chartered financial planner Jobs - 236
Chartered Financial Planner
mbf. - EC4N7BP
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...
Chartered Financial Planner
Capio Recruitment Financial Planning - CB30AD
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...
Chartered Financial Planner
IDEX Consulting Ltd - Manchester
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...
Chartered Financial Planner
Fram Search - London
Employment Type : Full-Time
50-80k plus bonus East Anglia - covering Ipswich and Suffolk Great flexibility, excellent pension, and other benefits Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benef...
Chartered Financial Planner
D&R Recruitment Limited - EC1A1BB
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...
Chartered Financial Planner
Cooper Lomaz Recruitment - Bristol
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 ...
Chartered Financial Planner
Brevere Group - EC4A1AZ
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...
Financial Planner
Recruit UK - BS14NH
Employment Type : Full-Time
Our client is seeking a Financial Planner to join their growing team. The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company. The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies. Require...
Financial Planner
mbf. - CB10AN
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...
Financial Planner
mbf. - MK11AX
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 ...