A growing, well-established financial planning firm is seeking an experienced Financial Planner to join the team, taking ownership of an existing client bank. This is a fantastic opportunity to provide high-quality, comprehensive advice to individuals, families, and businesses, while building strong, enduring client relationships and contributing to the growth of the business. Paraplanning and administrative support are provided, allowing you to focus on delivering exceptional client outcomes. Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and intergenerational/tax planning. Conduct thorough reviews of clients' financial circumstances, needs, and objectives, using tools such as cashflow modelling to illustrate plans. Research and recommend suitable solutions from the firm's centralised investment proposition. Prepare and present clear, personalised financial plans and suitability reports. Support business growth by...

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients....

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits Continue to develop and forge strong relationships with clients, maintaining them to the...