Wealth Planner

Wealth Planner - LondonHome based with links to our London officeCompetitive Basic salary (negotiable dependant on experience) + uncapped monthly bonusSuccession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial...

Wealth Planner - Assistant Vice PresidentLondonIARThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.As a Barclays Wealth Planner, you will...

Wealth Planner London This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...

Wealth PlannerLondonThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.As a Barclays Wealth Planner, you'll join a team of specialists...

London This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth Management team...

Responsibilities:Description of the Business Line or DepartmentKleinwort Hambros Wealth Planning offers a comprehensive wealth planning service that complements our investment management expertise, allowing us to provide an integrated and coordinated approach to managing a client's wealth, whilst maximising the opportunities available.Our Wealth Planning...

Job Title: Paraplanner at RBC Wealth PlanningJob DescriptionAs a Paraplanner at RBC Wealth Planning, you'll play a key role in delivering top-notch service to clients and providing expert advice to Wealth Planners. Your focus will be on guiding high net worth clients towards suitable financial solutions and products.Responsibilities: Contribute to advancing...

My client is a high-end Investment Brokerage who are currently experiencing an exciting period of rapid growth and are looking to add a Wealth Management arm to their successful business. The firm offer professional and collaborative environment and dealUHNW City professionals.They are looking for an experienced and entrepreneurial Financial Adviser with at...

The Chartered Financial Planning arm of a mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on highearners at the wealth accumulation phase. This is a really innovative firm, with excellent marketing...

Company OverviewAs a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients' needs. That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our...

Description My client is a boutique Financial Planning firm seeking to hire new Financial Planners to join their business and assist with the facilitation of their growth plans for 2024. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work...

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...

Wealth AdvisorLondonAs a Barclays Wealth Advisor, you will be joining the Wealth Advisory Team, focusing on the Wealth and estate planning needs of the UK Domestic & International HNW/UHNW client base. Aiding Senior Wealth Advisors in delivering UK and international cross border succession planning advice as well as supporting the Wealth Advisory team to...

The Chartered Financial Planning arm of a top-notch Wealth & Investment Management company, based in Mayfair, is seeking to expand their team by hiring a new Financial Planner. They need someone who can offer comprehensive, unbiased financial planning, specifically targeting individuals in the process of building substantial wealth.Innovative Firm: This...

Job Description Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI. Purpose of Job: To work within one of the financial advice...

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial...

Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Interested in this role You can find all the relevant information in the...

Wealth Planning Team LeaderLondonThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.As a Barclays Wealth Planning Team Leader, you will join...

Financial Planner - National Wealth Management Organisation - Glasgow, hybrid - Salary £40,000 to £60,000 plus Benefits and Bonus Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients across Scotland....