Trainee Financial Planner jobs in Bexley

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.

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 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.

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 Adviser – Private Client Servicing Salary: Up to £70,000 basic OTE: £90,000+ Working Pattern: Office-based initially, hybrid available post sign-off A global, investment-led financial planning firm is looking to appoint an experienced Financial Adviser to join its Private Client Advice team. The firm provides regulated advice to a large, established UK client base and operates...

Sales Representative (Entry Level/No Experience Required) - Immediate Starts AvailableRole is based in Slade Green, Dartford (Full Time Equivalent) Eager to transition into the fast-paced world of Sales & Marketing?No prior experience needed - our client provides the training! Our client, a renowned company in Dartford, is expanding its sales team. Specialising in field sales & marketing, they...

Senior Planner - Education & DfE Projects | Major UK Contractor An established, financially secure UK contractor with a strong reputation in the education sector is seeking an experienced Senior Planner to join a growing planning team. With a busy, long-term pipeline of Department for Education (DfE) projects, this role offers genuine career progression and long-term stability. This is a key...

THE PURPOSE: The Merchandise Planner – International Wholesale is responsible for supporting all aspects of the International Wholesale business. The position interfaces regularly with regional sales teams, as well as cross-functional partners across planning, production, and logistics to manage day-to-day business needs, address challenges, and identify new opportunities. In this position, you...

You will sit at the heart of the client journey, supporting planners and acting as a steady point of contact for clients. Typical day to day work will include

You will likely bring - Experience in an IFA, wealth management or financial planning firm in an administrative or client support role

Key Responsibilities Demand Planning & Forecasting - Develop and maintain short-term demand forecasts (0–4 months) in weekly time buckets. - Enhance base forecasts using market intelligence, sales input, marketing plans, and financial insights. - Analyze total market demand, including non-focus customers and channels, to ensure a robust and realistic demand plan. - Review and challenge...

You will build and nurture strong relationships with both clients and candidates, developing trust and long-term partnerships.

You will be set clear personal and team targets, with ongoing support to help you achieve them, drive business growth, and build a successful and rewarding career in recruitment.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

Trainee Store Manager - Chelsea We are looking for a Store Manager to head up our flagship store in Chelsea, London. The ideal candidate will bring meticulous organisation, initiative, a good balance of independent spirit and teamwork, efficiency, profitability, drive and positivity to the business. A day in the shop involves all sorts. This will include talking to customers, sharing product...

Rev & Regs is a specialist recruitment agency currently servicing a wide range of Financial Services organisations. We help them to attract and recruit top tier talent for Permanent & Contract hires, across a range of specialisms. Through our deep understanding of Financial Services business, we provide an all-encompassing solution to our clients covering Risk Management, Compliance & Financial...

You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.

You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.

Trainee Researcher Executive Search & Recruitment Location: London (Hybrid) Qurated is a rapidly scaling executive search firm working with industry-leading clients across Financial Services and Legal Services. We partner with the businesses shaping the future of their industries, helping them hire exceptional leaders and build high-impact teams. We’re looking for an ambitious early career...

About us… Select Offshore is an industry leader in Renewables, Offshore and Marine recruitment, and the winners of Agency of the Year 2024, and Best Places to Work 2024. Our growth trajectory has been extraordinary over the past few years, and we’re excited to keep adding to our teams in 2026. Are you a motivated individual looking to take the next step in your career, and join a young and...

Employed Financial Adviser (Clients Provided) Location: London (Hybrid - 3 days in-office) Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus Contract Type: Full-Time, Permanent Department: Private Wealth Advisory Reports To: Adviser Development Manager Role Overview Are client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory...

You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.

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,...