Wealth Planner
3 weeks ago
One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planners to their London team.
Managing existing client relationships, and working closely with colleagues in Portfolio Management, the role will involve providing complex wealth planning solutions to high net worth, and ultra high net worth, clients typically across retirement planning, estate planning and tax structuring advice.
Clients of the firm typically have minimum portfolios of £3M+, many have £20M-50M+. There are very few businesses consistently operating at the same client level as this firm. You will initially focus on clients in the £3M-20M range, with the opportunity to progress, take on larger clients, and push towards a Director level role in the future.
In addition to a highly competitive basic salary are exceptionally generous benefits and bonuses.
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Wealth Planner
2 days ago
London, United Kingdom mbf. Full timeThe 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...
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Wealth Planner
3 days ago
London, United Kingdom Barclays Full timeWealth Planner London This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. As a Barclays Wealth Planner, you will join the Wealth...
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Wealth Planner
1 month ago
London, United Kingdom Reed Insurance Full timeReed is working in partnership with an esteemed wealth institution based in the west end of London. They proactively look after HNW clients and their wealth. Provide financial planning services to new and existing clients and to take an active role in business development activities for the firm. In order to develop new lines of enquiry. **Qualifications/...
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Wealth Planner
4 weeks ago
London, United Kingdom Schroders Full timeAbout Schroders We're a global investment manager. We help institutions, intermediaries, and individuals worldwide invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 5,000 people on six continents. And we've been around for over 200 years, but we keep adapting as society and technology change. What doesn't...
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Wealth Planner/wealth Planning Director Uhnw
4 weeks ago
London, United Kingdom BWD Search & Selection Full timeWe are currently engaged by one of the most prestigious and highly respected names in the wealth management industry who are seeking two Wealth Planners, and a Wealth Planning Director, for their London team. Working closely with colleagues in Portfolio Management, the role will involve developing and managing client relationships and providing complex...
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Wealth Planner
6 days ago
London, United Kingdom mbf Full timeJob Description About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The...
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Wealth Planner
4 days ago
London, United Kingdom mbf Full timeAbout the Company:Interested in this role You can find all the relevant information in the description below.A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient,...
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Wealth Planner
1 month ago
London, United Kingdom mbf Full timeAbout the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a...
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Wealth Planner
1 month ago
London, United Kingdom mbf Full timeAbout the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a...
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Wealth Planner
2 weeks ago
London, United Kingdom mbf Full timeJob DescriptionAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The...
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Wealth Planner
3 weeks ago
Greater London, United Kingdom mbf Full timeAbout the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a Wealth...
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Wealth Planner
4 weeks ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
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Wealth Planner
1 month ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
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Wealth Planner
1 month ago
Greater London, United Kingdom mbf Full timeAbout the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...
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Wealth Planner
6 days ago
City of London, Greater London, United Kingdom mbf Full timeAbout the Company: Interested in this role You can find all the relevant information in the description below. A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent,...
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Associate Wealth Planner
1 month ago
London, United Kingdom mbf. Full timeA high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team. Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with oneof the Managing Partners providing technical support and relationship management services to their niche...
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Wealth Manager
1 month ago
London, United Kingdom JCW Group Full timeJob Description Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and...
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Wealth Manager
6 days ago
London, United Kingdom JCW Group Full timeJob Description Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and...
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Wealth Manager
1 month ago
London, United Kingdom JCW Group Full timeOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailored...
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Wealth Manager
1 month ago
London, United Kingdom JCW Group Full timeOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailored wealth...