Current jobs related to Financial Planner - Epsom, Surrey - Financial Divisions

  • Financial Planner

    4 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning firm, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their goals.About the Role:Manage a...

  • Financial Planner

    4 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning firm, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their goals.About the Role:Manage a...

  • Financial Planner

    4 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning firm, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their goals.About the Role:Manage a...

  • Financial Planner

    4 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Senior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning firm, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their goals.About the Role:Manage a...

  • Career Development Financial Planner

    1 week ago

    Epsom, Surrey, United Kingdom Lloyd Recruitment Limited Full time

    Job DescriptionWe are seeking a self-motivated individual to join our client's team as a Trainee Financial Planner.This 2-3 year programme offers learning support and on the job experience, allowing you to progress at your own pace.You will work alongside experienced advisers with a mentor programme in place, providing guidance and support throughout your...

  • Strategic Financial Planner

    1 day ago

    Epsom, Surrey, United Kingdom Nuffield Health Full time

    Job OverviewNuffield Health is seeking a skilled Senior Planning Analyst to join their team. As a key member of the finance team, you will play a crucial role in assisting with the planning and preparation of financial reports, forecasts, and strategic plans.Key ResponsibilitiesMaintain accurate and up-to-date financial records and reportsDevelop and...

  • Financial Planning Coordinator

    2 weeks ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations,...

  • Senior Project Planner

    2 weeks ago

    Epsom, Surrey, United Kingdom AtkinsRéalis Full time

    We are seeking a highly skilled Senior Project Planner to join our Project Delivery Practice in Epsom. As a key member of our team, you will work closely with Project Managers and Directors to control and manage design activities on complex infrastructure projects.Your key responsibilities will include:Developing and implementing high-quality planning and...

  • Wealth Management Administrator

    2 weeks ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Wealth Management Administrator to support their team in Epsom, Surrey.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate...

  • Wealth Management Administrator

    1 month ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth Management AdministratorWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations,...

  • Wealth Management Administrator

    1 month ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth Management AdministratorWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations,...

  • Wealth Management Administrator

    1 month ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth Management AdministratorWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations,...

  • Wealth Management Administrator

    1 month ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Wealth Management AdministratorWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare and package financial planning reports for financial planners and their clients.Obtain policy information, documents, factsheets, illustrations,...

  • Wealth Management Administrator

    2 months ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role:Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Wealth Management Administrator to join their team in a dynamic and fast-paced environment.Key Responsibilities:Prepare and package comprehensive financial planning reports for financial planners and their clients.Obtain policy information, documents,...

  • Wealth Management Administrator

    2 months ago

    Epsom, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role:Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Wealth Management Administrator to join their team in a dynamic and fast-paced environment.Key Responsibilities:Prepare and package comprehensive financial planning reports for financial planners and their clients.Obtain policy information, documents,...

  • Trainee Financial Planner

    2 weeks ago

    Epsom, South East, Surrey, United Kingdom Lloyd Recruitment Limited Full time

    Our established client is offering the rare chance to train you to become a fully qualified Adviser.With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a...

  • Sales Leader

    2 months ago

    Epsom, Surrey, United Kingdom Stonebridge Companies Full time

    About Stonebridge CompaniesStonebridge Companies is a leading hospitality management and development company with a diverse portfolio of properties across the United States. We are committed to providing exceptional service and memorable experiences for our guests and associates.Regional Director of Sales - Hotel Portfolio We are seeking a dynamic and...

  • Sales Leader

    2 months ago

    Epsom, Surrey, United Kingdom Stonebridge Companies Full time

    About Stonebridge CompaniesStonebridge Companies is a leading hospitality management and development company with a diverse portfolio of properties across the United States. We are committed to providing exceptional service and memorable experiences for our guests and associates.Regional Director of Sales - Hotel Portfolio We are seeking a dynamic and...

  • Career Development Financial Planner

    2 weeks ago

    Epsom, United Kingdom Lloyd Recruitment Limited Full time

    We are seeking a self-motivated individual to join our team as a Trainee Financial Planner. This 2-3 year programme offers learning support and on the job experience, allowing you to work alongside experienced advisers and develop your skills.Key traits and background required include:Self-motivationAbility to learn and develop skills

  • Employed Financial Planner Hybrid

    3 weeks ago

    Epsom, United Kingdom Cameron James Full time

    This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an individual who wants to also give advice and therefore be...

  • Trainee Financial Planner

    2 weeks ago

    Epsom, United Kingdom CV-Library Full time

    Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a...

  • Trainee Financial Planner

    5 days ago

    Epsom, United Kingdom Lloyd Recruitment Limited Full time

    Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a...

Financial Planner

2 months ago

Epsom, Surrey, United Kingdom Financial Divisions Full time £70,000 - £90,000
Job Description

Financial Planner - Wealth Management

Join our team of experienced financial professionals at Financial Divisions, a leading independent wealth planning firm.

Key Responsibilities:

  • Manage a portfolio of high net worth (HNW) clients, providing expert financial advice and guidance.
  • Develop and implement comprehensive financial plans, taking into account clients' unique needs and goals.
  • Collaborate with a dedicated team of administrators and paraplanners to ensure seamless client service.
  • Build and maintain strong relationships with clients, understanding their financial objectives and delivering tailored solutions.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance client outcomes.

Requirements:

  • Proven experience in financial planning, preferably in an independent wealth planning firm.
  • Strong understanding of complex financial products and services, including pensions, investments, and tax planning.
  • Excellent communication and interpersonal skills, with the ability to build trust with HNW clients.
  • Ability to work independently and as part of a team, with a focus on delivering exceptional client service.
  • Strong analytical and problem-solving skills, with a keen eye for detail.

What We Offer:

  • A competitive salary range of £70,000 - £90,000, plus bonuses.
  • A comprehensive benefits package, including holiday allowance and attractive perks.
  • The opportunity to work with a dynamic and supportive team, dedicated to delivering exceptional client outcomes.
  • A chance to develop your skills and expertise in a rapidly evolving industry.