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.
Posted by Synchronicity Group • £100K/yr to £120K/yr
General
Our client, an independent Chartered financial planning firm with a strong growth strategy is seeking a senior Chartered Financial Planner to join their growing team.
This role will report directly into the Head of Financial Planning and will be client facing, managing a book of mainly inherited HNW complex clients, whilst also supporting with the management of the rest of the team.
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.
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
The Senior Paraplanner will provide support to their assigned Financial Advisers.
Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media.
There team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team
Posted by Allerton Park Recruitment Solutions • £55K/yr to £60K/yr
A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business.
Senior Paraplanner - Basic to £60k KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.
Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients.
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
Senior / Technical Paraplanner
Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media.
There team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose