Average Financial Planner salary in the UK

I have an incredible opportunity in London for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.Would this be of any interest to you? Ultra-modern, fully digitised, market leading, 21stc - next gen technologyHybrid role - agile and flexible working policiesBeing part of something different - new - innovative and excitingThis role is not 'the norm' - incredible opportunity Offering: Fantastic company culture; a fun, exciting and collaborative working environmentIncredible career development potential - huge opportunitiesDigitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clientsCompetitive salary + bonus and corp packageQuality lead pool provided, 15-20 leads provided pcmFull administration and paraplanning support This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?If so, please email me in the first instance for further information. 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.

A national Wealth Management business is looking to recruit a Financial Planner into their Newcastle base. Due to a recent upsurge in new clients, the existing team of Financial Planners are at capacity, and so this is a newly created opportunity to join the business. Currently, c. 75 households are available to inherit with the average client at £1m. The successful candidate will ideally be Chartered qualified or studying towards. This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration package. 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.

An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team. In this role, you will provide comprehensive financial planning services to an existing book of clients, helping them navigate their financial journeys with confidence. It is dedicated to helping its clients achieve their financial goals through expert guidance and personalised strategies. It prides itself on its integrity, professionalism, and commitment to excellence. Non-contractual bonus schemeContributory pension scheme via salary sacrifice (up to 10% employer contribution)Private medical insuranceDeath in service, 25 days holidayEmployee assistance programmeAccess to company doctor’s scheme. Chartered Financial Planner Key Responsibilities: Develop and implement tailored financial plans for clients based on their individual needs and goals.Conduct thorough assessments of clients’ financial situations, including investments, retirement, and estate planning.Build and maintain strong client relationships through regular communication and exceptional service.Stay updated on industry trends, market changes, and regulatory updates to provide informed advice.Collaborate with other financial professionals to deliver a holistic approach to client planning. Chartered Financial Planner Qualifications: Chartered Financial Planner (CFP) designation is required.Proven experience in financial planning or advisory roles.Strong analytical skills and attention to detail.Excellent communication and interpersonal skills.Ability to build and maintain client relationships. Why Join? Join one of the very best Wealth Managers, Financial Planners in the UK.Competitive salary and performance-based incentives.Opportunities for professional development and continued education.Supportive and collaborative work environment.Comprehensive benefits packageHybridFull client book supplied; no clients required. How to Apply: If you are passionate about helping clients achieve their financial goals and meet the qualifications above, I want to hear from you! Please send your resume and a cover letter to Robert Pender at D&R Recruitment Application Deadline: ASAP, do not delay!