Financial Planner
1 week ago
Waterhouse-Kern Associates is pleased to be working with a rapidly-expanding and successful wealth management company to find a skilled financial planner.
The ideal candidate will have at least 10 years of experience in the field and hold a Level 4 Diploma Qualification, preferably through CII or CISI.
The financial planner will be responsible for taking full ownership of client relationships, preparing comprehensive financial plans, and implementing recommendations to achieve clients' financial goals.
The company is a fast-growing wealth management business in London, seeking a financial planner to join their team and provide expert financial advice to clients.
The successful candidate will be an effective communicator, client-focused, and able to demonstrate experience in investments, pensions, savings, and protection while adhering to Consumer Duty.
This is an exciting opportunity to join a growing business, where you will be provided with a client bank to service and develop new business.
- Provide comprehensive financial planning advice to clients, prioritizing their needs.
- Manage existing client relationships and develop new relationships through proactive networking and business development.
- Maintain a high level of technical knowledge through ongoing training and self-development.
- Ensure compliance with key regulatory requirements and provide guidance and mentorship to Relationship Managers and Administrators.
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Senior Financial Planner
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London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity for Experienced Financial PlannersWe are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About...
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Experienced Financial Planners Wanted
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London, Greater London, United Kingdom Financial Divisions Full time £75,000 - £80,000Job Opportunity OverviewFinancial Divisions, a leading financial services firm, is seeking experienced financial planners to join our team. As a financial planner with Financial Divisions, you will have the opportunity to work with high net worth individuals, their families, and SME owners, providing expert advice on pensions, investments, tax, and...
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Experienced Financial Planners Wanted
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £75,000 - £80,000Job Opportunity OverviewFinancial Divisions, a leading financial services firm, is seeking experienced financial planners to join our team. As a financial planner with Financial Divisions, you will have the opportunity to work with high net worth individuals, their families, and SME owners, providing expert advice on pensions, investments, tax, and...
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Financial Planners Wanted for HNW Clients
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London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...
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Financial Planner Assistant
6 days ago
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Financial Planner Assistant
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Financial Planner Assistant
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team in processing new business, maintaining...
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Financial Planner Assistant
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team in processing new business, maintaining...
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Financial Planner Assistant
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
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Financial Planner Assistant
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
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Financial Planner Assistant
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: ParaplannerWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.About the Role:As a Paraplanner, you will be responsible for providing administrative support to our Financial Planners, assisting with the preparation of suitability...
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