Financial Planner

Job OverviewWe are seeking a skilled Financial Planner to join our team at Financial Divisions.The successful candidate will be responsible for managing existing clients, generating new business and working towards Chartered status.

Key ResponsibilitiesThe Financial Planner will be responsible for:Managing existing client relationships and growing their business.Generating new business through networking and referrals.Working towards Chartered status and staying up-to-date with industry developments.The role will suit a candidate with a strong background in financial planning and a...

About the RoleThis is an excellent opportunity for a Financial Planner to take over some existing advisers who are retiring in 2 years' time and then focus on generating new business.The ideal candidate will have a background in an independent wealth planning firm and aspire to work towards Chartered status.An active CAS status is required, along with a...

We are seeking an experienced Senior Financial Planner to join our close-knit team in Tunbridge Wells. As a key member of our team, you will play a vital role in delivering exceptional client experiences and contributing to the growth and success of our firm.About Us:Hitchell Financial Planning is a family-run practice that has been providing friendly,...

About UsFinancial Divisions is a leading independent wealth planning firm with a strong presence in the UK market. We are committed to delivering exceptional service to our clients, and we achieve this through our comprehensive understanding of their financial goals and aspirations.We are seeking an experienced Financial Planner to join our team in Tunbridge...

Role OverviewWe are seeking a highly experienced and skilled Financial Planning Manager to join our team at Evelyn Partners. As a key member of our wealth advisory team, you will be responsible for leading client relationships and driving business growth.In this role, you will have the opportunity to work with high net worth individuals and businesses,...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent) Manage existing clients and generate some new business £55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary) My client are a Chartered independent wealth...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent)Manage existing clients and generate some new business£55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary)My client are a Chartered independent wealth...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent) Manage existing clients and generate some new business £55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary) My client are a Chartered independent...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent)Manage existing clients and generate some new business£55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary)My client are a Chartered independent wealth...

BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent)Manage existing clients and generate some new business£55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary)My client are a Chartered independent wealth...

**About us** We are a well established medium size family run Financial Services Practice. We have offered a friendly professional advisory service to clients since 1978. Our team currently comprises; two wealth advisers, one mortgage & protection adviser, a Practice Manager and 4 experiened administrators. Based in Lonsdale Gardens in Tunbridge Wells,...

We are working closely with a multi-award winning regional firm of Chartered Financial Planners who are embarking on a period of significant growth. Due to acquisitions and retirements, they have a unique role for a senior level Financial Planner to take over a large existing HNW client base, which includes many high profile musicians. In the future the role...

A superb opportunity for an experienced Financial Planner to join the Tunbridge Wells office of a Citywire NMA multi-award winning Chartered IFA practice. Due to the upcoming retirement of a long-standing adviser, you will take over a high quality bookof c120 private clients, and look to grow this through referrals and marketing leads. Backed up by an...

Job Title: Chief Financial PlannerAt Evelyn Partners, we're seeking a seasoned Financial Planning professional to lead our team in delivering exceptional client experiences. As a Chief Financial Planner, you'll be responsible for guiding clients towards their financial goals, leveraging your expertise in investment management and tax efficiency.Key...

Thought it was impossible to be a successful Financial Planner and achieve genuine work life balance? Think again. With our Virtual Financial Planner role you will get to devote your time to the parts of your job you love - engaging with your clients. No endless driving between client meetings, no big new business targets - just building relationships and...

**Financial Advisor | Independent Financial Advisor** **£85,000 - £100,000 | Un-Capped Earnings** **£60m FUM Client Book Provided** **London | Kent | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national...

Our client is one of the UK’s leading and most exciting Financial Planning and Accountancy firms. They are committed to nurturing exceptional talent and helping ambitious people achieve their goals. They are looking for team players who want to take controlof their careers. With four established offices across the West Country in Wells, Chippenham,...

Evelyn Partners is a leading integrated wealth management and professional services group, offering a wide range of financial and professional services to individuals, family trusts, and businesses.As a Director of Wealth Management, you'll play a critical role in driving business growth and delivering exceptional client service. The estimated salary for...