Senior Wealth Planner

**Wealth Planner - London** **Home based with links to our London office** **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** Succession 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...

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...

Reporting directly to the Head of, the Senior Wealth Planner will take responsibility for the following duties: Developing key strategic partner relations in order to win new business. Maintaining and managing an existing book of clients, developing and expanding this, to bring in new revenue. Gaining a deep understanding into the firm’s product suite....

**Wealth Planner - Assistant Vice President** **London** **IAR** 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...

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...

Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Senior Wealth Planner to join their high-performing team on a permanent basis based between London and Greater Cambridge. Reporting directly to the Head of, the  Senior Wealth Planner  will take responsibility for...

Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Senior Wealth Planner to join their high-performing team on a permanent basis based between London and Greater Cambridge. Reporting directly to the Head of, the  Senior Wealth Planner  will take responsibility for...

Our client is a dynamic, boutique investment and wealth management house. Due to continued business success, they are now looking to recruit a Senior Wealth Planner to join their high-performing team on a permanent basis based between London and Greater Cambridge. Reporting directly to the Head of, the  Senior Wealth Planner  will take responsibility for...

The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters. The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in the region...

**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’ll join a team of...

About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry. Job Description: We are currently...

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 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...

Our client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range of £400 million and provides advisory services to over 600 clients. Their...

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...

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...

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...

The is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...