About the Role
JAG Search is partnering with a number of highly respected wealth management firms across the UK who are looking to appoint experienced Financial Planners.
Whether you're looking for greater flexibility, stronger lead generation, a better support structure or genuine long-term career progression, we'd love to hear from you.
We are working with firms of all sizes, from independent financial planning businesses through to national wealth management organisations, with opportunities available across the UK.
Requirements
As a Financial Planner, you'll be responsible for providing holistic financial planning advice to private clients, helping them achieve their long-term financial goals.
Responsibilities may include:
Providing high-quality holistic financial planning advice.
Building and maintaining long-term client relationships.
Conducting client reviews and identifying ongoing advice opportunities.
Working closely with paraplanners and administrative support teams.
Ensuring advice is delivered in line with FCA regulations and Consumer Duty requirements.
Contributing to business growth through referrals, networking and professional relationship management where appropriate.
About You
We're keen to speak with individuals who have:
Diploma in Regulated Financial Planning (Level 4) as a minimum.
Chartered Financial Planner status is highly desirable.
Previous experience advising private clients within a regulated financial planning environment.
Excellent interpersonal and relationship-building skills.
Strong communication and presentation skills.
A client-focused approach with high professional and ethical standards.
A good understanding of FCA regulations and Consumer Duty.
The ability to manage your own workload effectively whilst delivering an outstanding client experience.
What's on Offer?
Salary negotiable depending on experience.
Bonus and benefits packages vary depending on the employer.
Hybrid and flexible working opportunities.
Existing client banks available with some opportunities.
Full paraplanning and administrative support (role dependent).
Clear career development opportunities.
Support towards Chartered status where applicable.
Opportunities available across the UK.
Interested?
If you're considering your next move within financial planning, we'd be delighted to have a confidential conversation.
Please apply today or contact Jak Gorrie at JAG Search for an informal discussion on 07832916735 or jak.gorrie@jagsearch.co.uk.
About the Company
Multiple opportunities available across the UK