm that is looking to engage an experienced Financial Planner to take responsibility for an established client base across Devon. The position is employed with a competitive salary and bonus structure, and offers hybrid working with significant flexibility over diary management. The role involves providing...

Planner - Tier 1 Main Contractor - York, North Yorkshire 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. Our client is a £1bn turnover business active and successful in every sector they have had ambitions to success in - data...