Financial Planning Consultant
1 month ago
Our client is a modern, dynamic Financial Planning Business offering a predominantly remote / telephone / video/virtual call based service to retail clients across the UK. The business currently has over £250mil Assets Under Advice and continues to grow through the acquisitions of client books from other advisory firms.
Our client's planning service covers mainly pensions and retirement planning, but also includes Wealth Management and ISA's / GIA's / Investment Bonds. Typical clients will have between £50-500k of investable assets - you will be providing pension and investments advice
Expectation to work in accordance with all compliance procedures of the firm - full support provided by the paraplanning team
To follow the prescribed advice processes for each business area
To conduct financial reviews and identify suitable opportunities for new business
Experience of providing pension and investments advice to clients
Technical competence in advising on pensions, investments and insurances in the pre and post retirement stages
Accustomed and confident in dealing with clients and providers via telephone / video calls on all parts of the advice process
To be a self-starter and be able to manage leads and report into senior management
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Financial Planning Administrator
14 hours ago
Central London, United Kingdom Progress Financial Planning Full timeExperienced financial planning administrator or support person required for our established and friendly IFA firm in central London. There is huge potential in this role. Hybrid working 3 days in the office. Salary from £40,000. Are you an experienced IFA or financial planning administrator? Can you turn your hand to the many tasks involved in the daily...
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Financial Advisor
2 days ago
London, United Kingdom Quilter Financial Planning Full timeJob Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...
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Financial Advisor
1 month ago
London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
2 weeks ago
London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
3 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
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Financial Advisor
2 days ago
London, United Kingdom Quilter Financial Planning Full timeJob Description If 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...
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Financial Planning Consultant
4 weeks ago
London, United Kingdom eFinancialCareers Full time**Location: England (Home Workers)** **What the Hiring Manager Says** “This is an opportunity for a Financial Planner to join a team in its transformational phase, in a business committed to delivering exceptional client outcomes through the means of remote communication methods. Being able to embrace digital and strong communicationskills are critical...
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Finance Manager
1 month ago
London, United Kingdom GM Financial Full timeGM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs...
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Financial Adviser
4 weeks ago
London, United Kingdom Prestige IFA Jobs Full timeEstablished in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in...
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Desk Based Adviser
2 weeks ago
London, United Kingdom Financial Planning Firm Full timeWe are Independent Financial Planners, and are seeking a desk based adviser to service an existing client bank, advising clients virtually. Paraplanning and administration support will be provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of...
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Financial Planning
3 weeks ago
London, United Kingdom Vitae Financial Recruitment Limited Full timeFinancial Planning & Analysis Manager, London (Hybrid working) £50- £60kpa Plus Benefits Vitae are delighted to be partnering with a fast moving, global business recruit an FP&A Manager, which is newly created. The individual will manage the delivery of accurate and timely management reporting including monthly financial reporting and provide adhoc...
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Graduate/junior Financial Planning Assistant
4 weeks ago
London, United Kingdom Financial Divisions Full timeMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection. The role is varied, and you will...
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Financial Adviser
1 month ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeChartered Financial Adviser - London - Artemis Recruitment Consultants Financial Services Chartered Financial Adviser - London Chartered Financial Adviser - London Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for...
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Financial Planning Consultant
2 days ago
London, United Kingdom Jenson Fisher Full timeJob Description My client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of...
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Financial Planning Consultant
1 week ago
London, United Kingdom Jenson Fisher Full timeMy client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day...
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Financial Planning Consultant
1 week ago
London, United Kingdom Jenson Fisher Full timeMy client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day...