Employed Financial Planner jobs

You will benefit from working with their high quality, loyal clients, with average client hold...

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...

You will benefit from working with their high quality, loyal clients, with average client hold...

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

Base pay range £80,000 plus bonus and benefits Apply fast, check the full description by scrolling below to find out the full requirements for this role. Overview This London-based, ultra-modern, technology-led Financial Planning company is looking for high-calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. They offer top-end, tech-led, fully...

Assistant Financial Planner Apply below after reading through all the details and supporting information regarding this job opportunity.Leicestershire (our ref AL1393)Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowanceHaving welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core...

A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate. Essential...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and 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 with ...

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 xcunqrw calculations, lifetime allowance (LTA) planning & drawdown...

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...

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 &...

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.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

Job Description 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...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.

You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.

You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.

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 advice...

Job Description 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 &...

You will benefit from working with their high quality, loyal clients, with average client hold...