Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765
Basic Up to £100k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients 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 & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW 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 (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £100k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients 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 & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW 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 (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Bonuses - no validation - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients 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
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Mar 17, 2026
Full time
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Mar 17, 2026
Full time
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Mar 17, 2026
Full time
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Mar 17, 2026
Full time
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central location Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
The Role This role entails an hybrid working arrangement You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants. The Candidate Level 4 Dip or working towards Experience in a Paraplanning role Great communication skills, and the ability to work within a team A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning. Knowledge of trusts Confidence in using systems e.g. Intelligent Office, FE Analytics The Rewards The salary will be dependent on experience and very competitive A range of employee benefits
Mar 17, 2026
Full time
The Role This role entails an hybrid working arrangement You will be part of our clients paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You will deliver great service to our clients, and provide overall support to the Financial Consultants. The Candidate Level 4 Dip or working towards Experience in a Paraplanning role Great communication skills, and the ability to work within a team A sound knowledge of investments, pensions, IHT planning and investment propositions. An understanding or willingness to incorporate Long Term Care planning. Knowledge of trusts Confidence in using systems e.g. Intelligent Office, FE Analytics The Rewards The salary will be dependent on experience and very competitive A range of employee benefits
Please note that, whilst the role is home based, candidates must be based in Scotland to support delivery of face-to-face education. Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Mar 17, 2026
Full time
Please note that, whilst the role is home based, candidates must be based in Scotland to support delivery of face-to-face education. Our client Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. The Role The role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects. To provide technical support to other team members on the development of new module To keep up to date on changing legislation i.e. pensions/tax Produce ideas for employee education e.g. changes to pension and share scheme Assist in the design of new education modules as required by clients Candidate Criteria Presentation experience in a training, sales or "think on your feet" environment Presentation experience within the financial services sector Strong knowledge across the spectrum of retail financial services Hold RO4 or be studying/willing to study toward it Able to project presence, whilst engaging with clients enthusiastically The Rewards A competitive basic salary plus employee benefits and being part of a progressive supportive organisation
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients 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 £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee 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: 98765