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...
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...
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...
Job Description 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...
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...
About the Company Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under...
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...
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,...
About the Company Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under...
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...
Job Description Senior Financial Planner Gatwick/ West Sussex Salary - £90,000 – £100,000 Bonus - 15% team-based bonus, plus 20% on clients that follow you across, with bespoke arrangements for any new business you write The Role We are partnering with a highly regarded Wealth Management firm to recruit a Senior Financial Planner. This is an exciting opportunity to take a leading role in...
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...
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...
Trainee Financial Planner Peterborough Full Time, Permanent £28,000 - £34,000 P.A (DOE) Our client manages and provides long term and sustainable finance solutions so that they can fulfil customers objectives and help them achieve their financial aspirations. They work with both private and corporate clients which are built on long term relationships that will last for generations to come. The...
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 ?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...
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...
Job Description 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 &...