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Financial Planner
1 week ago
IDEX Consulting Ltd Camden Area, United KingdomFinancial Planner · London / hybrid · Salary up to circa £90,000 plus bonus, excellent benefits · A leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London. · They are looking for Chartered (or very close to) and ...
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Financial Planner
1 week ago
St. James's Place Camden Area, United KingdomWe 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. · Th ...
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Financial Planner
1 week ago
Recruit UK | Certified B Corp™ Camden Area, United KingdomJob Title: Financial Planner · Ref: 9048 · Location: UK Wide (Home Based) · Salary: £60,000 with first year OTE of £120,000 · Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK f ...
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Chartered Financial Planner
1 week ago
IDEX Consulting Ltd Camden Area, United KingdomFinancial Planner · Salary: >£100k + bonus, benefits, full back office support · London · This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for an Chartered Independent Financial Planning practice with offices based i ...
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Trainee Financial Planner
3 weeks ago
mbf London Area, United KingdomAre you a highly motivated Financial Services professional on the upward curve of your career seeking an exciting opportunity within the Fintech sector? Would you like to join a rapidly growing industry disrupter who are seeking to revolutionize the client experience within wealt ...
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Wealth Planning Assistant
2 days 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. Be the firs ...
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Wealth Manager
1 week ago
JCW Group Camden Area, United KingdomOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closel ...
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Junior Wealth Planner/Paraplanner
1 week ago
Oval Recruit Ltd. Camden Area, United KingdomJunior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager · London - to £43,000 + excellent package and career prospects and training package · An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW ...
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Paraplanner
1 week ago
Tate Recruitment Camden Area, United KingdomParaplanner · Location: London · Department: Financial Planning Team · Employment Type: Full time, hybrid working. · Salary: Competitive with a superb benefits package. · We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year ...
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FP&A Manager
2 days ago
MacGregor Black London Area, United KingdomFP&A Manager · Are you a commercially minded finance professional seeking a new opportunity in a fast paced and growing Consumer Goods business? · Do you have extensive knowledge of e-commerce? · Are you a qualified Accountant (ACA or ACCA) who is proficient in financial due dili ...
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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
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 bac ...
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Space Planner
1 week ago
E.L.F. BEAUTY London Area, United Kingdome.l.f. Beauty, Inc. stands with every eye, lip, face, paw, and fin. Our deep commitment to clean, cruelty-free beauty at an incredible value has fueled the success of our flagship brand e.l.f. Cosmetics since 2004 and driven our portfolio expansion. Today, our multi-brand portfol ...
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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
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 · Directorat ...
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Surveyor / Senior Surveyor
3 weeks ago
Ardent London Area, United KingdomRole Title: Surveyor / Senior Surveyor - Renewables · Location: London 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 · Directorate: Land Assembly · Salary: Co ...
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Senior Account Manager
1 week ago
VCCP London Area, United KingdomSENIOR ACCOUNT MANAGER · THE BIG PICTURE: · The VCCP Partnership is an integrated communications agency set up in 2002 by Charles (V), Rooney (C), Adrian (C) and Ian (P), who founded the agency on the principles of simplicity, collaboration, un-preciousness and integration ar ...
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Director of Renewables
1 week ago
Ardent London Area, United KingdomJob Title: Director - Renewables · Location: Birmingham, Leeds, Warrington or London · Full Time or Part Time: Full Time · Salary: Competitive · Directorate: Land Assembly · Company Overview: · Ardent is the UK's leading provider of land, consent management and stakehold ...
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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 - Jenson Fisher
Description
My client are a fast growing start up looking to change the face of financial advice and the way it's delivered in the UK.
They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
At their core, they want to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people.
Through customer-centric advisers supported by innovative technology, they can empower their clients to go beyond just making smarter financial decisions to living the lives they dream of.
About the role:
This is a business that like to do things differently.
They have gotten rid of lengthy, paper based suitability reports and use technology to deliver full holistic advice in an entirely digital way.
They are currently recruiting for forward thinking Financial Planners, who are frustrated with the status quo and want better outcomes for their customers.
They want their Planners focused on spending time with their clients and not spending time with admin or writing reports.
This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base.
You will play a critical role in the future growth, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
What you'll be doing:
Creating new business opportunities leveraging embedded lead generation channels to build your own book of new clients.
Providing holistic financial advice with a financial planning led approach, understanding clients' unique financial needs and helping them to chart the course to live the lives they dream of.
Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.Qualifications
You must currently be a minimum of level 4 diploma qualified, with a strong preference for those who are Chartered / willing to work towards Chartered status.
You'll also have circa 2+ years of experience providing financial advice to clients.Benefits
Join a firm with genuine purpose and impact on their clients, along with a strong moral code
Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
Potential to get equity in the company in the future
Access to Wellness / mental health support (Headspace App + mental health support through private medical)
Budget for additional learning / cost of exams
Electric vehicle leasing through salary sacrifice / cycle to work scheme
Flexible working hours and hybrid remote working (typically 2-3 days a week working in the office)
Exceptionally open and diverse, multinational team
Entrepreneurial, creative environment
