Employment Type : Full-Time
Job Title: Trainee Financial Planner Location: Northampton, UK Salary: Up to 40,000 Benefits: Pension contributions matched at 4% (increases to 6% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays Role Overview: As a trainee financial planner, you will embark on a comprehensive training program design...
Employment Type : Full-Time
Job Title: Senior Financial Planner Location: London Salary: Up to 100,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa 1M AUM and the successful candidate will be given a client portfoli...
Employment Type : Full-Time
About our client An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners. Role description Work closely with an existing partner of the firm to dev...
Employment Type : Full-Time
Trainee Financial Planner - Worcester/Meriden- up to 38,000 A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives. Benefit...
Employment Type : Full-Time
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being. About the Company: Our client is a renowned Fintech firm known for its innovative approach to financial plannin...
Employment Type : Full-Time
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being. About the Company: Our client is a renowned Fintech firm known for its innovative approach to financial plannin...
Employment Type : Full-Time
We’re currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London. Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team. Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored adv...
Employment Type : Full-Time
Our client is a fast-growing IFA practice that adds value through a detailed and comprehensive financial planning and investment process. They are looking for a Senior Financial Planner to join them in their office in Hampshire. They would like someone with a Chartered status and minimum 5 years experience with a proven track record in business development and establishing client relationships. This role is a senior position in the firm which of...
Employment Type : Full-Time
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards. You should be reliable, me...
Employment Type : Full-Time
Independent Financial Planner - Sheffield outskirts · Competitive plus performance and business quality related bonuses · Life cover 4 x salary · Medical cash back plan · Hybrid working · Full study support to Chartered · Existing client following and good quality new business leads Tempest Jones Consulting are thrilled to be representing a long-established and highly successful firm of Financial Planners in their Sheffield office. This is an ex...