Financial Planner

Conference PlannerContract/TempLikely to go perm - ASAP start£15 per hour2-3 days in the office, SurreyFull time hours My client a global tech management consultancy is seeking an experienced Conference Planner.You will plan and execute the creative and operational aspects of conferences with a focus on the development and creation of exceptional onsite...

RoleNigel James Associates is proud to partner with a top national wealth manager to secure a key financial planning hire within their Sussex team. This role presents a unique opportunity for an ambitious individual to continue developing financial planning clients working in a collaborative manner across the business. It’s an exceptional chance for...

RoleNigel James Associates are proud to be partnered with a highly established HNW Wealth Planning company based in the heart of Surrey to appoint an experienced Paraplanner. You will be responsible for assisting the Financial Planners with their clients undertaking full product research, writing suitability reports, attending client meetings (mainly in...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

Job Title: Trainee Financial AdviserIndustry: Wealth ManagementLocation: BristolJob reference: 9452Salary: up to £38,000Job Description:Recruit UK are excited to be working on an excellent opportunity for an individual to join one of the UKs leading and rapidly growing Financial Advice firms. This role will allow for you to gain invaluable experience within...

Job Title: Associate Financial AdviserIndustry: Wealth ManagementLocation: BristolJob reference: 9452Salary: up to £38,000Job Description:Recruit UK are excited to be working on an excellent opportunity for an individual to join one of the UKs leading and rapidly growing Financial Advice firms. This role will allow for you to gain invaluable experience...

ParaplannerBuckinghamshire - Hybrid Working £50,000 - £65,000 + excellent benefitsWe are working with a practice of Chartered Financial Planners who are looking to hire their next, experienced Paraplanner.This is a firm that deals with UHNW individuals from successful entrepreneurs, business leaders, family trusts and corporate clients which leads to...

We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...

Transport PlannerAbout UsVuba is one of the most exciting and fast growing companies in the area, and our journey has only just begun! Established in 2009 by entrepreneur Sean Scott, Vuba operate out of 3 locations across the UK, our head office in Beverley and distribution centre in Birstall, both in Yorkshire. We also operate out of a distribution centre...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

National Account ManagerDo you have a proven track record in obtaining and maintaining long-term key customers in the consumer goods industry? Do you have extensive knowledge and experience in managing key grocer chains? Can you proactively manage allocated accounts in order to achieve objectives & targets set?Macgregor Black are partnering with a global...

Company DescriptionOur client is a well-established, independent financial planning firm that specialises in providing tailored financial advice to private clients, families, and businesses. The organisation is dedicated to delivering bespoke solutions across investment management, pension planning, inheritance tax strategies, and estate planning. With a...

Are you an Original? Are you the next Krispy Kreme Business Development Executive for the South East of England? Krispy Kreme Benefits:Salary: £29,120pa + quarterly bonus scheme (OTE + £2,000pa)Car Allowance: £4,500paContract: 40 hours/week, business hours with some flexibility Job specific benefits: 25 days holiday + 8 days bank holiday, life assurance,...

Job Title – ParaplannerLocation – Nottingham Salary – £35,000 - £45,000Job Description:Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham. The firm prides themselves on their dynamic approach to financial advice which is tailored to...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...

Role Nigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

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...

Financial PlannerLondon (hybrid)£75,000 plus bonus and benefitsI have an incredible opportunity in London for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech...

Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to...

Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £42,000 Benefits:Pension contributions matched at 4% (increases to 6% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilities21 days holiday per annum (increases annually up to 25 days) plus bank holidaysRole Overview:As a...

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher (to £100K for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

Financial PlannerNottingham£85,000 - £110,000 basic salary + annual, discretionary bonusChartered status (or studying towards) requiredA leading DFM business are looking for an additional Financial Planner to join their busy offices in Nottingham.The successful candidate will have responsibility for the development and subsequent management of a financial...

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...

Have you worked in a contact centre previously? Have you got an understanding of Dialler/SMS Technology? Are you looking for a new opportunity whereby you can learn and develop? If you’ve answered yes, then you could be the right person to join the Operations strategy team as a Dialler and Resource Planner in our Kings Hill office, ME19 4UA. What you can...

Financial Planner | Newcastle£80,000 - £110,000 basic salary + annual, discretionary bonusChartered status (or studying towards) requiredHNW clients to inheritA leading DFM business are looking for an additional Financial Planner to join their busy offices in Newcastle.The successful candidate will have responsibility for the development and subsequent...

BRAND NEW ROLE - Independent Financial Adviser (Colchester Essex)£50k - £70k basic salary plus attractive bonus and benefits packageManage client bank generating from retiring adviser over the next 3 years and bring on new clientsOffices based in Colchester (Essex)Hybrid working - come to offices once or twice a weekA key client of mine whom we have worked...

Job Title: Financial PlannerLocation: Whiteley, Hampshire.Firmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. Firmitas are looking for exceptional individuals to join their financial adviser team.Key...

** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking an employed 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...