Chartered Financial Planner

3 weeks ago


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 of £1M-£5M. My client is seeking an experienced Financial Plannerwith extensive technical knowledge of products across the board. Qualified to Chartered level with gravitas and exceptional interpersonal skills along with the the ability to develop strong in-house relationships with the team of IM's and a high-level clientbook.

This client is a leading brand name and can offer genuine longer term career development opportunities within the HNW advisory sector.



  • 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...


  • London, United Kingdom mbf. Full time

    Chartered Financial Planner - Global Private Bank (London) We are currently working with a leading global private bank, seeking to recruit a Chartered Financial Planner to join their London office. Our client is the wealth management division of one of the largest banking and financial services groups. This highly regarded wealth management business...

  • Financial Planner

    2 days ago


    London, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    24 hours ago


    London, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.If the following job requirements and experience match your skills, please ensure you apply promptly.An existing client book will be given,...


  • London, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    9 hours ago


    London, United Kingdom Synchronicity Financial Services Full time

    Job DescriptionSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow...

  • Financial Planner

    2 days ago


    London, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    2 days ago


    London, United Kingdom Synchronicity Financial Services Full time

    Job Description Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to...


  • London, United Kingdom Synchronicity Financial Services Full time

    Job Description Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to...

  • Chartered IFA

    3 weeks ago


    London, Greater London, United Kingdom Financial Divisions Full time

    Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a...

  • Financial Planner

    3 days ago


    London Area, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    10 hours ago


    London Area, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    2 days ago


    London Area, United Kingdom Synchronicity Financial Services Full time

    Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....

  • Financial Planner

    1 day ago


    London, Greater London, United Kingdom mbf. Full time

    We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team. Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored...

  • Financial Planner

    14 hours ago


    London, United Kingdom mbf. Full time

    We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team. Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored...

  • Financial Planner

    2 days ago


    London, United Kingdom Undisclosed Full time

    Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experienceThe experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private...

  • Financial Planner

    2 days ago


    London, United Kingdom undisclosed Full time

    Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

  • Financial Planner

    2 days ago


    London, United Kingdom undisclosed Full time

    Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experienceWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

  • Financial Planner

    2 days ago


    London, United Kingdom undisclosed Full time

    Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a couple of financial...

  • Financial Planner

    2 days ago


    London, United Kingdom undisclosed Full time

    Job Description Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to add a...