Financial Planner Jobs

Recruit UK | Certified B Corp™

Bristol

Job Description Our client is seeking a Financial Planner to join their growing team. The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company. The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client re

CF30 Consulting (Independent Recruitment Consultancy)

, England, United Kingdom

£60.000 - 80.000

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

Jacksons: Meaningful Financial Planning

Penzance, England, United Kingdom

£60.000 - 80.000

Do you have that magnetic vibe that draws people in? Are you genuinely curious about others, able and wanting to deep-dive into their dreams, their story, and help them find out what’s next for them? Can you break down complex scenarios in a way that talks to people, gets them hooked? Are your listening skills at the top of your game and is there s

Azets Group

Aberdeen City, Scotland, United Kingdom

• Ending Soon

£80.000 - 100.000

Are you interested in working for a rapidly evolving company? Want a career where no two days are the same? Want the flexibility to work from one of our many offices across the UK? Who are Azets Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have a wide network of employees and an

Evelyn Partners

guildford, england, United Kingdom

£60.000 - 80.000

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making tha

Greatmans Consulting Ltd

Devon

Job Description Senior Financial Planner – Devon or Cornwall (Hybrid) To kick you off, you will inherit a book of £200,000 of recurring income - Nice start! Entrepreneurial & forward-thinking environment Slick back-office support & modern tech stack Continuous flow of high-quality leads Salary up to £70,000 - £100,000 + 40% bonus & benefits W

IDEX Consulting

Manchester, England, United Kingdom

£60.000 - 80.000

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help

Recruit Wealth Ltd

Chesham

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory r

IDEX Consulting Ltd

Plymouth

Job Description Financial Planner – Up to £110,000 DOE – Plymouth – Hybrid I’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plym

Pure Resourcing Solutions

Cambridge

We are recruiting for a Financial  Planner reporting into the Head of Financial Planning. This is role is to provide in dependant financial planning advice to their clients including Pensions, Investments, Protections and non Main steam Investments.  Hybrid working Parking on site Financial Planning experience is a must Main Duties  Understandin

ZipRecruiter

, England, United Kingdom

£60.000 - 80.000

Job Description Senior Financial Planner – Devon or Cornwall (Hybrid) To kick you off, you will inherit a book of £200,000 of recurring income - Nice start! Entrepreneurial & forward-thinking environment Slick back-office support & modern tech stack Continuous flow of high-quality leads Salary up to £70,000 - £100,000 + 40% bonus & benefits What’s

Amber Financial Planning

Long Hanborough, England, United Kingdom

£60.000 - 80.000

Company Description Amber Financial Planning offers personalized financial planning services to help clients plan ahead, protect their assets, and future-proof their finances. The company's approach is to listen to clients' worries and dreams before providing tailored financial planning without product push or false promises. Amber aims to help cli

CF30 Consulting (Independent Recruitment Consultancy)

, England, United Kingdom

£60.000 - 80.000

Our client is a Chartered Financial Planning firm that is recognised as being one of the top financial planning companies to work for in their region. They are currently recruiting an experienced Chartered Financial Planner to join their growing team at the newly opened Lincoln offices. Requirements: Advising and planning for clients for at least

Derwen Financial Planning

Carmarthen, Wales, United Kingdom

£60.000 - 80.000

6 days ago Be among the first 25 applicants Direct message the job poster from Derwen Financial Planning Chartered Financial Planner and Founder of Derwen Financial Planning Ltd at Derwen Financial Planning Ltd. Company Description Derwen Financial Planning is dedicated to helping clients achieve their personal financial objectives through integr

IDEX Consulting Ltd

plymouth, england, United Kingdom

• Ending Soon

£60.000 - 80.000

Financial Planner – Up to £110,000 DOE – Plymouth – Hybrid I’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office. This firm is renowned for its ex

IDEX Consulting

, England, United Kingdom

£60.000 - 80.000

I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and busi

IDEX Consulting

Southampton, England, United Kingdom

£80.000 - 100.000

I'm excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their Solent office. This firm is renowned for its exceptional reputation and premium service, specialising in high-ne

Recruit Wealth Ltd

Chesham, England, United Kingdom

£60.000 - 80.000

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory r

Eden Scott

Glasgow

Job Description Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area. For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high

Ferguson Dean

Manchester

A boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite off

Synchronicity Financial Services

London

Job Description Financial Planner – rare opportunity to inherit existing clients! Are you an experienced Financial Planner ready to take your career to the next level with a leading wealth manager who truly understands that their people are the key to success? We have an incredible and rare opportunity for you to join a high-performing t

Nigel James Associates Ltd

Reading

Job Description Role We have been appointed by a national wealth advice business to secure an experienced Financial Planner in the Thames Valley region to take over an existing portfolio of HNW clients. The role will be to effectively manage these clients alongside bringing in additional business through existing client referrals and/or local i

IDEX Consulting Ltd

greater london, england, United Kingdom

£60.000 - 80.000

Financial Planner – Up to £110,000 basic plus excellent OTE + benefits Does being the lead Financial Planner in an exciting new practice appeal? I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced