Jobs
>
London

    Financial Planner - london, United Kingdom - St. James's Place

    St. James's Place
    St. James's Place london, United Kingdom

    3 weeks ago

    Default job background
    Description
    Job 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.

  • Tate

    Financial Planner

    3 weeks ago

    Tate London, United Kingdom

    **Private Client Advice Financial Planner** · **Salary £65k to £75k DOE plus + 2 X discretionary bonuses a year.** · We are working on behalf of our client who is a Globally Recognised, Independent Investment Adviser. They are recruiting for a **Private Client Financial Planner** ...

  • Irwin Mitchell

    Financial Planner

    3 weeks ago

    Irwin Mitchell London, United Kingdom

    **3567** · **IM Asset Management Limited (IMAML)** · IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals. IM Asset Management Limi ...

  • CV Elite

    Financial Planner

    2 weeks ago

    CV Elite London, United Kingdom

    **The Person**: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standar ...

  • Attivo Group

    Financial Planner

    3 weeks ago

    Attivo Group London, United Kingdom

    **Financial Planner - London/Reading/Oxford area - hybrid working** · **About Attivo**: · Attivo are Independent Lifestyle Financial Planners. · We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. ...

  • BWD Search & Selection

    Financial Planner

    3 weeks ago

    BWD Search & Selection London, United Kingdom

    The Chartered Financial Planning arm of a mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on highearners at the wealth accum ...

  • IDEX Consulting Ltd

    Financial Planner

    3 weeks ago

    IDEX Consulting Ltd London, United Kingdom

    Exceptional opportunity at an independent chartered financial planning practice. · Award winning team, with the right level of class of Financial Advisers. · Please read on... · I have an exceptional opportunity in your region for a high quality, experienced Adviser/Planner. At a ...

  • Idex

    Financial Planner

    3 weeks ago

    Idex London, United Kingdom

    I have an unique opportunity for a high-calibre, experienced Financial Planner to join this boutique, modern Financial Planning practice. · This holistic, fully independent financial planning company truly encapsulates a real team ethos; working to three key pillars focusing on: ...

  • IDEX Consulting Ltd

    Financial Planner

    3 weeks ago

    IDEX Consulting Ltd London, United Kingdom

    I have an incredible opportunity in your region 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. ...

  • Carlton Mays

    Financial Planner

    3 weeks ago

    Carlton Mays London, United Kingdom

    We are seeking an experienced Financial Adviser / Financial Planner / Wealth Manager / Wealth Adviser to join our client, a highly prestigious company based in London. · You must have be Level 4 qualified, hold CAS and have at least 5 years experience in an advisory position. · T ...

  • Recruit UK

    Financial Planner

    3 weeks ago

    Recruit UK London, United Kingdom

    **Job Title: Financial Planner** · **Location: London** · **Salary: circa £50,000** · **Reference Number: 8449** · Are you an up-and · - coming adviser with a keen interest in ethical investments? · Recruit UK is proud to collaborate with a national Financial Advice firm, passion ...

  • Recruit UK

    Financial Planner

    2 weeks ago

    Recruit UK London, United Kingdom

    **Job Title**:Chartered Financial Planner · **Location**:London · **Salary**:£80-100k · **Ref**:7918 · Recruit UK is working with an expanding Financial Advice firm, who has an opportunity to join their London office. The role will be focused on managing relationships with the cl ...

  • Idex

    Financial Planner

    2 weeks ago

    Idex London, United Kingdom

    I have an significant opportunity in your region for a high quality, experienced Financial Planner. · Would you be interested in being a part of a top-tier, award-winning investment management company; that is the perfect product of a long relationship with a contemporary British ...

  • IDEX Consulting Ltd

    Financial Planner

    3 weeks ago

    IDEX Consulting Ltd London, United Kingdom

    I have an significant opportunity in your region for a high quality, experienced Financial Planner. · Would you be interested in being a part of a top-tier, award-winning investment management company; that is the perfect product of a long relationship with a contemporary British ...

  • MCS Group

    Financial Planner

    2 weeks ago

    MCS Group London, United Kingdom

    MCS Group is delighted to be working in partnership with a national financial planning firm as they seek an experienced and highly driven individual to deliver financial education to a range of corporate clients. · This individual will be working within a collaborative team to de ...

  • Idex

    Financial Planner

    3 weeks ago

    Idex London, United Kingdom

    This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for a chartered independent financial planning practice with offices based in London. · This is a fantastic opportunity to join an award-winning team of Advisers, who' ...

  • Idex

    Financial Planner

    2 weeks ago

    Idex London, United Kingdom

    A highly regarded Financial Planning business in central London are looking to add strong experience to their existing high performing team of Advisors. This is a superb opportunity for the following reasons: · - High net worth client portfolio to inherit from day one · - Very li ...

  • Idex

    Senior Financial Planner

    3 weeks ago

    Idex London, United Kingdom

    I have an incredible opportunity in your region 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. ...

  • BWD Search & Selection

    Financial Planner

    4 weeks ago

    BWD Search & Selection Canary Wharf, United Kingdom

    One of the UK's leading Private Banks and Wealth Managers are looking to recruit a Wealth Planner to their London headquarters. If you are looking for a step up into a preeminent brand, advising HNW & UHNW clients (all referred internally), within an organisationwith the scale an ...

  • Attivo Group

    Chartered Financial Planner

    2 weeks ago

    Attivo Group London, United Kingdom

    **Chartered Financial Planner - London** · **About Attivo**: · Attivo are Lifestyle Financial Planners. · We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We p ...

  • Blakemore Recruitment

    Senior Financial Planner

    4 weeks ago

    Blakemore Recruitment London, United Kingdom

    We are recruiting for a highly regarded financial planning firm based in the City. They are very well established and manage relationships with high and ultra net worth clients. They have existing relationships with external introducers and also an activeclient bank that they wan ...