Financial Planner
1 month ago
A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be provided.
Package
* You will receive market leading salary (£50k to £80k ) benefits, bonus, technical/paraplanning support and flexible working arrangements
The company
* A Chartered Financial Planning firm, working with HNW and UHNW clients
The Role
* Providing financial planning advice to clients
* Management of a portfolio of c£25m AUM
* Meeting with professional introducers to discuss requirements
* Use of Voyant
* Taking clients through a lifestyle financial planning journey, advising appropriately as required
* Maintaining up to date and compliant client files in conjunction with the technical team.
* Keeping up to date CPD
The candidate
* Diploma Level 4 as a minimum, ideally working towards Chartered
* Ability to manage and maximise portfolios, in line with TCF and FCA requirements
* Knowledge of general planning and also ideally VCT, EIS and IHT matter
* Use of Cash Flow modelling and lifestyle planning as required
Next steps
* Apply with a CV to below email for confidential discussion and review of opportunity and process
-
Financial Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Ferguson Dean Full timeJob Title:Financial PlannerAbout the Role:A Chartered Financial Planning firm, Ferguson Dean, is seeking a skilled Financial Planner to join their team. As an Adviser, you will work with an existing client portfolio, providing financial planning advice and managing a portfolio of approximately £25m AUM.Key Responsibilities:Providing Financial Planning...
-
Financial Planner
2 weeks ago
Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob Description Financial Planner - HNW leads provided
-
Associate Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeA forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with an...
-
Associate Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeTake your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading client-centric services and proven development framework. This is an excellent...
-
Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeMy client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...
-
Senior Financial Planner Opportunity
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with average values in excess of £1million.Key Highlights:Base salary £100,000 - £140,000 with bonuses, share...
-
Senior Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Ferguson Dean Full time{"h1":{"text":"Senior Financial Planner Role at Ferguson Dean"}},Ferguson Dean, a national Chartered Financial Planning firm, is seeking a Senior Financial Planner to join our team. As a key member of our team, you will be responsible for providing financial planning advice to our high net worth and ultra-high net worth clients.Key Responsibilities:Managing...
-
Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeAn exciting opportunity is available for a Financial Planner to join a growing advice team for a highly reputable wealth advisory firm. You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial well-being through the workplace. Their mission is to improve financial security for...
-
Quilter Full-Time Financial Adviser Programme
2 weeks ago
Birmingham, United Kingdom Quilter Financial Planning Full timeJob Description Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...
-
Quilter Full-Time Financial Adviser Programme
3 weeks ago
Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
-
Chartered Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Hymans Robertson Full timeThe Role At Hymans Robertson, we're seeking a skilled and ambitious Financial Planning Consultant to join our team. As a Chartered Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services. You'll work collaboratively with our corporate...
-
Financial Planner
5 months ago
Birmingham, United Kingdom Hymans Robertson Full timeThe Vacancy As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional...
-
Financial Planner
6 months ago
Birmingham, United Kingdom Evelyn Partners Full time**Company Description**: Evelyn 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. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
-
Senior Financial Planner Professional
1 week ago
Birmingham, Birmingham, United Kingdom Hymans Robertson Full timeThe RoleWe are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.Key ResponsibilitiesGenerate new business and build introducer...
-
Senior Financial Planner Opportunity
1 month ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full time**Top Tier Opportunity**This is an excellent opportunity to take over a full book of existing clients with average value in excess of £1million as part of succession planning for an established Director Financial Planner.Highlights include:Base salary £100,000 - £140,000 with bonuses, share scheme and health and medical package.A full book of high value...
-
Financial Planner Equity Partner
5 months ago
Birmingham, United Kingdom Idex Full time**About our client** I am retained to support an industry recognised and highly successful practice. Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners. This is an excellent opportunity for an established Financial Planner to become a partner at a...
-
Chartered Financial Planner
5 months ago
Birmingham, United Kingdom Hymans Robertson Full timeThe Vacancy As a Chartered Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing...
-
Chartered Financial Planner
6 months ago
Birmingham, United Kingdom Idex Full timeTake your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice. As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leading proposition and framework. With a proven track record in supporting financial planners with career growth they...
-
Senior Financial Planner
3 days ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor seeking a new challenge? Premier Jobs UK Limited is recruiting for an experienced IFA to join their team in Birmingham. As a Financial Advisor with this firm, you will have the opportunity to work with a highly respected IFA company that prioritizes client satisfaction and professional growth.">">The role involves working...
-
Financial Planner
4 weeks ago
Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob Description Financial Planner (Director level)