senior financial planner Jobs - 179

LRG - CF236PA

Employment Type : Full-Time

Job Title: Senior Planner Location: Cardiff (Hybrid) Company: Boyer Planning About Us: Boyer Planning (part of LRG) is established as one of the leading consultancies in planning, development economics and design in the UK. With a creative, dynamic and collaborative culture, we provide advice to major developers and house-builders on challenging and prestigious projects across England and Wales The Role As part of the Cardiff Planning team you w...

LRG - LE111UD

Employment Type : Full-Time

Job Title: Senior/Principal Planner Location: Midlands (Hybrid) Company: Boyer Planning About Us: Boyer Planning (part of LRG) is established as one of the leading consultancies in planning, development economics and design in the UK. With a creative, dynamic and collaborative culture, we provide advice to major developers and house-builders on challenging and prestigious projects across England and Wales The Role As part of the Midlands Plannin...


Life and Careers - KT14DB

Employment Type : Full-Time

Our client is a fast-growing financial planning and wealth management practice. They are looking for an experienced Financial Planner to join them in their office in Hampton Wick/Kingston. This role is a for a senior, chartered Financial Planner, with ideally Level 6 qualification. You will be taking on an exisiting book of clients from someone who is retiring in the next 12-18 months. General Duties: • Establish and build strong relationships w...

Life and Careers - SO206HF

Employment Type : Full-Time

Our client is a fast-growing financial planning practice that adds value through a detailed and comprehensive financial planning and investment process. They are looking for a Senior Financial Planner to join them in their office at Stockbridge, Hampshire. They would like someone with a Chartered status and minimum 5 years experience (ideally more) with a proven track record in business development and establishing client relationships. This rol...

IDEX Consulting Ltd - Edinburgh

Employment Type : Full-Time

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office. You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner. You will work with the senior leadership team to help shape the office and be part of major decisions. You will be able to manage an existing book of c...

mbf. - SW1Y4AA

Employment Type : Full-Time

Financial Planner - Boutique HNW Firm | Mayfair (Hybrid) | 80k- 120k Bonus An outstanding opportunity has arisen for a highly capable and client-focused Financial Planner to join a boutique, high-net-worth wealth management firm based in Mayfair. This firm offers a rare combination of independence, flexibility, and true long-term client partnership. The Opportunity: This is a genuinely client-centric firm with no sales targets , focusing instead...

Exchange Street Claims & Financial Services - ST41HP

Employment Type : Full-Time

You can have a good job but it doesn't mean you've found your home. That feeling that you're on the same page as everyone else when it comes to how you work and the values you hold. You're either swimming against the tide or working for a business that puts profits first, clients second and their staff third. It doesn't have to be like that. To borrow Tony Wilson's classic line, they do things differently at this firm. They're hiring for two rea...

Service Service Employment Agency Limited - IP327EA

Employment Type : Full-Time

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Senior Financial Planning Administrator to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both per...

Ortus PSR - Manchester

Employment Type : Full-Time

The Opportunity: An exceptional opportunity has arisen for a Chartered Financial Planner to join a true family office environment supporting a small number of high-net-worth families across multiple generations. This firm offers a unique proposition, operating without sales or revenue targets, and focuses entirely on delivering best-in-class, client-centric advice. Working closely with in-house experts across investment management, legal, tax, p...

Capio Recruitment Financial Planning - PR29YW

Employment Type : Full-Time

Job Title: Trainee Financial Planner Location: Preston Salary: 35,000 and 50,000 An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services . With significant client assets and a growing footprint across the Northwest , they are known for their relationship-driven approach , building lasting partnerships founded on trust and exceptional client care. In this role, you’ll receive...