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
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 ...
Self Employed Financial Advisor
OneDome Ltd - Southampton
Employment Type : Full-Time
Job Opportunity: Self-Employed Financial Advisers We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver personalised and comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric approach, and with over 1500 clients currently not receiving ongoing services, we see a tremendous oppor...
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 Adviser/ Chartered Financial Planner
Hays Specialist Recruitment Limited - Cheshire
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...
Financial Planner
Cooper Lomaz Recruitment - Cambridge
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 ...
Financial Planner
mbf. - EC3A1AT
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 ...
Financial Planner
Recruit UK - Tunbridge Wells
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 come with a Business plan and will be looking at gaining Equity within the business hence the lower salary on offer. Requirements: Essential: Level 4 CII Regulated Diploma in Financial Planning. Progressing towards Charte...
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...