Chartered Financial Planner

IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit. Due to the...

IDEX are working in partnership with a national Wealth Management business who are looking to recruit a Chartered Financial Planner in to their team in the North East.Within the next 12 months there will be retirements within the team, leaving a very well established book of highly affluent and high-net-worth clients available to inherit. Due to the...

IDEX teaming up with a national Wealth Management company searching for a Chartered Financial Planner in the North East.Upcoming retirements in the team within the next year will leave a solid client base of affluent individuals ready for you.Seeking an individual with a track record in effectively managing their own clients and expanding their revenue.Upon...

A new opportunity has been created for driven individuals to join our established graduate program at one of the UK’s largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park. The successful applicant must be a strong and confident communicator with an interest in the financial advice sector. The...

A new opportunity has been created for driven individuals to join our established graduate program at one of the UK’s largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park. The successful applicant must be a strong and confident communicator with an interest in the financial advice sector. The...

**Financial Adviser - Office based role** - Competitive basic along with uncapped bonus structure. - Comprehensive benefits package. - Structured training programme provided. - Opportunity to work in a highly supportive environment. - Study support to attain Chartered status. - Modern office working environment with free parking. **The role** A fantastic...

Interviews are now being scheduled for the Summer 2024 intake. Do you have an affinity with numbers and a genuine interest in developing a career within Financial Advice? If so, this opportunity could be the one for you... Our Client is a reputable, highly successful and award-winning national financial advisory firm. They have built an enviable business...

Interviews are now being scheduled for the Summer 2024 intake. Do you have an affinity with numbers and a genuine interest in developing a career within Financial Advice? If so, this opportunity could be the one for you... Our Client is a reputable, highly successful and award-winning national financial advisory firm. They have built an enviable business...

My client, a national Chartered Wealth Management Firm, is seeking a proven industry professional to lead on its technical training and development across the UK. With significant investment in development across the business and aggressive targets to obtain chartered status for its national adviser footprint in the coming years, this is an exciting...

My client, a national Chartered Wealth Management Firm, is seeking a proven industry professional to lead on its technical training and development across the UK. With significant investment in development across the business and aggressive targets to obtain chartered status for its national adviser footprint in the coming years, this is an exciting...

With lots of exciting plans in the pipeline, there’s never been a better time to join Avant Homes, let us tell you why Avant Homes is a housebuilder operating in Scotland, the North East of England, across Yorkshire and the East and West Midlands, with eight regional offices employing over 600 people. We have ambitious growth plans and are looking for...

With lots of exciting plans in the pipeline, there’s never been a better time to join Avant Homes, let us tell you why Avant Homes is a housebuilder operating in Scotland, the North East of England, across Yorkshire and the East and West Midlands, with eight regional offices employing over 600 people. We have ambitious growth plans and are looking for...

Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Tyne and Wear. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax...

With lots of exciting plans in the pipeline, there's never been a better time to join Avant Homes, let us tell you whyAvant Homes is a housebuilder operating in Scotland, the North East of England, across Yorkshire and the East and West Midlands, with eight regional offices employing over 600 people.We have ambitious growth plans and are looking for...

**Financial Planning Administrator** **Competitive salary based on experience plus study support and a long term career path within financial planning.** Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking...

An excellent opportuinty for an experienced Marketing Executive with a passion for Events to join one of the UK's most dynamic Chartered Wealth Management Houses at their new Head Office. Key Responsibilities Reporting to the Head of Marketing you will be responsible for: Assisting in the development and implementation of marketing campaigns Organising high...

An excellent opportuinty for an experienced Marketing Executive with a passion for Events to join one of the UK's most dynamic Chartered Wealth Management Houses at their new Head Office. Key Responsibilities Reporting to the Head of Marketing you will be responsible for: Assisting in the development and implementation of marketing campaigns Organising high...

Wealth Management Trainee Program Company: Established graduate program at UK's leading Chartered Wealth Management House Are you a motivated individual looking to kickstart your career in the financial industry? Join us at our offices in Doxford International Business Park and be part of our dynamic team! Key Responsibilities: Understand key business units...

An excellent opportuinty for an experienced Marketing Executive with a passion for Events to join one of the UK's most dynamic Chartered Wealth Management Houses at their new Head Office. Key Responsibilities Reporting to the Head of Marketing you will be responsible for: Assisting in the development and implementation of marketing campaigns Organising...

Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm. We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial...