Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; 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.
You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
If you're a qualified and client-focused Financial Planner ready to take the next step in your career, this is a unique opportunity to join a long-standing, independently owned firm.
The Partners are looking to hire a Financial Planner to look after an existing portfolio of HNW clients with typically over £500,000 AUM.
Join One of the UK's Most Respected Financial Planning Firms Chartered, Award-Winning, and Built Around People.
Posted by Burton Recruitment • £60K/yr to £200K/yr
General
Financial Planner / IFA
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced and Financial Planner, to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients
Key Responsibilities include
Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
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.
Posted by Synchronicity Group • £60K/yr to £80K/yr
Our client is a leading technology focused financial planning firm who are on an exciting growth trajectory and looking for their next experienced financial planner to join them on their journey.
You will be given pre-qualified meetings with warm lead clients to convert and full support in growing your book.
You will be entrepreneurial and enjoy business development and be eager to participate in things like seminars and networking events.
Posted by THE OPENWORK PARTNERSHIP • £45K/yr to £55K/yr
£45,000 - £55,000 basic plus uncapped OTE
The opportunity arises at a key time for the firm's growth plans and you will benefit from immediate access to an existing client bank of active households.
East Anglia region (remote/hybrid); About the Role
Posted by Resource Matters Ltd • £45K/yr to £90K/yr
Basic to £55k Package Paraplanning Full client portfolio with on-going advice fees, £90k OTE
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner.
Posted by Resource Matters Ltd • £45K/yr to £90K/yr
Basic to £55k Package Paraplanning Full client portfolio with on-going advice fees, £90k OTE
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner.
Posted by Resource Matters Ltd • £45K/yr to £90K/yr
Basic to £55k Package Paraplanning Full client portfolio with on-going advice fees, £90k OTE
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner.