Financial Planner

2 weeks ago


London, United Kingdom Synchronicity Financial Services Full time

Job Description

Synchronicity Group are working with a leading Financial Planning client who are looking for an experienced Financial Planner to join their London team.

An existing client book will be given, but we are looking for experienced business developers to grow this further. Our client is a leading brand and offers fantastic marketing support, leads and internal referrals from the Investment Managers and other areas of the wider group. Full Paraplanning and Admin support is also provided.

You will have experience of HNW Financial Planning (cases of £1m+) and have strong technical knowledge of all areas of financial advice, including tax and pensions.

Ideally you will be Chartered, or progressing towards Chartered status, although this isn't essential if you have extensive relevant experience.

This role is London based and offers hybrid working with typically 3 days a week in the office.

A generous basic salary and competitive bonus scheme is on offer, plus the usual corporate benefits.

#J-18808-Ljbffr

  • London, United Kingdom Financial Divisions Full time

    Job Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

  • Financial Planner

    4 days ago


    North London, United Kingdom Placing Faces Full time

    **Title: Financial Planner** **Salary: OTE £80-90k** **Location: North London** Our client is a wealth management firm based in North London, specialising in property finance, protection and investment management - they are looking for a self-employed Financial Planner to join them in their Wembley office. They are a friendly and knowledgeable team who...

  • Financial Planner

    Found in: beBee jobs GB - 14 hours ago


    London, Greater London, United Kingdom mbf. Full time

    A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...

  • Financial Planner

    2 weeks ago


    London, United Kingdom IDEX Consulting Ltd Full time

    Job Description Financial Planner London £80,000 plus bonus and benefits I have an incredible opportunity in London for an experienced Financial Planner. This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. ...

  • Senior Financial Planner

    Found in: Talent UK 2A C2 - 1 week ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

  • Senior Financial Planner

    Found in: Appcast UK C C2 - 1 week ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

  • Senior Financial Planner

    Found in: Appcast UK C2 - 1 week ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

  • Senior Financial Planner

    Found in: Whatjobs ES C2 - 3 days ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. Requirements We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You...

  • Senior Financial Planner

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Greater London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...


  • London, United Kingdom MW Recruitment Limited Full time

    Job Description A leading banking institution wish to recruit a Wealth Planner to act as a trusted adviser to customers to achieve their financial goals by providing wealth planning and investment advice. The primary role of the Wealth Planner is to understand the needs and long term goals of new and existing customers Main Duties To achieve personal...

  • Trainee Financial Planner

    Found in: Talent UK 2A C2 - 2 days ago


    London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...

  • Financial Planner

    Found in: Talent UK C2 - 7 days ago


    London, United Kingdom Blakemore Recruitment Full time

    Financial Planner - Professional Practice We are recruiting for a highly successful Financial Planner who are growing due to increased business levels. They have an active and established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this. The firm are well established and...

  • Financial Planner

    3 days ago


    London, United Kingdom BWD Search & Selection Full time

    The Chartered Financial Planning arm of a mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on highearners at the wealth accumulation phase. This is a really innovative firm, with excellent marketing...

  • Financial Planner

    4 days ago


    London, United Kingdom Carlton Mays Full time

    We are seeking an experienced Financial Adviser / Financial Planner / Wealth Manager / Wealth Adviser to join our client, a highly prestigious company based in London. You must have be Level 4 qualified, hold CAS and have at least 5 years experience in an advisory position. This is an excellent opportunity to join an established, thriving company on an...

  • Trainee Financial Planner

    Found in: Appcast UK C2 - 2 days ago


    City Of London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...

  • Trainee Financial Planner

    Found in: Appcast UK C C2 - 2 days ago


    City Of London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...

  • Trainee Financial Planner

    Found in: Whatjobs ES C2 - 2 days ago


    City Of London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team. As an...

  • Trainee Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 days ago


    City Of London, United Kingdom mbf Full time

    We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...


  • London, United Kingdom mbf. Full time

    The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters. The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in the region...

  • Financial Planner

    1 week ago


    London, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regarded brand and marketing capability together with an advice process that our...