- A proventrack record of success within an Advisory / RelationshipManagement capacity within a financial services organisation suchas a bank brokerage or IFA.
- Level 4 RDR UKDiploma (or equivalent if not UK based) minimum qualification.Ideally Chartered.
- A proactive andentrepreneurial attitude that has lead the generation of newbusiness whilst effectively maintaining client relationships in anefficient holistic fashion.
- At least 1 yearexperience as a Financial Planner with an active client bank andtransferableAUM.
- Selfemployedsplit of business OR employed with a competitive basic salary bonusscheme
- 25 days holiday bankholidays
- Flexible working hours and the optionto work from home/ remotely
- Full support of aninhouse paraplanner
- Inhouse marketing team tosupport any campaigns you wish to run
- In depthtraining in Repatriation and clients returning with offshoresolutions
- Strongregulatory background in multiplejurisdictions
- GlobalPresence
- Full training and support includingfunding of external CII CISI and LIBFqualifications
- Industry leading investmentproposition
- Support with lead generation viabusiness development research and marketingteams
- Full paraplanning and adminsupport
- Flexible working andinfrastructure.
- Selfemployed and employedadviser optionsavailable
- Selfemployedsplit of business OR employed with a competitive basic salary bonusscheme
- 25 days holiday bankholidays
- Flexible working hours and the optionto work from home/ remotely
- Full support of aninhouse paraplanner
- Inhouse marketing team tosupport any campaigns you wish to run
- In depthtraining in Repatriation and clients returning with offshoresolutions
-
Financial Planner
5 days ago
Search Consultancy London, United Kingdom**Financial Planner based in London, competitive salary with excellent benefits and clients provided** · **Role & Responsibilities** · - Comply with the Training and Competence Scheme · - Management of a portfolio of existing clients, ensuring that planning opportunities are iden ...
-
Financial Planner
1 week ago
Attivo Group London, United Kingdom**Financial Planner - London** · **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. Our work is all about our clients. We ...
-
Financial Planner
6 days ago
Stonewood Wealth and Investments Limited London, United Kingdom**Financial Planner / Adviser** · Are you a financial planner with a passion for financial services? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients? If so, we invite you to join us. · **About Us** · NLP Financial Management is an award-w ...
-
Financial Planner
2 days ago
Idex London, United KingdomI 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. ...
-
Financial Planner
3 days ago
Quilter London, United KingdomWhat the Hiring Manager Says · Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients' experiences, a highly rega ...
-
Financial Planner
4 days ago
Service Care Solutions - Housing London, United Kingdom**Job title -**Financial Planner · **Location -** Farringdon, London · **Contract -**Temp Ongoing · **Hours** - Full Time · **The Role Summary** · Our client is looking for a Financial Planner to manage the scoping, construction, maintenance and monitoring of Group long-term fina ...
-
Financial Planner
1 week ago
IDEX Consulting Ltd London, United KingdomI 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: ...
-
Financial Planner
1 week ago
UBS London, United KingdomUnited Kingdom · - Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - London · **Job Type** · - Full Time · **Your role** · - As a Financial Planner, you will provide financial planning advice to UBS Wealth Management ...
-
Financial Planner
3 days ago
IDEX Consulting Ltd London, United KingdomI 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: ...
-
Financial Planner
1 week ago
Idex London, United KingdomI 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: ...
-
Financial Planner
6 days ago
IDEX Consulting Ltd London, United KingdomIf you are an experienced Financial Planner who is keen to access to an abundance of high net worth clients, working with a well-known and reputable brand, with a transparent charging structure and proposition, then contact Emma Murray for a confidentialdiscussion. If you still n ...
-
Financial Planner
2 days ago
eFinancialCareers London, United Kingdom**What the Hiring Manager Says** · Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. · With dedicated support teams who are committed to enhancing our clients' experiences, a highl ...
-
Financial Planner
1 week ago
BramahHR London, United KingdomBramah HR is recruiting for a fantastic Financial Advisor to work for a progressive and forward thinking FS business. This is a permanent full time position offering up to 65k, hybrid working and a desirable central London location this role is ideal for a customer centric admini ...
-
Financial Planner
1 week ago
Idex London, United KingdomIf you are an experienced Financial Planner who is keen to access to an abundance of high net worth clients, working with a well-known and reputable brand, with a transparent charging structure and proposition, then contact Emma Murray for a confidential discussion. If you still ...
-
Financial Planner
5 days ago
CAPIO RECRUITMENT LIMITED London, United Kingdom**Job Title: Financial Planner** · **Salary: £50,000 - £75,000 + Bonus** · **Location: London** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. Alongside being an Independent Firm, t ...
-
Financial Planner
1 week ago
Idex London, United KingdomI 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 ...
-
Financial Planner
5 days ago
eFinancialCareers London, United KingdomWe are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: · Personal - we treat you as an individual · Partnership - we go further together · Performance - we strive for more ...
-
Financial Planner
1 week ago
Blakemore Recruitment London, United KingdomWe are currenrtly recruiting for a highly regarded Financial Planning practice in London who are looking to recruit a Financial Planner. · The business work with wealthy and aspiring individuals to develop and implement strategies to protect and manage their wealth. The business ...
-
Financial Planner
3 days ago
Synchronicity Group London, United Kingdom**Location: London** · Synchronicity is working exclusively with an award-winning financial consultancy business who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for advi ...
-
Assistant Financial Planner
3 days ago
Artemis Recruitment Consultants Ltd London, United KingdomFinancial Services · London · 19/05/2023 · Type of Position: Assistant Financial Planner - London · Pay: £30k - £45k · **Assistant Financial Planner - London**: · Our client is looking for an Assistant Financial Planner to join their team in London. · **Job purpose** · - To suppo ...
Financial Planner - London, United Kingdom - Click and Connect Online Limited
Description
As a leading organization in their sectorwith offices in the UK and across the globe our client hasdeveloped a unique advice proposition which has led to asignificant increase in client demand as they expand their presencein London and the Southeast.
As aFinancial Planner in London you will be working alongside theDirector of the UK business. Working in a facetoface capacity withUKwide clients (majority in the South East area) you will beadvising clients on medium to longer term financial objectives. Youwill also be supporting our Head of Repatriation with clientsreturning to the UK.
You will be responsible foroffering areas of advice covering such areas as Lump Sum InvestmentRetirement Planning Life Insurance and General Estate TaxPlanning.
Desired Skill &Experience
Benefits
Why
UniqueProposition
Whether you are anexperienced financial planner looking for a new challenge or haverecently graduated from university our client offer a truly uniqueproposition in the international wealth managementspace.
With an unrivalled support networkconsisting of the best in compliance training back officerecruitment tech and marketing joining our client allows you tocreate a future to be proud of whilst living in some of the mostamazing places in theworld.
Regulation
Themost important USP for our client is their strong regulatorybackground that has been with us sinceinception.
They hold the necessary licenses tooperate in every jurisdiction where they have a physicalpresence.
Compliance
Underpinningtheir strong licensing and client offering is their dedicatedinternal compliance team. Their due diligence ensures they continueto develop new terms of business with investment and insuranceproviders while staying ahead of regulatorychanges.
InvestmentCommittee
They have an industryleading investment proposition that is constantly reviewed by theirinvestment committee. Their investment philosophy is based on fourkey principles: consistency long term growth quality investmentsand diversification.
OperationalSupport
Their advisers aresupported by a large operations team who handle queries fromproviders trustees and clients to ensure the smooth issuance of newbusiness advice.
BusinessDevelopment
Business DevelopmentManagers are in place to introduce their unique proposition priorto setting up a first meeting with an adviser. They are alsosupported by a dedicated UK based marketing team who createbrochures sales aids advertising campaigns and muchmore.
TeamEthos
Often overlooked they have astrong team ethos. Their advisers BDMs and administrative staffspend a lot of time together and the sense of camaraderie is a realdraw.
Benefits
Remote Work :
No