Employment Type : Full-Time
Job Title: Senior Financial Planner Location: London Salary: Up to 90,000, 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 portfolio...
Employment Type : Full-Time
Job Title: Chartered Financial Planner Salary: Negotiable Location: Cambridge This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are Cambridge-based and specialises in providing a tailored solution to their clientele across a range of advice areas. They have a niche client area and are experiencing a period of growth following a healthy phase for the business. They are looking for a personable and...
Employment Type : Full-Time
My client is currently looking for a Chartered Financial Planner to join their team in Manchester. Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning. The role operates within the financial planning team providing excellent clien...
Employment Type : Full-Time
An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team. In this role, you will provide comprehensive financial planning services to an existing book of clients, helping them navigate their financial journeys with confidence. It is dedicated to helping its clients achieve their financial goals through expert gui...
Employment Type : Full-Time
Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development ...
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
Your new company Due to succession planning, a rare and exciting opportunity has arisen within a very well-established and progressive IFA practice for an experienced Financial Planner who has the desire to take on broader responsibilities in the foreseeable future and be instrumental in driving the business forward. A highly professional set-up with a family-feel culture, a good working environment. Your new role Employed role providing indepen...
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 ...
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
We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team. Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored solutions. As a member of MGI Worldwide, a global network of independent accounting firms ...