HNW Financial Planner

About the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...

Financial Planning OpportunityWe are excited to offer an opportunity for an experienced HNW Financial Planner to join our team at The Progeny Group as a Senior Wealth Manager.In this role, you will be responsible for providing expert financial advice to our high net worth clients, managing their portfolios effectively and ensuring their financial goals are...

Job SummaryWe are seeking a highly skilled Senior Wealth Manager to join our team at The Progeny Group. This is an excellent opportunity for an experienced HNW Financial Planner to take on a senior role and provide expert financial advice to our high net worth clients.The successful candidate will have a proven track record of delivering exceptional results...

Job OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...

Cooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...

About the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for supporting Financial Planners in research and analysis to meet client needs and objectives.Key ResponsibilitiesProvide high-level administrative support to Financial...

Wealth Management Company OverviewShero Talent Consultancy is delighted to announce a unique opportunity for a talented Financial Planner to join our team in Cambridge.Job SummaryThe successful candidate will be responsible for delivering exceptional client service, ensuring the financial well-being of our clients. As a key member of our Wealth Management...

Job DescriptionThe role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client...

About Cooper LomazWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and skilled Financial Planner or Financial Adviser to join their team.Job OverviewThis is a fantastic opportunity for someone who wants to take their career to the next level in financial planning. As a successful candidate, you will have...

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We provide an award-winning service to our clients by employing the best people. Our mission is to place the power of good advice into more...

Cooper Lomaz Recruitment Ltd Job OpportunityWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and ambitious Financial Planning Specialist.The ideal candidate will have a proven track record in financial planning, with a strong understanding of the industry's best practices. Previous experience as a Paraplanner,...

Evelyn Partners is the UK's leading integrated wealth management and professional services group, boasting over 186 years of experience in helping generations of individuals and businesses thrive.We pride ourselves on providing an extensive range of financial and professional services to our clients, including individuals, family trusts, professional...

Financial Planning Expertise in East AngliaEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an experienced Senior Financial Planning Consultant to join their team in East Anglia.This role offers the opportunity to deliver high-quality financial planning advice to clients across the region, building strong...

Company OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our award-winning service for clients is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our...

Join Our TeamWe are seeking a skilled Financial Planner to join our team in Cambridge. As a Financial Planner, you will play a critical role in delivering exceptional client service and ensuring the financial well-being of our clients.Key ResponsibilitiesClient Servicing: Develop and maintain strong relationships with our clients, providing tailored...

Our client are a Wealth Management company based in Cambridge. They provide wealth management, investment planning, and retirement solutions, and ensure that their clients financial journey is not just successful, but also secure and sustainable. Job Responsibilities Client servicing - Prepare annual review meetings - Initiate reviews using CRM reminder...

Job SummaryThe Client Services Director will lead a team of eight individuals to provide full administrative support to Financial Planners and ensure client satisfaction through direct contact with clients and other operational colleagues. The ideal candidate will have excellent communication skills, strong stakeholder management, and the ability to coach...

Job Description:To lead and develop the Client Administrator team to deliver exceptional client experience and operational excellence. As a Client Administration Team Manager, you will provide administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to...

Team Leader OpportunityWe are looking for an experienced Administrative Team Lead to join our team at Evelyn Partners. As a key member of our administration team, you will be responsible for providing full administrative support to Financial Planners, developing a high-performing team, and maintaining back-office systems and client records in line with...