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.
Posted by Blakemore Recruitment • £40K/yr to £50K/yr
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Financial Divisions • £50K/yr to £70K/yr
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).
I have placed 3 advisers with this business, the office manager and an Administrator.
They are dedicated to providing tailored financial solutions to clients, empowering them to achieve their financial goals with confidence.
Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence.
As one of the UKs leading wealth management organisations, they have offices across the country.
Posted by Financial Divisions • £75K/yr to £100K/yr
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Senior Financial Adviser - £75k - £100k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Independent Financial Planning firm located in Woking.
Our respected client is currently seeking an IFA Administrator to join their friendly team.
Posted by Financial Divisions • £40K/yr to £50K/yr
My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Clients have varying levels of asset to invest but the top clients have over £1m to invest.