Posted by Financial Divisions • £70K/yr to £90K/yr
Financial Planner - servicing role, managing existing HNW clients from CEO (£600k - £8m per case) - £70k - £90k basic salary plus bonuses on new business
My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London.
Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.
Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients.
The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.
Are you a driven and motivated Financial Planner looking for an exciting career opportunity?
We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East.
In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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 well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £70K/yr to £90K/yr
A key client of mine who I have met and placed 3 staff with are a Chartered IFA near Hersham/Esher that are looking to recruit a Senior Financial Adviser (ideally Chartered or at least studying towards this) who can manage a portion of their longstanding existing book of business.
Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary benefits
But there will be an expectation that you would want/are capable of supporting the expansion of their client base and onboard new cases via recommendation and referral.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.