19 Financial Planner Jobs in Whyteleafe

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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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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We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A mi...

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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 | 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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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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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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Position : Employee Benefits Administrator Location : Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred Salary/p...

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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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Position : Employee Benefits Administrator Location : Redhill, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred but not e...

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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 21,000...

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Financial Adviser - Croydon - Access to 17,000 database of potential clients - Generate new business and earn well from it (OTE 100k ) A key client of mine who I have met and worked very closely with over the past 3 years are an award winning Charter...

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Manage an existing client base. Manage a book of 150 clients with average AUM 200k - 5m AUM Salary up to 50,000 revenue related salary increases - commission earned on existing business as well as new business (Validation is 3 x salary) My client is ...

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Position : Trainee Employee Benefit Consultant Location : Redhill, Surrey Minimum Requirements: Employee Benefits experience ideal but not essential; Suitable for ambitious graduates with a 2.1 degree or higher; Excellent communication skills; Hungry...

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Position : Compliance Consultant (part time position/3 days per week) Location : Redhill, Surrey Minimum Requirements : A strong background within Training & Competence and Compliance; Possesses a strong understanding of FCA rules & regulations; Part...

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Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding clie...

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We have an exciting opportunity for an enthusiastic and committed Project Manager to join our dynamic team, within a highly paced and focused operational delivery team. This permanent position is well suited to an individual that is looking to advanc...

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Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff managem...

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As a leader in the marketplace, WTW offers an excellent opportunity for experienced pension professionals. As part of our projects team you will work within a dynamic pensions administration function servicing both internal and external clients. Init...

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