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Financial Planner
1 week ago
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Financial Planner
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Financial Planner
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Chartered Financial Planner
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Trainee Financial Planner
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Wealth Planning Assistant
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Wealth Manager
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Junior Wealth Planner/Paraplanner
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Paraplanner
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FP&A Manager
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Wealth Planning Assistant
1 day ago
Cameron Kennedy London Area, United KingdomWealth Planning Assistant · Guildford · Up to £38k · Summary/Job Purpose · Provide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. B ...
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Complaints Handler
1 week ago
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Space Planner
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Complaints Handler
1 week ago
Bruin London Area, United KingdomI've just taken on an exciting, new mandate from a growing client, based in London, who are looking for a candidate to join on an initial 12 month FTC. · They're looking for someone that's comfortable investigating and assessing complaints, preferably from a wealth management ba ...
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Surveyor / Senior Surveyor
2 days ago
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Surveyor / Senior Surveyor
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Senior Account Manager
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Director of Renewables
1 week ago
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Surveyor / Senior Surveyor
1 day ago
Ardent London Area, United KingdomRole Title: Surveyor / Senior Surveyor · Location: London, Birmingham, Warrington, Leeds or Glasgow with travel as required, mainly around the East and South East of England (we offer hybrid working supported by a Smart Working Policy) · Full or Part Time: Full Time · Direct ...
Financial Planner - Camden Area, United Kingdom - St. James's Place
Description
We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf.
Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term.The role requires a level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent qualification. Whether you are part or fully qualified we are keen to speak to you.
Who we're looking for:
A proactive, energetic, and ambitious individual
Client centric approach and a passion for finance
Keen to learn and develop by taking on feedback.
Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
Capability of working to a target efficiently and maximising the potential of every opportunity
A loyal character who is looking for a long-term career in financial advice
One Wealth will support you with:
You will receive all the support and training required to add real value to the business, such as support with building your network and a client bank.
This includes help with lead generation and the sales and marketing support you need.Training - giving you all the relevant skills and soft skills to develop in this opportunity
Back office support
Competitive self-employed contact and perks
Opportunity to take advantage of our Business Sale and Purchase programme in 5 years' time
Building real value within a FTSE 100 business.
If this sounds like the right next step for you, then please apply above.