Financial Planner
7 days ago
I have an incredible opportunity in London for an experienced Financial Planner. This ultra-modern, bespoke, technology-led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. Offering top-end, tech-led, fully digitalised advice - this company truly encapsulates next-generation financial planning using cutting‑edge behavioural finance research and lifestyle modelling software. With the security of a large corporate and the excitement and activity of working within a smaller team, they are privately owned and run in a way to benefit both their clients and employees. Key Responsibilities Engage with mass affluent/high-net worth clients. Provide digitally delivered, simple and clear advice. Utilize cutting-edge technology and behavioural finance research. Collaborate with a small team to enhance client experience. Offering Fantastic company culture; a fun, exciting and collaborative working environment. Incredible career development potential - huge opportunities. Competitive salary + bonus and corporate package. Quality lead pool provided, 15-20 leads provided per month. Full administration and paraplanning support. This is a significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world? If so, please email me in the first instance for further information. #J-18808-Ljbffr
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Senior Financial Planner
1 week ago
Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full timeSenior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of...
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Financial Planner
2 weeks ago
London, United Kingdom Portman Financial People Full timeA well-established financial planning firm is looking to hire an Employed Financial Planner to take on a substantial £35m FUM client bank. This is a genuine opportunity to inherit a loyal and engaged group of clients, with strong recurring income already in place, and to grow it further as the firm continues to expand.The RoleYou’ll be responsible for...
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Senior Financial Planner
1 week ago
Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full timeSenior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their...
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Financial Planner
2 weeks ago
London, United Kingdom eFinancial Careers Full time**The Company** Our client is an established Investment Management firm. **The Role** The Financial Planner will support a Financial Planning Director in preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures. The Financial Planner will complete fact finding on existing...
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Financial Planner
7 days ago
North London, United Kingdom Placing Faces Full time**Title: Financial Planner** **Salary: OTE £80-90k** **Location: North London** Our client is a wealth management firm based in North London, specialising in property finance, protection and investment management - they are looking for a self-employed Financial Planner to join them in their Wembley office. They are a friendly and knowledgeable team who...
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Financial Planner
5 days ago
London, United Kingdom Demolytic Full time**London** **United Kingdom** We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re...
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Financial Planner
5 days ago
London, United Kingdom Search Consultancy Full time**Financial Planner based in London, competitive salary with excellent benefits and clients provided** **Role & Responsibilities** - Comply with the Training and Competence Scheme - Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued - Provide appropriate financial planning...
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Financial Planner
4 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of...
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Financial Planner
2 weeks ago
London, United Kingdom Ortus PSR Full timeFinancial Planner – HNW Clients Provided | £80K + Bonus | Hybrid Role Join a forward-thinking, client-centric wealth management firm that puts people—both clients and team members—at the heart of everything. With a reputation for integrity, long-term relationships, and truly bespoke financial advice, our client is a well-established IFA practice with...
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Financial Planner
2 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeThis well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high...