Financial Planner

2 weeks ago

Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Planner

Location: Annecy, France

Salary: €60,000 + Bonus

Reference Number: 8849



Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.

We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France.


We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to join their team in Annecy.


Nestled amongst beautiful lakes and dramatic mountain ranges, Annecy is the perfect place for nature lovers, avid skiers, mountain bikers and hikers. There are plenty of reasons why it is ranked as one of the top places to live in France.


The role will be focused on managing existing clients, whilst growing your client base through proactive business development. You will work closely with the regional tax team to offer clients comprehensive and complex wealth planning.


They offer excellent adviser support, with both local and centralised back-office teams to take care of all administration, paraplanning and compliance. They will also support you with marketing and business development to help drive their presence across the region.


They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to move to France.


What’s in it for you?


· Salary of €60,000 + Bonus

· Attractive benefits package including Pension, DIS, PHC, PMI

· Full technical back-office support

· Progression into a Partner role

· Relocation costs covered


Skills and experience required:


· UK Regulated Financial Planning Qualification (CII, LIBF or CISI)

· Experience providing regulated advice in the UK

· Track record in prospecting new clients

· Strong technical knowledge of IHT and pension planning

· Genuine desire to relocate to France


Please get in touch or apply online to find out more about this opportunity.

  • Financial Planner

    Found in: Jooble UK C2 - 2 weeks ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner Location: Annecy, France Salary: €60,000 + Bonus Reference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial...

  • Financial Planner

    2 weeks ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner Location: Annecy, France Salary: €60,000 + Bonus Reference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial...

  • Financial Service Planner

    Found in: Jooble UK C2 - 2 weeks ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planner Location: Annecy, France Salary: €60,000 + Bonus We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to join their team in...

  • Financial Service Planner

    2 weeks ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Planner Location: Annecy, France Salary: €60,000 + Bonus We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to join their team in...

  • Financial Planner

    Found in: Appcast UK C C2 - 1 week ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial PlannerLocation: Annecy, FranceSalary: €60,000 + BonusReference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to...

  • Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial PlannerLocation: Annecy, FranceSalary: €60,000 + BonusReference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to...

  • Financial Planner

    Found in: Appcast UK C2 - 1 week ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial PlannerLocation: Annecy, FranceSalary: €60,000 + BonusReference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to...

  • Financial Planner

    Found in: Whatjobs ES C2 - 4 days ago

    Northern Ireland, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner Location: Annecy, France Salary: €60,000 + Bonus Reference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France. We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a...

  • Financial Planning Administrator

    2 weeks ago

    Ireland, United Kingdom mbf. Full time

    **Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their team in Belfast. The company are a very well known brand with really exciting...