Financial Planner

2 weeks ago

Kingston upon Thames, United Kingdom mbf. Full time

We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.

Position Overview:

They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team. In this role, you will have the opportunity to manage an existing book of 100 HNW, long-established private clients, providing them with comprehensive financial planning and management services. This is an exciting opportunity for a skilled professional to play a pivotal role in delivering high-quality financial solutions and building lasting client relationships.

Key Responsibilities:

  • Manage and service an existing portfolio of 100 HNW, long-established private clients, delivering personalized wealth planning and management services.
  • Conduct thorough client reviews and meetings, offering expert advice on investment portfolios, retirement planning, estate planning, and other wealth management areas.
  • Develop and maintain strong client relationships, acting as a trusted advisor and delivering exceptional service.
  • Collaborate with internal teams to ensure the seamless delivery of services and meet client needs effectively.
  • Stay updated on industry trends, regulatory changes, and best practices in wealth management to provide informed advice to clients.

Qualifications and Experience:

  • Qualified to Chartered Financial Planner level.
  • Proven track record of managing and servicing a portfolio of high net worth clients, with several years of experience in wealth planning and management.
  • Strong knowledge of financial products, investment strategies, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proficiency in IT tools and systems, including Microsoft Office suite.

Benefits:

  • Competitive salary package based on experience and qualifications £75,000 to £100,000
  • Comprehensive benefits package
  • Hybrid working model, offering flexibility between office and remote work.

If you are a seasoned Financial Planner with a passion for delivering exceptional service to high net worth clients, we invite you to apply for this exciting opportunity.

  • Financial Planner

    4 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Post Title: Financial PlannerAbout Lowes:Lowes has been providing Independent Financial Advice for over 50 years, where our dedicated team implement our personal approach to financial planning, enabling us to help clients build, protect and pass on their wealth. Our team includes some of the first individuals in the UK to be accredited as Chartered...

  • Senior Financial Consultant

    4 days ago

    Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time

    Senior Financial Adviser OpportunityAbout the RoleWe are seeking a highly experienced and skilled Senior Financial Adviser to join our team at Financial Divisions. As a Senior Financial Adviser, you will be responsible for managing a portfolio of high net worth clients, providing holistic advisory services, and building strong relationships with our...

  • Senior Financial Consultant

    4 days ago

    Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time

    Senior Financial Adviser OpportunityAbout the RoleWe are seeking a highly experienced and skilled Senior Financial Adviser to join our team at Financial Divisions. As a Senior Financial Adviser, you will be responsible for managing a portfolio of high net worth clients, providing holistic advisory services, and building strong relationships with our...

  • Demand Planner

    3 months ago

    Kingston upon Hull, United Kingdom Cabot Financial Full time

    **Location**: Kingston upon Hull, East Riding of Yorkshire, United Kingdom - **Earnings**: £45000.00 to £60000.00 Do you have experience working within a busy IT Operations & PMO function? Are you an analytical thinker with great interpersonal skills and the ability to negotiate and influence key stakeholders? If you’ve answered yes, then you could be...

  • Senior Financial Advisor

    3 days ago

    Kingston upon Thames, Greater London, United Kingdom mbf. Full time

    We are seeking a seasoned Financial Planner to join our esteemed team at mbf, a prestigious financial services firm renowned for delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. Position Overview: In this role, you will have the opportunity to manage an existing book of 100 HNW,...

  • Senior Financial Advisor

    3 days ago

    Kingston upon Thames, Greater London, United Kingdom mbf. Full time

    We are seeking a seasoned Financial Planner to join our esteemed team at mbf, a prestigious financial services firm renowned for delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. Position Overview: In this role, you will have the opportunity to manage an existing book of 100 HNW,...

  • Senior Financial Advisor

    6 days ago

    Kingston upon Thames, Greater London, United Kingdom mbf. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our esteemed team at mbf. as a Senior Financial Advisor. In this role, you will have the opportunity to manage an existing portfolio of high net worth clients, providing them with comprehensive financial planning and management services.Key ResponsibilitiesManage and...

  • Financial Services Professional

    6 days ago

    Kingston upon Thames, Greater London, United Kingdom mbf. Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our esteemed team at mbf. as a Senior Financial Advisor. In this role, you will have the opportunity to manage an existing portfolio of high net worth clients, providing them with comprehensive financial planning and management services.Key ResponsibilitiesManage and...

  • Financial Planner

    3 months ago

    Newcastle upon Tyne, United Kingdom Idex Full time

    IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Newcastle offices. Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book...

  • Senior Financial Planner

    14 hours ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom meraki talent ltd Full time

    Job Title: Chartered Financial PlannerCompany: Meraki Talent LtdJob Type: PermanentSalary: CompetitiveLocation: Remote (Newcastle)About the Role:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management firm, you will be responsible for providing bespoke...

  • Senior Financial Planner

    12 hours ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom meraki talent ltd Full time

    Job Title: Chartered Financial PlannerCompany: Meraki Talent LtdJob Type: PermanentSalary: CompetitiveLocation: Remote (Newcastle)About the Role:We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management firm, you will be responsible for providing bespoke...

  • Financial Services Professional

    2 days ago

    Kingston upon Thames, Greater London, United Kingdom Kawartha Credit Union Limited Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Professional to join our team at Kawartha Credit Union Limited. As an Aviso Investment Advisor, you will play a key role in providing exceptional service to our members and helping them achieve their financial goals.Key Responsibilities:Client Service: Provide personalized...

  • Financial Services Professional

    2 days ago

    Kingston upon Thames, Greater London, United Kingdom Kawartha Credit Union Limited Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Professional to join our team at Kawartha Credit Union Limited. As an Aviso Investment Advisor, you will play a key role in providing exceptional service to our members and helping them achieve their financial goals.Key Responsibilities:Client Service: Provide personalized...

  • Senior Financial Planner

    11 hours ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management team, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with clients, offering...

  • Senior Financial Planner

    14 hours ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management team, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with clients, offering...

  • Paraplanner / Junior Financial Planner

    2 weeks ago

    Newcastle upon Tyne, United Kingdom mbf. Full time

    Paraplanner / Junior Financial PlannerNewcastle - Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly regarded...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom mbf Full time

    Paraplanner / Junior Financial PlannerNewcastle – Hybrid£40,000 to £47,000, Bonus & Benefits (potentially negotiable)We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...

  • Paraplanner / Junior Financial Planner

    3 weeks ago

    Newcastle upon Tyne, United Kingdom mbf Full time €40,000 - €47,000

    Paraplanner / Junior Financial Planner Newcastle – Hybrid £40,000 to £47,000, Bonus & Benefits (potentially negotiable) We are excited to offer an exceptional opportunity for an experienced Paraplanner looking to step up into a Financial Planner role within 24 months. We are seeking to recruit a Paraplanner/ Junior Financial Planner to join a highly...