73 Financial Planner jobs in the United Kingdom

Financial Planner

Our client is seeking a skilled and motivated Financial Planner to join a growing team.

This role requires a self-driven individual who can listen carefully to clients, provide clear advice, and support them in achieving their financial goals. You will be responsible for managing an existing portfolio of clients while building strong, long-term relationships and offering trusted guidance across areas such as investments, savings, and pensions.

The ideal candidate will be an excellent communicator with a client-focused approach, strong analytical skills, and proven experience in delivering first-class financial advice.

Key Responsibilities:

• Assess clients financial situations, including income, expenditure, and liabilities.

• Provide tailored advice on pensions, insurance, and investment planning.

• Conduct annual review meetings and maintain ongoing client relationships.

• Monitor client needs and adapt financial plans as required.

• Present and promote appropriate financial solutions.

• Collaborate effectively with colleagues to deliver a seamless service.

• Stay up to date with relevant regulations, market trends, and financial products.

Requirements:

• Strong communication and presentation skills.

• Excellent attention to detail, problem-solving ability, and eagerness to learn.

• A client-first mindset with the ability to build lasting professional relationships.

Whats on Offer:

• Competitive salary package.

• Support with continued professional development.

• Health insurance and company pension.

About the Company

Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.

About the Role

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.

Responsibilities

• Assist in delivering comprehensive financial planning services
• Conduct initial client reviews and present findings to Consultants
• Prepare documentation including valuations, cashflow analyses, and suitability reports
• Liaise with Paraplanners and Admin teams to streamline processes
• Resolve complex queries with providers and interpret quotes
• Coordinate onboarding of new clients and manage CRM workflows
• Collaborate with AFPs to harmonise standards across desks
• Engage with introducers to generate new leads

Qualifications

• Degree educated
• Level 4 qualified (CII Diploma or equivalent)
• Progress toward Level 6 qualification desirable
• Minimum 2 years’ experience in a financial planning environment
• Strong understanding of financial products and onboarding requirements
• Familiarity with AML and regulatory frameworks

Required Skills

Strong understanding of financial products and onboarding requirements

Preferred Skills

Progress toward Level 6 qualification desirable

Pay range and compensation package

Competitive salary

Excellent benefits package

Career development in a respected, forward-thinking firm

Equal Opportunity Statement

We are committed to diversity and inclusivity.

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About the Company

Are you ready to take the next step in your financial planning career with a firm that blends tradition with innovation? An independently owned wealth management firm, with a legacy rooted in over two centuries of investment expertise, is seeking an Assistant Financial Planner to join its dynamic London team. With offices across the UK and over £7.88 billion in assets under management, this is a rare opportunity to be part of a business that values trust, integrity, and exceptional client service.

About the Role

As an Assistant Financial Planner, you’ll play a key role in supporting experienced Financial Planners and helping deliver tailored financial advice to a diverse client base. You’ll be the bridge between Client Administration and Consultants—reviewing client circumstances, preparing documentation, and ensuring a seamless advice process. This is a collaborative, client-focused environment where your contributions will directly impact the quality of service and outcomes delivered.

Responsibilities

• Assist in delivering comprehensive financial planning services
• Conduct initial client reviews and present findings to Consultants
• Prepare documentation including valuations, cashflow analyses, and suitability reports
• Liaise with Paraplanners and Admin teams to streamline processes
• Resolve complex queries with providers and interpret quotes
• Coordinate onboarding of new clients and manage CRM workflows
• Collaborate with AFPs to harmonise standards across desks
• Engage with introducers to generate new leads

Qualifications

• Degree educated
• Level 4 qualified (CII Diploma or equivalent)
• Progress toward Level 6 qualification desirable
• Minimum 2 years’ experience in a financial planning environment
• Strong understanding of financial products and onboarding requirements
• Familiarity with AML and regulatory frameworks

Required Skills

Strong understanding of financial products and onboarding requirements

Preferred Skills

Progress toward Level 6 qualification desirable

Pay range and compensation package

Competitive salary

Excellent benefits package

Career development in a respected, forward-thinking firm

Equal Opportunity Statement

We are committed to diversity and inclusivity.

``

Senior Financial Planner – Bracknell

Salary:
£85,000 – £00,000+

Location:
Bracknell (Hybrid working available)

Type:
Full-time

We're recruiting on behalf of a leading national wealth management firm seeking an experienced and motivated
Senior Financial Planner
to join their established Bracknell office.

This is an excellent opportunity for a high-performing adviser who thrives on business development and relationship building. The ideal candidate will be confident generating new business, expanding their client base, and delivering outstanding holistic advice to a diverse portfolio of HNW clients.

Key Responsibilities:

• Proactively generate and convert new business opportunities through networking, referrals, and professional partnerships.
• Manage and develop an existing client portfolio while delivering comprehensive financial planning across pensions, investments, protection, and tax planning.
• Collaborate closely with the investment management team to provide a seamless client experience.
• Contribute to the wider business plan and regional growth strategy.
• Maintain fully compliant and up-to-date client files at all times.

About You:

• Level 4 Diploma qualified (Chartered or working towards Level 6 preferred).
• Proven success in attracting and developing new clients while maintaining long-term relationships.
• Confident communicator with strong commercial awareness and a client-first mindset.
• Able to work independently, demonstrate initiative, and deliver advice on a fee basis.

Package & Benefits:

• Basic salary 5,000 – £1 ,000 + Percentage of Fees
• Private medical insurance and life assurance
• Competitive pension contribution
• Hybrid working options
• Generous holiday allowance and additional benefits

If you're a driven Financial Planner with the ability to build strong client relationships and bring in new business, this is an outstanding opportunity to progress your career within a highly respected firm.

Company Overview

Are you an advisor looking for an exciting new opportunity? Do you want the chance to be a key member of the team responsible for growing our AUM? Are you passionate about having a positive impact on people's lives? If so, this could be the perfect role for you.

FSWM Ltd is an award-winning, start-up, wealth management firm on an exciting journey to make a difference in the industry. Founded by Francesca Smith in 2024, after realising many people were not able to access the financial planning support they needed.

We are passionate about helping people to find their purpose, set personal goals and plan for their future financial freedom. We believe in building lasting relationships with our clients, becoming a trusted advisor and partner, and advising on personalised strategies to align to our client's goals. Over the last 18 months, our portfolio has grown significantly and we have plans for even bigger things in the future.

We are a small, hard-working, yet fun-loving team with a vibrant office in Waterloo, London. We offer full training and professional qualifications, hybrid working, many opportunities to attend prestigious social events and the chance to become part of something big

Role

We are seeking a highly motivated and client-focused Financial Planner who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base. This role is full-time, London based, with 4 days in the office and 1 day working from home.

As an Independent Financial Planner, you will report directly to the Founder and CEO and be an integral part of growing the AUM at FSWM, and ensuring our clients receive an exceptional level of service.

Key Responsibilities:

Attending client meetings and pitches

Participating in business development and marketing activities to promote our brand and services

Providing technical support and expertise to the Principal Advisor

Provide holistic financial planning and investment advice to individual and corporate clients.

Build and maintain strong client relationships through regular reviews and proactive communication.

Conduct thorough fact-finding and risk assessments to understand client needs and objectives.

Develop bespoke financial plans covering pensions, investments, protection, and estate planning.

Stay up to date with market trends, regulatory changes, and product developments.

Maintain accurate records and ensure compliance with FCA regulations and company policies.

Essential knowledge and soft skills
:

Level 6 Chartered Financial Planner qualification (or actively working towards).

Minimum Level 4 Diploma in Regulated Financial Planning.

Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.

Strong interpersonal and communication skills.

Ability to work independently and as part of a team.

Commitment to continuous professional development.

Proactive, enthusiastic and energetic

Willing to go the extra mile to meet objectives and client needs

Results and delivery focused

Proficient in Microsoft Office applications

Salary & Benefits

The role is a full-time position with a negotiable salary, linked to experience. Other benefits include:

25 days annual leave, plus Bank Holidays

Discretionary performance related bonus

Enrolment into the company pension scheme after successful completion of probation.

Support with future professional qualifications

Access to exclusive social and networking events organised by Frankie's Club

Team lunches and socials

Hybrid working

Diversity and Inclusion

At FSWM, we are committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We look to hire people from a wide variety of backgrounds, to make our company stronger. If you share our values and enthusiasm for supporting people on their financial journey and enjoy the challenges that brings then you'll be a great fit for FSWM.

Role

Nigel James Associates are exclusively working with a leading medium sized wealth manager organisation with offices across the UK. We have been appointed to secure key hires for them as part of their continued growth. They are currently looking for an experienced Senior Financial Planner to join the business. The role would be new business focused utilising the various routes to market to attract new business including their networking events/channels, their online presence, intermediary relationships and working with other Relationship Managers that are investment management focused. You will be provided with full admin and paraplanning support so you can focus your time on building out your portfolio and managing your clients. This company works with clients that have £500k as a minimum to invest and their average client investment is c£m. The role would be based in their London office with hybrid working provided.

Requirements

For this role you will need to be an experienced holistic Financial Planner that is used to providing true financial planning solutions to HNW clients. You will need to have at least 5 years plus experience of advising. With your experience you will level of gravitas and be used to driving a good amount of new business through various means including networking, professional connections and internal stakeholder relationships. You will be ideally Chartered if not close to becoming Chartered. If you had exposure of X Plan this would be advantageous but not a requirement.

Why join?

This is a brilliant opportunity to join a leading organisation in the industry with a great reputation. They have a great culture and fantastic working environment with an incredible City office! They are highly efficient at what they do and have some great systems and processes in place. They also have some strong Paraplanner and Admin to Adviser ratios to help you deliver to your clients. This role is paying a ix figure basic, and bonuses will be based on new fee income as well as existing client revenue. Bonuses are formulaic and can see you earning between 50-70% of your basic salary! If you are a driven and proactive Financial Planner that is looking for an opportunity within a company that has some brilliant growth plans for the next 5-10 years, then this is the role for you! As the company continues to expand their will be plenty of further career scope on offer.

What next?

Please apply for the role or contact one of the team at Nigel James Associates directly for more information.

Role

Nigel James Associates are exclusively working with a leading medium sized wealth manager organisation with offices across the UK. We have been appointed to secure key hires for them as part of their continued growth. They are currently looking for an experienced Senior Financial Planner to join the business. The role would be new business focused utilising the various routes to market to attract new business including their networking events/channels, their online presence, intermediary relationships and working with other Relationship Managers that are investment management focused. You will be provided with full admin and paraplanning support so you can focus your time on building out your portfolio and managing your clients. This company works with clients that have £500k as a minimum to invest and their average client investment is c£m. The role would be based in their London office with hybrid working provided.

Requirements

For this role you will need to be an experienced holistic Financial Planner that is used to providing true financial planning solutions to HNW clients. You will need to have at least 5 years plus experience of advising. With your experience you will level of gravitas and be used to driving a good amount of new business through various means including networking, professional connections and internal stakeholder relationships. You will be ideally Chartered if not close to becoming Chartered. If you had exposure of X Plan this would be advantageous but not a requirement.

Why join?

This is a brilliant opportunity to join a leading organisation in the industry with a great reputation. They have a great culture and fantastic working environment with an incredible City office! They are highly efficient at what they do and have some great systems and processes in place. They also have some strong Paraplanner and Admin to Adviser ratios to help you deliver to your clients. This role is paying a ix figure basic, and bonuses will be based on new fee income as well as existing client revenue. Bonuses are formulaic and can see you earning between 50-70% of your basic salary! If you are a driven and proactive Financial Planner that is looking for an opportunity within a company that has some brilliant growth plans for the next 5-10 years, then this is the role for you! As the company continues to expand their will be plenty of further career scope on offer.

What next?

Please apply for the role or contact one of the team at Nigel James Associates directly for more information.

Role

Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their Surrey office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking externally and working with professional introducers to drive new business forward.

Requirements

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients. You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

Why join?

The role will offer a high basic salary plus bonuses and benefits. There is a clear career path on offer and the opportunity to progress in seniority in the business as you grow in experience and stature. Our client is extremely supportive and actively encourages career progression.

What next?

If you are a professional, experienced and driven Financial Planner who is looking for to join a truly standout company then please do apply or get in touch with one of our team to find out more.