Financial Planning Jobs

For professional Financial Planning vacancies

Advertise today from £189 ex VAT

Reach the right people

Get in front of thousands of professionals

Previous Next

Featured Jobs

20/07/2022
Full time
Paraplanner - Derbyshire - £45k-£50k
£45,000 - £50,000 yearly
Recruit UK Derbyshire, UK
Are you an experienced Paraplanner thinking about your next move? Looking for a role with true flexibility around home working?  Like the sound of working for a company that has won multiple awards for being one of the best employers in the industry? If so, then we might have the perfect opportunity for you. We are working with a multi-office Wealth Management firm, which has been recognized with numerous industry awards, for both the excellent service they provide to clients and being one of the best employers to work for in the Financial Advice profession. They have an opportunity for a senior paraplanner to join their team in Derbyshire, to work closely with the Financial Planners to deliver expert advice to clients. Due to the nature of the advice they provide, this will suit someone who thrives on the highly technical aspect of the role. Their Paraplanners also get involved in presentations and ongoing client relationship management so enjoying that...
20/07/2022
Full time
Financial Coach - Cardiff - £30k-£35k
£30,000 - £35,000 yearly
Recruit UK Cardiff, UK
Job Title: Financial Coach Industry:  Financial Planning Location: Cardiff Salary: £30,000 - £35,000 Job reference: 15901 Job Description: Recruit UK are working on an excellent opportunity for Financial Coach in Cardiff to join a Financial Planning. This successful financial planning firm are looking to grow their team of Financial Coach, who work alongside the experienced Financial Planners to offer tailored advice to clients across Wales. You will be offering suitable advice available to clients, as well as identifying appropriate boarder needs and introducing them to other specialists within the firm. You will be responsible for: Provide telephone or ‘virtual’ based support to clients, that is provided Deliver suitable, personalised coaching or goal-based advice Identify when a client requires specialist advice Manage and reach individual KPI’s, set by management Benefits:...
27/07/2022
Full time
Paraplanner - Cardiff - £35k-£42k
£35,000 - £42,000 yearly
Recruit UK Cardiff, UK
Job Title: Paraplanner Industry:  Financial Services Location: Cardiff Salary: £35,000 - £42,000 Job reference: 16439 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers. Your duties will include, but not be limited to: ·         Working closely with the Advisers to understand Clients needs and desires ·         Preparing suitability reports, including recommendations ·         Conducting research to ensure the best...
28/07/2022
Full time
Trainee Financial Adviser - Brighton - £35k-£40k
£35,000 - £40,000 yearly
Recruit UK Brighton, UK
Job Title Trainee Financial Planner Industry  Financial Services Location  Brighton Salary  £35,000 - £40,000 Job Reference 16440 Are you looking to take the next step in your Financial Planning career? Do you want a clear-cut path into financial planning? Recruit UK is working on an excellent opportunity for a Trainee Financial Planner in Brighton to join one of the south-east’s leading firms. Within this role you will work alongside the company’s Financial Planners to build and develop long lasting relationships with current and new clients. You will support the planners with a variety of tasks, from managing client relationship, technical research and report writing. This will give you excellent exposure to the mechanics of advice, allowing you to fully grasp the FP process in preparation for you to take on your own portfolio of clients. What’s on offer?...

Job seekers

Post your CV to help find your
next dream job.
Post

Employers

Advertise your job to get
qualified applicants.
Post a job

Latest Jobs

28/07/2022
Full time
Trainee Financial Adviser - Brighton - £35k-£40k
£35,000 - £40,000 yearly
Recruit UK Brighton, UK
Job Title Trainee Financial Planner Industry  Financial Services Location  Brighton Salary  £35,000 - £40,000 Job Reference 16440 Are you looking to take the next step in your Financial Planning career? Do you want a clear-cut path into financial planning? Recruit UK is working on an excellent opportunity for a Trainee Financial Planner in Brighton to join one of the south-east’s leading firms. Within this role you will work alongside the company’s Financial Planners to build and develop long lasting relationships with current and new clients. You will support the planners with a variety of tasks, from managing client relationship, technical research and report writing. This will give you excellent exposure to the mechanics of advice, allowing you to fully grasp the FP process in preparation for you to take on your own portfolio of clients. What’s on offer?...
28/07/2022
Full time
Financial Adviser - Nationwide - OTE £50k-£100k
£50,000 - £100,000 yearly
Recruit UK Remote
Job Title: Financial Adviser Industry: Financial Advice Location: Nationwide (home-based) Salary/Earnings: Self-employed OTE £50,000 - £100,000 Reference Number: 16426 Job Description: Are you a qualified Financial Adviser who is thinking about going self-employed? Maybe you already made the leap but are lacking support to establish a client base? If you answer yes to either of the above then read on… Going self-employed can be a daunting prospect. Leaving behind the security of a salary pension and benefits can cause some sleepless nights however many advisers desire the autonomy and freedom of being their own boss. With so many companies out there offering a range of different propositions, finding the best business to align yourself with can be a minefield, and joining the right firm can be the make-or-break decision. The best option for you will depend on your requirements, however, a few key things to...
27/07/2022
Full time
Financial Planning Director - Exeter - £85k-£110k
£85,000 - £110,000 yearly
Recruit UK Exeter, UK
Role: Financial Planning Director Location: Exeter Salary: £110,000 + Bonus Ref: 16420 Are you an established Financial Planner considering your next move? We are working closely with a Financial Planning lead fully integrated Wealth Manager which is looking for a Director Level Financial Planner to join their team in  Exeter . Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession. With existing clients to inherit, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients. To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and...
27/07/2022
Full time
Paraplanner - Cardiff - £35k-£42k
£35,000 - £42,000 yearly
Recruit UK Cardiff, UK
Job Title: Paraplanner Industry:  Financial Services Location: Cardiff Salary: £35,000 - £42,000 Job reference: 16439 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers. Your duties will include, but not be limited to: ·         Working closely with the Advisers to understand Clients needs and desires ·         Preparing suitability reports, including recommendations ·         Conducting research to ensure the best...
View all jobs

Featured Companies