Employed Financial Planner

2 weeks ago


Nottingham, United Kingdom Ortus Psr Full time

**Employed Financial Planner**

**Location: Nottingham**

**Salary: £30,000 - £60,000 + OTE**

In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit.

The firm in question are looking to add an Independent Financial Adviser to the team, to take on new and existing clients and ensure they are serviced to a high level of care and detail.

**Main duties;**

Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
Ensure you help clients understand their options, in order to help them achieve their financial goals
Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:
A strong track record of providing financial advice
Competent Adviser Status
Exceptional client service skills, with a genuine interest in helping clients achieve their goals


  • Financial Planner

    1 day ago


    Nottingham, United Kingdom mbf. Full time

    **Financial Planner - Nottinghamshire, Flexible working - National Financial Planning & Investment Management organisation - Salary negotiable depending on experience and qualifications** MB Fitzgerald are currently working with one of the UK's Largest Financial Planning organisations to recruit an experienced Financial Adviser to work in their busy East...


  • Nottingham, United Kingdom MB Fitzgerald Full time

    **Trainee Financial Planner - Nottingham - Salary negotiable, up to £35,000 plus Bonus and Benefits - Genuine opportunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Nottingham The role: - This exceptional opportunity is a chance for an...

  • Financial Planner

    4 days ago


    Pure Offices Nottingham Nottingham, NG DT United Kingdom Atomos Full time £40,000 - £80,000 per year

    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...


  • Nottingham, United Kingdom Atomos Investments Limited Full time

    A financial services firm in the UK is seeking an experienced Financial Planner to join their team in Nottingham. The ideal candidate will have at least 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and a strong ability to communicate effectively. Responsibilities include delivering personalized financial strategies,...

  • Financial Adviser

    2 weeks ago


    Nottingham, United Kingdom Exchange Street Claims ltd Full time

    Salary/Rate: To £50,750 + benefits + bonusAre things not going as planned?You love being a financial planner, but you’re at a stage in your career where you need support, access to clients, and direction. You need a business to invest in you, providing structure and resources for your development—paying a salary and providing clients, not expecting you...


  • Nottingham, United Kingdom Exchange Street Claims & Financial Services Full time

    A financial services firm in Nottingham seeks a Financial Planner to engage clients in investment meetings and annual reviews. The role offers a competitive salary ranging from £38,000 to £50,000, with additional bonuses leading to potential earnings of £60,000 - £90,000 annually. There are no monthly sales targets, and employees will receive...


  • Nottingham, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting have been engaged by a fully integrated Wealth Management and Professional Services group to execute a search for a Financial Planners to join their growing teams in Newcastle, Leeds and Nottingham. Our client is a true enabler; allowing their clients the opportunity to benefit from decades of combined expertise across wealth, tax and...


  • Nottingham, United Kingdom Financial Divisions Full time

    A financial planning firm in Nottingham is seeking a dedicated professional to support Financial Planners and ensure exceptional client service. The role requires proven experience in financial services, a strong attention to detail, and effective communication skills. You will be responsible for preparing meeting materials and liaising with clients and...

  • Support Planner

    7 days ago


    Nottingham, United Kingdom Framework Housing Association Full time

    **Salary** PERMANENT, 37HRS, GRADE 3 AS, £26,838, FTE **Contractual hours** 37 **Basis** Full-Time **Region** Nottingham **Package** Life Assurance, Pension (up to 4%), Enhanced Maternity, Paternity and Adoption Benefits, Additional Annual Leave Purchase Scheme, Employee Assistance Programme, learning programmes tailored to suit different roles and...

  • Client Services

    2 weeks ago


    Nottingham, United Kingdom Financial Divisions Full time

    Financial Planning/Wealth ManagementOffice-based with FlexibilityBenefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income ReplacementAn independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial...