Financial Planner

Financial Planner RoleIn light of Progeny's continued growth, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high...

Financial Planning OpportunityProgeny Wealth is seeking an experienced Financial Planner to join its evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high net worth clients.The ideal...

DescriptionIn light of Progeny's continued growth in Cambridgeshire and the surrounding counties, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing and planned business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over...

At MM Wealth LTD, we are seeking a skilled Financial Planner Support Specialist to join our team. As a Paraplanner (client-facing), you will be based at our office in Girton, but may be asked to work from another office location from time to time.The successful candidate will have a minimum of 2 years' experience of working in financial services and will be...

Role Overview: We are working with a renowned National firm of Financial Planners seeking to grow their team. The company offers a strong flow of leads focused on the Medical and Dental Professions, with no initial client follow-up required. Key Responsibilities: As a Financial Planner, you will be involved in speaking at seminars, identifying new business...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

Financial Planning OpportunityWe are working with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner or Financial Adviser is required.The successful candidate will be...

Cooper Lomaz is partnering with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.The ideal candidate will have achieved Chartered status, although this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is crucial.Key responsibilities will...

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...

Financial Planning RoleCooper Lomaz Recruitment Ltd is working with a leading Chartered Financial Planning institute in seeking a skilled Financial Planner or Financial Adviser. An ideal candidate will have achieved Chartered status but this is not essential. Essential experience includes working as a Paraplanner or Financial Adviser or Financial Planner....

Seeking a skilled Paraplanner to support our Chartered Financial Planners in Cambridge. Key responsibilities include:Collating client information and data in accordance with 'know your client' principles and firm policies.Collaborating with Chartered Financial Planners to develop comprehensive financial plans and strategies.Undertaking comparative research,...

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...

Job Role: Cooper Lomaz Recruitment Ltd is seeking a highly skilled Senior Paraplanner to support their team in delivering exceptional financial services. The ideal candidate will have extensive experience working as a Paraplanner or Financial Planner, with a proven track record of developing comprehensive financial plans and strategies. Key Responsibilities:...

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...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role...

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...

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 the RoleWe are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide full...

About This RoleEvelyn Partners is seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide administrative support to Financial...