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
Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before. This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success. ...
Employment Type : Full-Time
Eventus Recruitment Cheshire are working with a well-established Financial Planning firm based in the Carlisle, Cumbria, who are seeking to recruit a Financial Planner to join their advisory team. The team prides themselves on understanding clients' unique needs and delivering tailored solutions. They are known for their commitment to delivering high-quality services and building enduring client relationships. You will be rewarded with a range o...
Employment Type : Full-Time
Our client is a Bespoke Financial Planning practice based in Bishop's Stortford. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market. This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the off...
Employment Type : Full-Time
We are currently recruiting for a Financial Planner to join a leading global Wealth Management firm with offices in Canary Wharf. This role offers a hybrid working arrangement, with three days in the office and two days from home each week. The firm is a global leader in wealth management, managing over 200B in assets under management. They provide personalised portfolio management services primarily to high-net-worth individuals, institutions, ...
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...
Employment Type : Full-Time
Not everyone deals well with change. And at this business there is plenty of change. But for someone like you that brings plenty of opportunity. In the next few years they will transition from independent to restricted advice. That might not be music to everyone's ears but it's a tough environment for small firms and this transition has become commonplace. This process has now begun but the business needs a new planner to help drive it. As part ...
Employment Type : Full-Time
The Company: An exciting Employed Financial Planner opportunity working for a highly ambitious IFA business based in South Leeds. Part of a larger group, this growing wealth management arm of the business has an opportunity to come inherit a client bank of around 100 families with circa 110k ongoing, and ample new business opportunities to further impact earnings. Office Location: Morley, South Leeds Hybrid/Home Working: Yes - Flexible Package: ...
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...