Financial Planner

Financial Planner OpportunityWe are seeking a seasoned Financial Planner to join our team at Financial Divisions. The ideal candidate will have a background in independent wealth planning firms and experience managing complex HNW cases.About the RoleManage a portion of the CEO's existing book of business, providing servicing and advisory services to high net...

In a dynamic market, leading clients continue to grow their assets under management year on year, seeking motivated individuals to join their teams.We are currently recruiting a Financial Planner for our Financial Advisory practice in the UK, serving clients in London and the South East.Role Description:As a Financial Planner, you will enjoy the support,...

Circa £74,000 + 5% Welcome Bonus + £4,500 Flex Allowance + up to 20% Bonus + BenefitsPermanentHybridGatwick AirportBeing a Senior Planner at London Gatwick, you'll be able to see the impact your work has on the ever-changing landscape of the airport and our passengers. This role offers you unique insight and puts you right at the centre of providing a...

Circa £74,000 + 5% Welcome Bonus + £4,500 Flex Allowance + up to 20% Bonus + BenefitsPermanentHybridGatwick AirportBeing a Senior Construction Planner at London Gatwick, you'll be able to see the impact your work has on the ever-changing landscape of the airport and our passengers. This role offers you unique insight and puts you right at the centre of...

We have a fantastic opportunity for a Senior Paraplanner to join a leading Wealth Management firm. This is an exciting opportunity to join an established company at its growth stage, with future career progression opportunities offered.Your primary role is to provide a full professional and technical support function to Wealth Planners, alongside supporting...

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....

Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 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...

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....

Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 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...

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...

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...

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...

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...

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...

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...

Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, this position requires...

The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients’ financial needs,...

Job Title: Financial Planner Ref: 9298Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...

My client are a boutique founder-owned company providing financial planning solutions to families and individuals. As a business, they are large enough to have depth of expertise, whilst still small enough for their team to know all of their clients personally.They now have a fantastic opportunity for 2 Junior Financial Planners, with no prior Advising...