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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

Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management ...

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Employed Financial Planner

Employed Financial Planner

10 April 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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Independent Financial Planner - All leads provided

Independent Financial Planner - All leads provided

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienc...

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Financial Planner - boutique financial planning business near Reigate/Dorking (Surrey)

Financial Planner - boutique financial planning business near Reigate/Dorking (Surrey)

Financial Planner - boutique financial planning business near Reigate/Dorking (Surrey), manage existing clients - 45k - 55k basic salary plus equity stake I am currently recruiting for a boutique wealth planning firm based near Reigate who I have pla...

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Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area)

Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area)

Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area) - Offices in Crawley My client are an Independent Financial Advice firm based in East Sussex. I have placed 5 staff into the business over the past 2 years. T...

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Chartered Financial Planner - £70k - £85k plus bonus and benefits package - manage existing clients

Chartered Financial Planner - £70k - £85k plus bonus and benefits package - manage existing clients

Chartered Financial Planner - 70k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for ...

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Paraplanner

Paraplanner

18 January by Vision-FS Recruitment

Position : Paraplanner Location: Redhill , Surrey/Hybrid Position (2 days per week working from home) Minimum Requirements : Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified Salary/package : Up to 45,000 Bonus 24 days annual leave ...

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Paraplanner

Paraplanner

19 April by Search

Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role To draft financial p...

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Senior Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients

Senior Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients

Outstanding opportunity for a Financial Adviser - 75k - 80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial A...

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Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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IFA Administrator

IFA Administrator

21 January by Vision-FS Recruitment

Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a To...

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Paraplanner - Hybrid

Paraplanner - Hybrid

26 April by mbf.

Paraplanner - Leading National Wealth & Investment Management Organisation Guildford, hybrid, flexible working Salary to 45,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our respected client, a leading Nat...

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Independent Financial Adviser

Independent Financial Adviser

8 April by mbf.

We are working with a very successful Financial Advisory Practice to recruit an experienced Financial Adviser. Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional b...

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Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Cha...

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Senior Financial Adviser - £70k - £85k basic salary plus bonus and benefits package

Senior Financial Adviser - £70k - £85k basic salary plus bonus and benefits package

Senior Financial Adviser - 75k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a S...

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IFA Administrator

IFA Administrator

21 September by Blakemore Recruitment

IFA Administrator Based: Dorking, Surrey Salary: 35,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team inclu...

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IFA Administrator

IFA Administrator

Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study...

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