-
Financial Planner
5 days 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
17 hours 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
1 week 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
6 days 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
4 days 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
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
6 days 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
3 days 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
17 hours 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
3 days 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
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 ...
-
Associate Financial Planner
17 hours ago
Attivo Group London, United Kingdom**Associate Financial Planner - Kent** · **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 cli ...
-
Chartered Financial Planner
17 hours ago
mbf. London, United KingdomChartered Financial Planner - Global Private Bank (London) · We are currently working with a leading global private bank, seeking to recruit a Chartered Financial Planner to join their London office. · Our client is the wealth management division of one of the largest banking and ...
-
Trainee Financial Planner
6 days ago
Cranleigh Personnel London, United Kingdom**Trainee Financial Planner / IFA - Graduate or Equivalent Programme.** · **Based City of London** · **Hours 9am-5pm** · **Salary £28,750 - rising to £31,500 after completion of 4 exams + bonus up to 12%** · **Are you a graduate or equivalent motivated to build a career in financ ...
-
Trainee Financial Planner
5 days ago
Mazars London, United Kingdom**At Mazars we have a wide range of opportunities for you to gain experience in a firm that truly cares about your aspirations. Our business is an engine for rapid and consistent career progression, and we are known for giving ambitious people early responsibility and exposure.** ...
-
Associate Financial Planner
1 week ago
Attivo Group London, United Kingdom**Associate Financial Planner - Portsmouth (Hybrid working)** · **Are you an experienced Trainee Financial Planner looking for you next career move into a certified role? Are you looking for an employed role with all clients provided? Do you want to work for a Chartered Financial ...
-
Senior Financial Planner
5 days ago
IDEX Consulting Ltd 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. ...
-
Associate Financial Planner
1 week ago
Recruit UK London, United Kingdom**Job Title**: Associate Financial Planner · **Location**: London · **Salary**: £30,000 · **Job Reference**: 7262 · Are you a financial administrator looking to support one of the UK's leading companies? · Are you client-focused, motivated, and driven to provide a high-quality se ...
-
Chartered Financial Planner
5 days ago
Sedulo London, United KingdomOur Purpose · We are financial consultants to entrepreneurs providing expertise in accountancy solutions and commercial business advisory services. Our name, derived from the adjective 'sedulous', epitomises the work ethic, commitment and attention to detail we perform on each pr ...
-
Chartered Financial Planner
1 week ago
Financial Divisions London, United Kingdom**Chartered Financial Adviser or Chartered Paraplanner - aspiring to be an Adviser. Chartered IFA firm in Central London - Manage a portion of £1m fee generating client bank from a retiring adviser - Up to £65k basic salary plus bonus, longer termearning potential £150k+ ** · My ...
Financial Planner - London, United Kingdom - Recruit UK | Certified B Corp™
Description
Role:
Financial Planning DirectorLocation: LondonRef: 8982Salary: £90,000-£110,000 + bonusWe are working with one of the UK's largest Investment Houses who have a rare opportunity for a Financial Planning Director to join their London team.
Over the years, this company has built a trusted brand name, and an excellent reputation for high-value client services meaning this is a great organisation to align yourself with to help you deliver expert Financial Planning and Investment Management services to your clients.
With an existing portfolio client to inherit, an established network of professional partners, and a large team of in-house Investment Managers through which to engage with new clients you will have a strong foundation to build up your client base.
To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.
They offer a starting salary of up to £110,000 + an extensive benefits package and a competitive bonus structure.As a company, they put a big emphasis on professional development, offering routes to progress depending on your desired career path.
Their ideal candidate will be a Financial Planner with 5+ years of experience who has demonstrated their ability to build relationships with professional stakeholders alongside managing a portfolio of HNW/UHNW private clients.
Chartered qualification is desirable but not a prerequisite.If you want to align yourself with one of the leading industry names and work for a company that will reward your long-term commitment, then please get in touch, or apply online to find out more.