Senior Financial Planner

Join to apply for the Senior Financial Planner role at Citywide Financial Partners. Company Description Citywide Financial Partners has been delivering bespoke, independent financial advice to families, retirees, and professionals since 2004. Guided by a commitment to addressing the long‑term needs of clients, we specialize in simplifying financial...

1 day ago Be among the first 25 applicantsThis range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Financial DivisionsPartner at Financial Divisions - Peter@financialdivisions.co.uk - Recruiting Wealth Management...

A leading financial advisory firm in Leatherhead is seeking a Senior Financial Planner to manage relationships with existing high-net-worth clients. The role involves providing tailored financial advice on pensions, investments, and other financial matters. Candidates should have a proven track record in client relationship management and an understanding of...

A financial advisory firm in Leatherhead is seeking a Senior Financial Planner to provide bespoke financial guidance to clients. The ideal candidate will be experienced in building relationships and assisting high-net-worth individuals with investment strategies and estate planning. This full-time role requires a Chartered or CFP qualification, strong...

Senior Financial PlannerServicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£100k - £110k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff...

TRAINEE FINANCIAL PLANNER Permanent, full-time role £26,000 to £32,000 (depending on relevant experience) Based in Leatherhead, Surrey Hybrid working (4 days in the office and 1 day from home) Duties/Responsibilities - Working closely with and assist the Financial Planner with all preliminary client analysis and recommendations - Reviewing client's...

Senior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...

Senior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits : Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...

We are currently recruiting for a highly regarded Financial Planning practice based in Leatherhead who are looking for a Financial Planner to service existing clients. The Company The business is a values-driven organisation. Their focus is to offer creative, independent wealth management and advisory services for clients across the UK. With a reputation for...

A leading wealth management firm near Leatherhead is looking for a Senior Financial Adviser to manage high net worth clients' portfolios. You should have over 5 years of experience in wealth management with a proven track record. The role involves working closely with a support team and finding innovative ways to help the business grow. The compensation...