Financial Planner

Job Title: Senior Financial PlannerLocation: BristolSalary: up to £140,000REF:7567Recruit UK is working with a Financial Planning lead fully integrated Wealth Manager which is looking for a Senior Financial Planner to join their team in Bristol.Following multiple successful mergers over the past 5 years, this company has developed an excellent client...

Join our team as a Financial Planner at a leading Wealth Management company!Location: UK Wide (Home Based)Salary: £60,000 with first year OTE of £120,000Looking for an experienced Financial Adviser who enjoys engaging with new clients and has a proven track record of client acquisition. You'll have the support of a dedicated team to handle technical...

We are working with an industry-leading national Wealth Manager who are looking for an experienced Financial Planner to join their highly successful team in Bristol. The role would be taking over some existing clients and then with leads, referrals and professionalintroducers there is ample to build business quickly. To considered for the role you would have...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Bristol, Bath and surrounding areas.The role will come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate.Do you have a track record of being able to be self...

Our client is in search of a skilled Financial Planner to become part of their dynamic team. As a Financial Planner, your main focus will be on grasping both the current and future financial objectives of your clients.Key Responsibilities:Develop a deep understanding of the organization's fundamental principlesEnsure prompt and professional service delivery...

Job Description Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. Continually driving improvement in quality of advice and client files Conducting in-depth reviews of clients' financial circumstances Reviewing and responding to clients...

Transport Planner / Senior Transport Planner ((BST: 8:00 - 18:00 (Mon/Thurs) 8:00 - 16:00 (Fri))) Share this Job Access Talent Group are currently working with a Multi-disciplinary Civil Engineering consultancy. They are currently organically growing their Transportation team, over four offices working collaboratively. They are currently looking for a...

Exceptional local client base - all clients provided:Benefit from exceptional training and qualification support:- Work for a well-known later-life financial advice firmWe are partnered with an independent financial and legal advice firm in Bristol. They are now looking to expand by bringing on a new Financial Adviser to work with their extensive local...

Financial Planning Administrator at North Somerset We have a fantastic opportunity with an independent Chartered firm of Financial Planners looking for an Administrator to join their dynamic team. It's a great chance to work closely with Financial Planners, Paraplanners, and other team members in a professional setting. Key ResponsibilitiesPrepare client...

PROJECT PLANNER - INSIDE IR35 - £49 PER HOUR (VIA UMBRELLA) - BRISTOL (ONSITE) - 12 MONTHS - SC CLEARED - SINGLE STAGE INTERVIEW PROCESSYolk Recruitment are recruiting for a Project Planner to join our client on an initial 12 month contract working from Bristol.Are you ready to take your project planning expertise to the next level? We're seeking a...

Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...

Are you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read onI am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the business as they look to pass over clients.The successful candidate will benefit from...

We are working with a financial planning firm in North Bristol who due to recently acquiring another business is now looking to hire a financial services admin into their growing teamThis opportunity is a hybrid working role which will see you in the office 3 times a week with 2 days working from home.Individuals must have had experience within financial...

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their South West/Bristol team.The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone....

Our client, a national Wealth Management organisation with a highly reputable name in the market, currently seeks to recruit for a Financial Planning Director to join their Bristol based team.This business is a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK. They have always been a big...

MATCHING STAFF SOLUTIONS - BRISTOL OFFICEMatching Staff Solutions are looking for a reliable and hard-working Distribution Planner on behalf of our highly reputable client based in Bristol.Purpose of the role is to plan and organize the efficient and effective delivery of haulage services to internal and external customers in Transport and Logistics...

Due to a restructure, my client is seeking an IFA to join a well established team in Bristol.The successful IFA applicant will inherit a client book of approx. 100 clients but will also work closely with the Corporate team to develop clients from seminars.Minimum requirements for the role:Level 4 Qualification in Regulated Financial Advice - ideally...

We are working with a financial planning business on the outskirts of Bristol who are actively looking to hire a Senior Financial Services Administrator.Duties will include but will not be limited to:Input data on customer back office system and manage client records in an orderly fashion using relevant systems Ensure client information on internal systems...