Financial Planner

We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team. Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored...

Are you a successful Financial Advisor with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our...

Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a...

Job Title: Demand PlannerContract Duration: End date 31/03/2025Location: London - HybridPay Rate: £194.60 PAYE Or £255.00 Umbrella Rate Per Day One of my global pharmaceutical clients are urgently seeking a Demand Planner to join their team on a contractual basis, initially until the end of March 2025. You will be responsible ccoordinating effective demand...

Reward Recruitment are currently supporting an expanding Financial Services firm, looking to open a central London Office. They are interested in hiring someone who is: Able to transfer circa £15-£20m AUM of client following in the first 12-24 months.CAS status.Excellent compliance record.Track record of delivering and converting clients. In return they...

Exciting Opportunities to Join a Dynamic Planning TeamThe City of London is looking for an outstanding candidate to be part of its dedicated Transport Planning Team. As a member of the RTPI London Planning Team of the Year, you will work proactively and collaboratively with planning colleagues, the City's Transport Division, Transport for London, applicants...

Highest Payaway Rate for Self-Employed Financial AdvisersAre you looking to retire in the next 5 years? A rapidly expanding wealth management and financial advice firm is seeking to hire several successful financial advisers on a self-employed basis, offering highly competitive payaway rates and a very attractive exit package.Requirements: Possession of a...

This inclusive employer is a member of myGwork - the largest global platform for the LGBTQ+ business community. Description & Requirements who we arelululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products...

Our client is a leading wealth management business based in the West End of London. They service UHNW clients who typically have in excess of £500kinvestable assets. Services offered to clients include Investment Management, private banking. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to support the...

Fixed Term Contract Duration - 6 Months What the Hiring Manager says This is an important interim role, working closely with the Head of Competence and Oversight, Advice, and the leadership team within the Private Client Advisor (QPCA) business. and across the Wealth Management Division. You will be analytical, considered and action orientated in your...

RoleNigel James Associates are delighted to be working with one of the country's top Wealth Managers supporting them to recruit for an experienced Financial Planner to join them in their London office. Our client provides both financial planning and investment services. Learn more about the general tasks related to this opportunity below, as well as required...

Job overviewPlanning obligations and community benefits are at the heart of planning. We are looking for a dynamic and hardworking individual to join the Council's Planning Obligations Team on a 2 year fixed term contract.AdvertYou will be responsible for working with developers and council departments to ensure compliance with S106 agreements, as well as be...

Territory Sales Manager - Ostomy Care - East Anglia & North LondonOur client is a major player in the Chronic care marketplace, both here in the UK and overseas. They are renowned for some niche products, innovating service offerings and have exciting growth plans for the next few years.They are currently looking for a highly motivated and enthusiastic...

The opportunity - Senior Project Planner (P6) - London and South EastMace is an inclusive employer and welcomes interest from a diverse range of candidates. Even if you feel you do not fulfil all of the criteria below, please apply as you may still be the best candidate for this role or another role within our organization. We are also open to discussing...

​Account Manager or Campaign Manager for Integrated Agency £30-38kOur client is an exciting and agile marketing agency and they're looking for a high energy and ambitious Account Manager to join the team. They will also consider Senior Account Executives ready to step up.The role will involve working on a global client. The agency recently won a place on...

What the Hiring Manager Says The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals with a wide range of experience, across a wide range of case types. Although we are a remote team, the team works as one unit and is very supportive....

Head of Portfolio Management - UK & Lloyd's London, United Kingdom AXA XL UK & Lloyd's are embarking on an exciting new journey to create a team focused on the efficient and technically smart underwriting of follow business. In the newly established role, as Head of Portfolio Management you will act as the leader for your 'business stream' and will be...

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

As Senior Account Director, you'll be responsible for the successful delivery of client programmes – whether press office or a creative campaign. You'll be committed to ensuring work is delivered within budget and on time, as well as meeting our high quality control standards and meeting or exceeding KPIs. You'll be adept at planning in advance and...

Job Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.If the following job requirements and experience match your skills, please ensure you apply promptly.An existing client book will be given,...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

Job Description Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -**London **Duration -** Permanent A national wealth management firm are looking to hire an experienced Financial Planner to oversee an existing...

Job Description Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

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...

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...

Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experienceThe experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private...

Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experienceWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

Job Description Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a...

Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. The role will offer a...

My client is a boutique Financial Planning firm seeking to hire newFinancial Planners to join their business and assist with thefacilitation of their growth plans for 2024.  To be responsible for delivering financial planning andwealth management advice. All advice given to clients must besuitable, tailored and personalised to the client and in line...

Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experienceWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...