Financial Planner, Glasgow or Edinburgh

Company IconIDEX Consulting
Location IconGlasgow

Overview In this Financial Planner role, you will onboard and serve new clients while supporting distribution activities, helping to grow a client-centric wealth team. You will conduct in-depth financial assessments, design tailored strateg...Read More>>.

Posted: October 11th, 2026
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Senior Paraplanner | Technical Financial Planner

Company IconAlan Boswell Group
Location IconNorwich

Alan Boswell Group is looking for a Paraplanner (Technical Planner) in Norwich to provide essential support to Financial Advisers for personal and corporate clients, including various financial products. The ideal candidate will have a Diploma in Fin...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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Graduate Financial Planner — Training & Growth

Company IconJohnstonGreer Ltd
Location IconStirling

JohnstonGreer Ltd is looking for a Graduate - Financial Planning in Stirling. The role offers a salary of £27,000 to £28,500 plus benefits and bonus and involves working Monday to Friday in the office. You will receive extensive training and dev...Read More>>.

Posted: September 21st, 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 & Growth Leader

Company IconRathbone Brothers
Location Icon

Rathbones is seeking an experienced Financial Planner to drive growth and deliver high-quality financial advice to high-net-worth clients. You will manage a portfolio, conduct regular reviews, and collaborate with Investment Management teams to pr...Read More>>.

Posted: October 1st, 2026
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Holistic Financial Planner – West Midlands

Company IconRecruit Wealth Ltd
Location IconBirmingham

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handlin...Read More>>.

Posted: October 9th, 2026
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Financial Planner - London | London, UK

Company IconMarsh McLennan
Location IconLondon

Financial Planner - London Company:Mercer Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. We...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 Albans

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 – 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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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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Private Client Financial Planner (Hybrid)

Company IconFisher Investments
Location IconLondon

Fisher Investments Europe is seeking a motivated financial adviser to provide regulated financial advice to existing UK clients, covering pensions, ISAs, General Investment Accounts, investment bonds and trusts.Reporting to a Private Client...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 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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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, central Scotland

Company IconEden Scott
Location IconCity of Edinburgh

An established and highly respected wealth management practice is seeking an experienced Financial Planner to join its growing advisory team in Central Scotland. This is a genuinely rare opportunity for them and it has arisen following the plan...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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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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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 Private Client Financial Planner

Company IconSt. James's Place
Location IconLondon

St. James's Place in Cirencester is seeking a Private Client Financial Planner to develop and deliver holistic advice to high-net-worth clients. You will collaborate with Partners to shape the proposition and present client reports in a profession...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 Albans

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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Remote Financial Planner - Established Cornwall & Devon Portfolio

Company IconFinancial Planning Firm
Location IconTruro

Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportu...Read More>>.

Posted: October 2nd, 2026
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Financial Planner, Poole, &50,000 - &65,000

Company IconFinancial Divisions
Location IconPoole

This is a financial planning firm where relationships with clients have so closely developed, supporting them feels more like a personal obligation than a professional one.A privately owned wealth management firm built on the principles of...Read More>>.

Posted: October 3rd, 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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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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Hybrid Financial Planner | Retirement & Investments

Company Iconrockwealth
Location IconNorwich

rockwealth, an award-winning Independent Financial Planner firm based in the UK with offices including Norwich, is hiring a Financial Planner for a full-time, hybrid role in Norwich. You will meet clients, assess financial situations, and develop...Read More>>.

Posted: October 12th, 2026
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Chartered Financial Planner & Mentor for Trainees

Company IconFirst Wealth LLP
Location IconLondon

Home/About Us/CareersWork with usCareersJoin the First Wealth teamWe are currently hiring an experienced Client Relationship Manager, and a Practice Manager.I...Read More>>.

Posted: October 12th, 2026
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Holistic Financial Planner | Portfolio Growth

Company IconFerguson Dean Limited
Location IconWarrington

Ferguson Dean Limited in Warrington is seeking a Financial Planner to join a growing practice following an acquisition. You will manage existing portfolios and develop new business from allocated clients, delivering holistic planning.You wi...Read More>>.

Posted: October 8th, 2026
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Financial Planner / Adviser in Elgin, Moray

Company IconEnergy Jobline CVL
Location IconElgin

FINANCIAL PLANNER / FINANCIAL ADVISER Location: Moray, ScotlandSalary: Competitive, dependent on experienceWorking Arrangements: Flexible working available An established and growing financial planning business in Moray is...Read More>>.

Posted: October 9th, 2026
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Financial Planner – Flexible Schedule & Client Impact

Company IconEnergy Jobline CVL
Location IconElgin

Energy Jobline CVL is seeking a qualified Financial Planner or Financial Adviser in Moray, Scotland. The role focuses on holistic financial planning for a varied client portfolio within a growing advisory practice.You will manage relationsh...Read More>>.

Posted: October 9th, 2026
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Trainee Financial Planner - Mentored to Chartered

Company IconEnergy Jobline ZR
Location IconLeatherhead

Energy Jobline ZR in Leatherhead is seeking a Trainee Financial Planner to join a boutique, highly established wealth planning practice. You will work closely with the Adviser and gain hands-on exposure to the advice process.You will attend...Read More>>.

Posted: October 9th, 2026
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Hybrid Financial Planner in Dundee | Client Growth

Company IconIDEX Consulting Ltd
Location IconDundee

IDEX Consulting Ltd. seeks a Review Financial Adviser to join its growing independent financial planning firm in Dundee. The role is hybrid, with commutable distance for Dundee, and offers exposure to a well-established UK presence through strateg...Read More>>.

Posted: October 11th, 2026
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Hybrid Chartered Financial Planner – London Wealth

Company IconMarsh
Location IconLondon

Marsh in London seeks a Financial Planner to take over an established client base and develop new business opportunities. The role requires compliance with regulatory standards and a commitment to high-quality client service within a hybrid work s...Read More>>.

Posted: October 12th, 2026
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Holistic Financial Planner – Wealth Advisory (Flexible)

Company IconConnect Legal Partners
Location IconNottingham

Connect Legal Partners is seeking a qualified financial planner to deliver holistic financial planning to individuals, families, trustees and business owners in Nottingham. You will work closely with the firm’s lawyers, building trusted client r...Read More>>.

Posted: October 12th, 2026
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