Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
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 and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
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.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
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.
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.
Posted by Cooper Lomaz Recruitment • £50K/yr to £100K/yr
Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential.
Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser.
My client can provide some clients, however, business development, networking and contacting leads and enquiries that come into the business will be essential to the role.
Sales Executive Legal Services£24,160-£27,350 base salary, OTE £40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 20th January 2025
We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
Posted by Pure Resourcing Solutions • £40K/yr to £50K/yr
We are recruiting for a Financial
Reporting into the Head of Financial Planning.
This is role is to provide in dependant financial planning advice to their clients including Pensions, Investments, Protections and non Main steam Investments.
Posted by Capio Recruitment Financial Planning • £45K/yr to £70K/yr
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas.
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are Cambridge-based and specialises in providing a tailored solution to their clientele across a range of advice areas.
They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
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 Cambridgeshire area, with the support and flexibility to excel both in client service and new business development.