Current jobs related to Chartered Financial Planner - Surrey Quays Greater London - Financial Divisions
-
Chartered Financial Planner Opportunity
6 days ago
Surrey, United Kingdom Financial Divisions Full time £65,000 - £85,000About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Financial Divisions. As a Chartered Financial Advisor, you will be responsible for managing existing client relationships and generating new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing holistic financial...
-
Chartered Financial Planner Opportunity
6 days ago
Surrey, United Kingdom Financial Divisions Full time £65,000 - £85,000About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Financial Divisions. As a Chartered Financial Advisor, you will be responsible for managing existing client relationships and generating new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing holistic financial...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full time £65,000 - £85,000**About the Role**We are seeking a highly skilled and experienced Financial Adviser to join our team at Financial Divisions. As a Chartered IFA, you will be responsible for managing existing clients and generating new business opportunities.**Key Responsibilities:**Manage a portfolio of existing clients, providing holistic financial planning services and...
-
Financial Planner
1 week ago
Surrey Quays, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed Increase your chances of an interview by reading the following overview of this role before making an application.My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office...
-
Senior Financial Planner Opportunity
2 weeks ago
Surrey, United Kingdom Financial Divisions Full time £65,000 - £85,000About the Role:Financial Divisions is seeking a highly skilled and experienced Financial Planner to join their team as a Chartered Financial Advisor. This is an excellent opportunity for a seasoned professional to take on a senior role and contribute to the growth and success of the company.Key Responsibilities:Manage a portfolio of existing clients,...
-
Senior Financial Planner Opportunity
1 week ago
Surrey, United Kingdom Financial Divisions Full time £65,000 - £85,000About the Role:Financial Divisions is seeking a highly skilled and experienced Financial Planner to join their team as a Chartered Financial Advisor. This is an excellent opportunity for a seasoned professional to take on a senior role and contribute to the growth and success of the company.Key Responsibilities:Manage a portfolio of existing clients,...
-
Independent Financial Advisor
3 months ago
Surrey Quays, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAWant to apply Read all the information about this position below, then hit the apply button.A key client of mine who I have met and worked with very closely over the past year are a...
-
Financial Planner
2 weeks ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €70,000 - €90,000Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families...
-
Financial Planner
4 weeks ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €70,000 - €90,000Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families...
-
Financial Planner Position
4 days ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyWe are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance.About the Role:Work with clients to understand their financial goals and objectivesProvide tailored financial...
-
Financial Planner Position
4 days ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyWe are seeking a skilled Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance.About the Role:Work with clients to understand their financial goals and objectivesProvide tailored financial...
-
Financial Planner Position
5 days ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyOur client, a reputable Independent Financial Advice firm, is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance.About the Role:Work with clients to understand their financial goals and...
-
Financial Planner Position
4 days ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner VacancyOur client, a reputable Independent Financial Advice firm, is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will work closely with clients from sports clubs across Surrey, providing holistic financial advice and guidance.About the Role:Work with clients to understand their financial goals and...
-
Chartered Financial Planner
3 months ago
London, United Kingdom Attivo Group Full time**Chartered Financial Planner - London** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach...
-
Financial Planner
1 month ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
-
Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
-
Financial Planner
4 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
-
Financial Planner
4 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
-
Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
-
Financial Planner
4 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Planner vacancies - Work with clients from sports clubs across Surrey - Employed or Self Employed My client are an Independent Financial Advice firm based in Sussex (near Gatwick). I have placed 3 advisers with this business, the office manager and an Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning,...
Chartered Financial Planner
4 months ago
Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. A key client of mine who I 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 client bank. The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals. They pride themselves on offer the highest quality service to clients and generate new business purely through recommendation and referral. This role will be suitable for a Chartered Financial Planner with at least 5 - 10 years of solid advising experience who has the gravitas and capabilities to work with HNW clients and provide a quality service. The Directors do not require an adviser to bring clients with them, nor do they want someone to bring their own client bank. This is a servicing role of existing clients which the CEO will be passing down to you whilst he manages the business more with the intention of expanding the business. This will be suited to an established individual based locally.
- £100k - £120k basic salary
- Mange existing clients - (HNW & UHNW)
- Surrey based clients primarily
- Whole of market financial advice
- Benefits package on offer