Average Financial Planner salary in the UK

An exciting opportunity has arisen for an experienced Wealth Planner / Financial Planner to join a highly respected and growing financial planning and investment management firm.The business is expanding its Financial Planning Division and is seeking a technically proficient, client-focused professional to help drive the development of its private client offering in Cheltenham. You’ll be the first Financial Planner within this new regional team, working closely with highly experienced Investment Directors to deliver a truly holistic level of service to clients.The role will involve taking on an existing client base, servicing new leads and building strong relationships with Investment Directors to ensure clients receive seamless advice across both investment management and financial planning. In addition, you’ll have the autonomy to generate new business opportunities and play a key role in the continued growth of the region.Key Responsibilities:Provide bespoke financial planning advice to private clientsWork closely with Investment Directors to deliver a holistic client experienceManage and develop ongoing client relationshipsAttend client meetings and networking eventsIdentify and develop new business opportunitiesRequirements:Experienced Financial Planner / Wealth Planner (ideally Chartered, or progressing towards Chartered status)Strong technical knowledge and relationship management skillsProactive, self-sufficient, and business-development mindedPassionate about delivering exceptional client outcomesWhat’s on Offer:Basic salary circa £80,000 (dependent on experience)Discretionary bonus schemePrivate medical insurance Dental cover 6% employer pension contribution Life assurance (4x salary)This is a fantastic opportunity for a driven and experienced Wealth Planner to join a reputable, forward-thinking organisation with an exceptional culture. You’ll have the chance to make a real impact, build long-term relationships, and play a key role in shaping the future of the firm’s private client proposition in Cheltenham.

An exciting opportunity has arisen for an experienced Wealth Planner / Financial Planner to join a highly respected and growing financial planning and investment management firm.The business is expanding its Financial Planning Division and is seeking a technically proficient, client-focused professional to help drive the development of its private client offering. You’ll be the first Financial Planner within this new regional team, working closely with highly experienced Investment Directors to deliver a truly holistic level of service to clients.The role will involve taking on an existing client base, servicing new leads and building strong relationships with Investment Directors to ensure clients receive seamless advice across both investment management and financial planning. In addition, you’ll have the autonomy to generate new business opportunities and play a key role in the continued growth of the region.Key Responsibilities:Provide bespoke financial planning advice to private clientsWork closely with Investment Directors to deliver a holistic client experienceManage and develop ongoing client relationshipsAttend client meetings and networking eventsIdentify and develop new business opportunitiesRequirements:Experienced Financial Planner / Wealth Planner (ideally Chartered, or progressing towards Chartered status)Strong technical knowledge and relationship management skillsProactive, self-sufficient, and business-development mindedPassionate about delivering exceptional client outcomesWhat’s on Offer:Basic salary circa £80,000 (dependent on experience)Discretionary bonus schemePrivate medical insurance Dental cover 6% employer pension contribution Life assurance (4x salary)This is a fantastic opportunity for a driven and experienced Wealth Planner to join a reputable, forward-thinking organisation with an exceptional culture. You’ll have the chance to make a real impact, build long-term relationships, and play a key role in shaping the future of the firm’s private client proposition across the South West.

IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business owners, celebrities and sports professionalsThis is an exciting opportunity as you will be the lead Financial Planner for the region, giving autonomy to sculpt the role and processes to ensure best efficiency's and productivity, along with enjoying full paraplanning and administrative support. You will benefit from regular internal lead flow, whilst being targeted on building and utilising your external network to generate new clients.Ideally you will be studying towards or have achieved your Level 6 Chartered qualifications. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.