964 Planner jobs in the United Kingdom

The Financial Planner will provide comprehensive financial advice and support to clients, ensuring a seamless client experience throughout the advisory process.

· Offer expert financial advice and guidance to clients, addressing their unique financial needs and goals.

· Serve as the primary point of contact for clients, managing inquiries, meetings, and correspondence with professionalism and efficiency.

· Utilise CRM systems to maintain accurate client records and documentation, ensuring compliance with regulatory standards.

· Collaborate with the Client Service Manager and team members to coordinate client meetings and communications effectively.

· Stay informed about industry regulations and changes in financial services, maintaining compliance with relevant standards.

· Contribute to the overall success and growth of the practice through active participation in team meetings and business development activities.

· Perform any additional duties as required to support the business and meet client needs.

Travel for client meetings and occasional travel to other Future Wealth Management and SJP locations.

Knowledge and experience:

· Previous experience in financial services or a related field. (desirable)

· Familiarity with relevant industry regulations and legislation.

· Proficiency in using CRM systems for client management.

· GCSE (or equivalent) qualifications in Maths and English (level 4 or above).

· Relevant industry qualifications Level 4 (desirable).

· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.

· Strong written communication skills.

· Proficiency in Microsoft Office applications.

· Effective organisational skills and attention to detail.

· Ability to manage time effectively and multitask in a fast-paced environment.

· Resilience and adaptability in managing conflicting demands and challenges.

· Positive attitude and professional demeanor.

· Ability to work collaboratively as part of a team and independently.

· Openness to change and proactive problem-solving approach.

Skills and Behaviors:

· Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.

· Strong written communication skills.

· Proficiency in Microsoft Office applications.

· Effective organizational skills and attention to detail.

· Ability to manage time effectively and multitask in a fast-paced environment.

· Resilience and adaptability in managing conflicting demands and challenges.

· Positive attitude and professional demeanor.

· Ability to work collaboratively as part of a team and independently.

· Openness to change and proactive problem-solving approach.

· Quality Focus: Ensures the quality and timeliness of work with minimal supervision.

· Teamwork: Promotes cooperation and commitment within the team to achieve goals.

· Embracing Change: Responds positively to change, adapting to new practices and values.

· Developing Self and Others: Demonstrates a commitment to continuous learning and improvement.

· Communicating Effectively: Conveys ideas and information clearly and effectively.

· Planning and Organizing: Manages time, priorities, and resources efficiently to achieve goals.

· Client Care: Ensures a first-class client experience through excellent service and support.

Job Types: Full-time, Permanent

Pay: £49,000.00-£73,500.00 per year

Benefits:

• Company events
• Company pension
• Employee discount
• Employee mentoring programme
• Life insurance
• Private medical insurance
• Sick pay
• Work from home

Work Location: On the road

We are pleased to be working with a regional chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing portfolio of HNW and Corporate clients.

The successful candidate will ideally be an experienced and independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions.

This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing.

In return our client is looking to offer a competitive basic salary of £45-60k as well as an excellent benefits and bonus package.

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.

``

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.

``

Job Role:
Trainee Financial Adviser (IFA Administrator to Advice)

Industry:
Financial Services

Location:
Southampton

Salary:
£27,000 – £1,000 (DOE)

Job Reference:
9826

Interested in becoming a Financial Planner?

Keen to join a company that will support you with exams and offer defined progression?

We're working with a highly respected, family-run financial planning company that prides itself on delivering a personal, client-first service.

They have an exciting opportunity for an aspiring Financial Adviser to join their team, initially focusing on providing support to Advisers.

You'll join a close-knit team, working closely with the Director to learn the business inside-out. Over a 3-year period, they will support you to gain qualifications, whilst providing compressive training on all aspects of the advice process, giving you a ready-made foundation for a successful advisory career.

What's on offer:

• Salary of 7,000 – £3 000 + bonus and clear earning progression
• Support for the Level 4 Diploma in Regulated Financial Planning
• Clear route from administration to full client-facing financial advice
• A professional but relaxed environment, far removed from a typical corporate structure
• Mentorship from the Director
• Free on-site parking and hybrid working once established

Responsibilities:

• Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records
• Assist with gathering and analysing client information to support the preparation of financial plans
• Attend client meetings alongside advisers to observe and learn the advice process
• Liaise with product providers to obtain policy information, valuations, and illustrations
• Ensure all compliance requirements and internal procedures are followed at every stage of the advice process
• Support with the preparation of suitability reports and investment reviews under supervision
• Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills
• Gradually increase client-facing responsibilities, moving towards full advisory duties over a 3 year period

About you:

• Experience working in regulated Financial Services role (desirable)
• Progress towards industry exams (desirable)
• Organised, professional, and confident in client-facing situations
• Looking for a long-term career in financial advice with a clear development pathway
• Comfortable working in-office most of the week, with some flexibility available

This is a golden opportunity to join a growing, values-led company offering a structured and supported route into financial advice with opportunity to take on clients.

If the above role aligns with your career aspirations, apply now

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.