Financial Planning Expert
4 weeks ago
Unlock your earning potential as a self-employed financial adviser with our rapidly expanding wealth management firm. We offer highly competitive payaway rates and a very attractive exit package for successful financial planners.
As a key member of our team, you will be responsible for providing expert financial advice to our clients, leveraging your knowledge of financial products, markets, and regulations to drive business growth.
Requirements:- Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.
- Comprehensive knowledge of financial products, markets, and regulations.
- Competent Adviser Status (CAS).
- Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.
- Transferable Assets Under Management (AUM).
- Demonstrated track record of income generation.
- Strong analytical and sales skills.
- Highly competitive, performance-reflective commission-based splits.
- Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.
- Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.
- The freedom to work from any location.
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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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London, Greater London, United Kingdom Financial Divisions Full timeThe ideal candidate will possess a Diploma in Paraplanning and have a minimum of 2 years of full-time experience in the field.As a Paraplanning Expert, you will assist in the preparation of financial advice on investments, pension planning, inheritance tax, and estate planning.You will be supporting a high-achieving Financial Adviser, working with a diverse...
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Financial Planning Expert
1 week ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the Role:We are looking for a skilled Financial Planning Expert to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions.Key...
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Financial Services Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...
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Senior Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...
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Senior Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Mortgage & Protection Expert
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we're seeking a skilled Mortgage & Protection Expert to join our team. As a highly successful and leading business, we pride ourselves on our honest and professional approach to services. Our ideal candidate will have a CeMAP or relevant Mortgage Qualification and a minimum of 2 years experience of delivering Mortgage &...
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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 Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
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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 Planning Expert
4 weeks ago
London, Greater London, United Kingdom Norman Alex Full timeNorman Alex is seeking a highly skilled Financial Planning Expert to join their team in London or one of their overseas offices. The ideal candidate will have expertise in UK pensions and investments, with a strong understanding of the wealth management industry. The role offers a competitive salary and performance-based bonuses.The successful candidate will...
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Financial Planning Specialist
6 days ago
London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full time**Role Overview**We are seeking a skilled Financial Planning Specialist to join our team at Trace - Expert Accountancy Recruitment. This is an exciting opportunity for an experienced management accountant to play a pivotal role in supporting one of the UK's most respected arts and cultural institutions.**Location & Salary**This full-time position is...
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Senior Financial Planning Expert
1 week ago
London, Greater London, United Kingdom US Tax & Financial Services Sàrl Full timePrivate Client Group OpportunityAbout the Role:As a Senior Financial Planning Expert, you will be part of our Private Client Group, focusing on preparing and reviewing complex US and UK individual tax returns. Your role will involve carrying out research to provide technical solutions and deliverables for clients, preparing budgets, and contributing to the...
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Financial Planning Expert
4 weeks ago
London, Greater London, United Kingdom Cobalt Consulting (UK) Ltd Full timeFinancial Planning Expert - Contract£70,000 - £80,000Cobalt Consulting (UK) Ltd is seeking a Financial Planning Expert to drive the optimal capital income for the firm.The successful candidate will communicate with internal stakeholders and other teams, liaising and challenging assumptions to drive effective decision-making.Key ResponsibilitiesProduction...
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Senior Financial Planning Expert
6 days ago
London, Greater London, United Kingdom Forvis Mazars Full timeJob OpportunityWe are seeking a highly skilled Senior Financial Planning Expert to join our team at Forvis Mazars. This role offers a fantastic opportunity to make a significant impact in the financial planning sector.About the RoleAs a Senior Financial Planning Expert, you will be responsible for managing a portfolio of existing clients and identifying new...
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Financial Planning Expert
1 week ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled Financial Planning Expert to join a leading wealth management firm in central London. The ideal candidate will have a strong understanding of financial planning principles and client suitability.Key Responsibilities:Conduct in-depth analysis of client portfolios and accounts to provide FCA regulated advice on areas including...
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Financial Planning Expert
3 weeks ago
London, Greater London, United Kingdom OneDome Full timeUnlock Your Earning PotentialWe are seeking a skilled Financial Planning Expert to join our team at OneDome on a self-employed basis. As a successful financial adviser, you will have the opportunity to work with a substantial list of clients, offering a significant chance for business conversion.Key Requirements:Level 4 Diploma in Financial Planning (or...
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Mortgage and Protection Adviser
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we're seeking experienced professionals to join our team in a Mortgage and Protection Adviser role.This is an exciting opportunity to work with a well-established and reputable company, providing high-quality mortgage and protection advice to clients.The ideal candidate will have a strong background in financial services,...