financial planner

NJR Recruitment

Financial Planner Coventry - Travel to clients' homes/business premises or to other SJP locations Salary £40000 - £60000 Client Bank available Hybrid/ Remote working NJR are currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Financial Planner to join their highly successful practice. The purpose of the role will be to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser (This is dependent on level and experience). The business has built up an extensive Client base consisting of high-net-worth individuals, you will need to have a track record of providing Financial Advice to Clients to be considered, Responsibilities: • Contacting existing and potential clients to offer financial planning services. • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. • Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements. • Completing analyses of clients' attitude to risk in accordance with their financial planning decisions. • Reviewing and responding to clients' changing needs and financial circumstances. • Providing clients with information on new and existing products and services. • Communicating with other relevant professionals in relation to clients' circumstances. • Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James's Place products and services. • Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans. • Meeting the regulatory aspects of the role. • Participating in monthly marketing meetings and strategies for business development. Knowledge and experience: • Level 4 qualified • Competent Adviser Status (CAS) • Previous advice experience required • Use of Financial Analytics, Voyant and other software • Excellent communication, interpersonal and listening skills. • Ability to explain complex information simply and clearly. • Ability to network and quickly establish trusted client relationships. • Research and analytical skills. • Exceptional client servicing skills. • Ability to work in a team. • Self-motivated with good time management skills. • Highly organised - maintaining client records, technical and compliance requirements. • Good level of numeracy and IT skills. • Flexible approach to work. • Sound decision-making skills. • Discretion and an understanding of the need for client confidentiality. • Committed to continuous technical and professional development, ensuring that knowledge and skills remain current • Ethical and professional approach to work. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15884

Financial Planner

IDEX Consulting Ltd

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Guildford area. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: <ul> <li>Chartered status (or close to)</li><li>Proven experience in delivering regulated financial advice holding CAS/SPS</li><li>Confident in managing HNW clients and navigating intricate casework</li><li>Able to influence internal stakeholders and colleagues</li><li>Passionate, proactive, and self-motivated</li></ul> What's on Offer: <ul> <li>Highly attractive commission structure</li><li>Equity opportunities within the firm</li><li>Flexible, hybrid working arrangements</li><li>A ready made portfolio of potential clients from the professional services arm of the organisation</li></ul> The successful candidate should be based in the Guildford / Surrey area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid If this opportunity aligns with your aspirations please reach out in confidence to . Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Allworth Financial

<div><div>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</div>
SUMMARY

The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.

The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.

This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's.

DUTIES AND RESPONSIBILITIES
<div>
<ul><li>Partner with Advisors and Sales Team (30%)</li></ul>
<ul><li>Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.</li>
<li>Review initial planning needs, clarify data requirements, and help organize all relevant client documents.</li>
<li>Maintain clear communication with the team regarding case progress and any outstanding data requirements.</li>
</ul><ul><li>Collaborate with Integrated Services (20%)</li></ul>
<ul><li>Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan.</li>
<li>Consolidate, summarize, and verify all information to ensure alignment with the client's goals.</li>
<li>Track case activities and maintain accurate records in Salesforce (or similar CRM).</li>
</ul><ul><li>Create and Support Financial Planning Deliverables (40%)</li></ul>
<ul><li>Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.</li>
<li>Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations.</li>
<li>Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.</li>
<li>Adhere to best practices and established timelines to maintain a high standard of service quality.</li>
</ul><ul><li>Client Presentation Support (10%)</li></ul>
<ul><li>Organize and prepare meeting materials for Advisor-led client presentations.</li>
<li>Participate in client meetings when necessary to provide detailed insights or gather additional data.</li>
<li>Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.</li></ul></div> 

EXPERIENCE AND QUALIFICATIONS
<ul>
<li>Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience).</li>
<li>2&ndash;3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.</li>
<li>Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.</li>
<li>Demonstrated interest in pursuing professional designations (e.g., CFP&reg;) is a plus.</li>
<li>Strong organizational skills with meticulous attention to detail and accuracy.</li>
<li>Excellent verbal and written communication skills; enjoys collaborative teamwork.</li>
<li>Ability to manage multiple projects in a fast-paced, dynamic environment.</li>
<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.</li>
<li>Must be in good compliance standing with all relevant regulations, rules, and internal policies.</li></ul> 


PHYSICAL REQUIREMENT

This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations.<div>
BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program</li>
<li>Future growth opportunities within the company</li>
</ul>
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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California residents, click here for our privacy policy.</div></div>

Wallace Bates Limited

Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.

Independent Financial Planner

Synchronicity Group

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Financial Planner - Director/Partner

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.Responsibilities will include;<ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul>Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.The package details;<ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul>This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.

paraplanner

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