personal financial planner jobs

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.

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

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...

You will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and development programme over a period of up to 24 months.

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...

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...

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.

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 provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support. What’s in it for you: - Competitive starting salary up to £80k+ - Existing HNW client bank 100+ c£250k+ ongoing fees - HNW Client leads – Typical clients £300k - £500k to invest

Financial Planner Leeds Yorkshire-based clients to inherit £70,000 - £80,000 basic salary + annual, discretionary bonus A national Wealth Management business are looking to hire a Financial Planner to join their existing, long-standing team based in modern Leeds city center offices. Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit,...

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...

You will also have the support from a highly skilled administration and paraplanning team. What’s on offer for the Financial Planner

You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio. - Work closely with clients to understand their objectives and deliver robust tailored financial advice.

You will frequently attend meetings with clients throughout Yorkshire. Having worked with the team regularly in recent years, the collaborative working environment and the enjoyment of each others successes are a particular area of enjoyment for the office.

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 the business,...

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.

?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...

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

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.

You must be a qualified and experienced Financial Advisor with strong technical expertise

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.