Financial Planning

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team? If the answer is yes, we have the opportunity you are looking for! We have a fantastic vacancy for a Financial Administrator to join our busy Darlington office. This is an integral and...

The role itself will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners. Key duties: - You will be involved in looking after both new and existing business. - Obtaining illustrations on new business. - Collating portfolio valuation reports. -...

This employed Financial Advisor job in Darlington provides opportunity to takeover some existing clients and assist the business in growing further. As a Financial Advisor, you will be providing holistic financial planning to new and existing clients, provided by the business. They regularly assist affluent clients, which typically include business owners...

Financial Planner You will provide financial advice to clients and make recommendations on how to best meet their goals. There will be significant support and a client bank provided. Specific Responsibilities - Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection) - Assess client's...

**Trainee Financial Planner - Darlington** *Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your CII Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

**Financial Adviser Academy - Hybrid** **Are you ready to build a rewarding career in Financial Services? Do you aspire to become a Chartered Financial Planner? Are you looking for a supportive and inclusive company that will champion your development and invest in your professional qualifications?** At Attivo, we’re entering an exciting phase of growth...

**Location**: Darlington, with the option for hybrid working after successfully completing probation. **Contract**: Full-time, 37.5 hours per week, Monday to Friday, between 8:00 AM and 5:30 PM. **Salary**: £22,369.35 per annum. **Are you a proactive and detail-oriented professional with a passion for keeping things running smoothly?** If you’re looking...

**Location**: Darlington, with the option for hybrid working after successfully completing probation. **Contract**: Full-time, 37.5 hours per week, Monday to Friday, between 8:00 AM and 5:30 PM. **Salary**: £22,369.35 per annum. Are you highly organised with a keen eye for detail? Do you thrive in a fast-paced environment where coordination is key? If so,...