A high quality Regional IFA firm is seeking a Financial Planner (preferably at, or close to, Chartered status) to take over a client base primarily in the Cotswolds. Working within a close-knit and highly successful office, you will take over a signiifcant client base and look to grow it through inbound leads, their existing network of professional connections, and your own new business initiatives. The firm offers a competitive package with a very transparent, formulaic bonus structure.
Oct 12, 2025
Full time
A high quality Regional IFA firm is seeking a Financial Planner (preferably at, or close to, Chartered status) to take over a client base primarily in the Cotswolds. Working within a close-knit and highly successful office, you will take over a signiifcant client base and look to grow it through inbound leads, their existing network of professional connections, and your own new business initiatives. The firm offers a competitive package with a very transparent, formulaic bonus structure.
Excellent opportunity to become the lead Financial Planner in the Cheshire office of a growing Chartered IFA firm. The firm has built an excellent reputation for providing high quality, cash flow modelling led financial planning to affluent and HNW families in the region. In addition to taking over a high quality client base of c£60M (c80 households - range £500K-3M), you will act as a mentor to the advisory team and work with the MD to develop the office. The role offers one-to-one paraplanning and admin support, an exceptional bonus structure and excellent career progression opportunities. The ideal candidate will be a driven, experienced, high calibre Chartered Financial Planner.
Oct 09, 2025
Full time
Excellent opportunity to become the lead Financial Planner in the Cheshire office of a growing Chartered IFA firm. The firm has built an excellent reputation for providing high quality, cash flow modelling led financial planning to affluent and HNW families in the region. In addition to taking over a high quality client base of c£60M (c80 households - range £500K-3M), you will act as a mentor to the advisory team and work with the MD to develop the office. The role offers one-to-one paraplanning and admin support, an exceptional bonus structure and excellent career progression opportunities. The ideal candidate will be a driven, experienced, high calibre Chartered Financial Planner.
A dynamic, fast-growing, multi-office Chartered IFA firm are seeking an ambitous Financial Planner to join their new Bishops Stortford office. The firm has significant (non PE) backing from a successful European Financial Services firm who have big ambitions to become a major player in the UK market. Following the acquisition of a practice in the area, you will take over a large client base from two retiring Directors, and work with the Head of Office in building their local presence. The role would suit an ambitous adviser with 2-5+ years authorised experience, ideally with, or en route to, Chartered Status. The role offers a competitive basic salary plus a generous, formulaic bonus scheme, with no threshold. This is a superb opportunity to join a firm in growth mode, at an exciting time in their development.
Oct 02, 2025
Full time
A dynamic, fast-growing, multi-office Chartered IFA firm are seeking an ambitous Financial Planner to join their new Bishops Stortford office. The firm has significant (non PE) backing from a successful European Financial Services firm who have big ambitions to become a major player in the UK market. Following the acquisition of a practice in the area, you will take over a large client base from two retiring Directors, and work with the Head of Office in building their local presence. The role would suit an ambitous adviser with 2-5+ years authorised experience, ideally with, or en route to, Chartered Status. The role offers a competitive basic salary plus a generous, formulaic bonus scheme, with no threshold. This is a superb opportunity to join a firm in growth mode, at an exciting time in their development.
