Financial Planner Partner

3 weeks ago


London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time

We are seeking an experienced Financial Planner to join Jenson Fisher Consulting Ltd as a Partner. This is a fantastic opportunity for someone with 4-6 years of experience to grow a client book and reap the benefits from a financial and cultural standpoint.

">About the Role

As a Financial Planner Partner, you will be expected to grow a client base using the firm's high lead conversion rate and unique offering towards client service. You will work with a huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner.

The ideal candidate will have Chartered status via the CII and a proven track record of success in financial planning.

This is a collaborative team environment with opportunities for professional development and growth within the business.

Key Responsibilities
  • Huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business
  • Grow a client book using the firm's high lead conversion rate and unique offering towards client service
  • Work collaboratively with the team to develop skills, experience and earning potential
Benefits
  • Potential for significant earnings based on performance
  • Opportunities for professional development and growth within the business
Requirements
  • Chartered status via the CII
  • 4-6 years of experience in financial planning
Salary

£80,000 - £100,000 plus benefits and bonus (and equity potential)


  • Financial Planner

    2 weeks ago


    London, Greater London, United Kingdom Quilter Financial Advisers Full time

    We are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.Job Role:Develop and implement tailored financial plans to meet clients' goals and objectivesProvide expert advice on current financial issues and make recommendations...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. This is a unique opportunity for a highly skilled professional to work with a dynamic and award-winning Chartered IFA firm.The Role:As a Senior Financial Planner, you will be responsible for delivering whole of market financial advice to HNW retirees,...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Title: Financial Divisions Chartered Financial PlannerWe are seeking a skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Senior Wealth Manager, you will be responsible for managing an existing book of clients generating £150,000 in ongoing advice fees. The ideal candidate will have 3 years of experience in...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Opportunity:We are seeking a skilled Paraplanner to strengthen our Financial Planning team in our London office.Prepare high-quality reports and annual reviews for clients.Develop cashflow forecasts to help clients meet their long-term financial goals.Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research.The ideal...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Senior Financial Planner (Tax)cera Financial Ltd is seeking a Senior Financial Planner (Tax) to collaborate with the Head of Accounting for Tax in driving business growth.This role plays a pivotal part in advancing our Finance team's technical expertise.Core Responsibilities:Tax Planning Expertise:Develop and implement comprehensive tax strategies aligned...

  • Financial Planner

    2 weeks ago


    London, Greater London, United Kingdom Quilter Financial Advisers Full time

    As a Wealth Management Specialist at Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. With a strong focus on face-to-face service, our team of advisers is dedicated to delivering exceptional customer experiences across the UK.The role involves preparing sound financial plans to ensure clients meet...


  • London, Greater London, United Kingdom Gresham Hunt Full time

    Job Description:We are looking for an experienced Financial Planner and Business Partner to join our team at Gresham Hunt.In this role, you will be responsible for providing expert advice and guidance on financial planning and business strategy, working closely with leadership and other stakeholders.You will support the development and implementation of...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    **Required Skills and Qualifications**A strong work ethic and excellent communication skills.Good attention to detail, strong maths skills, and ability to learn and analyse financial information.Trustworthiness and ability to manage money in line with appropriate rules and regulations.Experience with MS Office and data management systems.Ethical mindset and...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    We are seeking a Financial Services Partner to join our team at Financial Staffing Solutions. This role involves partnering with one of the leading multinational supermarkets to define and achieve both financial and non-financial objectives.The ideal candidate will have a strong background in finance, with ACA/ACCA/CIMA qualifications. They will be...


  • London, Greater London, United Kingdom Vitae Financial Recruitment Full time

    Financial Business Partner, MarketingVitae Financial Recruitment is partnering with a leading consumer goods business to find an experienced Financial Business Partner to support their marketing team.As a Financial Business Partner, you will play a critical role in developing and implementing financial strategies that align with the company's overall goals....

  • Financial Planner

    2 weeks ago


    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial PlannerAbout the Role:Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planner to join our team. As a Private Client Adviser, you will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.Responsibilities:- Maintain and develop client...


  • London, Greater London, United Kingdom NSC Global Full time

    NSC Global, a multi-national technology managed network services and infrastructure with a proven track record and blue-chip client base, seeks an accomplished Strategic Financial Planner to join its team in London. The ideal candidate will be responsible for the analysis and presentation of financial and non-financial data to the CEO, Board, and senior...


  • London, Greater London, United Kingdom Evelyn Partners Full time

    We're seeking a highly skilled Senior Financial Planner to join our team at Evelyn Partners. As a leader in the industry, we offer an exciting opportunity for career growth and development.The successful candidate will be responsible for delivering high-quality financial planning and wealth management advice, building strong relationships with clients, and...


  • London, Greater London, United Kingdom Wise Full time

    We have an exciting opportunity for a Financial Services Planner to join our Marketing Insights & Planning team in London. As part of our team, you will be responsible for creating innovative and effective marketing plans that drive business results.What You'll BringAbility to work in a dynamic, fast-moving environmentExperience working for global brands...


  • London, Greater London, United Kingdom Evelyn Partners Full time

    At Evelyn Partners, we are seeking a skilled Chief Financial Planner to join our team. This is an exciting opportunity for a qualified professional with a passion for financial planning and leadership.Company OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, offering a comprehensive range of financial...


  • London, Greater London, United Kingdom MAZARS LIMITED Full time

    We are looking for a Senior Financial Planner to lead our Client Services team and manage a portfolio of existing clients. As a key member of our Financial Planning team, you will be responsible for delivering high-quality services to clients and driving business growth.Job OverviewIn this role, you will be responsible for managing a portfolio of existing...


  • London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job Title: Senior Financial PlannerWe are seeking an experienced Senior Financial Planner to join our team in London. As a key member of our UK-wide client advisory group, you will be responsible for providing expert financial planning advice to clients across the South East region.The ideal candidate will have a proven track record of success in an...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title:Senior Financial PlannerSalary Range:£50,000 - £70,000 per annumJob Description:In this challenging role as Senior Financial Planner with Artemis Recruitment Consultants Ltd, you will provide financial planning support to Private Client Advisors. Your primary responsibilities include preparing lifetime cashflow models for clients and...


  • London, Greater London, United Kingdom Vitae Financial Recruitment Limited Full time

    Job Title: Financial Business PartnerCompany Overview:Vitae Financial Recruitment is a specialist recruitment agency dedicated to placing talented professionals in finance and commercial roles. We believe in the importance of building strong relationships between businesses and individuals to achieve mutual success.Salary: £92,500 per annumJob...


  • London, Greater London, United Kingdom ZipRecruiter Full time

    Become a Chartered Financial Planner and Unlock New OpportunitiesWe're seeking a motivated and experienced Financial Planner to join our team as a Chartered Financial Planner. With a strong track record of providing high-quality advisory services, you'll be able to leverage your expertise to drive success and build long-lasting relationships with our...