8,089

Financial Planner jobs in United Kingdom

Financial Planning Assistant: Path to Financial Planner

Alan Boswell Group

Norwich
On-site
GBP 60,000 - 80,000
10 days ago
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Associate Financial Planner

IDEX Consulting

Manchester
On-site
GBP 45,000 - 50,000
11 days ago

Financial Planner

Idex Consulting

Greater London
On-site
GBP 60,000 - 80,000
14 days ago

Senior Financial Planner: High-Value Client Solutions

mbf.

St Albans
Hybrid
GBP 60,000 - 80,000
9 days ago

Financial Planner – Client-Provided Books, Paraplanning

Resource Matters Ltd

Wolverhampton
Remote
GBP 60,000 - 80,000
10 days ago
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Values-Driven Financial Planner | Fixed-Fee Advisory Remote

Ortus PSR

Oxford
Hybrid
GBP 55,000 - 65,000
11 days ago

Financial Planner

Ortus PSR

Oxford
Hybrid
GBP 55,000 - 65,000
11 days ago

Entry-Level Financial Planner: Shape Futures with Planning

WizeHire, Inc

Manchester
On-site
GBP 76,000 - 91,000
12 days ago
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Chartered Financial Planner — Grow Your Client Base

The Progress Shed

Taunton
On-site
GBP 60,000 - 80,000
14 days ago

Senior Paraplanner — Path to Chartered Financial Planner (Hybrid)

Exchange Street Claims ltd

Preston
Hybrid
GBP 44,000 - 52,000
11 days ago

Senior Financial Planner — HNW/UHNW, Hybrid, Equity

IDEX Consulting

Glasgow
Hybrid
GBP 70,000 - 110,000
13 days ago

Chartered Financial Planner

Idex Consulting

Greater London
Hybrid
GBP 50,000 - 70,000
14 days ago

Financial Planner

Evelyn Partners

Leeds
Hybrid
GBP 35,000 - 55,000
11 days ago

Independent Financial Planner: Grow Your Client Portfolio

The Integrated Talent Partnership

Leeds
On-site
GBP 60,000 - 80,000
11 days ago

Assistant Financial Planner

Four Squared Recruitment Ltd

England
On-site
GBP 40,000 - 45,000
25 days ago

Financial Planner

Resource Matters Ltd

St Leonards
Hybrid
GBP 50,000 - 80,000
22 days ago

Financial Planner - Financial Planning - Fareham

Atomos

Fareham
Hybrid
GBP 40,000 - 60,000
24 days ago

Financial Planner - Financial Planning - East Midlands

Atomos

Nottingham
On-site
GBP 40,000 - 60,000
24 days ago

Financial Planner Support

Focus Search and Selection

Bury
On-site
GBP 25,000 - 35,000
19 days ago

Financial Planner

Resource Matters Ltd

Newport
On-site
GBP 60,000 - 80,000
20 days ago

Financial Planner

Resource Matters Ltd

Bath
On-site
GBP 60,000 - 80,000
20 days ago

Financial Planner

Resource Matters Ltd

Bournemouth
On-site
GBP 60,000 - 80,000
22 days ago

Financial Planner

Resource Matters Ltd

Metropolitan Borough of Solihull
On-site
GBP 68,000 - 80,000
22 days ago

Financial Planner

Resource Matters Ltd

Tamworth
On-site
GBP 68,000 - 80,000
22 days ago

Financial Planner

Resource Matters Ltd

Birmingham
On-site
GBP 79,000
22 days ago

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Financial Planning Assistant: Path to Financial Planner
Alan Boswell Group
Norwich
On-site
GBP 60,000 - 80,000
Full time
10 days ago

Job summary

A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.

Qualifications

  • Two years of financial services administration experience is essential.
  • Willingness to study towards a Financial Planning qualification.
  • Experience in an IFA office or financial institution.

Responsibilities

  • Assist with preparations for meetings with clients.
  • Liaise with clients/providers for new business processes.
  • Recommending operational improvements for client records.

Skills

Financial Services administration experience
Excellent organizational skills
Client liaison

Education

Relevant qualification in Financial Planning
Job description
A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.

* 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.