Assistant Financial Planner

Paraplanner/Assistant Financial Planner (Client facing) City of London/ Partial remote (2 Days in office) £45,000 to £52,000 Plus bonus and excellent benefits package My client is an award-winning premier Wealth Manager providing financial planning and an investment management service to HNW and UHNW individuals. As part of their strategy to promote...

Job Opportunity:We are seeking a skilled Paraplanner to strengthen our Financial Planning team in our London office.Prepare high-quality reports and annual reviews for clients.Develop cashflow forecasts to help clients meet their long-term financial goals.Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research.The ideal...

We are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.Job Role:Develop and implement tailored financial plans to meet clients' goals and objectivesProvide expert advice on current financial issues and make recommendations...

Job OverviewWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. This is a unique opportunity for a highly skilled professional to work with a dynamic and award-winning Chartered IFA firm.The Role:As a Senior Financial Planner, you will be responsible for delivering whole of market financial advice to HNW retirees,...

Unlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...

Job Title: Financial Divisions Chartered Financial PlannerWe are seeking a skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Senior Wealth Manager, you will be responsible for managing an existing book of clients generating £150,000 in ongoing advice fees. The ideal candidate will have 3 years of experience in...

As a Wealth Management Specialist at Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. With a strong focus on face-to-face service, our team of advisers is dedicated to delivering exceptional customer experiences across the UK.The role involves preparing sound financial plans to ensure clients meet...

Senior Financial Planner (Tax)cera Financial Ltd is seeking a Senior Financial Planner (Tax) to collaborate with the Head of Accounting for Tax in driving business growth.This role plays a pivotal part in advancing our Finance team's technical expertise.Core Responsibilities:Tax Planning Expertise:Develop and implement comprehensive tax strategies aligned...

As a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...

Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

Job Description Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team. You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are...

Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

Job Description Assistant Wealth Planner (Paraplanner) Permanent Role London Team About the Role: We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services. ...

**Required Skills and Qualifications**A strong work ethic and excellent communication skills.Good attention to detail, strong maths skills, and ability to learn and analyse financial information.Trustworthiness and ability to manage money in line with appropriate rules and regulations.Experience with MS Office and data management systems.Ethical mindset and...

**The Person**: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will...

Job Title: Financial PlannerAbout the Role:Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planner to join our team. As a Private Client Adviser, you will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.Responsibilities:- Maintain and develop client...

Job Title: Financial Planner AssistantLocation: LondonSalary: Up to £55,000 per annum, plus bonus and benefitsAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at MBF in London. As a key member of our wealth management team, you will play a vital role in providing essential support to our financial advisors in the...

Job Title: Senior Financial Planner Location: London Salary: Up to £100,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank...