Search Consultancy are currently recruiting for a well renowned firm of Independent Financial Advisers. They offer a wide range of financial planning solutions to individuals and companies. The main purpose of this position is to assist the existing team in the buying and selling of client investments. This is a great opportunity for experienced Paraplanners to develop their existing skills. KEY RESPONSIBILITIES Communicating ...
Independent Financial Planner Location: Yorkshire Salary: £45,000 Negotiable depending on experience This is an excellent opportunity for an experienced IFA to join a leading Independent Financial Advisor practice in their expanding office in Yorkshire. Our client is seeking an individual to provide independent financial advice to existing and potential new clients. Duties and Responsibilities: <br ...
The opportunity has arisen for an experienced Financial Advisor to join the Wealth Management division of a top 25 accountancy practice based in the West End. Our client is currently seeking to recruit a Senior Planner due to increasing levels of business and company growth. You will be working closely with the Director and will have support from two experienced Paraplanners. You will be advising affluent clients with a minimum...
Organisation Description Our client, a well-established Chartered Accountants with a rapidly expanding Financial Services arm, is seeking an experienced Paraplanner to join their well established team in Taunton. Job Description KEY RESPONSIBILITIES - Prepare and maintain client files • Collect quantitative detailed information requi...
Our client is part of a market leading, national accountancy practice, which provides a holistic Financial Planning and Wealth Management services to HNW private and corporate clients on a range of products and services including pensions, investments, IHT and tax planning. An exciting opportunity has arisen for an experienced Financial Planner to join their growing and successful Wealth Management team in London. The role holder will ...
An exciting opportunity exists for an experienced Financial Planner to join a Wealth Management organisation. This is an employed, home-based position, with the need to attend their head office in Reading on an ad-hoc basis i.e. for meetings etc. Benefits: An active client-base within the Glasgow area. Full paraplanning, administration and compliance support. Competitive basic ...
An exciting opportunity exists for an experienced Financial Planner to join a Wealth Management organisation. This is a home-based position, with the need to attend their head office in Reading on an ad-hoc basis i.e. for meetings etc. Benefits: An active client-base within the Cheltenham area. Full paraplanning, administration and compliance support. Competitive basic salary, ...
Self Employed / Employed IFA Location: Middlesbrough Salary: £30,000 - £40,000 Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation ar...
Colmore Appointments are looking for qualified and experienced wealth planners in Gloucestershire. Starting salary is £40,000 per annum and book of business provided that has already been established, which brings in approximately £100,000 per year in trail commissions. Key responsibilities: - Develop and implement financial plans for businesses and organizations, utilizing knowledge of tax and investment str...
Colmore Appointments are now looking for qualified and experienced wealth planners in London. Starting salary is £50,000 per annum and requires someone to build a book of business and of course any business brought over would be advantageous. Key responsibilities: - Develop and implement financial plans for businesses and organizations, utilizing knowledge of tax and investment strategies, secur...
An exciting opportunity exists for an experienced Financial Planner to join a Wealth Management organisation. This is an employed, home-based position, with the need to attend their head office in Reading on an ad-hoc basis i.e. for meetings etc. Benefits: • An active HNW client-base within the Nottingham area. • Full paraplanning, administration and compliance support. • Competit...
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Date: 6 days ago
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Bristol, Avon
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£45,000 - £65,000 per annum
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2 applications
IFA/Financial Planner/Wealth Manager Bristol £45,000 - £65,000 + Bonus + Benefits package This highly regarded Stock Broker are now in the market to recruit a high calibre IFA/Financial Planner to work out of their offices in Bristol. You will have previously worked in this environment and be minimum Diploma/Level qualified with excellent relatio...
As a Senior Planner you will working closely with your peers and colleagues to ensure the successful delivery, execution and communication of financial and inventory plans and strategies to meet and exceed sales, gross margin and inventory goals for your agreed product categories. Getting up to speed quickly and developing integral processes that may not exist today is a fundamental aspect to the role plus developing and improving current proce...
51 jobs matching this search were posted in the last week
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Date: 3 days ago
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Ipswich, Suffolk
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£50,000 - £55,000 per annum, negotiable, inc benefits, OTE
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7 applications
Our client is a well-capitalised, leading financial services firm who are currently seeking an experienced IFA to work within their Private Client division. Having adopted a strong RDR compliant business model, they provide business leads to their wealth advisers both through internal and externals means. Their target demographic is affluent HNW professionals and top commercial/corporate business clients. You will possess the ability...
Search Consultancy are currently recruiting for a well renowned firm of Independent Financial Advisers. They offer a wide range of financial planning solutions to individuals and companies. The main purpose of this position is to assist the existing team in the buying and selling of client investments. This is a great opportunity for experienced Paraplanners to develop their existing skills. KEY RESPONSIBILITIES Communicating ...
Excellent opportunity for a Financial Planner to join one of the premier names in the Financial Services market. A HNW client bank will be made available to the successful candidate as well as plenty of warm leads to be passed over and so this could be viewed as more of a Client Relationship Manager role than a sales focus. To apply for this vacancy you should have achieved Chartered status or be within 2 exams and you should have solid exp...
Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered ...
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Date: 5 days ago
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Exeter, Devon
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£25,000 - £45,000 per annum
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1 application
Financial Planner Location: Exeter Salary: £25,000 - £45,000 (negotiable) A regional practice specialising in providing Professional Financial Advise in the Exeter area is looking to recruit a Financial Planner to their growing organisation. The successful client will be joining a team that prides it self on providing a full service tailored solution to their unique customer base. You will be dealing with bas...
Financial Planner Location: Bridgewater Salary: £25,000 - £45,000 (negotiable) One of the most well respected financial advisers in Somerset and Bristol providing professional Financial Advise in the Somerset area is looking to recruit a Financial Planner to their growing organisation. The successful client will be joining a team that prides it self on professionalism and providing a full service tailored sol...
Search Consultancy are currently recruiting for a well renowned firm of Independent Financial Advisers. They offer a wide range of financial planning solutions to individuals and companies. The main purpose of this position is to assist the existing team in the buying and selling of client investments. This is a great opportunity for experienced Paraplanners to develop their existing skills. KEY RESPONSIBILITIES Communicating ...
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Date: 11 June
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Dubai,
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£100,000 - £150,000 per annum, OTE
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100+ applications
Wealth Manager - Dubai A first class opportunity has arisen for a qualified Wealth Manager or Financial Planner to join their prestige offices in Dubai. Our client is a leading financial services company providing expert advice to expatriate clients and investors in countries around the world. Customer experience is at the forefront of their strategy and both technology and their talent base further support...
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Date: 11 June
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Qatar,
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£100,000 - £150,000 per annum
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100+ applications
Wealth Manager - Qatar A first class opportunity has arisen for a qualified Wealth Manager or Financial Planner to join their prestige offices in Qatar. Our client is a leading financial services company providing expert advice to expatriate clients and investors in countries around the world. Customer experience is at the forefront of their strategy and both technology and their talent base further support...
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Date: 11 June
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Abu Dhabi,
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£100,000 - £150,000 per annum, OTE
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98 applications
Wealth Manager - Abu Dhabi A first class opportunity has arisen for a qualified Wealth Manager or Financial Planner to join their prestige offices in Abu Dhabi. Our client is a leading financial services company providing expert advice to expatriate clients and investors in countries around the world. Customer experience is at the forefront of their strategy and both technology and their talent base further...
A well established Financial Planning firm are seeking a Chartered Financial Planner to join their London office. The ideal candidate will have experience of working as an IFA and hold 5 years relevant industry experience. An established HNW client bank is on offer - this is made up of approximately 400 clients, most of whom work in fund management in the city. Main Duties: - Deve...
Chartered Financial Planner London £50,000 - £80,000 plus Bonus An opportunity has arisen for an experienced Chartered Financial Planner to join the Wealth Planning team. The successful candidate will be responsible for developing and maintaining effective relationships with High Net Worth clients, ensuring that comprehensive advice is given in relation to complex products in all asset classes, wealth structur...
