Financial Planner

Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based...

Job Description Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME...

Job Description Financial Planner – manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 clients with assets ranging from £500k -...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising ...

The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.Make...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising. We...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

The Role: Iam recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into...

Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role will be office based during training and then hybrid. Our Clients, Independent Wealth Managers based in Surrey provide friendly and highly professional...

Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role will be office based during training and then hybrid. Our Clients, Independent Wealth Managers based in Surrey provide friendly and highly professional...

Senior Financial Planner - manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus My client are a Chrtered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based ...

Financial Planner - manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across...

We are currently recruiting for a Financial Planning practice in Leatherhead who are looking for an experienced Financial Planner who has a great HNW IFA background (i.e. typical AUM of £1m+), complex technical experience and happy to work closely with the CEO on the handover of long-standing existing clients. The Company: They have been established since...

**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS** **LOCATION: Oldbury** **SALARY: AROUND 33,000** **BENEFITS**: In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Our Client, a...

**IFA ADMINISTRATOR - PENSIONS & INVESTMENTS** **LOCATION: Leatherhead** **SALARY: AROUND £26,500 - £32,000** **BENEFITS**: In addition to excellent career progression - with fantastic opportunities for promotion - training and support, you will also have the exciting opportunity to take part in charity fundraising events and other social...