Financial Planner

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...

Associate Financial Planner - join a respected and multi-decades established IFA firm and follow a clear path to becoming a Financial Planner, ultimately managing a portfolio of clients. Are you the experienced paraplanner we are looking for to become a future planner at our firm? We are busy, there is a huge demand for our services and we need your expert...

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 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...

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...

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...

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...

**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...

**Financial Planner based in London, competitive salary with excellent benefits and clients provided** **Role & Responsibilities** - Comply with the Training and Competence Scheme - Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued - Provide appropriate financial planning...

**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...

**Private Client Advice Financial Planner** **Salary £65k to £75k DOE plus + 2 X discretionary bonuses a year.** We are working on behalf of our client who is a Globally Recognised, Independent Investment Adviser. They are recruiting for a **Private Client Financial Planner**. The purpose of the position is to provide regulated financial advice existing...

Our client, a City based, fully independent Financial Planning firm is looking for a Junior Financial Planner to join the team. The firm has circa £0.5b Funds Under Management and 10 Financial Planners. The majority of the clients are from a Legal or Investment Banking background, and are City professionals. This role has come about as a result of 2...