Chartered Financial Planner
3 weeks ago
They are looking for candidate who can :
- Management of an existing portfolio of wealthy clients
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Provision of ongoing servicing to existing clients as per our service proposition, including annual reviews and servicing.
- Researching the marketplace and providing clients with information on new and existing products and services
- Assisting clients to make informed decisions.
- Network with professional partners and introducers to identify private clients and high net-worth opportunities.
- Reviewing and responding to clients changing needs and financial circumstances
- Generation of new business opportunities.
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Senior Financial Planner
3 weeks ago
United Kingdom Fram Executive Search Limited Full timeFram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Chartered or close to Financial planner to join their established team. The role is hybrid, with the option of a condensed week and flexibility for school drops offs, excellent pension, and other benefits. The firm is independent...
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Independent Financial Adviser
3 weeks ago
United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...
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Financial Advisor
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United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Planner
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united kingdom Greatmans Consulting Ltd Full timeFinancial Planner - Book of HNW clients to take on.
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Senior Financial Planner
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united kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, this position requires...
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Senior Manager, Financial Planning
3 weeks ago
United Kingdom Ferguson Dean Limited Full timeThis position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional...
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RTPI Planner
4 weeks ago
United Kingdom Studio Charrette Full time €40,000JOB TITLE: HOME BASED TOWN PLANNER ROLE TBD – £40,000 Full-time, Salary and Commission Studio Charrette are expert planning consultants, architects with over 30 years’ experience. We are a national company that is growing exponentially with customers throughout England. One of our unique selling points is that we can help our clients with every phase...
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Senior Planner
3 weeks ago
United Kingdom Fawkes & Reece Full timeAn exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...
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Wealth Manager/Financial Planning
3 weeks ago
United Kingdom Undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
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Independent Financial Adviser
3 weeks ago
United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...
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Graduate Trainee Construction Planner
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United Kingdom Fawkes & Reece Full timeAn exciting opportunity has arisen for a Senior Planner to join a leading name in Main Contracting to work on various Major Projects in and around Central London. Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead. They operate across a...
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Admin/Office
3 weeks ago
United Kingdom Fram Executive Search Limited Full timeFram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. The role is to work directly with one advisor, who is based across two offices and building a book of client. We have placed a few candidates with this firm and have received excellent feedback on the company's...
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Trainee Paraplanner
3 weeks ago
United Kingdom Fram Executive Search Limited Full timeOur client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...
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Senior Chartered Building Surveyor
4 weeks ago
united kingdom Tempest Jones Recruitment Full timeSenior Chartered Building Surveyor Newcastle or Teesside Competitive salary + car allowance & package Our client has been in property for over two centuries and has continued to grow and evolve with the industry. They are owned and run by a group of commercial property experts, who provide property consultancy services for owners, occupiers, investors,...
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Home Based Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe’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...
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Training and Competence Manager
4 weeks ago
United Kingdom Clayton Davies Full timeWhat’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...
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Training and Competence Manager
1 month ago
United Kingdom Clayton Davies Full timeWhat’s on Offer? 🤝Base Salary: c.£60,000Holidays: 25 Days Holiday + Bank Holidays (increases with service)Remote Working Life AssuranceOur client, a highly successful and growing wealth management firm, are looking for a Training and Competence Manager to join the business. In this role, you will be provided with the opportunity to join a growing...
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Financial Services Coordinator
2 weeks ago
United Kingdom Abacus Professional Recruitment Full timeAbacus Professional Recruitment is seeking a skilled Financial Services Coordinator to support our team in Holywood.As a leading recruitment agency in the financial sector, we manage relationships with top financial planning firms and manage over £7bn in assets for 14,000 clients.Manage client contact strategies and maintain high standards of...
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Home Based Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe’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,...
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Home Based Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe’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,...