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Financial Planner
1 week ago
Idex Nottingham, United KingdomFinancial Planner opportunity with an award-winning top tier integrated Wealth Management practice. · As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and su ...
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Assistant Financial Planner
1 week ago
Mazars Nottingham, United Kingdom**Assistant Financial Planner - Private Client** · At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, ...
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Chartered Financial Planner
1 week ago
Independent Resourcing Consultancy West Bridgford, United KingdomOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one o ...
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Financial Planner
1 day ago
Switch Recruitment Leicester, United KingdomWe are pleased to be working with this leading East Midlands based chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing database of HNW and Corporate clients. · **I ...
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Financial Planner
4 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in buildin ...
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Financial Planner
3 days ago
mbf Nottingham, United KingdomJob Description · Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who spe ...
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Financial Planner
1 week ago
Energy Jobline CVL Nottingham, United KingdomSenior Financial Planner · Location: Nottingham, UK · Job Conditions: Full-time, Permanent · Benefits Include: · * Group benefits: pension, death in service, income protection, and private medical insurance. · * Discretionary bonus. · * City centre location with car parking ...
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Financial Planner
4 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building ...
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Financial Planner
1 week ago
mbf Nottingham, United KingdomJob Description Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who spe ...
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Financial Planner
1 week ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingSalary negotiable, from £80,000 to £120,000 plus a discretionary bonusMBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tail ...
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Financial Planner
1 week ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingSalary negotiable, from £80,000 to £120,000 plus a discretionary bonusMBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tail ...
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Financial Planner
1 week ago
mbf. Nottingham, United Kingdom Part time, Full timeFinancial Planner - Nottingham - holistic financial planning & modelling · Salary negotiable depending on experience and qualifications · MBF are currently working with a boutique, award winning firm of holistic, Chartered Financial Planners who specialise in building tailored fi ...
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Financial Planner
8 hours ago
Heat Recruitment Ltd Nottingham, United Kingdom Part time, Full timeSenior Financial Planner · Location: · Nottingham, UK · Job Conditions: Full-time, Permanent · Benefits Include: · * Group benefits: pension, death in service, income protection, and private medical insurance. · * Discretionary bonus. · * City centre location with car parking pro ...
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Financial Planner Administrator
1 week ago
Finlink Ltd Belper, United KingdomAn exciting opportunity to join a small family run financial advice firm as a full-time Financial Planner Administrator. · This business is directly authorised with the FCA and works in a very collaborative and agile way. The firm is a small team of advisers and administrators wh ...
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Trainee Financial Planner
3 days ago
DB Charles Recruitment Enderby, United KingdomEnderby, Leicestershire · - Full-time, Hybrid, Permanent · - £29000 per annum + Additional Company Benefits; · An established business with a great reputation achieved over the decades are on the lookout to hire a new permanent Trainee Financial Planner. · The business have firm ...
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Trainee Financial Planner
1 day ago
Switch Recruitment Leicester, United KingdomOur client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent Paraplanner who is seeking the opportunity to become a Financial Planner to join thei ...
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Financial Planner I
1 week ago
IDEX Consulting Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. · You will play a significant role in steadil ...
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Independent Financial Advisor/planner
1 week ago
Jones & Co Independent Financial Advice Chesterfield, United Kingdom**Jones & Co Independent Financial Advice** · **Post: Independent Financial Advisor/Lifestyle Financial Planner** · **Salary: Negotiable (OTE £100,000+)** · **Hours: Office Hours 35 hours p/w** · **60 minutes lunch break** · **20 Days (140 hours) holiday entitlement plus Bank Hol ...
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Director, Investment Manager/Financial Planner
2 weeks ago
IDEX Consulting Nottingham, United KingdomA national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning. · With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment ...
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Director, Investment Manager/Financial Planner
2 weeks ago
IDEX Consulting Nottingham, United KingdomA national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning. · With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment ...
Senior Financial Planner - Nottingham, United Kingdom - Idex
Description
My client is seeking an experienced Senior Financial Planner to join their growing team.
You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service.
This will be met through regular review meetings and proactive contact with clients, their families and the other professionals who advise them.
You will play a significant role in steadily growing our client group, primarily through building a network of professionals around you and providing a service which exceeds the expectations of clients.
The business regularly receives referrals through existing clients and the focus is client service therefore, whilst beneficial, a predominant business development background is not essential.
Visit the IDEX Consulting Ltd website for further opportunities.
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