52 Senior Financial Planner Jobs in Surrey

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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Job Title: Senior Financial Planner Location: London Salary: Up to 90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with ...

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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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Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial ...

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We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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plus bonus and benefits package A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. Initially you ...

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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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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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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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Senior Financial Adviser - 75k - 90k 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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Penguin Recruitment is delighted to be supporting an award-winning Planning Consultancy on the hire of a Senior Planner for their office in Crawley. Our client has secured planning permission for everything from small factory extensions to new hospit...

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Job Title: Chartered Financial Planner Location: Cambridge Ref: 8858 Salary: up to 100,000 bonus Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team. Why you sh...

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Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients ...

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Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients ...

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Location - City of London Salary - 65,000 A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office. Team Overview: The team of Wealth Planners provid...

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IFA Administrator Position: IFA Administrator Location: Harrow, London Salary: 25,000 to 30,000 per annum Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Para...

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The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1..

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Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and wa...

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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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We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candi...

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Clark James Recruitment are working with a highly professional wealth business. Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in Londo...

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Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an excitin...

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What the Hiring Manager Says At Quilter Cheviot Financial Planning, we are continuing to grow and develop our financial planning capability. As we continue to welcome new Financial Planners, we have a real opportunity to shape the future of our regio...

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Our client, a highly reputable firm of financial planners are looking to recruit an experienced Senior IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsi...

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Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With ext...

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