Financial Planner

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...

Location: West Midlands (Remote) About Us Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice. Role Overview As a Self-Employed Financial Planner, you will have the flexibility to manage your own...

**Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Planner The company are highly respected in the area and known as true Financial...

Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their...

A reputable financial services firm in the West Midlands seeks a Self-Employed Financial Planner. This role offers flexibility in managing your own business while providing comprehensive training and resources. You will be responsible for delivering expert financial advice and building strong client relationships. Ideal candidates will have a Level 4...

IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national financial firm. Due...

Financial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a...

My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team. Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role. The successful applicant will be minimum Level 4 qualified (ideally working towards...

Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...

Financial Planner Join the team of Creative Financial Management, a leading provider of comprehensive financial planning services for clients in West and South Yorkshire. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote or hybrid...