Chartered Financial Planner jobs in United Kingdom

Job Description This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you...

Chartered Financial Planner Leeds £80,000 - £110,000 basic salary + annual bonus An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and ultra-high-net-worth clients. Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team,...

This employed, Chartered Financial Advisor job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you...

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown...

Assistant Financial Planner Leicestershire (our ref AL1393) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in...

Financial Planner – Private Client Advice Location: UK (Office-based with potential hybrid options) Sector: Wealth Management / Financial Planning Salary £60k to £70k DOE plus 2 x discretionary annual bonus and excellent benefits. Ready to make a real impact on clients’ financial futures? Join a team where your expertise shapes meaningful outcomes for thousands of UK investors. If you’re a...

Financial Planner – Private Client Advice Location: UK (Office-based with potential hybrid options) Sector: Wealth Management / Financial Planning Salary £60k to £70k DOE plus 2 x discretionary annual bonus and excellent benefits. Ready to make a real impact on clients’ financial futures? Join a team where your expertise shapes meaningful outcomes for thousands of UK investors. If you’re a...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

Financial Planner – £80,000 + Bonus – Cardiff region I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a...

The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our...

Job Description Employed Financial Planner - London (Hybrid/Remote) Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available. This opportunity could be suited to: - An experienced adviser seeking greater flexibility and equity potential. - An adviser currently stuck in a...

Job Description Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their Bracknell office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking externally and...

Job Description Employed Financial Planner - London (Hybrid/Remote) Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available. This opportunity could be suited to: - An experienced adviser seeking greater flexibility and equity potential. - An adviser currently stuck in a...

Job Description This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you...

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown...

This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will be provided...

?If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, thisPerformance & Excellence Associate jobcould be a fantastic next step for an experienced Financial Planner Trainer. In this role, youll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a...

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client...

Job Description This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with...

Job Description ?If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, thisPerformance & Excellence Associate jobcould be a fantastic next step for an experienced Financial Planner Trainer. In this role, youll work closely with Financial Planners to help refine their approach, strengthen their technical capability and...