financial planning adviser

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

Eden Rose

Financial Adviser (Pathway to Senior Management)Location: Gloucester (Office-based initially, with flexibility)Salary: £50,000 - £75,000 (DOE)Exceptional candidates may be considered at higher levelsQualifications: Level 4 Diploma essential Chartered or working towards highly desirableAbout the FirmWe're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets.This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning.The OpportunityDue to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person.Key Responsibilities<ul><li>Manage and develop a loyal portfolio of private clients.</li><li>Deliver holistic, independent financial advice aligned with clients' long-term goals.</li><li>Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators.</li><li>Contribute to the firm's growth and strategic direction over time.</li></ul>What We're Looking For<ul><li>Level 4 Diploma in Financial Planning (Chartered status desirable).</li><li>Minimum 3 years' experience as an Adviser within an independent or restricted environment.</li><li>Personable, ethical, and client-focused - not a sales-driven mindset.</li><li>Comfortable advising clients with professionalism, integrity, and empathy.</li><li>Ideally bringing a small client book (not essential).</li><li>Open to candidates under restrictive covenants (case by case).</li></ul>What's On Offer<ul><li>Salary: £50,000 - £75,000 (higher considered for exceptional candidates).</li><li>Bonus: Flexible structure - can include percentage of new business or trail.</li><li>Pension: 5% employer / 5% employee.</li><li>Holidays: 25 days + statutory.</li><li>Additional Benefits:</li><li>Electric car scheme (after qualifying period).</li><li>Health scheme.</li><li>Full professional development and study support.</li><li>Collaborative, low-turnover environment focused on fairness, progression, and long-term success.</li></ul>If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

Independent Financial Advsier (Chartered Desired)

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

Blakemore Recruitment

We are currently recruiting for a Financial Planning practice near High Wycombe who are looking to recruit a Financial Planning Administrator with 2 years+ experience.The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.The firm sets itself apart from its competitors by having the following strategic differences:• Bringing together strategic financial planning with global investment advice• Net worth performance reporting• Using fixed fees and hourly rates to eliminate conflicts of interestJob Purpose • To provide first class administration to the client services team• To support the firm in delivering high quality, independent advice to clientsJob responsibilities <ul><li>Gathering data and preparing client valuations each month</li><li>Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing</li><li>Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports</li><li>Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting</li><li>Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)</li><li>Ensuring client files are up to date, complete and tidy (and include current AML documentation)</li><li>Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)</li><li>Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)</li><li>Ensuring reports are bound and dispatched to clients in a timely manner</li><li>Managing the team diary for client and prospect meetings and supporting meeting preparation as required</li><li>Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures</li><li>Gaining an understanding of and adhering to the ethos, culture, and purpose of the company</li><li>Undertake appropriate professional development and training</li></ul>The ideal candidate will have financial services experience and the competencies listedbelow:• Excellent attention to detail• Highly organised, methodical, disciplined• Able to prioritise• Proactive approach• Able to work under pressure and to tight timescales• Team player and able to work under own initiative• Enquiring mindset• Flexible, driven and determined• Excellent communication skills• Business and commercial awareness• IT Skills (Outlook, Word, Excel)

Financial Planning Administrator

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.

Allworth Financial participates in E-Verify. Click here for more information.

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

mbf.

Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression. As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and Paraplanners </li><li> Prepare and process new business and review documentation </li><li> Liaise with clients, providers, and other stakeholders to ensure smooth operations </li><li> Maintain accurate and compliant client records </li></ul> What's on offer: <ul> <li> Salary up to £30,000 plus bonus and benefits </li><li> Full-time, office-based initially with hybrid working after probation </li><li> Excellent training and ongoing professional development </li><li> Clear progression opportunities within the business </li><li> Friendly, professional, and supportive team environment </li></ul> Requirements: <ul> <li> Previous experience as an IFA or Financial Planning Administrator </li><li> Good knowledge of financial services processes and provider platforms </li><li> Strong organisational skills and attention to detail </li><li> Confident communicator with a proactive and professional approach </li></ul> This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a well-established financial planning firm based in Alton looking for a motivated Financial Planning Administrator to join their friendly, professional team. You'll play a vital role supporting the advisers and Paraplanners and ensuring the smooth day-to-day running of the business.Are you a detail-oriented, organised individual with an interest in financial services? Whether you're a recent graduate looking to launch your career or you already have admin experience in the industry - we'd love to hear from you!Key Responsibilities: <ul> <li>Provide administrative support to Financial Advisers and Paraplanners</li><li>Prepare client reports, documentation, and meeting packs</li><li>Manage client records and ensure data is accurately maintained</li><li>Liaise with clients and providers via phone and email</li><li>Assist with processing new business and policy tracking</li><li>Support compliance and regulatory procedures</li></ul> We're open to a range of experience levels, so whether you're just starting out or already in a similar role, looking to progress, you could be a great fit. What matters most is your attitude and willingness to learn.Ideal candidates will have:<ul> <li>Strong organisational and administrative skills</li><li>Excellent attention to detail</li><li>Good communication skills and a professional manner</li><li>Ability to work independently and as part of a team</li><li>A proactive and positive approach to problem-solving</li><li>IT literacy (Microsoft Office essential)</li></ul> Desirable (but not essential):<ul> <li>Previous experience in a financial services admin role</li><li>Knowledge of pensions, investments, and life assurance</li><li>Progress toward (or interest in) professional qualifications (e.g., CII)</li></ul> Why Join Us? <ul> <li>Supportive, close-knit team environment</li><li>Opportunities for training and career progression</li><li>Regular working hours - no evenings or weekends</li><li>Lovely office location in Alton</li><li>Competitive salary up to £30,000 depending on experience</li></ul> Graduates welcomeCareer progression availableFor more details please apply or contact Tegan at Dynamite Recruitment

Search 10000+ Financial planning adviser jobs near you this January. New roles added regularly across leading industries. Apply today.

10000 financial planning adviser jobs NEAR_ME

Independent Financial Planner

Independent Financial Advsier (Chartered Desired)

Financial Planner

Financial Planning Administrator

Financial Planner

Financial Planning Administrator

Financial Planning Administrator