Financial Adviser/financial Planner

6 hours ago


St Albans, United Kingdom Financial Divisions Full time

Due to growth following a large increase in Business, my client, an independent Firm of Financial Advisors, who provide full market Financial Advice to a variety of Clients from professionals, wealth accumulators, business executives, retirees and high networth families all built up over many years, is creating this opportunity for a Diploma Qualified Financial Planner/Adviser. The focus of Advice includes Pensions, Investments, Tax Planning, IHT, and Protection.

This role would suit a Qualified Financial Planner who thrives on working with Clients without the Business Development aspect of the Advisor role, as it will come with a portfolio of 150 Clients to adopt and work with and develop further referrals and recommendations.

The business is built on reputation and offering a quality and transparent service which does not require a marketing strategy due to its repeated success in the market. Upon joining you will be provided with the portfolio of long-standing Clients with manyassets to manage with your initial time spent on site with an opportunity to working from home.



  • St. Albans, United Kingdom Financial Divisions Full time

    Due to growth following a large increase in Business, my client, an independent Firm of Financial Advisors, who provide full market Financial Advice to a variety of Clients from professionals, wealth accumulators, business executives, retirees and high networth families all built up over many years, is creating this opportunity for a Diploma Qualified...

  • Financial Planner

    3 weeks ago


    St Albans, United Kingdom mbf Full time

    An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical...

  • Financial Planner

    3 weeks ago


    St Albans, United Kingdom mbf Full time

    An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical expertise....


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Cornwall/ St Austell and Truro** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients...


  • St Albans, United Kingdom Financial Divisions Full time

    Locations: Watford, St Albans, Bushey, Essex and HertfordshireTired of being treated like a salesperson instead of a professional? Exhausted by endless targets, box-ticking, and “KPIs” that have nothing to do with your clients?It’s time to get back to what financial planning is really about — helping people make confident, life-changing decisions...


  • St. Albans, United Kingdom Cranleigh Personnel Full time

    **Trainee Financial Planner - Graduate or Equivalent Programme.** **Based St Albans** **Hours 9am-5pm** **Salary £28,000-£30,000** Are you a Graduate or equivalent motivated to build a career in financial services? Would you thrive in an environment that can offer clear progression, structure and is goal orientated? Our client, a dynamic and...


  • St Albans, United Kingdom Financial Divisions Full time

    Location: Near St Albans, HertfordshireSalary: Up to £70,000 basic (depending on experience) + 30% bonus on initial feesEmployment Type: Full-time, permanentAbout the RoleWe’re seeking an experienced Independent Financial Adviser (IFA) to join our established team based near St Albans. This role offers an exceptional opportunity to take on part of a...

  • Financial Planner

    6 days ago


    St Albans, United Kingdom mbf Full time

    An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast‑growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry‑leading technical expertise....

  • Financial Planner

    3 weeks ago


    St Albans, United Kingdom mbf. Full time

    An exceptional opportunity has arisen for a Chartered Financial Planner (CII) to join a highly respected, fast-growing team of Independent Financial Planners. This firm is proud of its Chartered status, ethical approach, and commitment to delivering holistic financial planning through strong client relationships and industry-leading technical...