Chartered Financial Planner - Birmingham, United Kingdom - Idex

Senior Financial Planner

3 weeks ago

Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Are you ready to take that next step and start being rewarded for the good work you are currently producing? · This is an opportunity which will allow you to crea ...

Financial Planner

3 weeks ago

A top ten accountancy practice with a growing wealth management arm and are seeking a motivated and experienced Financial Planner to join our team based in Surrey. As a Financial Planner, you will be responsible for providing expert financial planning adviceto a portfolio of high ...

Financial Planner

1 week ago

What the Hiring Manager Says · Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. · We have built a highly regarded brand and marketing capability together with an ...

Financial Planner Equity Partner

3 weeks ago

**About our client** · I am retained to support an industry recognised and highly successful practice. · Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners. · This is an e ...

Financial Planner

2 days ago

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take ov ...

Financial Planner

3 weeks ago

· A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take ...

Financial Planner

3 days ago

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take ov ...

Financial Planner

2 days ago

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take ov ...

Financial Planner

3 weeks ago

We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals. · The firm are able to deliver a 'boutique' ...

Financial Service Planner

1 week ago

Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. · We have built a highly regarded brand and marketing capability together with an advice process that our client ...

Financial Planner

3 weeks ago

**About our client** · An ambitious and expanding privately owned lifestyle focused financial planning business in Lichfield requires a Financial Planner to drive strategic growth and the delivery of quality financial planning advice. · My client is a trusted advice firm offering ...

Financial Planner

3 weeks ago

What the Hiring Manager Says · Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. · We have built a highly regarded brand and marketing capability together with an ...

Financial Planner

2 weeks ago

Job Title: Financial Planner · Industry: Financial Planning · Location: Birmingham (remote) · **Salary**: up to £50,000 · Job Reference: 6939 · **Job Description**: · Recruit UK is working on an excellent opportunity for a Financial Planner in the West Midlands to join an Indepen ...

Financial Planner

1 week ago

**Salary to £85,000 - Clients based North Birmingham** · **Bonus, electric car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.** · **Hybrid working** · Do y ...

Financial Planner

1 month ago

My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. · As part of their impressive success story they are seeking an established Financial Planner w ...

Financial Planner

4 weeks ago

Capio recruitment are working closely with an Independent Financial Planning firm who are looking for a Financial Planner to join their team in Coventry. They pride themselves on their values and always put the customer first at every step of the way. They have a broad range of t ...

Financial Planner

2 weeks ago

Are you looking to work with high net worth clients, inherit a book of AUM to get you started, have full autonomy over your diary and an abundance of leads to tap into from internal resources? · The role is an employed position and depending on experience, is paying a salary betw ...

Financial Planner

1 month ago

Financial Planner - West Midlands · Clients in West Midlands, Worcestershire and Warwickshire. · Quality book of clients projected at £30 million. · Idex have partnered with a West Midlands based Financial Planning firm to support a succession plan for a retiring Financial Advise ...

Trainee Financial Planner

5 days ago

Are you level 4 diploma qualified? · Looking for that opportunity to kick start your career as a successful Financial Planner? · We are pleased to be working with a specialist financial planning firm with offices across the UK Due to recent expansion they are now looking to hire ...

Chartered Financial Planner

3 weeks ago

**Job Type**: Perm · Town/City: Cannock · County: Staffordshire · Salary/Rate: Salary to £70,000 + bonus · Sector: Financial Services · Discipline: Financial Planner · Job ref: FS915677 · **Succession planning. It's the buzz word of the moment. But what does it mean to you?** · A ...