Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group?
Book Size: £20-30M FUM
This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Oxfordshire area, with the support and flexibility to excel both in client service and new business development.
To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency.
General
We are currently recruiting for a Financial Planning practice in Henley-on-Thames who are looking to recruit a Financial Planner.
Posted by Blakemore Recruitment • £25K/yr to £27K/yr
We are currently recruiting for a boutique Wealth Management firm in North Leigh who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
The currently have a requirement for an experienced Paraplanner, looking to develop their financial career by joining a Market Leading Wealth Management Company, within an established and successful team.
Our client is a national Wealth Practice, with offices throughout the UK.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Shrivenham provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.