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Financial Planner

Financial Planner

20 March by mbf.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for a...

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Financial Planner

Financial Planner

18 October by mbf.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for a...

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Financial Planner

Financial Planner

Financial Planner – All clients provided To 60,000, plus bonus Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner. All clients will be...

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Financial Planner

Financial Planner

25 January by Synchronicity Group

A specialist wealth management firm, part of a larger Private Banking group, is seeking an experienced Financial Planner to join their growing team. It is essential for this role that you are able to bring some clients with you within 12 months, be a...

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Financial Planner

Financial Planner

My client are a prestigious Wealth & Investment Management organisation. They are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK. Since 1989, they have been advising clients how to sav...

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Financial Planner

Financial Planner

8 April by mbf.

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx 60- 70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain an...

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Financial Planner

Financial Planner

We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their London based financial planning team. We are looking to speak with enthusiastic and forward-thinking fi...

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Financial Planner

Financial Planner

Company Overview: Established in 2009, our company has built a strong reputation for providing comprehensive financial planning and wealth management services to our clients. We are committed to delivering personalised solutions tailored to meet thei...

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Financial Planner

Financial Planner

28 March by Ortus PSR

Are you a Financial Planner looking for a new Challenge? We are working with an IFA firm that has an existing client bank to develop where clients typically have between 300,000 - 400,000 AUM. They are a dynamic and forward-thinking financial service...

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Financial Planner

Financial Planner

16 January by Heat Recruitment

A new opportunity has opened for an experienced Financial Planner to join a reputable company based in Hertford as they have too many clients between the four IFAs of the business. As a company they don't advertise, getting all their business through...

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Trainee Financial Planner

Trainee Financial Planner

Are you a Mortgage and Protection Adviser who has recently qualified with your Level 4 Diploma in Financial Planning? Or maybe you hold your CeMap qualifications and Level 4 in Financial Planning but havent had the opportunity to move into a client f...

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IFA/Financial Planner

IFA/Financial Planner

My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They ar...

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Financial Planner - Fintech

Financial Planner - Fintech

5 March by mbf.

Our client, a leading Fintech firm with tailored solutions focused on providing financial advice to private clients, currently seeks to recruit for a Financial Planner to join their London based team. About our client: This highly regarded fintech le...

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Employed Financial Planner

Employed Financial Planner

5 days ago by Cameron James

Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role will be office based during training and then hybr...

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IFA/Financial Planner

IFA/Financial Planner

My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They ar...

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Personal Assistant to Financial Planner

Personal Assistant to Financial Planner

31 January by mbf.

A long established, well respected and friendly City based IFA are seeking to recruit a talented Personal Assistant/Client Support Associate to join their team and provide crucial support to a Senior Financial Planner. Our client offers a competitive...

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Paraplanner

Paraplanner

We are looking to recruit a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry. The Role The role will involve ...

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Administrator

Administrator

An established and growing Wealth Management company in North West London are seeking an Administrator to join their team on a permanent basis. This role is suited for someone with previous experience working in Wealth Management or IFA practice. Thi...

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Financial Advisor

Financial Advisor

4 days ago by GCB Recruitment

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including...

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FINANCIAL PLANNER - Central London/Hybrid - £60-£65,000 and Bonus/benefits

FINANCIAL PLANNER - Central London/Hybrid - £60-£65,000 and Bonus/benefits

Due to continued expansion via acquisition, our boutique, chartered independent Financial Planners require an experienced Financial Planner to take a portion of the existing client bank to allow the chartered Planners and Directors more capacity to c...

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Chartered Financial Planner (or close to completion) - Croydon - manage 100 - 150 clients

Chartered Financial Planner (or close to completion) - Croydon - manage 100 - 150 clients

Chartered Financial Planner (or close to completion) - Croydon - manage 100 - 150 clients - average case 750k - Salary negotiable ( 60k - 80k bonuses) I am currently recruiting for a chartered independent boutique wealth planning firm (c.15 staff) wi...

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