Wealth Planner

We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. In the last 2 years, our company has grown by a third in terms of employees and currently has over £800 million in FUM ( Funds Under Management ). As well as offering a holistic approach to Wealth Management to our clients, we have a...

Associate Wealth Manager We are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. We like to acknowledge hard work and commitment and celebrate our...

Role We have been appointed by one of the country’s leading wealth managers to recruit an experienced Financial Planner to work within one of their niche teams based in London. Your focus will be providing advice to Big 4 Partners at pre-retirement and post-retirement stage. They are seeking somebody to work alongside the Investment Managers in the team,...

Role We have been appointed by one of the country’s leading wealth managers to recruit an experienced Financial Planner to work within one of their niche teams based in London. Your focus will be providing advice to Big 4 Partners at pre-retirement and post-retirement stage. They are seeking somebody to work alongside the Investment Managers in the team,...

Role Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. This particular role comes with a proportion of a client portfolio consisting of some of the biggest clients in the business. Alongside providing...

We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced client advisor to their team. This is one of the most exciting FinTechs that have launched in the last decade and already have...

We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all...

A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. As a Wealth Planner, you will represent...

A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. As a Wealth Planner, you will represent...

Role Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. Alongside providing financial advice to your existing clients you will be required to grow your client book through business development, via...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

This role is based in Porto and will require relocationWho We AredeVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA’S) to join our professional and fully funded Financial Planning Trainee role in our...

Associate Director Investment Specialist Full-time Office Location: London For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be...