Head of Wealth Planning
2 weeks ago
Your new company An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firms wealth planning business. Your new role This is a new role whereby you will be provided with a blank canvass to grow the financial planning business. This will include building a new team of advisers across several locations to work closely with the accountancy side of the business to maximise opportunities with existing clients. What youll need to succeed You will have a demonstrable track record of building and growing a team of advisers, excellent leadership skills, experience of working within compliance oversight, the drive and ambition to take on a role which will be focused on continued growth, whilst also being prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team. Essential to be a fully-qualified financial adviser, ideally Chartered. What youll get in return A 6-figure basic salary and generous management incentives include significant equity and directorship prospects. This is an excellent long-term career opportunity to be part of an established and growing professional practice. What you need to do now If youre interested in this role, click apply now to forward an up-to-date copy of your CV, or call us now. If this job isnt quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&Cs, Privacy Policy and Disclaimers which can be found at hays.co.uk
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Head of Wealth Planning
2 weeks ago
City of London, United Kingdom Hays Careers Full timeYour new company An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning...
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Regional Head of Wealth Planning
4 days ago
Greater London, United Kingdom Titan Wealth Holdings Limited Full timeA leading wealth management firm in the UK is looking for a Regional Manager to lead Private Client Financial Planners. You will drive growth and enhance team performance across the South of England. This pivotal role involves achieving revenue targets, ensuring client satisfaction, and delivering high-quality financial advice. Candidates should possess a...
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Trainee Wealth Manager
7 days ago
London, United Kingdom Hoxton Wealth Full timePosition: Trainee Wealth Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations including Cyprus the United States the United Kingdom Dubai South Africa and Australia. The company leverages a tech and tax-led approach to financial planning combining innovative technology solutions with deep expertise in...
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Trainee Wealth Planner
7 days ago
London, United Kingdom Hoxton Wealth Full timePosition: Trainee Wealth Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep...
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Head of Advice Guidance
4 days ago
London, United Kingdom Succession Wealth Full timeField-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth...
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Trainee Wealth Planner
7 days ago
London, Greater London, United Kingdom Hoxton Wealth Full time £24,000 - £28,800 per yearPosition: Trainee Wealth Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep...
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Trainee Wealth Planner
1 week ago
London, Greater London, United Kingdom Hoxton Wealth Full time £24,000 - £28,800 per yearPosition: Trainee Wealth ManagerCompany Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise...
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Relationship Manager Wealth
23 hours ago
London Area, United Kingdom Zomi Wealth Full timeCompany DescriptionZomi Wealth Management provides a range of comprehensive financial services including investments, savings, pensions, insurance, and property management. Our advanced digital platform enables clients to have an in-depth overview of their financial portfolios, allowing us to provide tailored advice and solutions. We are dedicated to...
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Head of Advice Guidance
5 days ago
London, United Kingdom Succession Wealth Full timeField-based aligned to your nearest Succession office locationHighly Competitive Salary + BenefitsWe are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management...
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Head of Advice Guidance
3 days ago
London, United Kingdom Succession Wealth Full timeField-based aligned to your nearest Succession office locationHighly Competitive Salary + BenefitsWe are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management...
