Financial Planner
3 weeks ago
Financial Planner - £80,000 DOE – Hereford – 1 day/week in office
I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.
With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.
Requirements:
- Minimum level 4 qualified is a must.
- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to self-motivate.
Perks:
- 25 days annual leave + bank holidays.
- An impressive 30% of all new business income.
- Hybrid working – Just 1 day/week at either of their offices.
- Discretionary bonus.
- 6% pension contribution.
- Wellbeing programme.
- Death in service 4x gross salary.
- Study support available to become Chartered.
The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com
Financial Planner - £80,000 DOE – Hereford – 1 day/week in office
-
Financial Planner
1 week ago
Hereford, United Kingdom Idex Consulting Ltd Full timeFinancial Planner - £80,000 DOE – Hereford – 1 day/week in office Im currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office.This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium...
-
Financial Planner
3 days ago
Hereford, United Kingdom Idex Consulting Ltd Full timeFinancial Planner - £80,000 DOE – Hereford – 1 day/week in office I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office.This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium...
-
Financial Planner
5 days ago
Hereford, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner - £80,000 DOE – Hereford – 1 day/week in office I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium...
-
Financial Planner
5 days ago
Hereford, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner - £80,000 DOE – Hereford – 1 day/week in officeI'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium...
-
Financial Planner
5 days ago
Hereford, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner - £80,000 DOE – Hereford – 1 day/week in officeI'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium...
-
Financial Planner
7 days ago
Hereford, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Financial Planner** **Salary: £ 40,000 - £ 60,000** **Location: Hereford** Capio Recruitment is working with a specialist Independent Financial Adviser practice based In Hereford who are looking for a Financial Planner to join their high performing team. Our client specialises in providing advice for high-net-worth clients with great...
-
Senior Investment Planner
1 day ago
Hereford, Herefordshire, United Kingdom IDEX Consulting Ltd Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team in the Hereford office. As a leading provider of bespoke financial services, we require someone with experience in managing high net-worth clients and delivering exceptional service.The successful candidate will receive a competitive salary of £80,000 DOE and enjoy a range of...
-
Senior Financial Planning Specialist
1 day ago
Hereford, Herefordshire, United Kingdom Kingfurness & Associates Full timeKingfurness & Associates, a leading provider of independent financial planning advice, seeks an experienced Paraplanner to join their busy office in Heredford.This is a challenging and rewarding role that offers the opportunity for professional growth and development in a dynamic and flexible working environment.The successful candidate will work closely...
-
Wealth Planning Specialist
1 day ago
Hereford, Herefordshire, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner OpportunityWe are looking for a highly skilled Financial Planner to join our team in Hereford. This is a unique opportunity to work with a bespoke financial planning firm that holds an outstanding reputation and specialises in providing a premium service to high net worth clients.The successful candidate will have a minimum Level 4...
-
Legacy Planner
2 weeks ago
Hereford, United Kingdom CITRUS CONNECT LTD Full timeAre you looking for a rewarding career in estate planning? Do you have a consultative sales approach, strong communication skills, and a passion for the industry and sales? We're seeking a skilled Estate Planning Consultant to join our team at CITRUS CONNECT LTD. In this role, you'll have the opportunity to conduct online and face-to-face Will instructions,...
-
Administrator
7 days ago
Hereford, United Kingdom Switch Recruitment Full timeOur client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking an Administrator to join their growing team. **Responsibilities**: - Providing administration and planning support to Financial Planners and a professional service to new and...
-
Paraplanner
7 days ago
Hereford, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Paraplanner** **Salary: £ 30,000 - £ 45,000** **Location: Hereford** Capio Recruitment is working with a specialist Independent Financial Adviser practice based In Hereford who are looking for a Paraplanner to join their high performing team. Our client specialises in providing advice for high-net-worth clients with great technical...
-
Wealth Management Specialist
3 weeks ago
Hereford, Herefordshire, United Kingdom IDEX Consulting Ltd Full timeThe role of a Financial Planner at **IDEX Consulting Ltd** involves providing expert financial guidance to high net-worth individuals. To succeed in this position, you'll need to have experience managing complex financial portfolios and delivering outstanding client service.The company offers a range of benefits, including a competitive salary of £80,000...
-
Senior Estate Planner
3 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeJob OverviewCITRUS CONNECT LTD, a leading provider of Will Writing and Estate Planning services in the UK, is seeking an experienced Estate Planning Consultant to join their team. With over 50 years in financial services, the company has helped thousands secure their assets. In this role, you will have the opportunity to make a meaningful impact on people's...
-
Senior Estate Planner
2 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeJob DescriptionIn this role, you will have the autonomy to create a schedule that suits your needs.Estate planning services in the UK are more critical than ever, with our client having over 50 years of experience in financial services.The demand for their services is unprecedented due to the high percentage of the population lacking wills.The Opportunity:As...
-
Will Writing and Asset Protection Professional
3 weeks ago
Hereford, Herefordshire, United Kingdom CITRUS CONNECT LTD Full timeAbout the RoleCITRUS CONNECT LTD invites applications for an Experienced Will Writer and Estate Planner. This challenging yet rewarding role requires expertise in creating tailored wills and offering personalized estate planning advice to clients.You will work closely with a dynamic team to deliver top-notch services, capitalizing on the company's reputation...
-
Catering Supervisor
7 months ago
Hereford, United Kingdom Sodexo Full timeJob Introduction As a **Catering **Supervisor** at Sodexo in **Hereford County Hospital**, you will be responsible for overseeing all service aspects of our catering operations and will need to be an excellent leader who can motivate a team in a fast-paced, high-pressure environment. You will require excellent communication and organisational skills as well...
-
Patient Dining Supervisor
7 months ago
Hereford, United Kingdom Sodexo Full timeJob Introduction As a **Patient Dining Supervisor** at Sodexo in **Hereford County Hospital**, you will be responsible for overseeing all service aspects of our catering operations and will need to be an excellent leader who can motivate a team in a fast-paced, high-pressure environment. You will require excellent communication and organisational skills as...