Posted by Synchronicity Group • £100K/yr to £120K/yr
General
Our client, an independent Chartered financial planning firm with a strong growth strategy is seeking a senior Chartered Financial Planner to join their growing team.
This role will report directly into the Head of Financial Planning and will be client facing, managing a book of mainly inherited HNW complex clients, whilst also supporting with the management of the rest of the team.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team.
Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation.
With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.