Employment Type : Full-Time
Financial Planner Are you looking for a competitive and flexible hybrid role with a distinguished financial services firm in Bristol? Celebrated for its unwavering commitment to providing outstanding financial planning solutions for high-net-worth individuals (HNW) and long-term private clients. With a strong focus on personalised service and customised financial strategies, they are dedicated to helping clients achieve their economic ambitions....
Employment Type : Full-Time
Location: Remote (Home-based with access to Cambridge/Huntingdon offices) Salary: 50,000 - 75,000 basic bonuses and company benefits Book Size: 20-30M FUM Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at 20-30M FUM in the Cambridgeshire area, with the support and flexibility to excel both in client servi...
Employment Type : Full-Time
Location: Remote (Home-based with access to Cambridge/Huntingdon offices) Salary: 50,000 - 75,000 basic bonuses and company benefits Book Size: 20-30M FUM Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at 20-30M FUM in the Cambridgeshire area, with the support and flexibility to excel both in client servi...
Employment Type : Full-Time
Location: Remote (Home-based with access to Aylesbury office) Salary: 50,000 - 75,000 basic bonuses and company benefits Book Size: 20-30M FUM Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at 20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new ...
Employment Type : Full-Time
Location: Remote (Home-based with access to Aylesbury office) Salary: 50,000 - 75,000 basic bonuses and company benefits Book Size: 20-30M FUM Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at 20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new ...
Employment Type : Full-Time
Financial Planner Location: Canary Wharf, London Salary: 70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner: Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group. This hybrid role involves providing in-person, telephone, and written financi...
Employment Type : Full-Time
Exciting Opportunity: Financial Planner - London Position: Financial Planner Level 4 Diploma in Financial Planning (CII or equivalent) Location: London (Zone 1) Salary: 60k- 80k neg Performance Bonuses, Pension, Healthcare, and Support for Chartered Status Job Type: Full-time | Permanent | Hybrid (3 days office, 2 days remote) Are you a motivated and ambitious financial planning professional looking to elevate your career? We are a growing, dyna...
Employment Type : Full-Time
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully...
Employment Type : Full-Time
Financial Planner – Staffordshire/ Midlands Based Salary Range: 55,000 - 80,000 (OTE in excess of 100,000) Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001. They currently have just under 700m of assets under management and, th...
Employment Type : Full-Time
Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser. Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential. My client can provide some clients, however, business development, networking and contacting leads ...