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Wealth Planning Team Leader - Private Bank

Wealth Planning Team Leader - Private Bank

We are working closely with a high profile Private Bank on a large expansion project and are seeking 4 Team Leaders across London and the South East. This is an exciting time in their history and demonstrates significant commitment to expanding their...

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Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake

Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake

Head of Financial Planning - Up to 150k basic salary with hybrid working equity stake THE BUSINESS My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offi...

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FINANCIAL PLANNING ASSISTANT (6 months wealth management experience)-Westerham-c £25/27k plus..

FINANCIAL PLANNING ASSISTANT (6 months wealth management experience)-Westerham-c £25/27k plus..

plus Bonus, full study, hybrid working New Opportunity within a growing business If you're an IFA Administrator with 6-12 months of relevant wealth management experience, we have the perfect role for you. Our Client is a growing Financial Planning fi...

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Financial Advisor

Financial Advisor

2 days ago 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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Junior IFA

Junior IFA

Our client, a London based Wealth Management firm with a Financial Planning division, is looking for a Junior Financial Planner to join the team. For the first twelve months, you would be shadowing an experienced consultant who, during that time, wou...

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Financial Advisor

Financial Advisor

27 January 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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Wealth Planner/Senior Wealth Planner - multiple hires - Private Bank

Wealth Planner/Senior Wealth Planner - multiple hires - Private Bank

We are working closely with a high profile Private Bank on a large expansion project that will see the hiring of c20 Wealth Planners across London and the South East. This is an exciting time in their history and demonstrates significant commitment t...

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Financial Adviser - Croydon - Access to 17,000+ database of potential clients

Financial Adviser - Croydon - Access to 17,000+ database of potential clients

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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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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Paraplanner

Paraplanner

This hybrid-based Paraplanner job in Swanley is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial A...

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IFA Administrator

IFA Administrator

This hybrid, IFA Administrator job in Swanley is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead You would be providing financial planning administration support to their team of Financial Advisors, ...

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Financial Advisor

Financial Advisor

Job Title: Financial Advisor - Permanent (Full-Time) Salary: 50-55k per annum commission structure hybrid working model This is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced ...

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Paraplanner / IFA

Paraplanner / IFA

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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Paraplanner

Paraplanner

This particular Paraplanner position sits within our client's New Business team in which you will analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structur...

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Financial Advisor

Financial Advisor

17 January by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 50,000 - 75,000 | Un-Capped Bonus Client Boo k Provided Kent YOUR NEW COMPANY An opportunity has become available with a Financial Advice business who are growing its national offering across the coun...

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Paraplanner

Paraplanner

This is an exciting opportunity for a Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They ...

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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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Complaint Handler

Complaint Handler

24 April by TCC Group

TCC has an urgent requirement for a team of experienced Diploma Level 4 qualified Complaint Handlers for an ongoing project investigating suitability of advice complaints on pensions and investments. Job Title: Complaint Handler Rate: 250 per day (vi...

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Financial Planner, Sevenoaks, Up to £60k Basic Salary + Bonus + Benefits + Clients Provided

Financial Planner, Sevenoaks, Up to £60k Basic Salary + Bonus + Benefits + Clients Provided

8 Feburary by TAB Consultancy

Role: Independent Financial Planner Package: Up to 60,000 Basic Salary Bonus Benefits Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to jo...

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Independent Financial Advisor - Croydon/Hybrid - up to 50K plus...

Independent Financial Advisor - Croydon/Hybrid - up to 50K plus...

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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Paraplanner

Paraplanner

22 Feburary by Synchronicity Group

We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team. You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas...

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