Financial Planner

Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to...

D2 are an independent and growing, professional services business. Since formation in 2011, we have developed a comprehensive suite of programme management capabilities. We combine our industry expertise with innovative thinking and digital products to develop close relationships with our clients our clients and deliver our commitments. We are actively...

This job is with JCDecaux, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Project Planner is essential for ensuring that projects are executed and delivered smoothly and with a responsibility for planning, organising, and...

Paraplanning ManagerStockportSalary up to £60,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent...

ParaplannerStockport basedSalary up to £40,000(Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and...

Technical IFA AdministratorStockport Salary up to £31,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays.Full exam supportGroup Life Scheme Hybrid working Flexible working hours Our client are a highly progressive and buoyant...

Senior IFA Administrator Manchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home) ** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service** Our client are a highly progressive and buoyant Firm of Independent Financial Planners who...

Senior IFA AdministratorManchester (Ultra High net worth Clients)Salary up to £38,000 (Experience dependant)Hybrid working (3 days from home)** 26 days holiday, you will receive an additional days leave on your Birthday, Full exam support, Death in service**Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain...

Paraplanning Manager RoleAre you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey.Why Consider This Role?This position provides the perfect balance of autonomy and collaboration, allowing...

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Altrincham.Role overviewTo prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and PartnersTo ensure that the preparation of advice...

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...

A fantastic opportunity for a Sales Manager to join us at Kimpton Clocktower!You will earn a competitive salary + 20% annual bonus.At Kimpton, our shared mission is to make lives better through heartfelt human connections. This emotional investment drives all that we do, and its why youll love the work, too. Our colleagues are empowered and encouraged to act...

Sales Manager - ManchesterA fantastic opportunity for a Sales Manager to join us at Kimpton Clocktower! You will earn a competitive salary + 20% annual bonus. At Kimpton, our shared mission is to make lives better through heartfelt human connections. This emotional investment drives all that we do, and it's why you'll love the work, too. Our...

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....

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....

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...

Financial PlannerLocation: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client...

Financial PlannerLondon£80,000 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 led, fully...

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 Financial Planner The 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 their...

RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...

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...

**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...

Role Nigel James Associates are thrilled to be partnered with a well-established, leading IFA practice. They are looking for an experienced Financial Planner to take over an existing client bank. There will be no expectations to heavily grow the portfolio but your future overall salary package will be determined by the overall revenue of the book so it would...

Our client, a Manchester based firm of financial planners who as a result of continued business growth are looking to add to their financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent & professional advice to HNW/ UHNW clientele. Role overview: - Deliver high quality,...

James Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...

**Job Type**: Perm Town/City: Manchester County: Lancashire Salary/Rate: To £55,000 + bonus + benefits Sector: Financial Services Discipline: Financial Planner Job ref: 540780 **Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined.** And it's very common amongst planners towards the start of their career....

Job Title: Trainee Financial PlannerLocation: Northampton, UKSalary: Up to £40,000 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...

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...

**Senior Financial Planner** We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester. A fantastic opportunity to join a dynamic team, in an exciting growth period for the business. Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes...

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...

Experience looking after HNW individuals.Knowledge and experience required to provide high-quality adviceGeneration of new business opportunitiesFram are working with an independent financial planning based in Chester. Due to the success of the firm and client flow they are looking to take on another financial planner, ideally Chartered with the CII or close...

Venn Group are currently partnered with a successful and passionate Housing Association who are looking to recruit a Senior Financial Planner to join their growing team. As the Senior Financial Planner, your role will include:Maintaining the 30-year business plan, including regular updates and scenario planning Ensure accurate FFR returns to the regulator of...

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...