180 Financial Planner Jobs in Surrey

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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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 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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Financial Planner based in London, competitive salary with excellent benefits and clients provided Role & Responsibilities Comply with the Training and Competence Scheme Management of a portfolio of existing clients, ensuring that planning opportunit...

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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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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 – 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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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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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 - Greater London - 45K - 60K About the Company: Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integr...

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I am working exclusively with a Client in the South West who are seeking a Financial Planner to join the business. With a head office in London and a regional presence in the South West, the business is going through a an exciting growth phase as the...

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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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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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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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We are currently working with a high quality, London City based, Independent Financial Planning firm who are looking to bring in a new Financial Planner. The firm's clients are typically either in Investment Banking or Lawyers and tend to be based in...

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We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client ser...

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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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Synchronicity Group are working with a leading Financial Planning client who are looking for an experienced Financial Planner to join their London team at 'Director' level. 'Associate Directors' will also be considered for candidates with the relevan...

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MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and ...

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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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The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth:...

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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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My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Notting...

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Role: Independent Financial Planner Location: London Salary: 80k - 100k OTE Package Additions: Company Benefits, and Clients Provided Our client, a successful independent financial planning firm, are looking for a charismatic and driven financial pla...

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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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