974 financial planner jobs found

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Location Colchester Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref87124 Recruiter Managing This Role A reputable, established IFA is seeking a driven and motivated individual to join them as a Junior Financial Adviser. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This company has created a culture where the business remains client focused and encourages everyone to achieve their goals. This is a fantastic chance to join a firm that can offer you a L&D program to become a well established, reputable Adviser. You will be working with a team of experienced administrators, paraplanners, and Advisers so youll be able to settle smoothly into the role  Benefits: Up to £35,000 Professional development and training Life assurance Income protection scheme Private...

Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will received learning support and on-hands experience, where you will be in control of how quickly you would like to be working as an adviser. Responsibilities: • Working closely with the administration team to help gather policy information  • Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances  • Help Advisers writing reports: eg. Annual review letters, client suitability report  • General admin support  • Speaking directly to clients and carrying out client reviews  • Relationship building  • Generating and converting opportunities into business Experience and qualifications: • Must have...

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Job description I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced financial planner into a niche part of their advisor proposition The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers of 5 branches across the Hertfordshire patch. There is a huge client base to work with and an incredible amount of warm leads provided by the branch network. You must be prepared to travel to the different branches when needed and advice will be given both face to face in branch and clients homes and also over video call. You will provide advice across the whole advice range except mortgages and will deal with a large variety of clients. It's a superb opportunity own a patch and really develop something exceptional. You will be provided with full training and back office support which will allow you to do what you do best! We are looking to...

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Paraplanner / Assistant Financial Planner - Harpenden Our client is looking for an experience Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden. It will be a full time hybrid working role, with the main purpose of supporting and working alongside one of the most Senior successful Advisers at the firm, with the option of moving to a career as a financial adviser over time (if desired). This is a rare opportunity to work with one of the leading advisers within the firm, enhancing your knowledge and industry experience with the possibility of working towards your own client bank in the future should you wish to progress in that direction. Key tasks: The key discipline will be technical report writing and occasional cashflow forecast generation You will be expected to assist the adviser in the creation and implementation of a client’s financial plan and help decide on the advice and strategy. Product research and building...

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Description £65,000 to £95,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio. As the Financial Planner you will – Provide independent advice as part of the Private Client team Operate across Investments, Tax, Cashflow, Retirement Planning and Protection Cultivate the firm’s existing client portfolio Service the recurring income Work with new clients generated by the firm’s introducers Candidates will be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, whilst demonstrating resilience, technical knowledge and an assured manner. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions...

Job description Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case size values. You will have full autonomy over your diary, ability to work from home or the offices, along with full paraplanning and admin. The business are a reasonable sized firm, big enough to offer the right structure to their employees, but keen to grow due to client demand. This is once in a blue moon opportunity to come in, take on an existing book of business, put your own stamp on things by growing the book with quality and earn in excess of £k. What's more, which we can discuss in more detail, is the opportunity to take a stake in the firm over time. The role is employed and is offering a salary of up to £80, (DOE), plus bonus and...

Job description I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas. The role will come with a core book of clients and a regular supply of leads. The role will give you autonomy to manage your diary and network new clients into the business. In return, you will be joining a business who are one of the leading wealth management companies in the country (Source FTAdvisor)

Venn Group are currently partnered with a successful and passionate Housing Association who are looking to recruit a Senior Financial Planner to join their growing team. Job title: Senior Financial Planner Location: Kent Salary: £65,000 - £70,000 pa Contract: Permanent As the Senior Financial Planner, your role will include: Maintaining the 30-year business plan, including regular updates and scenario planning Ensure accurate FFR returns to the regulator of Social Housing Provide insightful analysis to drive improvements for business performance Manage treasury liquidity across all existing and future loan funding arrangements Produce monthly interest, loan amortisation and treasury accruals Produce and monitor monthly and annual treasury covenants, KPIs and golden rules Ensure accurate daily and monthly cashflow forecasts Act as the day to day contact for external business planning and treasury advisers and banking lawyers Experience required: CCAB...

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Job description IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East. Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit. Due to the complexity of certain clients, my client requires an individual who has a proven ability to build maintain responsibility for their own clients whilst continuing to grow their revenue. There will be a transitional period when joining the business, giving you an opportunity to really get to know the clients you will be inheriting, and therefore working closely with the exiting Financial Planner(s). Naturally, as you bed in to the business you will then be expected to continue growing your client book and revenue organically, whilst pro-actively utilising your external network to generate new...

Job Description Our client through a combination of passion for what they do, a desire to innovate and their ambition to define the future of the offshore wealth advice industry, they exist to guide clients through the important financial decisions required today, to ensure they benefit from the freedom of tomorrow. Their Vision is simple. To create a brand that instils pride in its employees, clients, and business partners, enabling all involved to assist in building the most respectable financial planning company in the world. Job Description As a leading organization in our sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as we expand our presence in London and the Southeast. As a Financial Planner in London, you will be working alongside the Director of the UK business. Working in a face-to-face capacity with UK-wide clients (majority in the...

Job Description Financial Planner Salary: £ neg Location: London, London Type: PERM Ref: VR/04867 We require a Financial Planner to provide financial planning advice to new and existing clients with less complex financial planning needs, and to take an active role in business development activities for the Firm. Key Accountabilities ·Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients; ·Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice; ·Work with investment managers to identify opportunities for existing clients; ·Actively refer clients and prospects to other services and specialisms offered ·Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to...

Job description The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This...

Job description My client is based in Oldham and they are currently looking for an experienced Advisor to join their team. The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through and beyond. Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients. With a strong paraplanning and support team, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients. What's in it for you? 28 days holiday, plus bank holidays plus birthday Flexible hybrid working Income protection for up to 5 years Pirkx online discounts and cashback plus 24-hour access to a GP 4x salary death in service 5% matched pension contributions Access to the internal Academy (to support future career aspirations). Competitive bonus scheme

Job description My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from one of the retiring advisers with the plan for you to lead the practice the following year. What's on offer: Excellent basic Salary Generous bonus scheme following salary validation (1st year 25% of all new business) Existing AUM transferred to the business will be well rewarded Full back office support including Paraplanner, Admin support and a Client liaison (PA) will allow you to truly focus on existing clients and growing the customer base If you are an experienced IFA and are keen to explore the role further, please apply more details.

Job description My client is a small but growing IFA practice in the centre of Manchester. Due to growth they are looking for an experienced financial planner to join their team. Clients are available for the successful candidate. Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Experience of dealing with high net worth individuals - high earning professionals, business owners and those who have sold businesses. Personality attributes: Open communicator: Positive: Ambitious: Quick learner: Wants to contribute to a greater cause: Long term thinker. This is an employed role with a competitive salary and a good benefits package.