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Financial Planner
1 week ago
Idex Surrey, United KingdomA high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire. · This particular opportunity is quite unique for the following reasons: · You will be working closely with an extremely experienced Financial A ...
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Financial Planner Leader
16 hours ago
Premier Group Recruitment Woking, United KingdomFinancial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is looking for a Fi ...
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Financial Planner Leader
22 hours ago
Premier Group Recruitment Surrey, United KingdomJob DescriptionFinancial Planner Pod Leader - Surrey, hybrid working · A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. · Our client is ...
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Chartered Financial Planner
3 days ago
Capio Recruitment Surrey, United KingdomJob Description · Job Role: Chartered Financial Planner (CII, LIBF OR CISI) · Location: Surrey or London based · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an exis ...
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Chartered Financial Planner
16 hours ago
Capio Recruitment Woking, United KingdomJob Role: Chartered Financial Planner (CII, LIBF OR CISI) · Location: Surrey or London based · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. 1 ...
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Chartered Financial Planner
22 hours ago
Financial Divisions Surrey, United KingdomJob DescriptionChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ide ...
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Chartered Financial Planner
16 hours ago
Financial Divisions Woking, United KingdomChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) ...
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Financial Planner Leader
1 week ago
Premier Group Recruitment Surrey, United KingdomFinancial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financi ...
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Financial Planner I
3 days ago
Capio Recruitment Surrey, United KingdomJob Description Job Role: Chartered Financial Planner (CII, LIBF OR CISI) · Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme · We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. Any new business i ...
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Financial Planner I
1 week ago
Financial Divisions Surrey, United KingdomOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered ...
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Financial Planner I
1 week ago
Financial Divisions Surrey, United KingdomJob Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA · A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (id ...
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Financial Planner I
1 week ago
Financial Divisions Surrey, United KingdomOutstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) wh ...
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Chartered Financial Planner
1 week ago
Financial Divisions Surrey, United KingdomChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) wh ...
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Financial Planner Team Leader
16 hours ago
Nigel James Associates Ltd Woking, United KingdomRole · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on estab ...
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Financial Planner Team Leader
22 hours ago
Nigel James Associates Ltd Surrey, United KingdomJob DescriptionRole · Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role ...
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Financial Planner Team Leader
1 week ago
Nigel James Associates Ltd Surrey, United KingdomRoleNigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on establis ...
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Senior Financial Planner/Team Leader
4 hours ago
Blakemore Recruitment Surrey, United Kingdom Full timeThe Firm · Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone's relationship with their wealth: to make it a positive force ...
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Paraplanner
1 week ago
Search Consultancy Surrey, United KingdomParaplanner, based in Surrey, competitive salary and benefits package · Job Purpose · To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. · Job Role · - To draft financial planning reports in o ...
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Payroll Specialist
3 days ago
Orka Financial Surrey, United KingdomOrka Financial is recruiting for a care company based in Surrey. Our client seeks a Payroll Specialist for a 15 month contract, which would perfectly suit a payroll professional with knowledge of end to end payroll. · **Responsibilities** · - Processing new starters · - Completin ...
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Senior Paraplanner
2 days ago
Coast Specialist Recruitment Surrey, United Kingdom**A great new position has arisen within a boutique Wealth Planning firm based in the City - hybrid working** · **Experience and Qualifications** · - Have 5+ years' experience within the independent sector of the financial services industry in a paraplanning role involving direct ...
Financial Planner - Surrey, United Kingdom - Idex
Description
As an extremely experienced Financial Advisor do you think your skills lie more in developing and maintaining exceptional client relationships than developing new business?Can you develop deep and trusted connections with intergenerational clients?
If the answers to the above is yes then perhaps this Financial Planner opportunity in Surrey could be of interest.
The main aspects of the position will be to take over the mantle of the outgoing Advisor who has worked closely with these clients for years.
You will provide exceptional, knowledgeable and ethical support to individuals within these households across the full advice product range including investments, pensions, IHT and Tax and Trusts planning.
You must be able to demonstrate a number of years success providing regulated advice to high net-worth individuals.You must be able to understand and empathise with the delicacies of dealing with family wealth and understand the advice you give is not transactional.
You will be provided with the client bank and full admin, paraplanning and compliance support which allows you focus on what you do best.
If the above interests you and you match the requirements please contact me or apply.
Visit the IDEX Consulting Ltd website for further opportunities.
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