Financial Planner

Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser. Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential. My...

Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our evolving team at Progeny, a leading provider of independent financial planning, asset management, tax, HR, and private and corporate legal services.Key ResponsibilitiesDevelop and implement comprehensive financial plans for high net worth and very high net worth clients,...

Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our evolving team at Progeny, a leading provider of independent financial planning, asset management, tax, HR, and private and corporate legal services.Key ResponsibilitiesDevelop and implement comprehensive financial plans for high net worth and very high net worth clients,...

Financial Planner RoleIn light of Progeny's continued growth, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high...

Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

Financial Planning OpportunityProgeny Wealth is seeking an experienced Financial Planner to join its evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high net worth clients.The ideal...

DescriptionIn light of Progeny's continued growth in Cambridgeshire and the surrounding counties, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing and planned business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over...

DescriptionIn light of Progeny's continued growth in Cambridgeshire and the surrounding counties, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing and planned business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over...

At MM Wealth LTD, we are seeking a skilled Financial Planner Support Specialist to join our team. As a Paraplanner (client-facing), you will be based at our office in Girton, but may be asked to work from another office location from time to time.The successful candidate will have a minimum of 2 years' experience of working in financial services and will be...

Role Overview: We are working with a renowned National firm of Financial Planners seeking to grow their team. The company offers a strong flow of leads focused on the Medical and Dental Professions, with no initial client follow-up required. Key Responsibilities: As a Financial Planner, you will be involved in speaking at seminars, identifying new business...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

Financial Planning OpportunityWe are working with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner or Financial Adviser is required.The successful candidate will be...

Cooper Lomaz is partnering with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.The ideal candidate will have achieved Chartered status, although this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is crucial.Key responsibilities will...

Cooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...

We are seeking a highly experienced Senior Paraplanner to join our team at Cooper Lomaz Recruitment Ltd. This is a pivotal role that requires direct communication with advisers and clients.The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. Key responsibilities include collaborating with...

Financial Planning RoleCooper Lomaz Recruitment Ltd is working with a leading Chartered Financial Planning institute in seeking a skilled Financial Planner or Financial Adviser. An ideal candidate will have achieved Chartered status but this is not essential. Essential experience includes working as a Paraplanner or Financial Adviser or Financial Planner....

Seeking a skilled Paraplanner to support our Chartered Financial Planners in Cambridge. Key responsibilities include:Collating client information and data in accordance with 'know your client' principles and firm policies.Collaborating with Chartered Financial Planners to develop comprehensive financial plans and strategies.Undertaking comparative research,...

Financial Paraplanner Opportunity in CambridgeWe are seeking a skilled Paraplanner to join our team in Cambridge, providing support to our Chartered Financial Planners in delivering exceptional client service.Main Responsibilities:Collect and collate client information and data, adhering to 'know your client' principles and firm policies.Collaborate with...