Jobs: financial planning manager

Job OverviewWe are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment.As part of our team, you will support a wide range of financial planning...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in...

Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. Direct message the job poster from Matrix Capital Financial Planning. Financial Planner, providing a safe pair of hands. Company Description Matrix Capital Financial Planning offers personalized financial services to help clients achieve their individual goals...

Lordstone Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management, is dedicated to supporting clients in achieving their financial goals through highly personalized service and quality advice. With over 70 years of collective experience in professional services and a robust partnership with St. James’s Place, we offer...

Company DescriptionLordstone Financial Planning Ltd, a Partner Practice of St. James's Place Wealth Management, is dedicated to supporting clients in achieving their financial goals through highly personalized service and quality advice. With over 70 years of collective experience in professional services and a robust partnership with St. James's Place, we...

**Salary Range - from £20,000 (based on experience and qualifications)** **Professional Qualification Scheme & Career progression** **Incentive Scheme - Quarterly Incentive Scheme based on hitting Business targets** **The Role** Join our dynamic and growing Operations team who support our Financial Advisers by efficient and effective administrative...

A financial services firm in the Greater London area is seeking an experienced paraplanner. This role involves researching investment options, analyzing client portfolios, and preparing detailed financial reports. Candidates should have a Level 4 Diploma in Regulated Financial Planning and at least 2 years of paraplanning experience. The firm offers a...

A financial services company seeks a Paraplanner to support Financial Planners in helping clients make informed financial decisions. This role involves preparing compliant Suitability reports, managing varied cases, and ensuring adherence to the highest regulatory standards. Ideal candidates will hold a QCF Level 4 qualification and possess solid technical...

At NOW, we want everyone that interacts with the business to be better off because of it. We are now looking for a passionate individual to join our Practice Support Team. **The right character for this role will**: - Have a friendly and helpful manner - Be excellent with customers and clients, face to face and over the phone - Be proactive - Adopt a 'can...

Employed Financial Adviser (Clients Provided) Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager Role Overview Are client is seeking a motivated and experienced Financial...

Quilter Financial Planning provided pay range This range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Quilter Financial Planning Looking to connect with financial advisers across the UK to discuss existing...

The opportunity We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises excellence...

One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team.Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines.Requirements:Employed experienced adviser to manage...

Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter. One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are...

One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines. Requirements: Employed experienced adviser to...

One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines. Requirements: Employed experienced adviser to...

**Better Financial Planning are looking to add to our growing team by recruiting a Financial Administrator.** We are looking for someone long-term who is interested in starting a career within the finance industry. Our team currently consists of 4 Financial Advisers and 5 other staff members. We deal with pensions, investments, protection and financial...

# Financial Planner•••£50k - £80k / year•8m agoBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They...

# Financial Planner••Ilminster, South West England, GB•£50k - £80k / year•9h agoBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their...

# Financial Planner••Ely, East Anglia, GB•£50k - £80k / year•1d agoBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model...