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London
Financial Planner based in London, competitive salary with excellent benefits and clients provided Role & Responsibilities Comply with the Training and Competence Scheme Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice. Be
Job Source: SearchPinstripe Personnel
London
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the ne
Job Source: Pinstripe Personnelundisclosed
London
Job Description Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to
Job Source: undisclosedSt. James’s Place
London Area, United Kingdom
We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term. The role requires a level 4 Diploma in Regulated Financial Planning (RDR
Job Source: St. James’s PlaceRecruit UK | Certified B Corp™
London Area, United Kingdom
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UK | Certified B Corp™St. James's Place
London
Job Description We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term. The role requires a level 4 Diploma in Regulated Financ
Job Source: St. James's PlaceNigel James Associates Ltd
, United Kingdom
Role Nigel James Associates are working on behalf of one of the country’s fastest growing independent financial planning companies to recruit for two Financial Planners to join their northern region. The roles will be taking over existing HNW clients from the advisers who are retiring. You can be based between North Yorkshire and North East England
Job Source: Nigel James Associates LtdIDEX Consulting Ltd
, United Kingdom
Financial Planner London / hybrid Salary up to circa £90,000 plus bonus, excellent benefits A leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London. They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating profes
Job Source: IDEX Consulting LtdUnited Kingdom
Financial Planner HNW Clients - Scotland
Salary from £65,000 to £85,000 depending on experience.
Bonus, car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.
Hybrid working
Do you thrive working with high-net-worth clients, with an average of £500,000+ of investable assets? As you will know, most of these clients will have complex financial planning needs and will need someone amazing to look after them. Some of these larger clients will have between 6-7 million. Would you like an existing client bank of this calibre to look after, grow and develop? This U/HNW client bank consists of professionals, business owners, individuals and families, relying on your high-quality financial advice, and the support of great investment services, to preserve and grow their long-term savings and investments. This is an international company, listed in the FTSE 250, that prides itself on achieving meaningful, long-term relationships with their clients - it’s truly a great company to join for a long-term career!
You will be supported by the expertise and insight of a dedicated research team, as well as being aided by paraplanners and administration
As you can imagine, to be successful in this role it’s really important that you are open, warm, able to build bridges, to be part of a team and someone who really likes to network. If you have that entrepreneurial spark… then you’ll also enjoy networking and attracting new clients through business development by building relationships with Affinity Groups, Business Owners, Solicitors and Accountants, by working in collaboration with them on mutual high net worth clients’ inheritance tax planning
Does this describe you?
Holistic high net worth Financial Planner, providing financial planning and investment advice to clients
Cultivating and maintaining ongoing relationships with clients by tracking their successes, and keeping them informed about any changes that may affect their finances
Planning, implementing and executing the annual Business Plan in line with your agreed individual targets, acquiring new clients, growing initial revenues and cumulative AUM
Ensuring all periodic client reviews are completed in line with client’s expectations and changing circumstances
Remaining compliant - with a focus on Business Quality Assurance, CPD, and maintaining SPS
Your role:
To be considered for this fabulous Financial Planner role, you will need to be:
Diploma, or equivalent Level 4, and having or working towards Chartered status
Ideally have Pension Transfer experience
Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
Ability to deliver a brilliantly holistic client financial planning experience
Highly motivated self-starter and a strong team player
This a very polished successful company, where their people feel valued and respected. In your role, your clients’ needs come first and for this company your needs really matter too. This a really marvellous opportunity in a growing and already very successful company
Interested?
If this sounds like the role for you, please forward a copy of your CV for immediate short-listing
If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you
Financial Planner jobs in United Kingdom
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