personal financial planner jobs in United Kingdom

You will benefit from working with their high quality, loyal clients, with average client hold...

You will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and development programme over a period of up to 24 months.

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown...

Job Description Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build...

You will benefit from working with their high quality, loyal clients, with average client hold...

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,...

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...

You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support. What’s in it for you: - Competitive starting salary up to £80k+ - Existing HNW client bank 100+ c£250k+ ongoing fees - HNW Client leads – Typical clients £300k - £500k to invest

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 also have the support from a highly skilled administration and paraplanning team. What’s on offer for the Financial Planner

You will also support the Head of Advice by servicing part of their existing client portfolio which will add further trail to your portfolio. - Work closely with clients to understand their objectives and deliver robust tailored financial advice.

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.

Applicants must hold Level 4 Diploma in UK Financial Advice One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you. Requirements: Employed adviser with a minimum of 12 months...

You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.

You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.

You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.

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...

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward xbpsjku calculations, lifetime allowance (LTA) planning & drawdown...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

?If you enjoy developing Financial Planners and want a role where your coaching genuinely drives better advice and client outcomes, this Performance & Excellence Associate job could be a fantastic next step for an experienced Financial Planner Trainer. In this role, youll work closely with Financial Planners to help refine their approach, strengthen their technical capability and support a...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

Role Nigel James Associates are pleased to be working with a leading Investment and Wealth Management company as they continue to grow their presence in Cheltenham. They are seeking an experienced Financial Planner to work closely alongside an existing team Investment Managers delivering high-quality Financial Planning advice to an established client base. The role is centred on delivering a...