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Financial Planner
1 month ago
My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners, however they have a key focus on accountancy professionals.
In their current setup they manage the affairs of 1000 clients with assets ranging from £500k - £5m.The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.
They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.
The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes.
They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years.
The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of their existing book of business who are based in North London and into Hertfordshire/Buckinghamshire area.
This role will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex cases.
You will have dedicated admin and paraplanning support to allow you to focus on clients.If this role sounds of interest or any other roles I am working on please get in touch.
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Executive Financial Planner
4 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition Overview:Synchronicity Financial Services is in search of accomplished Financial Planners to enhance our team at the Senior Director level.Key Responsibilities:As a qualified Chartered Financial Planner, you will possess significant expertise in advising ultra-high-net-worth clients with complex financial needs (valued at £10 million and above)....
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Financial Planner
2 months ago
London, Greater London, United Kingdom Dawn Consulting Limited Full timeFinancial Planner, The Role:I am recruiting a Financial Planner on behalf of Monenti Partners, a leading Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recently qualified Financial Advisor, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully...
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Financial Planner
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London, Greater London, United Kingdom Pinstripe Personnel Full timeExciting Opportunity for Financial PlannerLocation: RemoteA reputable Wealth Planning company is seeking experienced Financial Planners to join their team. This fully remote position is ideal for ambitious individuals looking to advance their career in the finance industry.Benefits of the role include:Full Paraplanning support New business introductions and...
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Financial Planner
2 months ago
London, Greater London, United Kingdom Reed Full timeFinancial Planner One of the best Asset Managers in the UK is hiring a Financial Planner. We are looking for a dedicated Financial Planner to join our team, providing technical support and report writing services for client work in financial planning and advisory. Day-to-day of the role:Collaborate with Financial Planners, Advisers, and colleagues to...
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Junior Financial Planner
4 days ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob OverviewSalary: 30-35K based on experienceAbout the Company:JJ SEARCH LIMITED is a reputable firm specializing in Wealth Management, known for managing Discretionary Investment Portfolios.Position Summary:The Junior Financial Planner will collaborate with seasoned Paraplanners to provide essential support to Wealth Planners within a distinguished wealth...
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Senior Financial Advisor
4 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition Overview:Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London operations at the Senior Director level.Key Responsibilities:As a Chartered Financial Planner, you will leverage your extensive expertise in advising Ultra High Net Worth (UHNW) clients with complex financial needs, typically...
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Executive Financial Consultant
4 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition Overview:Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London team at the Senior Director level.Key Responsibilities:As a Chartered Financial Planner, you will leverage your extensive expertise in advising Ultra High Net Worth (UHNW) clients with complex financial needs, typically involving...
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Lead Financial Strategist
4 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition Overview:Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London operations at the Senior Director level.Key Responsibilities:As a qualified Chartered Financial Planner, you will possess a wealth of experience in providing advisory services to ultra-high-net-worth clients with complex financial...
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Hybrid Financial Planner
4 days ago
London, Greater London, United Kingdom St. James's Place Wealth Management Full timePosition: Hybrid Financial Planner Location: City Office, London Compensation: Highly Competitive Salary + Discretionary Bonus + Benefits At St. James's Place Wealth Management, we are a distinguished firm dedicated to delivering exceptional service that empowers our clients to realize their financial objectives and aspirations through proactive wealth...
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Financial Planner
3 days ago
London, Greater London, United Kingdom Barbara Houghton Full timeOur client is looking for a Financial Planner to join their team on a permanent basis in London. Hybrid working after probation period.Role and Responsibilities:Provide ongoing financial advice covering a broad range of topics:oPensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown...
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Financial Planner
4 days ago
London, Greater London, United Kingdom Fisher Investments Full timeExciting Career Prospect:Become Part of Our Organization:We are actively looking for a Financial Planner to become a member of our European New Business division at Fisher Investments. In this role, you will be tasked with evaluating potential client portfolios and delivering regulated guidance on retirement transitions, investment taxation, and additional...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Idex Full timeThe Vacancy As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial well-being services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional...
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Lead Financial Planner
4 days ago
London, Greater London, United Kingdom Tate Recruitment Full timePosition OverviewJob Title: Lead Financial PlannerLocation: City of LondonCompensation: £65,000 to £67,500 base salary depending on experience, plus two annual discretionary bonuses and a comprehensive benefits package.Work Arrangement: Hybrid model.Are you a seasoned Lead Financial Planner looking for a role within a global firm that values its clients,...
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Lead Financial Planner
4 days ago
London, Greater London, United Kingdom Tate Recruitment Full timePosition OverviewJob Title: Lead Financial PlannerLocation: City of LondonCompensation: £65,000 to £67,500 base salary depending on experience, plus two annual discretionary bonuses and a comprehensive benefits package.Work Arrangement: Hybrid model.Are you a seasoned Lead Financial Planner looking for a role within a global firm that values its clients,...
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Junior Financial Planner
4 days ago
London, Greater London, United Kingdom Quilter Full timeContract Type: Fixed Term Contract Overview from the Hiring Manager At Quilter, we are committed to continuous improvement and innovation. Our strong foundation is built on exceptional expertise, which is relied upon by numerous clients, and we have ambitious goals to enhance our impact on individuals and communities. Our organization is evolving,...
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Financial Advisory Specialist
4 days ago
London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full timePosition: Financial PlannerLocation: Annecy, FranceCompensation: €60,000 + BonusReference ID: 8849 Overview:We are thrilled to present a remarkable opportunity for a UK-based Financial Planner eager to embrace a new lifestyle in France.Our client, a premier Tax and Wealth Management firm catering to UK expatriates across Europe, is seeking a dedicated...
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Senior Financial Planning Leader
4 days ago
London, Greater London, United Kingdom Quilter Full timeWhat the Hiring Manager Communicates At Quilter Cheviot Financial Planning, we are on a trajectory of growth and enhancement in our financial advisory capabilities. As we expand our team of Financial Planners, we have a unique opportunity to influence the future of our sector and the broader QCFP organization. In alignment with this growth strategy, we are...
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Lead Project Planner
4 days ago
London, Greater London, United Kingdom Fawkes & Reece London Full timeOverview: A remarkable opportunity has emerged for a Lead Project Planner to become part of a prestigious organization in Main Contracting, focusing on a variety of projects. Company Reputation: Our client is renowned within the industry, recognized for their robust financial standing and a promising portfolio of upcoming projects. Sector Engagement: They...
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Lead Project Planner
4 days ago
London, Greater London, United Kingdom Salter Grange Full timeSalter Grange is seeking a Senior Planner to become part of a prestigious, financially robust Tier One Contractor with an extensive portfolio of projects exceeding £500m in the residential, commercial, and healthcare sectors within the London area.This position presents a remarkable opportunity to engage with a vibrant and expanding organization boasting a...
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Senior Construction Planner
4 days ago
London, Greater London, United Kingdom Salter Grange Full timeSalter Grange is actively seeking a Senior Planner to become a vital part of a well-established, financially robust Tier One Contractor with an extensive portfolio of projects valued at approximately £500m+ across the residential, commercial, and healthcare sectors in the London area.This position presents a remarkable opportunity to engage with a vibrant...