200 Financial Planner jobs in the United Kingdom

Our client have an immediate vacancy for a Financial Planner to take over an established aportfolio of existing clients and new business opportunities. The clients are based mainly in the Glasgow and Central Belt area.

• Salary is £55k - £75k base + bonus and car allowance.
li>Remote working

We will count on you to:

This role is responsible primarily, for providing holistic financial advice to both new and existing clients in keeping with quality benchmarks and compliance requirements; and in doing so, delivering the income budget for their specific role.

Deliver outstanding client outcomes

• You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business.

• ­ Operate within the framework of the T&C Scheme to ensure agreed standards are achieved with commitment to Treating Customers Fairly and deliver good customer outcomes. 

  < li>
• Maintain and increase own skills and knowledge through Continuous Professional Development.
• Own the development of business within the Territory to ensure new opportunities are identified and realised.
• Contribute to the wider business strategy to promote a productive and fulfilling culture for clients and colleagues

What you need to have:

• Level 4 (Diploma) qualified with progress towards Level 6 (Chartered).
• A proven track record of success within a regulated advice role with professional and/or high net worth clients.
• Competent Advisor Status (CAS) or previously held this status if not recently in a client facing role.
• Results Focus: able to deliver operational goals, deal with change and manage the performance of others
• Client Focus: understands how to identify needs of a client and determine best solutions available to meet them 
li>Communication: can influence upwards and downwards and articulate messages.  Has excellent interpersonal skills

Why join our team:

You’ll discover a strong, supportive culture that values your personal goals as much as our clients’. And, with no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business.

As well as offering you the flexibility to find your own balance in life, we’ll offer you a client base and a wide range of products to support their financial needs. You’ll quickly develop a deep understanding of the sector that your clients work in, from the comprehensive training we will provide.

You’ll build new relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help qualify new business leads, arrange appointments and provide technical support. Leaving you with the time and scope to focus on understanding your clients’ challenges, needs and aspirations.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role is located for their Birmingham office and surrounding areas (one of 50+ national hubs and still growing) servicing existing clients as well as building on new in-house client activity.

Further details will be discussed on application regarding inherited AUM and recurring income but this will be highly attractive.

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading, independent proposition, with a fair and transparent fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only with excellent bonuses available through initial fee and recurring income.

Full Paraplanning/Admin support will be offered from the existing team & offices.

Applicants will ideally be from the West Midlands area to service the wider client bank.

Home and office working is of course fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Our client have an immediate vacancy for a Financial Planner to take over an established aportfolio of existing clients and new business opportunities. The clients are based mainly in the Glasgow and Central Belt area.

• Salary is £55k - £75k base + bonus and car allowance.
li>Remote working

We will count on you to:

This role is responsible primarily, for providing holistic financial advice to both new and existing clients in keeping with quality benchmarks and compliance requirements; and in doing so, delivering the income budget for their specific role.

Deliver outstanding client outcomes

• You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business.

• ­ Operate within the framework of the T&C Scheme to ensure agreed standards are achieved with commitment to Treating Customers Fairly and deliver good customer outcomes. 

  < li>
• Maintain and increase own skills and knowledge through Continuous Professional Development.
• Own the development of business within the Territory to ensure new opportunities are identified and realised.
• Contribute to the wider business strategy to promote a productive and fulfilling culture for clients and colleagues

What you need to have:

• Level 4 (Diploma) qualified with progress towards Level 6 (Chartered).
• A proven track record of success within a regulated advice role with professional and/or high net worth clients.
• Competent Advisor Status (CAS) or previously held this status if not recently in a client facing role.
• Results Focus: able to deliver operational goals, deal with change and manage the performance of others
• Client Focus: understands how to identify needs of a client and determine best solutions available to meet them 
li>Communication: can influence upwards and downwards and articulate messages.  Has excellent interpersonal skills

Why join our team:

You’ll discover a strong, supportive culture that values your personal goals as much as our clients’. And, with no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business.

As well as offering you the flexibility to find your own balance in life, we’ll offer you a client base and a wide range of products to support their financial needs. You’ll quickly develop a deep understanding of the sector that your clients work in, from the comprehensive training we will provide.

You’ll build new relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help qualify new business leads, arrange appointments and provide technical support. Leaving you with the time and scope to focus on understanding your clients’ challenges, needs and aspirations.

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.

My client is looking for an experienced  Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy.

You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. 

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.

Role purpose

• To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
li>Administration of new and existing life, pension and investment business.
• PA support to Financial Planner.
• Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.

Responsibilities

< i>Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
• The preparation of client portfolio reports and compliance requirements for appointments.
• Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
< i>Ensure all dealings with customers are carried out in a professional and courteous manner.
• Liaising with clients/insurance companies via a variety of methods.
• Administration of existing business.
• Appointment making, diary-keeping.
• Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
• Ensure all supporting documentation is maintained as per the Company’s procedures.
< i>Maintain all standards of performance as required by the Company.
• Maintain and record own CPD.

 Skills required

li>Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
• Computer literate – competence with using various software, including Microsoft packages.
< i>Knowledge of back office administration system (desirable).
• Working towards/maintaining basic technical knowledge and qualification (desirable)
• Telephone/communication skills.
• Customer service skills.

 Qualifications and experience

li>Certificate in Financial Planning or working towards (desirable).
• Experience of working in a similar customer service/sales environment in financial services (desirable).

Personal attributes

• Customer-oriented, attentive to detail and takes pride in own work
• Ability to maintain a professional manner when under pressure
• Works well on their own and as part of a team
• Proactive, uses initiative and takes ownership
• Confident in contributing ideas to enable continuous improvement
• Flexible, Adaptable and Organised

Benefits

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Our client is seeking a Financial Planner in North London / South Hertfordshire area to join their IFA team and benefit from a highly competitive salary linked to recurring income and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, HNW client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.

They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals.

Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.

You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs.

This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or equivalent
li>Ideally you should be chartered or working towards
• You should have 5+ years’ experience as a Financial Advisor. Although experience is measured more by advice given to HNW individuals rather than length of service
< i>You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027
• You should have done/utilised cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively.
• You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Planner Benefits

• Salary of £75,000 - £0,000 which will grow as you increase the recurring income of your client bank
< i>OTE of 10,000+ li>Generous bonus scheme to reward any new business written paid monthly
• Additional annual incentive available
• Plus company benefits

Company

This national IFA firm with over bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Locations

Borehamwood

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

My client is looking for an experienced  Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy.

You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. 

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.

Role purpose

• To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
li>Administration of new and existing life, pension and investment business.
• PA support to Financial Planner.
• Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.

Responsibilities

< i>Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
• The preparation of client portfolio reports and compliance requirements for appointments.
• Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
< i>Ensure all dealings with customers are carried out in a professional and courteous manner.
• Liaising with clients/insurance companies via a variety of methods.
• Administration of existing business.
• Appointment making, diary-keeping.
• Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
• Ensure all supporting documentation is maintained as per the Company’s procedures.
< i>Maintain all standards of performance as required by the Company.
• Maintain and record own CPD.

 Skills required

li>Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
• Computer literate – competence with using various software, including Microsoft packages.
< i>Knowledge of back office administration system (desirable).
• Working towards/maintaining basic technical knowledge and qualification (desirable)
• Telephone/communication skills.
• Customer service skills.

 Qualifications and experience

li>Certificate in Financial Planning or working towards (desirable).
• Experience of working in a similar customer service/sales environment in financial services (desirable).

Personal attributes

• Customer-oriented, attentive to detail and takes pride in own work
• Ability to maintain a professional manner when under pressure
• Works well on their own and as part of a team
• Proactive, uses initiative and takes ownership
• Confident in contributing ideas to enable continuous improvement
• Flexible, Adaptable and Organised

Benefits

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Our client is seeking a Financial Planner in North London / South Hertfordshire area to join their IFA team and benefit from a highly competitive salary linked to recurring income and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, HNW client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.

They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals.

Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.

You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs.

This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or equivalent
li>Ideally you should be chartered or working towards
• You should have 5+ years’ experience as a Financial Advisor. Although experience is measured more by advice given to HNW individuals rather than length of service
< i>You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027
• You should have done/utilised cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively.
• You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Planner Benefits

• Salary of £75,000 - £0,000 which will grow as you increase the recurring income of your client bank
< i>OTE of 10,000+ li>Generous bonus scheme to reward any new business written paid monthly
• Additional annual incentive available
• Plus company benefits

Company

This national IFA firm with over bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Locations

Borehamwood

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.