We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months.
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role?
This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management firm.
We're currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.
Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice.
Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team.
An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.
In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.
This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
Posted by Financial Divisions • £45K/yr to £55K/yr
Due to continued organic growth, this is an exciting opportunity for an experienced, Diploma-qualified Senior Paraplanner to work closely with a team of Financial Planners.
Join an established, highly reputable firm of Advisers that has been providing independent, personal financial planning services for over 40 years, built on professionalism and integrity.
Excellent Benefits Package, Hybrid working, Study Support
Posted by Penguin Recruitment Ltd • £55K/yr to £70K/yr
The Company
The client, a family-run business with over 60 years of experience, is looking for an ambitious Senior Planning Manager to join the Planning team in their Stansted office.
and cover residential, commercial, planning and construction, renewable energy, rural consultancy, infrastructure and many more sectors.
They work on projects throughout the UK, restoring the conservation of historic and listed buildings.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
We are seeking an experienced Senior Manager to lead our Private Client team.
The successful candidate will be responsible for managing client relationships, delivering high-quality advisory services, and driving the growth of the department.
You will work closely with partners, directors, and other team members to ensure the highest standard of service to our clients.