Financial Planner Assistant

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...

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...

Title: Financial Planner Salary: £60-65k + 25% bonus after validation Location: Remote but must be based in the South of England Our client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions, you will be provided with a client list as well as an bringing some...

Title: Financial Planner Salary: £60-65k + 25% bonus after validation Location: Remote but must be based in the South of England Our client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions, you will be provided with a client list as well as an bringing...

Title: Financial PlannerSalary: £60-65k + 25% bonus after validationLocation: Remote but must be based in the South of EnglandOur client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions, you will be provided with a client list as well as an bringing some of...

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 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...

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...

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...

Assistant Wealth Planner (Paraplanner) Permanent Role London TeamAbout 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.Company Overview:This...

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. ...

**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 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...

RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...

RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...