Senior Financial Planner

3 weeks ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time

Role

We are delighted to be working with a leading independent wealth planning company with a fantastic reputation to recruit for an experienced Financial Planner to join their team. The role has been newly created as part of succession planning taking over an existing portfolio of HNW clients based/living mainly in Sussex, Surrey and Hampshire. You will be provided with full admin and paraplanning support and work as part of an established team within the company who have also worked with these clients for a number of years. There will be no hard targets for new business as the main focus to the role will be manage these clients effectively, provide quality service/advice.

Requirements

To be considered for this role you must be an experienced Financial Planner (ideally 5 years plus experienced) and be used to dealing with HNW clients (ideally investments upwards of £500k). You must be DipFS qualified but ideally my client is looking for somebody that is Chartered. You need to be professional in your approach but also affable, being able to work well with others in a team environment. You must value providing a high level service and be planning focused in your approach. It is not a prerequisite whatsoever but if you had some sort client following to bring with you that would be advantageous but the main priority for our client is to secure an experienced Financial Planner that provides quality advice.

Why join?

This is an opportunity to join a fantastic financial planning business with a great reputation who truly values their clients as well as their employees. They have a brilliant culture and have created a great working environment. This a unique role to take over an existing portfolio of HNW clients and be paid well to manage them. For the right person our client would to pay up to a £six figure basic plus bonuses based on growth of your overall client revenue, a company wide discretionary bonus and brilliant benefits. If you are a professional, experienced Financial Planner looking for your next role working for a standout company in the industry then this is the role for you

What next?

If you are keen to find out more about this particular role/company and have the require experience/skillset to be considered then please get in touch or apply



  • London, Greater London, United Kingdom TN United Kingdom Full time

    Looking for a Senior Financial Planner to join a Large Not-For-Profit Organisation.Location: LondonOn-site requirements: HybridWhat a Senior Financial Planner will do:Lead the development of medium and long-term financial plansCreate Financial Models to present to wider business and reflect strategic business plansConduct financial performance and scenario...

  • Financial Planner

    2 days ago


    London, Greater London, United Kingdom Taylor Made Financial Planning Full time

    Starting Salary – depending on skills and previous experience.Hours – 35 hours per week – at TMFP we have a hybrid approach to working to increase flexibility of where we work. Training will be carried out in the office, but once the training period is complete there will be the option to work from home on a hybrid basis.Location – Claygate, Surrey...

  • Financial Planner

    4 weeks ago


    London, Greater London, United Kingdom Quarsh Full time

    Join Our Clients Team as a Financial Planner Our client is looking for a Financial Planner with a positive growth mindset to join their team. As a Financial Planner you will provide financial planning advice to our clients clients primarily Medical Professionals. You will be the primary relationship manager responsible for the quality and accuracy of all...

  • Financial Planner

    6 days ago


    London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time

    Financial Planner £80,000-100,000, plus benefits and bonus (and equity potential)We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, coupling that with a fantastic business culture that allows people to use their...


  • London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full time

    Job Title: Senior Town Planner Location: Swindon (Hybrid Working) Salary: £35,000 - £50,000 DOECarrington West are pleased to be working with a dynamic and forward-thinking private planning consultancy based in Swindon, dedicated to delivering innovative solutions to their clients across the UK. With a focus on sustainable development and community...

  • Senior Town Planner

    3 days ago


    London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full time

    Job Title: Senior Town Planner Location: London Salary: £40-46k Job Type: Full-Time, Permanent (Part time may be considered)What's on offer?A competitive salaryFlexible working arrangementsOpportunities for career progressionInteresting and unique work projectsAboutOversee and manage a variety of urban and regional planning projects from inception to...

  • Financial Planner

    4 days ago


    London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.As a Financial Planner in London, you will be working alongside the Director of the UK business. Working...


  • London, Greater London, United Kingdom Lanesborough School Full time

    Join to apply for the Senior Transport Planner role at Lanesborough Elementary School.Strive Supply Chain are a leading management recruitment consultancy, specialising in Supply Chain, Production, Planning, Logistics, Transport & Warehouse Operations.We are delighted to assist a rapidly growing medium sized 3PL to find an experienced Transport Planner for...

  • Financial Advisor

    3 weeks ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Principal Planner

    5 days ago


    London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full time

    Our client is a local authority based in North London and they require a Principal Planning Officer within their Development Management team. Reporting to the Area Manager, you will take a lead role within the team managing major and complex planning applications and dealing with contentious development control issues. You will undertake projects which will...

  • Financial Advisor

    3 weeks ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Senior Planner

    2 days ago


    London, Greater London, United Kingdom Amida Recruitment Limited Full time

    Job Description Senior PlannerLeading Building Envelope ContractorCentral London£100,000 - £110,000 & extensive packageAmida are working with one of Europe's leading curtain walling and envelope sub-contractors to appoint a Senior Planner based from their office in Central London on a Hybrid basis. All projects based in Central London, working two days...


  • London, Greater London, United Kingdom JR United Kingdom Full time

    Social network you want to login/join with:Paraplanner - Defined Route to Financial Planner, LondonClient:Jenson FisherLocation:London, United KingdomJob Category:OtherEU work permit required:YesJob Views:1Posted:30.03.2025Expiry Date:14.05.2025Job Description:Paraplanner | Defined Route to Financial PlannerCentral LondonAre you an ambitious Paraplanner,...

  • Financial Planner

    3 days ago


    London, Greater London, United Kingdom TN United Kingdom Full time

    Join TrinityBridge FES Team where you will build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Practice Director.Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial...

  • Financial Planner

    6 days ago


    London, Greater London, United Kingdom Quilter Full time

    About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and...

  • Senior Town Planner

    3 weeks ago


    London, Greater London, United Kingdom Penguin Recruitment Full time

    The CompanyMy client, a multidisciplinary team of planners and surveyors, providing specialist advice across Town Planning, Development Consultancy, Regeneration, is looking for a dynamic Senior Town Planner to join the team.This role is a great opportunity for the successful candidate to advance their career whilst working alongside sector-leading...

  • Senior Town Planner

    3 days ago


    London, Greater London, United Kingdom TipTopJob Full time

    The CompanyMy client, a multidisciplinary team of planners and surveyors, providing specialist advice across Town Planning, Development Consultancy, and Regeneration, is looking for a dynamic Senior Town Planner to join the team.This role is a great opportunity for the successful candidate to advance their career whilst working alongside sector-leading...

  • Senior Planner

    3 weeks ago


    London, Greater London, United Kingdom Tarson Limited Full time

    Job Title: Senior Planner (various locations)Employer: Tarson LimitedSalary: £competitiveContract Type: Full timeLocation: London, Birmingham, Leeds, Newcastle, Across The UKJob Level: Senior Planner / Senior Planning OfficerReference: PJTAR124Closing Date: DescriptionWe are working with a fantastic commercial property firm looking for a Senior Planner to...

  • Financial Advisor

    3 weeks ago


    London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    Senior Financial Planner – Up to £100,000 DOE – Exeter– HybridI'm currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter.This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning,...

  • Senior Planner

    2 weeks ago


    London, Greater London, United Kingdom Calco Services Limited Full time

    Senior PlannerSalary: to £85k plus excellent package (subsistence if required)Location: Armagh (BT60 1AF)Are you an experienced Senior Planner interested in joining a major infrastructure project about to commence in County Armagh?Leading civil engineering contractor is seeking a talented Senior Planner to play a pivotal role in a major highways project....