ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Regional Recruitment Services
GB
Job Title: Financial Planner Location: Fully Remote (office available if required) Hours of Work: 09:00 – 17:00 approx. Type: Permanent, self-employed Start Date: Immediately (flexible for notice periods) We are hiring for a Financial Planner that has experienced at least 2 years' relevant experience in Wealth Management. You will run your own busi
Job Source: Regional Recruitment ServicesHeat Recruitment
London
Financial Planner - Greater London - £45K - £60K About the Company: Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clien
Job Source: Heat RecruitmentIDEX Consulting Ltd
London
I am working exclusively with a Client in the South West who are seeking a Financial Planner to join the business.With a head office in London and a regional presence in the South West, the business is going through a an exciting growth phase as they look to scale the business. The successful candidate will work closely with the Investment Managers
Job Source: IDEX Consulting LtdRecruit UK | Certified B Corp™
London
Job DescriptionJob Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000Recruit 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 engage
Job Source: Recruit UK | Certified B Corp™Pinstripe 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 PersonnelCFP JOBS
United 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
Job Source: CFP JOBSRecruit 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™IDEX Consulting Ltd
London
Job DescriptionFinancial PlannerLondon / hybridSalary up to circa £90,000 plus bonus, excellent benefitsA 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 cultivati
Job Source: IDEX Consulting LtdLondon
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 add a couple of financial planners, ideally chartered or certified status with 5+ years’ experience within the industry. However, they are “experience-agnostic” and would consider those a step away from chartered/certified status. Preferably, candidates would have experience providing advice to sophisticated HNW/UHNW clients and enjoy working in an entrepreneurial environment. This is one of the most exciting FinTech firms that have launched in recent years and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low ego. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors.
They are looking for well-rounded candidates who can look after a significant number of clients immediately. The right individuals would also have an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for those who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products and understanding of the sophisticated private client market.
As with any role with a small, growing firm, this position will be broad in scope. Responsibilities include, but are not limited to, the following:
Be a lead adviser to a number of HNW/UHNW clients and advise on all aspects on client’s financial life plans
Be involved in enhancing the firm’s methodology for holistic financial planning
Be part of broader firm building initiatives
The individual:
Advanced Diploma or Chartered/Certified Financial Planner
Providing financial planning advice to sophisticated HNW/UHNW clients
At least 5 years of experience within the industry
Detailed technical understanding of cash flow-based planning
Demonstrable technical understanding of trusts, pensions, and intergenerational planning
Due to demand we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss.
We can only respond to highly qualified candidates.
Financial Planner jobs in London
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.