Financial Planner

We are currently looking to speak with experienced Financial Planners who are interested in joining a well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice to clients across the UK.

The firm provides a bespoke, holistic and fully independent service to private clients, families, charities, trustees and businesses. Their approach combines strong technical expertise with genuine attention to detail, delivered in a professional but personable way that helps build long-term client relationships.

Due to continued growth, opportunities are available for Financial Planners based in the UK.

These positions are particularly suited to advisers who already manage established client relationships or a transferable book of business, and who are looking to join a firm that can support their continued growth while maintaining high standards of advice.

The Opportunity

You will work within an experienced and supportive team, delivering holistic financial planning advice across areas such as investments, retirement planning, pensions and protection. The firm values a relationship-led approach to advice and places a strong emphasis on long-term client outcomes.

Advisers who bring significant client equity or established client books will be particularly well suited to the role.

What We're Looking For

• Qualified Financial Planner (Level 4 Diploma or equivalent as a minimum)
• Proven experience delivering holistic financial advice
• Ability to develop and maintain long-term client relationships
• An existing client bank or strong client following
• Professional, ethical and client-focused approach

Package

• Salary dependent on experience and the level of business you bring to the firm
• Competitive bonus and remuneration structure
• Supportive and professional Chartered firm environment
• Opportunity to continue building and developing your client base

If you are an experienced Financial Planner in the UK and would like to explore an opportunity within a respected Chartered firm, we would be pleased to have a conversation with you.

Apply now or get in touch to learn more.