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Financial Planner
2 days ago
MI Search Ltd City of London, United KingdomThis highly respected investment management firm is currently seeking a financial planner to join their team in London. · This role will provide an excellent platform for a financial planner to develop their existing skills and experience in a supportive and professional environm ...
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Chartered Financial Planner
4 days ago
Westminster Wealth Management City of London, United Kingdom**Are you an experienced financial adviser with Chartered Financial Planner status?** · Would you like to take control of your career in a supportive and entrepreneurial environment advising and servicing existing clients? · We have a rare opportunity to carve out an exceptional ...
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Paraplanner Trainee Financial Planner
2 weeks ago
Tanager Wealth Management City of London, United Kingdom**Are you an experienced paraplanner looking for a challenging opportunity within wealth management?** · **Would you like to build on your experience in a role offering variety, responsibility, support and training to carve out a fantastic career?** · We are an innovative provide ...
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Assistant Financial Planner X 4
3 weeks ago
Montpellier Resourcing City of London, United Kingdom**Hybrid Working Available** · **£ EXCELLENT plus bonus and benefits** · A well-regarded, boutique investment management company is seeking **FOUR**Assistants to support their Financial Planning department. You will be working alongside and liaising with Financial Planners and Ad ...
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Trainee Financial Planner
3 weeks ago
mbf City of London, United KingdomJob Description · MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique worki ...
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Trainee Financial Planner
2 weeks ago
mbf City of London, Greater London, United KingdomMBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fo ...
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Trainee Financial Planner
2 weeks ago
mbf City of London, Greater London, United KingdomMBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fo ...
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Trainee Financial Planner
3 weeks ago
mbf City of London, Greater London, United KingdomJob Description MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working ...
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Trainee Financial Planner
2 weeks ago
mbf City of London, Greater London, United KingdomMBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fo ...
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Trainee Financial Planner
2 weeks ago
mbf City of London, Greater London, United KingdomMBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fo ...
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Senior Paraplanner
3 weeks ago
Blakemore Recruitment City of London, United KingdomBlakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensiveexperience built over ma ...
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Senior Paraplanner
2 weeks ago
Blakemore Recruitment City of London, United KingdomBlakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team on a home-based basis. As a company they offer ethical and honest solutions to help their clients achieve financialgoals. With extensive ex ...
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Experienced Paraplanner with Adviser Progression
3 weeks ago
Westminster Wealth Management City of London, United Kingdom**Are you an experienced paraplanner wanting to progress your career in a more rewarding and supportive environment?** · Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to Chartered Financial Planner status? ...
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Senior Ifa Administrator
1 week ago
Taylor James Professional Recruitment City of London, United KingdomOur client, a very successful, chartered financial planning firm in the city of London are looking to appoint a **Senior IFA Administrator** to join their experienced team on a permanent basis. · This truly is a first-class opportunity to join one of the most reputable & prestigi ...
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Trainee Independent Financial Advisor
3 weeks ago
Cameron James City of London, United KingdomWe are recruiting for a TRAINEE FINANCIAL ADVISOR for a highly successful and well respected firm of Independent Financial Advisors in London's WC2 who have been established for over 30 years. · Ideally you are currently an IFA Administrator or Junior Paraplanner. · You will be g ...
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Wealth Planner, Private Banking
2 weeks ago
Recruitment Resolution City of London, United Kingdom**Top reasons to work as a Wealth Planner for this client**: · - Basic salary to £80k per annum. · - Annual Bonus. · - Listed in the Sunday Times Best Companies to work for the last 15 years. · - Award winning private banking and wealth management. · - Working in partnership with ...
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Paraplanner X 2
3 weeks ago
Montpellier Resourcing City of London, United Kingdom**Hybrid Working Available** · **£ EXCELLENT plus bonus and benefits** · A well-regarded, boutique investment management company is seeking **TWO** Paraplanners to support their Financial Planning department. You will be working alongside and liaising with Financial Planners and ...
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Chartered Ifa
1 week ago
Ortus PSR City of London, United KingdomAre you a Chartered Financial Adviser who feels that they are not supported in looking after their client base properly? A boutique firm in central London is looking for an Adviser to focus on developing a client base and acting as the main point of contactfor individuals with ty ...
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Financial Adviser
3 weeks ago
Exchange Street Claims & Financial Services City of London, United Kingdom**Big firms have their benefits but they also have their glass ceilings. Sometimes you've gone as far as you can and you get, well, bored.**But you enjoy the structure and processes of a bigger firm. You like working for a brand. So what comes next? · **At this wealth manager you ...
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Investment Analyst
1 week ago
Timeline City of London, United Kingdom**Location: Hybrid (home and office (typically once per week), London)** · **Who are we** · We are a turnkey discretionary investment management service exclusive to financial planning firms. As the fastest growing DFM service in the UK, we currently manage almost £2b in assets. ...
Trainee Financial Planner - City of London, Greater London, United Kingdom - mbf
Description
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients.
With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being.
About the Company:
Our client is a renowned Fintech firm known for its innovative approach to financial planning and unwavering commitment to client satisfaction.
Role Overview:
We are seeking a motivated Trainee Financial Planner to join our client's advisory team.
As a key player in the team, you will contribute to delivering exceptional financial solutions and services to our esteemed Private Clients.
Key Responsibilities:
with senior advisors to deliver tailored financial advice and solutions to HNW Private client meetings, conducting financial analysis, and assisting with portfolio management.updated on financial planning regulations and industry trends to provide informed advice and recommendations.
Requirements:
experience within the financial planning/IFA sector is a must.academic background with a good degree in Finance, Economics, or a related discipline.
Benefits:
salary package (£40,000 - £60,000) plus benefitscareer progression pathway towards an Advisory role.training and development opportunities.working arrangements, including hybrid work options.
This is a fantastic opportunity to further develop your career in financial planning with a progressive and forward-thinking organisation offering clear development opportunities.