Posted by Taylor James Professional Recruitment • £70K/yr to £100K/yr
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their London based financial planning team.
We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW/ UHNW clientele.
Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting.
Posted by BWD Search & Selection • £60K/yr to £65K/yr
The Chartered Financial Planning arm of a very high quality, mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on high earners at the wealth accumulation phase.
The role would suit a motivated, career-minded Financial Planner with 1-3 years authorised experience.
This is a really innovative firm, with excellent marketing support and internal lead flow from the Investment Managers.
Posted by Synchronicity Group • £85K/yr to £100K/yr
As a result of continued growth, we are looking for a Chartered (or very close to) Financial Planner with leadership experience to join their Surrey team.
Our client is a fast growing Chartered Financial Planning firm with offices across the South of England.
You will be managing up to 6 Advisors, with leadership making up around 25% of the role.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Posted by Financial Divisions • £33K/yr to £35K/yr
My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and Surrey.
Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k bonus, Full study support - Chartered IFA firm
They have 1000 clients in their current setup with on average £500k of assets to invest per client but their top clients have multiple millions to invest and nearly £1bn AUM.
Posted by Financial Divisions • £75K/yr to £90K/yr
Senior Financial Adviser - £75k - £90k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.