We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team.
You will be able to demonstrate a background of providing high quality, goal based financial planning to clients, as well as building a client book through developing and building relationships with prospects through client referrals and professional connections.
With offices across the South and South West of England, we are looking for someone to join our team in the Surrey/London area.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading Financial Planning firm based in central London (WC1).
The successful candidate is likely to be a relatively recently qualified Financial Advisor, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning, whilst working alongside and learning from expert Chartered Financial Planners.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
Posted by The Management Recruitment Group • £35K/yr to £45K/yr
An exciting opportunity has come up to join a national office design and fit out company.
You will ideally have a background in managing the end to end proposals process for a tier 1/2 main contractor or more superficially worked on furniture bids.
They are now looking for a Bid Coordinator/Writer to add to their growing team of work winning specialists.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Saffron Walden offices.
Report writing will be an essential part of the role.
Posted by Anthony Cole Associates • £30K/yr to £38K/yr
The successful candidate will provide assistance to a 'C' suite executive so that they can fulfil their daily business or personal responsibilities.
An opportunity to join a fast-paced, successful & growing business located in Essex has arisen for an Business Executive Personal Assistant.
This role will have a flexible / hybrid arrangement with some time spent in the Romford office, however requires someone who has flexibility to travel to other business locations around the Essex area & the City of London.