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Senior Financial Planner | All clients provided

Our client, a multi-office Wealth Management company, is seeking an experienced Financial Planner with a growth-focused mindset, to join their team at an exciting time of expansion. The company has an excellent reputation for delivering high-quality financial and lifestyle advice, serving high-net-worth and mass affluent clients. With a strong client focus and values-driven culture, they are looking for someone who shares their commitment to service excellence. You will be responsible for providing comprehens...

Job Type: Permanent
Location: Somerset
Basic Salary: To £90k ++
Other package info: + Bonus + Benefits
Job Ref: 933
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Sales Manager, Financial Planning Firm

As part of the ongoing growth in its Central Region, our client, a leading financial services group, is seeking a dynamic and credible Sales Manager to lead and coach a team of 15-20 financial planners. Reporting to the Regional Director, the successful candidate will focus on enhancing planner performance by increasing household capacity, leveraging technology to improve client interactions, and driving business growth. The role offers the chance to work closely with experienced partners and senior advisors as ...

Job Type: Permanent
Location: M4 Corridor (Bristol to Thames Valley)
Basic Salary: To £110k ++
Other package info: + £20,000 Bonus + Benefits
Job Ref: 929
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Business Development Manager

Our client is a long established ambitious UK specialist Investment Manager with a clear plan for growth and a mandate to expand its business development function. It is seeking an experienced, highly motivated Business Development Manager with a strong track record of sales success to join its growing team in the promotion of its investment proposition to the IFA community. The role will involve developing new IFA clients as well as maintaining existing relationships and will suit an individual seeking to inves...

Job Type: Permanent
Location: Homebased - Nationwide travel required
Basic Salary: To £85k ++
Other package info: + Uncapped Quarterly Bonus + Benefits (OTE to £135,000+)
Job Ref: 851
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2 x Financial Planners, all clients provided

Our client is a well established regional financial planning practice with an excellent reputation of providing a high quality service to its high net worth clients. Due to a couple of forthcoming retirements, we have been asked to find 2 high quality Financial Planners with a strong background in providing Wealth advice for the High Net Worth and mass affluent sector. The ideal candidate would be Chartered or progressing towards this qualification, with a minimum of 4 years experience working with HNW and ma...

Job Type: Permanent
Location: Bath or Bristol
Basic Salary: To £80k ++
Other package info: + Bonus (OTE £110,000) + Benefits
Job Ref: 931
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Sales Manager

As part of ongoing expansion plans, our client, a national Chartered and Independent Financial Planning firm, is seeking an energetic and innovative financial planning leader to head up a newly acquired team of c.15 employed Financial Advisers in its London Region. The dynamic and highly entrepreneurial senior leadership team are seeking a like-minded individual to take the region to the next level. Reporting to the CCO, responsibilities include achieving commercial objectives, growth planning and people de...

Job Type: Permanent
Location: London & South East (home / office-based)
Basic Salary: To £130k ++
Other package info: + Bonus + Potential LTIP + benefits
Job Ref: 928
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UK Head of Wealth Management

Our client is an international wealth management headquartered in the Middle East As part of its strategy to give Global client support, it recently established a UK IFA private client office in London to serve its UK based clients. It is now seeking an entrepreneurial Financial Advice Manager to lead and grow its small UK advice team, working closely with the overseas parent company. Reporting to the board, you will be a proven UK Financial Advice manager with the ambition and ability to build the team, iden...

Job Type: Permanent
Location: UK based - London preferred.
Basic Salary: To £125k ++
Other package info: + bonus
Job Ref: 922
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Financial Planning Director

Our client is an ambitious, well backed, vertically integrated financial planning business with massive growth plans. Although it already has significant AUM, It is aiming to be one of the UKs largest Wealth Management businesses within the next 5 years. Reporting to the Managing Director of Financial planning and a member the financial planning board, this role has been created through growth. The two key parts of the role are contributing to business strategy as a member of the financial planning boar...

Job Type: Permanent
Location: South / South East UK
Basic Salary: To £150k ++
Other package info: + Bonus + Share options + benefits
Job Ref: 909
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Head of Investment Specialists

Our client is a leading UK investment manager with an enviable reputation for the quality of its service to the Financial Advisory community and a progressive, positive culture created by its leadership team and enhanced by its staff. It is seeking a highly technical and talented Investment professional to lead and inspire its team of Investment Specialists. Adopting a hands-on approach alongside the team, the role will involve acting as the interface between the Investment Management and Intermediary Sales team...

Job Type: Permanent
Location: London (hybrid office/field-based; flexible working offered)
Basic Salary: To £120k ++
Other package info: + Car Allowance + Bonus + Benefits + potential Share Awards (total potential reward package to £170,000)
Job Ref: 903
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Chartered Financial Planner

Our client is an award winning Chartered multi office Financial Planning company. Backed by one of the UK’s most successful Financial Services brands, it is seeking a Chartered Financial Planner to join its growing team in West Sussex. The ideal candidate will be ambitious and have a minimum of 5 years’ experience as a Financial Planner together with expertise in advising both HNW and Mass Affluent clients across the full spectrum of financial products. There will be clients allocated to you from ...

Job Type: Permanent
Location: Sussex
Basic Salary: To £k ++
Other package info: Highly competitive basic salary + bonus + benefits
Job Ref: 920
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Wealth Planner

Our client is one of the UK’s leading, multi-office, financial planning firms. They offer an integrated wealth management offering and manages in excess of £6.5bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people. This is an exciting opportunity for a Financial Planner to join a fast-growing advice firm and develop an existin...

Job Type: Permanent
Location: Hessle
Basic Salary: To £75k ++
Other package info: + Bonus (£100,000+ 1st year earnings) + Benefits
Job Ref: 884
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Financial Planner

Our client stands among the UK's premier financial planning firms, operating multiple offices nationwide. With a robust integrated wealth management service and in excess of £6.5 billion in client assets, the firm is on a mission to become the most trusted provider of financial planning, investment management, and corporate solutions in the UK, driven by innovation, technology, and a strong focus on people. We have a fantastic opportunity for a Financial Planner to join this rapidly expanding firm...

Job Type: Permanent
Location: Grimsby, Home and office working
Basic Salary: To £75k ++
Other package info: + Bonus (£100,000+ 1st year earnings) + Benefits
Job Ref: 914
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Business Development Manager

Our client is a dynamic UK specialist Investment Manager with a clear plan for growth and a mandate to expand its business development function. It is seeking an experienced, highly motivated Business Development Manager with a strong track record of sales success to join its growing team in the promotion of its investment proposition to the IFA community. The role will involve developing new IFA clients as well as maintaining existing relationships and will suit an individual seeking to invest in their future w...

Job Type: Permanent
Location: Home-based: South West / Midlands / North
Basic Salary: To £80k ++
Other package info: + Uncapped Quarterly Bonus + Benefits (OTE to £130,000+)
Job Ref: 851
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Regional Financial Planning Director

Our client is one of the UKs new breed of PE backed financial planning businesses with ambition and finance to ensure it is one of the fastest growing financial planning businesses over the next 5 years. Reporting to the Managing Director of Financial Planning and a member the financial planning Board, this role has been created through growth. The two key parts of the role are contributing to business strategy as a member of the financial planning board and leading a small team which will grow over time as t...

Job Type: Permanent
Location: Home/office based South East UK
Basic Salary: To £130k ++
Other package info: + Bonus + Equity Options + Benefits
Job Ref: 909
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Senior Chartered Financial Planner

Our client is a leading Chartered Financial Planner business with ambition and funds to grow rapidly. All clients provided. As part of its ambitious expansion plans and as a result of an ongoing acquisition programme, it is keen to recruit a further Chartered Financial Planner to take on an established bank of high net worth clients as a base for further growth. This role will suit a financially motivated Chartered Financial Planner (or close), who is keen to join a company, take on and develop a HNW client b...

Job Type: Permanent
Location: South Coast and South East (hybrid)
Basic Salary: To £90k ++
Other package info: + KPI bonus + sales bonus. (£100k+++ OTE)
Job Ref: 904
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Head of Investment Specialists

Our client is a dynamic, award winning multi-billion pound investment management company with an enviable reputation for the quality of its service to the Financial Advisory community. It has developed a comprehensive and highly competitive product suite across both managed and bespoke investment solutions, ensuring costs and service are kept at the forefront of its business ethos. Based in the City, it is seeking a talented Investment professional with previous management experience to lead its team of Investme...

Job Type: Permanent
Location: London (hybrid office/field-based; flexible working offered)
Basic Salary: To £120k ++
Other package info: + Car Allowance + Bonus + Benefits + potential Share Awards (total potential reward package to £170,000)
Job Ref: 903
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Business Development Manager – Midlands

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability...

Job Type: Permanent
Location: Midlands
Basic Salary: To £75k ++
Other package info: + Bonus + Benefits (OTE to £100,000+)
Job Ref: 851/M
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Business Development Manager – North

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability...

Job Type: Permanent
Location: North
Basic Salary: To £75k ++
Other package info: + Bonus + Benefits (OTE to £100,000+)
Job Ref: 851/N
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Business Development Manager

Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors. It is seeking an ambitious, experienced Business Development Manager (field-based or Hybrid) to join its growing sales team in the promotion of its unique proposition to the IFA community. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability...

Job Type: Permanent
Location: England (flexible on location)
Basic Salary: To £75k
Other package info:
Job Ref: 851
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RECENTLY FILLED VACANCY - CHIEF FINANCIAL OFFICER

Our client is an ambitious well-funded IFA Business, that is PE backed, and intends to grow through acquisition of a small number of high-quality Regional IFA Businesses.  Our client used our Handpicked service, to land a Board position and key hire for their company.

Job Type:
Location:
Basic Salary: To £k
Other package info:
Job Ref:
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RECENTLY FILLED VACANCY - HEAD OF RISK

Our client is ground-breaking Investment Manager that has changed the way investors access and use discretionary fund management. They used our exclusive service to successfully place a newly created Head of Risk role.

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Location:
Basic Salary: To £k
Other package info:
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RECENTLY FILLED VACANCY - HEAD OF PARAPLANNING

Our client is a Strategic Account within a well-recognised Network. Due to ongoing expansion, our client used our exclusive services to secure a Head of Paraplanning to play an important part in facilitating the growth ambitions of the company.

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Location:
Basic Salary: To £k
Other package info:
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RECENTLY FILLED VACANCY - STRATEGIC RELATIONSHIP MANAGER

Our client is one of the best recognised Pension providers, and are in their growth strategy phase, in a bid to triple their size over the next 2 years. By using our headhunt services, our client was able to successfully place a Strategic Relationship Manager to develop and grow the relationships with key intermediary businesses.

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Location:
Basic Salary: To £k
Other package info:
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RECENTLY FILLED VACANCY - PLATFORM ADOPTION CONSULTANT

Our client provides Retirement, Investment and Protection solutions to individuals, families, and companies. By using our services, they were able to successfully secure a Platform Adoption Consultant to work closely with the distribution team to support both them and the advisory firms with implementing the company’s platform to their business.

Job Type:
Location:
Basic Salary: To £k
Other package info:
Job Ref:
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RECENTLY FILLED VACANCY - RELATIONSHIP DIRECTOR

Our client provides world class Investment solutions and retirement expertise to institutions, individuals, and their Advisers. By using our specialist headhunt service, they successfully landed a Relationship Director to retain, develop and grow the pension plan assets and group members.

Job Type:
Location:
Basic Salary: To £k
Other package info:
Job Ref:
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