Average Financial Planner salary in the UK

Financial Planner Bristol | Hybrid Working £65,000 to £85,000 + Bonus + Benefits A growing UK-based financial planning team is looking to appoint an experienced Expat Financial Planner to support clients returning to the UK from overseas. This is a unique opportunity to inherit a significant client book and play a key role in delivering specialist cross-border advice within a high-growth, PE-backed wealth management group. The Opportunity Inherit a well-established client bank with: £40M-£50M AUM£450,000-£500,000 recurring incomeAdvise high-net-worth UK nationals with complex international arrangementsJoin a collaborative team of advisers, paraplanners, and client support professionalsWork closely with other in-house wealth and platform teams Responsibilities Advise repatriated clients on how to efficiently bring their wealth back into the UKDeliver holistic financial planning across pensions, investments, protection, and tax optimisationWork with structures such as QROPS, QNUPS, RNUKS, offshore pensions and bonds What You’ll Need Diploma in Financial Planning (or equivalent)Current SPS and CAS statusExperience advising expatriates or dealing with international financial structuresKnowledge of providers such as iPensions, London & Colonial and Heritage Salary & Benefits £65,000 - £85,000Bonus based on performanceHybrid workingPrivate Medical InsuranceStrong employer pension contributionLife Assurance, Health Cash Plan

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.For more information, please apply for the role. 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.

Job Title: Financial Planner Location: Harrogate Salary:£60,000 - £75,000 + Bonus An exciting opportunity has arisen for an experienced and entrepreneurial Financial Planner. We’re working with a highly respected wealth management firm that’s re-shaping its Harrogate presence. With a newly streamlined office setup and a strong internal investment team, this is a unique chance for a self-starting adviser to build a business with autonomy and real potential for long-term growth. The Required Skills: • Diploma-qualified (Certified or Chartered status desirable)• A background in financial planning, private wealth, or family office environments• Skilled at developing professional connections and generating new business• Confident working independently and comfortable in a small, self-driven team• Ability to collaborate with an in-house Portfolio Manager to create holistic advice• Strong understanding of investment management, estate planning, and HNW client needs What’s on Offer: • Performance related bonus• Autonomy to grow and shape a regional client base• Cross-referral opportunities and support from established investment and business development teams• Flexible working arrangements• Private Medical Insurance This role is ideal for a Financial Planner looking for independence and the chance to build something meaningful within a respected private wealth environment. To explore this opportunity further, please get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.