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.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Capio Recruitment Financial Planning • £45K/yr to £55K/yr
A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Financial Planner to come and join their growing advisory team and work with nourishing and developing existing clients within the firm.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection and tax planning.
They take pride in their work and place an emphasis on client care and providing a tailored solution.
Posted by Capio Recruitment Financial Planning • £25K/yr to £28K/yr
This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
A developing independent, Chartered Financial Planning firm is looking to grow their friendly back-office team by adding a new IFA Administrator to the business.
As such, this role will be varied and would suit someone who is really looking to have a diverse caseload with plenty of variety and also expand their technical knowledge through the exam support available.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team.
They have won several awards and are recognised as a Chartered practice as well as being a growing name in the Wealth Management Market.
They pride themselves on their technical, professional service which is tailored to each client's needs.
The company provide bespoke Wealth Planning Advice and Investment Management solutions to a prestigious HNW Client base.
An Award-winning Wealth Management Consultancy who continues to grow and develop are looking to recruit a highly professional and competent individual to join their growing Technical Paraplanning Team.
Chipping Norton (flexible work from home options) - £competitive Bonus (Profit Share) & Package
Together, we have pushed the boundaries of insurance.
Howden is a collective - a group of talented and passionate people all around the world.
We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international team comprised of 15,000 employees spanning over 100 countries.