Financial Planner DipFA

A national financial planning firm seeks experienced Financial Planners to provide regulated pension and investment advice from home. The role involves building financial strategies for clients while ensuring top-notch client care. Candidates must have at least 2 years of advising experience, be FCA registered, and hold a Level 4 Diploma. An excellent...

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...

IDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team.With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift their existing book and then benefit from a strong brand,...

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...

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...

Financial Planner / Wealth Manager Location: West Yorkshire Contract: Permanent Start Date: Flexible Hybrid Working Contact: greg.waite@servicecare.org.uk Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from...

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...

**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...

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...

Salary/Rate: To £50,750 in year 1 and to £53,000 in year 2 + bonusThings haven’t quite gone to plan, have they?You love being a financial planner, but you’re at a stage of your career where you need support. You need access to clients. You need direction.In short, you need a business to invest in you and provide the structure and resources for you to...