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 holistic, independent lifestyle financial planning.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients' financial needs and goals.
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).
Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
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.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee 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 Resource Matters Ltd • £50K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division.