104 Financial Planner jobs in the United Kingdom

About the Firm

Creative Financial Management offer a comprehensive financial planning service for all its clients including mortgage, investment, protection, pension, and estate planning needs. They are currently looking for a Financial Planner to join the team to support with the growth and development of the business.

About the Role

This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote, or hybrid basis, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust.

You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations.

The benefits

• The opportunity for guaranteed income for the first 6 months and a strong support package
• Qualified leads provided, working with an active client base
• Flexible working hours and location
• Support from a mentor with training and personal development opportunities

Your responsibilities will include:

Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region.

• You will be responsible for managing client enquiries and the advice process end-to-end.
• You will be responsible for booking appointments, fact finding, research and product recommendation
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• If you have a mortgage qualification, providing mortgage advice can also be part of the remit.
• Building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.
• You will benefit from both flexible working options and ongoing training and development.
• You will be building and nourishing relationships with clients who really value quality service.
• You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.

What will you need to succeed?

This opportunity will suit a customer focused Financial Planner who is able to build lasting relationships based on trust. You must be focused on working to the highest quality standards and confident to work independently, but with the support of a mentor and a wider internal team, as well as benefiting from dedicated support by an award-winning network.

• We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress.
• You will benefit from a market leading proposition
• You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients
• You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations.

Creative Financial Management is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Financial Planner – Up to £80,000 DOE – Wales

I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales office.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.

This is a rare opportunity where you will be taking over an existing client book, valued at £60m. This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.

Key Requirements:

• Level 4 qualified, Chartered preferred.
• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

What’s on Offer:

• Highly attractive bonus structure.
• 30 days annual leave + bank holidays
• Flexible, hybrid working arrangements.
• Private medical insurance
• Enhanced family insurance

The successful candidate will need to live local to Wales. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to

Financial Planner

£65,000 - £5,000

Solihull

Elevate your career with Lucent Financial Planning where expertise meets energy, and every day is an opportunity to make a real difference for clients you'll genuinely enjoy working with!

Why You'll Love Lucent

• We're more than colleagues - were like family. Think client socials, educational workshops, weekday walks and Summer BBQs.
• Flexible working that respects life outside the office. School run? Sports practice? No problem.
• A Chartered, high-calibre firm where you're fun, yet technical, client centric prowess is celebrated, not hidden.
• A selective, nice people only client base - no awkward calls, just rewarding relationships.
• Shared success: year-end bonuses, and the opportunity to be part of an Employee-owned business.

The Role in a Nutshell

You'll deliver best-in-class financial advice and nurture long-term client partnerships. You'll be supported by a top-tier paraplanning team and admin squad, yet empowered to drive your own business growth primarily through client referrals.

You will see Lucent as somewhere you call home for 10+ years where you have the scope to input into the wider vision and expand your role and responsibilities at your desire.

What You'll Do

• Provide excellent holistic advice across:
• Pension & retirement planning (including switching), Investment strategies, Inheritance tax & trust planning and Protection solutions.
• Retain and grow your portfolio through referrals primarily and targeted networking exposure.
• Exceptional cashflow planning through Voyant and Timeline.
• Deciding upon the strategy and Financial Plan for the client.
• Maximising client need areas building impeccable relationships with them, their relations and external third parties.
• Mentor and develop our paraplanners and support staff.
• Stay ahead of regulatory changes, being in the know and maintain your CPD.
• Achieve rounded KPIs while delivering a right-first-time service experience.
• Embrace Ai, researching, testing, and optimising your toolkit to enable you to be efficient, accurate and deliver top notch service.
• Actively participate in client events.
• Deliver fun and engaging meetings.
• Partake and lead in knowledge sharing adviser sessions and wider business adviser training sessions.
• Have relevant social media and marketing presence for clients.
• Ultimately service a client bank of 70-100 clients.

Our Ideal You

You may have: Started your own firm and don't like doing it alone or been with a large company and want something more dynamic!

Either way, you want a home for the foreseeable future where you can be your authentic awesome self.

Essentials

• Minimum 2 years IFA experience, with active SPS & CAS (preference for 3-7 years advising experience).
• We want people to come and stay with us for at least ten years.
• Chartered status or clear path to achieve it in the next 12 months.
• Top-tier literacy, numeracy and decision-making skills.
• Confident with Word, Excel and the ability to pick up new systems fast.
• A self-starter with a can-do attitude and genuine team spirit.
• Client bank we don't really need your clients. We want you, if you have some you cant let go, we understand why and will do our best to accommodate.

Nice to Have

• Intelligent Office (Intelliflo), Voyant, FE Analytics, Timeline Cashflow planning software.
• A track record of building sustainable referrals and achieving retention targets.

Enthusiasm for Financial Planning

We want people that want to be involved in the future of financial planning. What does this mean?

• Taking an interest inside of the day job to find out more about whats going on.
• Enjoy attending events - to learn not just to mill around! You are capable of taking that learning and applying it to your role and helping others in the business do so too.
• Curious!
• Do wider reading / listening / looking!
• Its doesnt matter on what really, because we are life planners and life is all encompassing! but taking that and applying relevant points to role.
• Friendly - people focussed. Enjoy socialising and finding out about people.
• Proactive helper - you want to help people. Its very simple! That should be your sole motivation.

Perks, Benefits & Culture

• 30 days holiday (pro rata) + bank holidays.
• Company pension, bonus scheme, group income protection & private medical insurance.
• Team socials, workshops, charity walks and events.
• A culture of loyalty, honesty and mutual respectyour growth is our growth.
• Basic salary: £6 000 - 5,000 dependant upon experience.

Recruitment Timeline

Recruitment Rebellion Limited and Lucent are working together on this. This advert will be live for at least a month and applications are welcome at any time.

w/c 8th September - initial reach out discussions.

15th 29th September - 1st interviews, testing and final stage interviews.

Ready to make a real impact in a vibrant, supportive environment?

Let's chat and bring your expertise to Lucent Financial Planning!

Jo (Mrs H) at Avocet Commercial Careers has discovered a game-changing opportunity for a Chartered Financial Planner with a prestigious accounting firm in Exeter.

Here's your chance to escape the mundane and join a firm where your expertise truly matters - where you'll craft bespoke financial strategies that genuinely transform lives, backed by a powerhouse internal network that makes business development actually enjoyable!

About the Client

Our client is a well-established accounting firm with a strong regional presence, offering comprehensive and integrated financial planning services to a diverse portfolio of high-quality business and private clients. They pride themselves on their collaborative culture, ongoing professional development support, and commitment to helping their team specialise and grow. With flexible working options and a well-established internal referral network of accountants and business advisers, this firm provides the perfect environment for career advancement.

About the Role

This is a fantastic opportunity to join a growing financial planning team where you'll play a key role in servicing an established client base while developing new business through strong internal networks. The role offers excellent variety, from one-to-one client consultations to networking with professional groups, all supported by a friendly and collaborative team environment.

Chartered Financial Planner Responsibilities

• Deliver professional, client-focused financial planning advice to new and existing clients
li>Build relationships and develop business through introducers and professional networks
• Network and present to groups of professionals to generate new opportunities
• Research existing arrangements and evaluate alternative solutions to achieve client objectives
• Prepare detailed suitability reports and explain recommendations in plain, practical language
• Support clients with required paperwork and applications throughout the process
• Conduct regular reviews for existing clients to maintain ongoing relationships
• Stay current with relevant products, legislation, and technical changes
• Maintain Statement of Professional Standing (SPS) and CPD requirements
• Ensure all work complies with FCA rules and firm compliance procedures
• Play an active role in meeting business targets and contributing to team success

Chartered Financial Planner Requirements:

Essential:

• Level 6 CII Advanced Diploma in Financial Planning
• CII Chartered Financial Planner status
• Current Competent Adviser Status
• Minimum 5 years' relevant experience in financial services
• Proven suitability report writing skills
• Commercially minded with pragmatic approach
• Confident decision-maker who can influence and persuade
• Competent in Microsoft Word, Excel, and Outlook
• Ability to travel across Devon

Desirable:

• SOLLA Accreditation
• Experience working in an IFA practice environment
• Familiarity with FE Analytics and Intelligent Office

Benefits:

• £65,000 - £100,000 DOE
< i>36.25 hours/5 days per week with hybrid options available
• 25 days annual leave plus bank holidays
• Healthcare cashback scheme and 24-hour Employee Assistance Programme
• 3% rising to 4% (matched up to 6%) after 4 years' service
• Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance options
• Plus much more!

The Ideal Candidate

You're an experienced Chartered Financial Planner who thrives on building meaningful client relationships and delivering advice that genuinely transforms financial outcomes. You're commercially astute, confident in your decision-making, and passionate about professional development. With your strong technical expertise and excellent communication skills, you're ready to join a collaborative team where your contributions will drive both client satisfaction and business growth. You value flexibility in your working arrangements and are excited by the opportunity to leverage established referral networks while building your own professional reputation.

If you are interested in this role or simply fancy a chat about it, contact Jo (Mrs H) at Avocet Commercial Careers.

Chartered Financial Planner

Location : Exeter / Mid Devon

Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available

Salary: £65,000 - £100,000 per annum, DOE

Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further.

What's in it for you?

A portfolio of high-quality clients ready to engage with you

Strong referral streams from our internal network of professionals

Ongoing development and support to help you specialise further

A collaborative, people-first culture

Flexible and hybrid working options

The role:

Delivering practical, client-focused financial advice

Building lasting relationships and developing business via introducers

Presenting and networking with professionals

Reviewing existing arrangements and finding the best solutions for client goals

Preparing clear, plain-language recommendations

Staying at the forefront of technical and regulatory changes

What we're looking for

Chartered Financial Planner status

A genuine passion for understanding client goals and delivering clear, effective solutions

Strong relationship-building skills and commercial awareness

The benefits package includes:

25 days holiday + bank holidays

Hybrid/flexible working

Bonus and commission schemes

Pension contributions up to 6% (matched)

Private medical insurance options

Enhanced family leave policies

Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)

To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)

Role

Nigel James Associates are working with one of the fastest growing professional services businesses in the UK. We are looking to secure a Senior Financial Planner hire into their wealth management arm, to be based in London. There will be an existing portfolio of HNW clients to take over. You will effectively manage the clients that you acquire and work closely with the accountancy business to grow your portfolio in a steady/professional manner. Our client isn’t heavily target orientated and believe that growth comes through providing quality service and doing the right thing. Full admin and paraplanning will be provided.

Requirements

To be considered for this role you must be qualified Financial Planner that has at least 3 years plus experience of advising. If you are Chartered qualified this would be advantageous but necessary. You will be a team player as you this company insists on collaboration with your peers as well as working with the wider business/stakeholders.

Why join?

This is a truly standout company in the industry offering a ‘fresh’ approach. They have a brilliant culture and are a highly enjoyable company to work for. They are growing so there will definitely be opportunities to progress throughout your career in the business. Our client will offer a competitive salary; bonuses are based on a validation structure where you will receive a percentage of new and existing revenue after this is hit. You will also receive a full suite of company benefits on top.

What’s next?

If you believe this could be the next role for you then please do get in touch or apply!

Role

Nigel James Associates are working with one of the fastest growing professional services businesses in the UK. We are looking to secure a Senior Financial Planner hire into their wealth management arm, to be based in London. There will be an existing portfolio of HNW clients to take over. You will effectively manage the clients that you acquire and work closely with the accountancy business to grow your portfolio in a steady/professional manner. Our client isn’t heavily target orientated and believe that growth comes through providing quality service and doing the right thing. Full admin and paraplanning will be provided.

Requirements

To be considered for this role you must be qualified Financial Planner that has at least 3 years plus experience of advising. If you are Chartered qualified this would be advantageous but necessary. You will be a team player as you this company insists on collaboration with your peers as well as working with the wider business/stakeholders.

Why join?

This is a truly standout company in the industry offering a ‘fresh’ approach. They have a brilliant culture and are a highly enjoyable company to work for. They are growing so there will definitely be opportunities to progress throughout your career in the business. Our client will offer a competitive salary; bonuses are based on a validation structure where you will receive a percentage of new and existing revenue after this is hit. You will also receive a full suite of company benefits on top.

What’s next?

If you believe this could be the next role for you then please do get in touch or apply!

Chartered Wealth Planner | York

£85,000 basic salary DOE + annual bonus

Hybrid working

Newly created role

A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York.

This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.

This newly created role offers a unique opportunity to make a significant contribution to a well-established office.

About the Role

• As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
• Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
• Pension experience is essential.
• Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
• The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.

Key Responsibilities

• Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection
• Collaborate with Investment Managers to identify client needs and develop solutions
• Assist with client prospecting and retention activities
• Contribute to the growth and development of the office

Qualifications and Experience

• Chartered status preferred. Individuals working towards can be considered
• Proven experience providing financial planning advice, specialising in pensions
• Excellent client-facing skills
• Strong technical knowledge and analytical skills
• Proactive and self-motivated, able to work independently and as part of a team
• Existing professional networks in the region would be beneficial.

If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn’t center on business development or require an existing client following, this could be an ideal opportunity.

Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid

I’m thrilled to be partnering with a leading chartered accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter.

This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success. Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships.

Joining this market-leading firm offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Chartered
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate.

What’s on Offer:

• Attractive commission structure.
• Opportunities for professional development and career growth.
• Flexible and hybrid office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Pension matched up to 6% after 4 years’ service.
• Enhanced Maternity and Paternity pay

If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to

Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid