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...

Are you good with people? Are you self-motivated and driven to succeed? Do you want to create a flexible career in the financial industry, giving your longevity and stability? If the answers are all yes, then you could be the perfect fit for our Associate Financial Planner Programme. **The Programme** Our Associate Financial Planner Programme prepares and...

A well-established financial planning firm is looking to hire an Employed Financial Planner to take on a substantial £35m FUM client bank. This is a genuine opportunity to inherit a loyal and engaged group of clients, with strong recurring income already in place, and to grow it further as the firm continues to expand.The RoleYou’ll be responsible for...

Senior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of...

Senior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their...

**The Company** Our client is an established Investment Management firm. **The Role** The Financial Planner will support a Financial Planning Director in preparing technical wealth planning and regulated advice recommendations, consistent with best advice and internal policies and procedures. The Financial Planner will complete fact finding on existing...

**London** **United Kingdom** We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re...

**Financial Planner based in London, competitive salary with excellent benefits and clients provided** **Role & Responsibilities** - Comply with the Training and Competence Scheme - Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued - Provide appropriate financial planning...

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support! This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of...

Financial Planner – HNW Clients Provided | £80K + Bonus | Hybrid Role Join a forward-thinking, client-centric wealth management firm that puts people—both clients and team members—at the heart of everything. With a reputation for integrity, long-term relationships, and truly bespoke financial advice, our client is a well-established IFA practice with...