Financial Planner

The role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.Relationships with our clients are central to how we...

About the jobThe role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.Relationships with our clients are central to...

Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current...

A leading national financial planning practice are looking to appoint a Financial Coach to join them. With a reach across the UK, the role of a Financial Coach will be to deliver financial education programmes at seminars with their clients. This will be to provide clients and potential clients with information on financial planning which will then be...

Paraplanner, Salary up to £38,000 HarrogatePrivate Health Care, Life Cover Death in serviceExam support and FundingOngoing development We are proud to be representing a prestigious Firm of Financial Planners who have an excellent reputation within the industry for providing bespoke Advice to their forever growing Client base. Our client pride was founded to...

Paraplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. The successful candidate will be working alongside an experienced team of Paraplanners to...

Paid Social ManagerLeeds£45,000Better Placed are proud to be working exclusively with a Leeds-based Financial Institution, who are looking to add a Paid Social Manager, to join their growing Digital team. Working across Search and Social Channels, with the objective of maximising profitability and growth.The company offers Hybrid working (twice a week in...

Digital Acquisition ManagerLeedsUp to £45,000Better Placed are proud to be working exclusively with a Leeds-based Financial Institution, who are looking to add a Digital Acquisition Manager, to join their growing Digital team. Working across Search and Social Channels, with the objective of maximising profitability and growth.The company offers Hybrid...

RoleNigel James Associates have been appointed by a fast-growing regional wealth manager with fantastic private backing and their eyes firmly placed at being one of the leading players within the industry. With their continued growth they are seeking an experienced business manager and Financial Planner to join them to lead their Yorkshire...

IFA AdministratorWest YorkshireSalary up to £30,000 (Experience dependant)Exam support + DevelopmentHybrid WorkingDeath In service25 days holiday + Bank HolsWe are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now have an...

A vacancy has arisen for an experienced Senior Quantity Surveyor to join this leading civil engineering business based at offices in North and West Yorkshire.the role offers genuine scope to progress to Commercial Manager as the business continues its growth trajectory. Whilst the role will be office based there will be travel to sites and subcontractor...

Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 5+ years PQE) Financial Planner.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further. Our client is a leading brand and offers...

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

RoleNigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office. RequirementsTo be considered for the role you will need to have at least 3 years’ experience of providing advice to mass affluent to HNW clients. You will be given an...

Financial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25% managing a...

RoleYou could be just the right applicant for this job Read all associated information and make sure to apply.Nigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office. RequirementsTo be considered for the role you will need to have at...

Job Description Role Nigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office. Requirements To be considered for the role you will need to have at least 3 years’ experience of providing advice to mass affluent to HNW clients. You...

RoleNigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office. RequirementsTo be considered for the role you will need to have at least 3 years’ experience of providing advice to mass affluent to HNW clients. You will be given an...

Nigel James Associates are delighted to be partnered with an international wealth manager who are currently seeking an experienced Financial Planner to join their Teesside office. To be considered for the role you will need to have at least 3 years’ experience of providing advice to mass affluent to HNW clients. These are predominantly COP/Clinical...

Senior Financial Planner (client book to inherit)SurreyUp to circa £80,000 basic plus bonus and benefitsA high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire.This particular opportunity is quite unique for the following reasons:- You will be working closely with an extremely...

Financial Planner (client book to inherit)KentUp to circa £65,000 basic plus bonus and benefitsA high performing Financial Planning organisation are looking to bolster their team in Kent with an important Financial Advisor hire. This particular opportunity is quite unique for the following reasons:- You will be working closely with an extremely experienced...

Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire. This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank of clients, alongside supporting Partners in the firm with their...

Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in an efficient, and timely manner. We are looking for people with a keen eye for detail and a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

ABOUT US We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients. We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected...

Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

Financial Planner – All high-net-worth clients provided!To £65,000, plus bonusDue to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over...

Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. I have placed...