Financial Planner
3 weeks ago
Fisher Investments Europe is seeking a highly motivated and experienced Financial Planner to join our growing Private Client Advice group. The ideal candidate will have a strong background in providing regulated financial advice to clients, with a focus on pensions, ISAs, and investment bonds.
The Private Client Advice group provides financial advice to over 7,500 existing UK clients, and the successful candidate will be responsible for providing ongoing financial advice, including pension and retirement planning, inheritance tax planning, and tax-efficient cash flow strategies.
The role will involve working closely with clients to understand their financial goals and providing tailored advice to help them achieve those goals. The successful candidate will also have the opportunity to develop their skills and knowledge through ongoing training and educational support.
Fisher Investments Europe is committed to providing a high standard of service to our clients, and we are looking for a candidate who shares our values and is passionate about delivering exceptional results.
The successful candidate will have a strong understanding of financial planning principles and regulations, as well as excellent communication and interpersonal skills. They will also be able to work effectively in a team environment and manage multiple priorities and deadlines.
We offer a competitive salary and benefits package, including 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans, 28 days annual leave, and a retirement pension plan with a 9% company contribution of base pay.
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.
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Financial Planner Assistant
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
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Financial Planner
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...
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Financial Planner
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London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeFinancial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at JJ SEARCH LIMITED. As a Financial Planner, you will work closely with a Senior Financial Planner to manage clients and build relationships.The ideal candidate will have a strong understanding of complex financial products, including EIS, VCT, and Pension input...
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Financial Planner
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London, Greater London, United Kingdom Click and Connect Online Limited Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Click and Connect Online Limited. As a Financial Planner, you will be responsible for advising clients on medium to longer term financial objectives, including Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax...
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Financial Planning Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...
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Financial Planning Assistant
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...
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Financial Planning Assistant
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeUnlock Your Potential as a Financial PlannerAre you a skilled financial professional looking for a new challenge? Do you have a passion for helping clients achieve their long-term financial goals? We have an exciting opportunity for a Financial Planner to join our team at Click and Connect Online Limited.About the RoleAs a Financial Planner, you will be...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Hymans Robertson Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Hymans Robertson. As a Financial Planner, you will play a key role in building and maintaining relationships with clients, providing expert financial planning advice, and delivering exceptional client service.Key ResponsibilitiesDevelop and maintain strong...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom CleverHR Full timeFinancial Adviser/Planner OpportunityWe are seeking a qualified Financial Adviser/Planner to join our team at CleverHR. The successful candidate will have a Level 4 Diploma and experience in financial planning.Key Responsibilities:Develop a varied and busy role with great leads and referralsProspect and network with professional introducers to develop new...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full timeUnlock Your Potential as a Financial PlannerJoin a leading organization in the financial services sector, with a strong presence in the UK and globally. As a Financial Planner, you will be part of a dynamic team that offers a unique advice proposition, driving client demand and growth.Key Responsibilities:Advise clients on medium to longer term financial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full timeUnlock Your Potential as a Financial PlannerJoin a leading organization in the financial services sector, with a strong presence in the UK and globally. As a Financial Planner, you will be part of a dynamic team that offers a unique advice proposition, driving client demand and growth.Key Responsibilities:Advise clients on medium to longer term financial...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Fisher Investments Full timeOverviewFisher Investments Europe is seeking a skilled Financial Planner to provide regulated financial advice to existing clients. This role involves working with pensions, ISAs, and investment bonds, with opportunities for personal development and certification within the global asset management firm.The OpportunityThe Private Client Advice group provides...
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Financial Planner Professional
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeEstablished Financial Planning OpportunityWe are seeking a highly successful Financial Planner to join our team at Blakemore Recruitment. The ideal candidate will have a strong background in financial planning, a Level 4 diploma qualification, and excellent communication skills.The successful candidate will be responsible for working with our established...