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5,274

Financial Planner jobs in Spain

Financial Adviser

Ortus PSR Ltd.

Nottingham
On-site
GBP 60,000 - 90,000
30+ days ago
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Financial Planning Administrator

ZipRecruiter

Cardiff
Hybrid
GBP 25,000 - 35,000
30+ days ago

Financial Advisor

JR United Kingdom

Maidstone
On-site
GBP 30,000 - 50,000
30+ days ago

Associate Financial Advisor - Richmond, KY

Edward Jones

Richmond
On-site
GBP 30,000 - 45,000
30+ days ago

Financial Advisor

Ortus PSR Ltd.

Witney
On-site
GBP 60,000 - 100,000
30+ days ago
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Financial Advisor

GCB AGENCY RECRUITMENT

Stourbridge
Remote
GBP 95,000 - 250,000
30+ days ago

Financial Advisor

GCB AGENCY RECRUITMENT

Warrington
Remote
GBP 40,000 - 300,000
30+ days ago

Financial Advisor

GCB AGENCY RECRUITMENT

Wirral
Remote
GBP 100,000 - 200,000
30+ days ago
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Independent Financial Advisor

GCB AGENCY RECRUITMENT

Kingswinford
On-site
GBP 50,000 - 150,000
30+ days ago

Independent Financial Advisor

GCB AGENCY RECRUITMENT

Stourbridge
Remote
GBP 95,000 - 200,000
30+ days ago

Financial Adviser

GCB AGENCY RECRUITMENT

Warrington
On-site
GBP 50,000 - 300,000
30+ days ago

Financial Advisor

GCB AGENCY RECRUITMENT

Liverpool City Region
Hybrid
GBP 50,000 - 300,000
30+ days ago

Financial Advisor

JR United Kingdom

Brighton
On-site
GBP 30,000 - 60,000
30+ days ago

Financial Adviser

Ortus PSR Ltd.

Hessle
On-site
GBP 60,000 - 70,000
30+ days ago

Financial Adviser

Ortus PSR Ltd.

Bromsgrove
On-site
GBP 80,000 - 120,000
30+ days ago

Financial Adviser

Ortus PSR Ltd.

City Of London
On-site
GBP 130,000 - 195,000
30+ days ago

Financial Adviser

Exchange Street Claims ltd

York and North Yorkshire
On-site
GBP 36,000 - 53,000
30+ days ago

Financial Advisor

IDEX Consulting

England
On-site
GBP 40,000 - 80,000
30+ days ago

Independent Financial Adviser

Exchange Street Claims ltd

England
On-site
GBP 52,000 - 90,000
30+ days ago

Financial Advisor

Pinnacle Bank

Birmingham
On-site
GBP 40,000 - 80,000
30+ days ago

Financial Planning Administrator

Cooper Parry

London
On-site
GBP 30,000 - 60,000
30+ days ago

Financial Planning Administrator

Jenson Fisher Consulting Ltd

London
On-site
GBP 100,000 - 125,000
30+ days ago

Independent Financial Adviser (IFA)

Newton Colmore Consulting Ltd

United Kingdom
On-site
GBP 30,000 - 70,000
30+ days ago

Independent Financial Adviser (IFA)

Newton Colmore Consulting

Chester
On-site
GBP 30,000 - 70,000
30+ days ago

Financial Advisor

JR United Kingdom

Taunton
On-site
GBP 50,000 - 80,000
30+ days ago

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Financial Adviser
Ortus PSR Ltd.
Nottingham
On-site
GBP 60,000 - 90,000
Full time
30+ days ago

Job summary

A national IFA firm offers an exciting opportunity for experienced Financial Advisers to leverage client referrals and business growth potential. With comprehensive support and a strong brand, you can independently manage your clientele while benefiting from flexible working arrangements and uncapped earning potential.

Benefits

Flexible Working
Back-office support
Marketing and paraplanning support
High earning potential with bonuses
Access to client referrals and leads

Qualifications

  • Minimum £10M of transferable AUM with strong client relationships.
  • Proactive and entrepreneurial mindset with confidence in prospecting.
  • Level 4 Diploma in Financial Planning, CAS status preferred.

Responsibilities

  • Building a legacy by managing client relationships and developing business.
  • Accessing back-office support for compliance and lead generation.
  • Spending time on client servicing and business development.

Skills

Business development
Prospecting
Client relationship management

Education

Level 4 Diploma in Financial Planning
Job description

Build Your Legacy with a National IFA: Adviser Opportunity with Client Referrals & Growth Potential

Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.

Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses

The Opportunity

We’re working with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale.

Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.

  • Access to full back-office support, marketing, compliance, and lead generation
  • Opportunity to build long-term capital value in your client book
  • Comfortable balancing both client servicing and business development responsibilities.

What’s in it for you?

  • Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
  • Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
  • High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
  • National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
  • Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.

The Ideal Candidate

  • Minimum £10M of transferable AUM, with strong, portable client relationships after covenant.
  • A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
  • Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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