Current jobs related to Chartered Financial Planner - St Albans - Ortus PSR
-
Financial Planner Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeSenior Paraplanner OpportunityFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in St Albans. As a Senior Paraplanner, you will provide full paraplanning support to our senior Financial Planners, producing high-quality financial plans for clients.Key Responsibilities:Provide full paraplanning support to senior Financial...
-
Financial Planner Specialist
2 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeSenior Paraplanner OpportunityFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in St Albans. As a Senior Paraplanner, you will provide full paraplanning support to our senior Financial Planners, producing high-quality financial plans for clients.Key Responsibilities:Provide full paraplanning support to senior Financial...
-
Financial Planner
2 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time{"title": "Financial Planner", "content": "Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.With a strong focus on building long-term relationships, you will work closely with our...
-
Financial Planner
2 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time{"title": "Financial Planner", "content": "Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.With a strong focus on building long-term relationships, you will work closely with our...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to senior financial planners, including researching...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeSenior Paraplanning OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to senior financial planners,...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeSenior Paraplanning OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to senior financial planners,...
-
Senior Paraplanning Professional
2 days ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full time £55,000Senior Paraplanner OpportunityFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in St Albans. As a Senior Paraplanner, you will play a key role in providing full paraplanning support to our senior Financial Planners, producing high-quality financial plans for clients.Key Responsibilities:Provide full paraplanning support to...
-
Senior Paraplanning Professional
3 days ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full time £55,000Senior Paraplanner OpportunityFinancial Divisions is seeking a highly skilled Senior Paraplanner to join our team in St Albans. As a Senior Paraplanner, you will play a key role in providing full paraplanning support to our senior Financial Planners, producing high-quality financial plans for clients.Key Responsibilities:Provide full paraplanning support to...
-
Financial Planner
3 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.About the Business:Finlink Ltd is a fee-based independent financial advisory firm that provides financial planning and...
-
Financial Planner
3 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.About the Business:Finlink Ltd is a fee-based independent financial advisory firm that provides financial planning and...
-
Financial Planner
1 week ago
St Albans, Hertfordshire, United Kingdom mbf. Full timeUnlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at one of the UK's leading financial planning firms. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.About the...
-
Financial Planner
1 week ago
St Albans, Hertfordshire, United Kingdom mbf. Full timeUnlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at one of the UK's leading financial planning firms. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.About the...
-
Financial Planner
2 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.Key Responsibilities:Develop and maintain strong relationships with existing clientsIdentify and pursue new business...
-
Financial Planner
2 weeks ago
St Albans, Hertfordshire, United Kingdom Finlink Ltd Full timeJob Title: Financial PlannerAbout the Role:We are seeking an experienced Financial Planner to join our team at Finlink Ltd. As a Financial Planner, you will be responsible for providing high-quality, bespoke financial advice to our clients.Key Responsibilities:Develop and maintain strong relationships with existing clientsIdentify and pursue new business...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will be responsible for providing full paraplanning support to our senior financial planners, producing high-quality financial plans for clients, and developing your technical paraplanning skills...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will be responsible for providing full paraplanning support to our senior financial planners, producing high-quality financial plans for clients, and developing your technical paraplanning skills...
-
Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom mbf. Full timeWe are seeking a highly motivated and experienced Financial Planner to join our dynamic team at one of the UK's leading financial planning firms. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.With over three decades of experience, they...
-
Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom mbf. Full timeWe are seeking a highly motivated and experienced Financial Planner to join our dynamic team at one of the UK's leading financial planning firms. Our client is a prominent name in the UK wealth planning sector, dedicated to helping clients achieve their financial goals through a holistic approach to wealth planning.With over three decades of experience, they...
-
Senior Paraplanning Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to senior financial planners, including researching...
Chartered Financial Planner
3 months ago
Are you a high-calibre Financial Planner looking to elevate your career? We are recruiting a dedicated professional to join our clients expanding Financial Planning team. With multiple offices across the UK our client is looking for an Advisor to work out their St Albans office.
Do you feel like you’re not fully supported in your career path and don’t have the opportunity to move forward and develop team members?
We are seeking a Financial Planner who excels in providing high-quality, goal-based financial planning to take over a portfolio of clients generating £80 Million AUM. The right person for this job will enjoy mentoring and developing junior Advisors and have a passion for improving client service.
Basic Salary is up to £100,000 and Benefits:
- Competitive salary/drawings based on experience, qualifications, and leadership responsibilities.
- Uncapped formulaic bonus based on revenue generated.
- Generous holiday allowance and comprehensive benefits, including private medical, pension, income protection, death in service, and a flexible benefits platform.
- Potential pathway to partnership and equity ownership.
If you're ready to take your financial planning career to new heights and become part of a supportive and forward-thinking team, we'd love to hear from you
- Deliver high-quality advice on goal-based planning, retirement, legacy planning, and protection, providing ongoing service to clients.
- Cultivate and nurture relationships with individuals, families, business owners, and trusts.
- Develop and maintain a client bank with a client-centric approach.
- Ensure ongoing rapport and service with clients and professional connections, adhering to internal standards and industry regulations.
- Lead a small group of advisers, providing supervision, coaching, and oversight.
The Ideal Candidate:
- Currently working as a Financial Planner, ideally Chartered (or close to), with a minimum of 5 years of experience.
- Possesses relevant knowledge of investments, ISAs, bonds, pensions, and protection.
- Proven leadership experience within the financial services industry.
- Excellent verbal and written communication skills.
- Capable of delivering high-quality financial advice to new and existing clients.
If you’re enthusiastic about joining a team that values high-quality service and a positive work culture, apply now to become a part of our client's success story