Employment Type : Full-Time
Our client is a Chartered Financial Planning firm that is recognised as being one of the top financial planning companies to work for in their region. They are currently recruiting an experienced Chartered Financial Planner to join their growing team at the newly opened Lincoln offices. Requirements: * Advising and planning for clients for at least five years. * Chartered status with strong technical knowledge. * Actively operating in a holistic...
Employment Type : Full-Time
Financial Planner – Corporate Division | Workplace-Based Advice with Provided Client Bank A unique opportunity has arisen for a Level 4 Diploma-qualified Financial Planner to provide holistic financial advice within the workplace. This role is ideal for an experienced Paraplanner or Junior Adviser looking to step into a client-facing role, or a Financial Planner seeking a new challenge in a corporate environment. Salary Up to 55,000 Bonus The Op...
Employment Type : Full-Time
There are ways and means to build your career as a financial planner. Being expected to generate most of your own clients isn't one of them for most people. People like you for example. You're not asking for much. Just the resources and access to clients for you to be successful. You're ambitious, hardworking and happy to self-generate. But that should be the cherry on top of the cake, not the cake and icing. This isn't something you need to wor...
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
Employment Type : Full-Time
A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator. This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting further exposure and support through their career to develop further. Duties include: Support the Planner's work-flow by efficient co-ordination of central ...
Employment Type : Full-Time
Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will manage internal referrals as well as establishing new client connections. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business dev...
Employment Type : Full-Time
The Company: A UK-based, market leading wealth management firm offering investment management, financial planning and advisory services seek a highly skilled and experienced Chartered Financial Planner to join their Wealth Management team. Acquired by a global financial powerhouse in 2016 they serve high-net-worth individuals, families, businesses and charities. The firm also provides discretionary investment management and advisory services, he...
Employment Type : Full-Time
Are you an experienced Financial Advisor looking for a dynamic opportunity to make a real impact on your clients’ financial well-being? We’re recruiting on behalf of a well-established and highly reputable wealth management firm that prides itself on delivering tailored financial solutions and first-class client service. Why Join? Established client base – Work with engaged clients who value professional financial guidance. Supportive environmen...
Employment Type : Full-Time
Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professi...
Employment Type : Full-Time
Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professi...