A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships. The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include: Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning Conducting in-depth client conversations to fully understand financial goals and personal ambitions Proactively contributing to business growth through professional introducers, referrals and networking Working closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutions Supporting the ongoing success and growth of the office What You'll Bring Chartered status (or close to achieving it) Experience within wealth management or financial planning, advising HNW clients In-depth technical knowledge across complex and higher-risk advice areas Strong relationship management skills, able to build and maintain client trust A proactive approach to business development Collaborative mindset, keen to be part of a supportive, high-performing team Why This Role? Opportunity to step into an established client bank and hit the ground running Work in a collaborative, supportive and high-performing environment Comprehensive support with paraplanning, administration and investment teams Competitive total rewards package including bonus and flexible benefits Scope for long-term career development in a respected wealth management business Contact: Ellie Sedgwick IDEX Consulting 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.
Mar 21, 2026
Full time
A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships. The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include: Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning Conducting in-depth client conversations to fully understand financial goals and personal ambitions Proactively contributing to business growth through professional introducers, referrals and networking Working closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutions Supporting the ongoing success and growth of the office What You'll Bring Chartered status (or close to achieving it) Experience within wealth management or financial planning, advising HNW clients In-depth technical knowledge across complex and higher-risk advice areas Strong relationship management skills, able to build and maintain client trust A proactive approach to business development Collaborative mindset, keen to be part of a supportive, high-performing team Why This Role? Opportunity to step into an established client bank and hit the ground running Work in a collaborative, supportive and high-performing environment Comprehensive support with paraplanning, administration and investment teams Competitive total rewards package including bonus and flexible benefits Scope for long-term career development in a respected wealth management business Contact: Ellie Sedgwick IDEX Consulting 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.
Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Mar 21, 2026
Full time
Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients. Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery. Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Midlands. Financial Package & Benefits Recurring income starting at around £51,000. Generous new business splits. Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees. Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators). Clear path to Chartered status with dedicated development and mentoring support. Who We're Looking For Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice. Chartered or working towards Chartered status is highly desirable. Experienced advisers with strong client-facing skills and the ability to grow their business. Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support. This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth. 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.
Mar 21, 2026
Full time
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients. Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery. Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Midlands. Financial Package & Benefits Recurring income starting at around £51,000. Generous new business splits. Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees. Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators). Clear path to Chartered status with dedicated development and mentoring support. Who We're Looking For Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice. Chartered or working towards Chartered status is highly desirable. Experienced advisers with strong client-facing skills and the ability to grow their business. Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support. This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth. 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.
Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Mar 21, 2026
Full time
Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 21, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
The Eventus Recruitment Group
Manchester, Lancashire
What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage. Location & Flexibility: While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely. Key Highlights of the Opportunity: Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time. High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection. Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate. Growth & Stability: Privately owned, with the agility and ambition to back new initiatives - and the track record to prove it. First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career. The Role: You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients - business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals. Comprehensive Benefits Package: £70k - £80k base salary (plus highly of bonus of £30k - £40k) Car allowance 5.5% employer pension contribution 28 days holiday (plus bank holidays) Private Medical Insurance Critical Illness cover Life cover Flexible/remote working Next Steps: Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Mar 20, 2026
Full time
What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage. Location & Flexibility: While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely. Key Highlights of the Opportunity: Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time. High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection. Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate. Growth & Stability: Privately owned, with the agility and ambition to back new initiatives - and the track record to prove it. First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career. The Role: You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients - business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals. Comprehensive Benefits Package: £70k - £80k base salary (plus highly of bonus of £30k - £40k) Car allowance 5.5% employer pension contribution 28 days holiday (plus bank holidays) Private Medical Insurance Critical Illness cover Life cover Flexible/remote working Next Steps: Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Recruit UK is currently working with one of the Largest IFA firm's in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest. Please see the below if interested. Job Title: Financial Adviser Industry: Financial Services Location: Farnborough Salary: Up to £80,000 Job Ref: 10121 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Farnborough. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. 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 Excellent bonus schemes - OTE £100k+ Excellent Benefits: DIS, Flex Bens, Pension Flex working - home/office based IFA, Paraplanning, Compliance and Administration support Study support Skills and experience required: Diploma (Dip PFS) or equivalent Would suit adviser with at least 2 years HNW Client Servicing experience As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 20, 2026
Full time
Recruit UK is currently working with one of the Largest IFA firm's in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest. Please see the below if interested. Job Title: Financial Adviser Industry: Financial Services Location: Farnborough Salary: Up to £80,000 Job Ref: 10121 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Farnborough. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. 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 Excellent bonus schemes - OTE £100k+ Excellent Benefits: DIS, Flex Bens, Pension Flex working - home/office based IFA, Paraplanning, Compliance and Administration support Study support Skills and experience required: Diploma (Dip PFS) or equivalent Would suit adviser with at least 2 years HNW Client Servicing experience As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 20, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Job Title: Financial Adviser position Industry: Financial Services Location: Solihull Salary: £50,000 Job Reference: 10197 Job Description: Financial Adviser position Recruit UK is working on a unique opportunity for a Financial Adviser to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firm's in the UK. They are looking for a Financial Adviser to cover the Solihull area. You will be providing Financial Advice to an existing client bank. This is mainly a client servicing position. You will receive paraplanning and admin support. This is a fantastic opportunity to work for a nationwide and prestigious company, and excel your career as a financial planner. What's in it for you: Starting salary £50,000 Client bank provided Quarterly Bonuses Offices in Staffordshire Pension Contribution Private Medical Insurance DIS Ongoing study support and support with exams Skills and experience required: Financial Advice Experience Level 4 Diploma About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a UK Financial Planning firm on a Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 20, 2026
Full time
Job Title: Financial Adviser position Industry: Financial Services Location: Solihull Salary: £50,000 Job Reference: 10197 Job Description: Financial Adviser position Recruit UK is working on a unique opportunity for a Financial Adviser to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firm's in the UK. They are looking for a Financial Adviser to cover the Solihull area. You will be providing Financial Advice to an existing client bank. This is mainly a client servicing position. You will receive paraplanning and admin support. This is a fantastic opportunity to work for a nationwide and prestigious company, and excel your career as a financial planner. What's in it for you: Starting salary £50,000 Client bank provided Quarterly Bonuses Offices in Staffordshire Pension Contribution Private Medical Insurance DIS Ongoing study support and support with exams Skills and experience required: Financial Advice Experience Level 4 Diploma About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a UK Financial Planning firm on a Financial Adviser role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 20, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
