Senior Financial Planner — Lead HNW Growth in Scotland

Company Iconmbf
Location IconCity of Edinburgh

A leading national wealth management firm is seeking an experienced Financial Planner in Edinburgh to manage a portfolio of high-net-worth families while driving new business growth. The successful candidate will have a strong track record in financi...Read More>>.

Posted: June 6th, 2026
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Senior Financial Planner - HNW Growth & Hybrid Role

Company IconNigel James Associates Ltd
Location IconCity of Edinburgh

A leading financial services firm located in Edinburgh is seeking an experienced Financial Planner to manage an existing client portfolio while collaborating with Investment Managers and stakeholders. The ideal candidate will be Level 4 qualified, pr...Read More>>.

Posted: June 6th, 2026
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Wealth IFA Administrator - Support for Financial Planners

Company IconMitchell Hall Consulting
Location IconHawarden

Mitchell Hall Consulting in Ewloe, Wales, is seeking an IFA Administrator to join our leading wealth practice. You will support Financial Planners with valuations, factfinds, documents and busy admin tasks in a team-focused office.The role...Read More>>.

Posted: August 29th, 2026
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Client Service Specialist for Financial Planners (Hybrid)

Company IconRathbones
Location IconNorthern Ireland

Rathbones in Belfast is seeking a proactive Client Services Administrator to join the local office, supporting Financial Planners and their clients. You will coordinate service delivery, maintain client records and ensure regulatory compliance in...Read More>>.

Posted: September 15th, 2026
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Retirement-Focused Financial Planner (Regulated Advice)

Company IconStephen Bell Associates Ltd
Location IconLondon

Stephen Bell Associates Ltd, a leading London-based wealth management firm, seeks an experienced Financial Planner to provide retirement-focused advice to a distinguished client base.You will deliver pension and investment guidance, prepare...Read More>>.

Posted: September 27th, 2026
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Senior Financial Planner | Hybrid Edinburgh | £100k+

Company IconFinancial Divisions
Location IconCity of Edinburgh

Financial Divisions in Edinburgh is seeking a Senior Financial Planner (ideally Chartered) to manage a client base of 90 clients (£120m AUM) with a hybrid working model. The role covers pensions, investments, estate planning, trusts and IHT plann...Read More>>.

Posted: October 12th, 2026
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Senior Financial Planner for HNW/UHNW Clients

Company IconIDEX Consulting Ltd
Location IconWarrington

IDEX Consulting Ltd is partnering with a prestigious national wealth management firm to recruit an experienced Financial Planner for their Warrington/Cheshire team. This opportunity lets you hit the ground running with an established client book i...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner: £100M AUM, Paraplanning Support

Company IconResource Matters Ltd
Location IconChelmsford

Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor. The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin supp...Read More>>.

Posted: September 22nd, 2026
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Client-Bank Focused Financial Planner – Growth

Company IconJenson Fisher
Location IconSt Julians

Jenson Fisher is looking for an experienced Financial Planner to manage and develop an existing client bank. This full-time role, based in St Albans, offers a competitive salary between £80k-100k plus bonus. The firm values a collaborative cultur...Read More>>.

Posted: September 22nd, 2026
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HNW Client Advisory Financial Planner – Edinburgh

Company IconIDEX Consulting
Location IconCity of Edinburgh

IDEX Consulting in Edinburgh is seeking an experienced Financial Planner to manage a portfolio of clients, delivering holistic financial planning across investments, pensions, retirement planning and protection.You will work with paraplanne...Read More>>.

Posted: September 22nd, 2026
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Chartered Financial Planner for HNW Client Growth

Company IconIDEX Consulting Ltd
Location IconLondon

IDEX Consulting Ltd is seeking an experienced Chartered Financial Planner to join its London-based team, delivering holistic financial planning to private HNW/UHNW clients. The role emphasizes building long-term client relationships and contributi...Read More>>.

Posted: September 22nd, 2026
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Chartered Financial Planner – Elite Client Wealth Strategy

Company IconProgeny
Location IconChichester

Progeny is seeking a Chartered Financial Planner to join our expert team in the UK. You will inherit a diverse portfolio of HNW and VHNW clients, delivering high-quality financial planning solutions with outstanding service.The role combine...Read More>>.

Posted: September 22nd, 2026
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Lead Financial Planner for HNW Clients | Hybrid, Bonus

Company IconAllerton Park Recruitment Solutions
Location IconLondon

Allerton Park Recruitment Solutions is seeking a Senior Financial Planner in London/Greater London. You will take ownership of an existing client bank and become the primary planner, working with high-net-worth clients and leveraging relationships...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner - London/Surrey AUM £110m

Company IconFinancial Divisions
Location IconLondon

Financial Divisions in London and Surrey is recruiting for a servicing adviser to manage a £110m AUM book from a retiring adviser. The role is hybrid, with office-based work in London and Surrey and client meetings across the region.The ca...Read More>>.

Posted: September 22nd, 2026
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Senior Independent Financial Planner — Client Bank

Company IconCastle Wealth Ltd
Location IconEssex

Castle Wealth is seeking an Independent Financial Adviser to take responsibility for an established client bank within our growing advisory practice.You will focus on delivering high-quality advice, developing long-term client relationships...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner for Wealth Management & Client Advisory

Company IconGROVE TALENT SOLUTIONS LTD
Location IconNorthampton

GROVE TALENT SOLUTIONS LTD in Northamptonshire seeks an experienced Financial Planner to join its growing team in Northamptonshire. This role focuses on long-term client relationships, delivering high-quality advice, and professional excellence....Read More>>.

Posted: September 22nd, 2026
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Flexible Senior Financial Planner | Holistic Wealth Growth

Company IconWEALTHLINK RECRUITMENT LTD
Location Icon

Wealthlink Recruitment Ltd is working with a financial planning firm near Peterborough seeking a Financial Adviser to take over an existing client book and expand through new leads and professional relationships. You will work on investments, pens...Read More>>.

Posted: September 22nd, 2026
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Holistic Financial Planner – Grow Your Client Base

Company IconGrove Talent Solutions
Location IconEast Midlands

Grove Talent Solutions in Northamptonshire is seeking an experienced Financial Planner to inherit an established client bank and drive growth through referrals, delivering holistic financial planning and compliant advice.You will work close...Read More>>.

Posted: September 22nd, 2026
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Independent Financial Planner – Hybrid Role with Autonomy

Company IconIDEX Consulting
Location IconLeicester

IDEX Consulting in Leicester is seeking an ambitious Financial Planner to join a growing team. This role offers the opportunity to build your own client portfolio while backed by an experienced paraplanning, administration and compliance team to e...Read More>>.

Posted: September 22nd, 2026
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Financial Planner - Holistic Advice & Client Growth

Company IconCapio Recruitment Financial Planning
Location IconLeeds

Capio Recruitment Financial Planning is seeking a Financial Planner in Leeds to manage and grow a portfolio of client relationships, delivering holistic, compliant financial guidance across pensions, investments and protection.The role emph...Read More>>.

Posted: September 22nd, 2026
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Financial Planner - Holistic Wealth & Growth Path

Company IconBenchmark Capital Limited
Location IconLittlebourne

Verum Financial Planning in Canterbury, Kent, is seeking a motivated Financial Planner to join our growing team. This role offers clear career progression within a relationship-led business, with support from an experienced team and opportunities...Read More>>.

Posted: September 22nd, 2026
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Senior IFA / Financial Planner - Holistic Wealth Advisory

Company IconThe Coast Partnership Ltd
Location IconLondon

The Coast Partnership Ltd in London is seeking an experienced IFA/Financial Adviser to join a successful wealth manager. You will deliver holistic financial advice across investments, pensions, retirement and estate planning, ensuring clients achi...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner – HNW Wealth & IHT Strategy

Company IconEden Scott
Location IconCity of Edinburgh

Eden Scott is seeking an experienced Financial Planner to join its award-winning financial planning team in Edinburgh or Glasgow. This role offers the chance to shape clients' financial futures through tailored strategies and expert guidance, mana...Read More>>.

Posted: September 22nd, 2026
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Independent Financial Planner: Build a Regional Advisory

Company IconExchange Street Claims ltd
Location IconPeterborough

Exchange Street Claims ltd's financial planning arm invites a confident adviser to join an established accountancy business. You’ll inherit clients, including around £100,000 of ongoing income, and manage assets likely between £15m and £20m a...Read More>>.

Posted: September 22nd, 2026
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Chartered Financial Planner - Private Wealth (Hybrid)

Company IconMercer
Location IconLondon

Mercer Private Wealth in London is seeking a Financial Planner to take over an established client base and pursue new business opportunities.You will work with a dedicated support team to prepare compliant advice reports, deliver high‑qua...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner, Portfolio Lead & IHT Specialist

Company IconFerguson Dean
Location IconWigan

Ferguson Dean, a leading national Chartered financial planning firm, is seeking an Adviser in Wigan to take over a growing client portfolio. You will work with clients in the £250k to £1m space primarily across Merseyside and Greater Manchester,...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner - HNW Wealth & Cash Flow

Company IconJJ SEARCH LIMITED
Location IconLondon

Our client is an established Investment Management firm.The RoleThe Financial Planner will focus on managing HNW clients. Partly office based but also visiting clients in and around London.The Financial Planne...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner: Holistic Wealth & Client Growth

Company IconBenchmark Capital
Location IconShrewsbury

Benchmark Capital is seeking a Senior Financial Planner to join the Midlands team in Shrewsbury. You will provide high-quality financial planning advice to individuals, families, owners, and professionals, building lifetime strategies and conducti...Read More>>.

Posted: September 22nd, 2026
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Financial Planner – Long-Term Relationships, OTE £100k

Company Icon360 Recruitment
Location Icon

360 Recruitment is partnering with a well-established financial planning practice to recruit a dedicated adviser. The firm has a long-standing client base and a reputation for personalised, long-term relationships.The role offers a generous...Read More>>.

Posted: September 22nd, 2026
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Private Client Financial Planner for HNW Clients

Company IconJohnstonGreer
Location IconScotland

JohnstonGreer is seeking a Financial Planner to provide holistic, independent advice to high-net-worth individuals, including business owners and professionals.You will work within the Private Client team across investments, tax, cashflow,...Read More>>.

Posted: September 22nd, 2026
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Senior Financial Planner – High-Value Portfolio & Growth

Company Iconmbf.
Location Icon

mbf. is recruiting a Senior Financial Planner to manage an established high-value portfolio and deliver advanced financial planning across retirement, investments, tax and estate planning. You will develop relationships with clients and profession...Read More>>.

Posted: September 22nd, 2026
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Chartered Financial Planner — Wealth & Estate Specialist

Company IconAldrich & Company Limited
Location IconLondon

Aldrich & Company Limited, a leading Wealth Manager in the City, is seeking a Chartered Financial Planner to deliver tailored retirement and estate planning advice.You will collaborate with the Head of Wealth Planning and Investment Manager...Read More>>.

Posted: September 23rd, 2026
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Chartered Financial Planner — Lead £100m AUM in Surrey

Company IconFinancial Divisions
Location Icon

Financial Divisions in the Surrey/London corridor is seeking an experienced Chartered Financial Planner (or close to completion) to take over a £100m AUM book from a retiring adviser. You will deliver holistic financial planning for retirees, fam...Read More>>.

Posted: September 23rd, 2026
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Growth Financial Planner: Build Scalable Advisory Platform

Company IconRadium Search
Location IconLondon

Radium Search in London is seeking a Financial Planner to build on an established client base and to grow the advisory platform. You’ll start with around 20–50 clients, with dedicated paraplanning, administration, compliance and investment sup...Read More>>.

Posted: September 23rd, 2026
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Financial Planner: Inherit HNW Book with Paraplanning

Company IconIDEX Consulting Ltd
Location IconLeeds

IDEX Consulting Ltd is partnering with a highly regarded financial advisory business to appoint a Financial Planner to join their busy team in Leeds. You will inherit a sizeable client book of affluent/HNW clients, with ongoing business growth and...Read More>>.

Posted: September 24th, 2026
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Financial Planner: Inherit £40m AUM | Hybrid & Support

Company IconFinancial Divisions
Location Icon

Financial Divisions in the United Kingdom is seeking an experienced Financial Planner to join a growing independent firm with a substantial client bank and a strong adviser support infrastructure.You will inherit a client base and benefit f...Read More>>.

Posted: September 25th, 2026
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Senior Financial Planner: Complex Needs & Cashflow

Company IconOrtus PSR Ltd.
Location Icon

Ortus PSR Ltd. in Glasgow seeks an Experienced Financial Planner to advise a portfolio of 150–250 households on investments, pensions, protection and intergenerational planning, with interactive cashflow modelling.You will build long-term...Read More>>.

Posted: September 25th, 2026
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Investment Management Financial Planner | Growth to Lead

Company IconErnest Gordon Recruitment
Location IconWeston

Ernest Gordon Recruitment is partnering with a relationship-led financial firm in Weston-Super-Mare to recruit a Financial Planner (Investment Management). You will manage local clients and contribute to growth while progressing into a management...Read More>>.

Posted: September 25th, 2026
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Private Client Financial Planner: Holistic HNW Advice

Company IconSt. James's Place
Location Icon

St. James's Place in Cirencester is seeking a highly qualified Private Client Specialist to deliver holistic, high-quality advice to high-net-worth clients.You will work with Partners and external advisers, shaping the proposition and leadi...Read More>>.

Posted: September 25th, 2026
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Hybrid Financial Planner – Edinburgh, Inherited £50M AUM

Company IconTitan Wealth Holdings Limited
Location IconCity of Edinburgh

Titan Wealth Group in Edinburgh is seeking an experienced Financial Planner to take ownership of an established client bank and deliver holistic financial planning with support from paraplanning and client services.You will focus on client...Read More>>.

Posted: September 25th, 2026
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Senior Financial Planner - Inherit £40M Client Bank (Remote)

Company IconTitan Wealth
Location IconTruro

Titan Wealth in the UK is seeking a Financial Planner to join our Truro office. You will inherit an established client bank and deliver holistic financial planning with support from paraplanning and client services.The role offers flexibili...Read More>>.

Posted: September 25th, 2026
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Chartered Financial Planner - HNW Wealth (Northampton)

Company IconEden Rose
Location IconNorthampton

Eden Rose is seeking a Chartered Financial Planner in Northampton to take over a high‑net‑worth client bank and lead holistic family wealth planning.The firm focuses on long-term wealth management for clients with 1m–2m AUM and offers...Read More>>.

Posted: September 27th, 2026
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Chartered Financial Planner for HNW Wealth (Hybrid)

Company IconNigel James Associates Ltd
Location IconNewcastle upon Tyne

Nigel James Associates Ltd. is seeking a Senior Financial Planner in Newcastle to join a well-established wealth management team.You will work with Investment Managers to deliver holistic planning to HNW clients, with portfolios typically r...Read More>>.

Posted: September 28th, 2026
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Growth-Focused Financial Planner with Lead Support

Company IconLumin Wealth Limited
Location IconSt Julians

Lumin Wealth is seeking a Financial Planner to build and grow a client portfolio with the backing of an established, growing firm. You’ll manage clients moving from existing advisers and recent acquisitions, supported by company-provided leads a...Read More>>.

Posted: October 1st, 2026
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Hybrid Private Client Financial Planner for HNW Advisory

Company IconSt. James's Place
Location IconCirencester

St. James's Place Cirencester is seeking a mid-senior Private Client Financial Planner to develop and deliver holistic advice for Private Client cases, collaborating with Partners and external advisers.The role emphasises creative problem s...Read More>>.

Posted: October 2nd, 2026
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Senior Corporate Financial Planner - Home-Based (London)

Company IconRGH Group
Location IconLondon

RGH Group is seeking an experienced Corporate Financial Planner to join a well-established wealth management firm. This home-based role serves corporate clients across the Greater London area, supported by a national team.You will design an...Read More>>.

Posted: October 3rd, 2026
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Chartered Financial Planner – Inherited Client Portfolio

Company IconBlakemore Recruitment
Location IconLondon

Blakemore Recruitment in London is assisting a well-established wealth management firm to appoint a Chartered Financial Planner. The role inherits a loyal client bank and offers a competitive salary (£80k-£95k) plus bonus and full benefits; offi...Read More>>.

Posted: October 4th, 2026
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Senior Financial Planner Hybrid with SixFigure Potential

Company IconFinancial Planning Firm
Location IconArundel

Financial Planning Firm in Arundel, West Sussex, is seeking a Financial Planner to take over a substantial client bank in a planned succession. The role offers £70,000 to £80,000 base salary with a bonus and six-figure earnings potential, alongs...Read More>>.

Posted: October 5th, 2026
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Senior Financial Planner — Hybrid Role with Portfolio

Company IconFinancial Planning Firm
Location IconChester

Titan Wealth, following the acquisition of Innes Reid, is seeking an experienced Financial Planner to join the Chester office and play a key role in the firm's growth. The business has grown over 26 years, employs around 30 people including 10 Fin...Read More>>.

Posted: October 9th, 2026
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