Financial Planner

2 weeks ago


East Sussex, United Kingdom Financial Divisions Full time

**Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £75k basic salary + commissions**

My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. Thedo Wills and Trusts as well as Powers of Attorney.

The Managing Director has had a long illustrious career in financial planning and is looking to step away from advisory activities and take on more of a management role. His client bank comprises of approximately 170m clients and brings in £420k of recurringfees.
- Independent Financial Adviser
- Based outside Crawley
- You must hold your Level 4 Diploma
- Preferably working towards your chartered status
- Allocated clients bank to manage (circa 170 clients)
- Full market independent financial advice
- Any new business you can bring is welcomed

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.



  • East Sussex, United Kingdom Financial Divisions Full time

    **Financial Planner - East Sussex - manage a book of 170 clients which generates £420k in recurring income, £70k basic salary + commissions** My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions, Investments, Tax Planning,...


  • Hove, East Sussex, United Kingdom TRUESTAR TALENT LIMITED Full time

    Financial Planner Office-Based, Brighton and Hove Both great monthly and yearly bonuses and benefits package A full client bank provided one of the most highest rated financial planning and investment companies in the UK. offer high-quality holistic advice and are looking for a telephone/video-based Financial Planner to manage a good client bank, to develop...

  • Financial Service Planner

    Found in: Jooble UK C2 - 2 weeks ago


    Hove, East Sussex, United Kingdom TRUESTAR TALENT LIMITED Full time

    Financial Planner Office-Based, Brighton and Hove Both great monthly and yearly bonuses and benefits package A full client bank provided one of the most highest rated financial planning and investment companies in the UK. offer high-quality holistic advice and are looking for a telephone/video-based Financial Planner to manage a good client bank, to develop...

  • Financial Planner

    8 hours ago


    South East, United Kingdom Amiqus Full time

    **A South-East based Games studio are currently looking for a Financial Planner to work closely with the COO, on the studio’s day to day accounts. The studio is renowned in the Console/PC industry for creating fun, easy to play / hard to master games, with their debut title topping charts with rave reviews from players and critics alike.**: The position...


  • Kilmarnock, East Ayrshire, United Kingdom Newark Wealth Financial Planning Full time

    About Us: At Newark Wealth, we pride ourselves on delivering exceptional financial advice and mortgage solutions to our clients. As we continue to grow, we are looking for a skilled Financial Services Administrator to join our dynamic team. Arranging Client meetings and managing your Financial Planner’s diary. Meeting and greeting clients. book...


  • Crowborough, East Sussex, United Kingdom Carrington West Full time

    Graduate Town Planner Are you a recent graduate with a passion for planning and a desire to kickstart your career in a dynamic and collaborative environment? We are currently seeking a dedicated and enthusiastic individual to join our team as a Graduate Planner in Crowborough. Collaborate with the planning team to support in the development and...

  • Planner

    2 weeks ago


    East Devon, Devon, United Kingdom Zapsa Full time

    Zapsa LTD is a specialist Talent Acquisition Consultancy working in the Renewable Energy, Environmental, IT, and Sustainability sectors. Our client provides Civil engineering solutions and traditional construction services across the UK. Due to continuous growth, they are seeking an experienced Planner / Programmer with a background in Civil and...

  • Transport Planner

    23 hours ago


    East Midlands Airport, United Kingdom Freight Personnel Full time

    Ref: 41168/FP16606/PW **Job Type**: Permanent **Location**: - Midlands East, Lincolnshire Benefits £30,000-35,000 salary Job Title:Traffic / Transport Planner Department: Transport Logistics Immingham, North East Lincolnshire Job Purpose To be responsible for the effective daily running of our clients Logistics fleet operations. Ensuring that the...

  • IFA Administrator

    2 weeks ago


    Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full time

    The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful...

  • Paraplanner / IFA

    Found in: Jooble UK C2 - 18 hours ago


    East Sussex, United Kingdom The Recruitment Web Full time

    Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. Check below to see if you have what is needed for this...

  • Paraplanner / IFA

    19 hours ago


    East Sussex, United Kingdom The Recruitment Web Full time

    Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. Check below to see if you have what is needed for this...

  • Planner (Permanent)

    2 weeks ago


    East Devon, Devon, United Kingdom Zapsa Full time

    Zapsa LTD is a specialist Talent Acquisition Consultancy working in the Renewable Energy, Environmental, IT, and Sustainability sectors. Our client provides Civil engineering solutions and traditional construction services across the UK. Due to continuous growth, they are seeking an experienced Planner / Programmer with a background in Civil and...


  • Woodstock, Oxfordshire, South East, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. If your skills, experience, and qualifications match those in this job overview, do not delay your application.This is a varied and interesting role, that sits...


  • Hull, East Yorkshire, United Kingdom Prosper Recruitment Full time

    Project Planner - Modular Buildings/Construction Prosper Recruitment is collaborating with a modular building and construction company based in East Yorkshire that is hiring a Planner. This company specialises in designing and manufacturing high-quality, customised modular buildings for various purposes such as offices, schools, healthcare facilities, and...

  • Student Planner

    2 weeks ago


    East Devon, Devon, United Kingdom Zapsa Full time

    Zapsa LTD is a specialist Talent Acquisition Consultancy working in the Renewable Energy, Environmental, IT, and Sustainability sectors. Our client provides Civil engineering solutions and traditional construction services across the UK. As a Civil and Construction Planner, you will play a critical role in coordinating and managing various construction...

  • Events Planner

    6 days ago


    East Molesey, United Kingdom Historic Royal Palaces Full time

    Historic Royal Palaces is the independent charity that looks after the Tower of London, Hampton Court Palace, Kensington Palace, the Banqueting House, Kew Palace and Hillsborough Castle & Gardens. **Departments**: Functions & Events **Home Palace**: Hampton Court Palace **Status**: Temporary/Seasonal **Salary**: £31,897 **Salary Rate**: Per...

  • Events Planner

    5 days ago


    East Molesey, United Kingdom Historic Royal Palaces Full time

    Historic Royal Palaces is the independent charity that looks after the Tower of London, Hampton Court Palace, Kensington Palace, the Banqueting House, Kew Palace and Hillsborough Castle & Gardens. **Departments**: Functions & Events **Home Palace**: Hampton Court Palace **Status**: Temporary/Seasonal **Salary**: £31,897 **Salary Rate**: Per...

  • Project Planner

    7 days ago


    Hull, East Yorkshire, United Kingdom Prosper Recruitment Full time

    Project Planner - Modular Buildings/Construction Prosper Recruitment is collaborating with a modular building and construction company based in East Yorkshire that is hiring a Planner. This company specialises in designing and manufacturing high-quality, customised modular buildings for various purposes such as offices, schools, healthcare facilities, and...

  • Project Planner

    2 weeks ago


    Hull, East Yorkshire, United Kingdom Prosper Recruitment Full time

    Project Planner - Modular Buildings/Construction Prosper Recruitment is collaborating with a modular building and construction company based in East Yorkshire that is hiring a Planner. This company specialises in designing and manufacturing high-quality, customised modular buildings for various purposes such as offices, schools, healthcare facilities, and...

  • Planner

    2 weeks ago


    North East England, United Kingdom Comtech Group Full time

    See the opportunities we have available today in our exciting portfolio of client programs and project Share this job as a link in your status update to LinkedIn. Comtech Group Inc. (Comtech) is a multidisciplinary consulting firm providing integrated consulting solutions on complex capital projects, including Program and Project Management, Project...