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Financial Planner
1 week ago
Idex Surrey, United KingdomAs 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 abov ...
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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
1 day 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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Financial Planner Leader
20 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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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
1 day 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
20 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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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 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
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
20 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
1 day 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
7 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 ...
Chartered Financial Planner - Woking, United Kingdom - Financial Divisions
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 (ideally Chartered) who can manage a portion of their longstanding existing client bank.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
They pride themselves on offer the highest quality service to clients and generate new business purely through recommendation and referral.
This role will be suitable for a Chartered Financial Planner with at least years of solid advising experience who has the gravitas and capabilities to work with HNW clients and provide a quality service.
The Directors do not require an adviser to bring clients with them, nor do they want someone to bring their own client bank.
This is a servicing role of existing clients which the CEO will be passing down to you whilst he manages the business more with the intention of expanding the business.
This will be suited to an established individual based locally.£100k - £120k basic salary
Mange existing clients - (HNW & UHNW)
Surrey based clients primarily
Whole of market financial advice
Benefits package on offer
Would this be of interest at all? get in touch with Peter at Financial Divisions.