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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
A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split betw
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their London based financial planning team.
We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW/ UHNW clientele.
C
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
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
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 Title: Financial Planner
Location: West Midlands (Warwickshire and Worcestershire)
Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a moder
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 Ltd
Financial Planner
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 as they look to grow the offering to clients.More information will follow but if this has piqued your interest, please apply for more information.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.