Financial Planner
6 days ago
Financial Planner – All high worth clients provided To £65,000, plus bonus Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner. All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients. The firm has some incredible propositions and exclusive cash management facilities, that enable its clients to safely maximize their portfolio value and at the same time increase the revenue within your client bank. The added benefit to this role is you will have a support and mentorship from a Director, to assist in the handover of the clients to you. Responsibilities Managing an existing client bank of circa 80-100 clients Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients; Contacting clients that are currently unengaged with their service, rebuilding the relationship through financial planning advice; Work with investment managers to identify opportunities for existing clients; Actively refer clients and prospects to other services and specialisms offered. Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives; Carry out all activities in a compliant manner in line with internal procedures and regulatory requirements. Competencies / Skillset Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology. Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service. Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change. Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Client focus and concern for quality – good financial planning knowledge and ability to deliver advice in an understandable manner to clients, ensuring client satisfaction and retention Actively participate in the sharing of knowledge – to both Wealth/Financial Planners and Investment Managers Market Knowledge – Maintain a full and proper understanding of the financial services market Commercial Sense – manage each client relationship on a sustainable and profitable basis, dealing with issues promptly and appropriately Experience / Qualifications Must hold the CII Diploma in Regulated Financial Planning (DipPFS) qualification Previous experience of providing financial planning advice to clients Previous experience in business development and growing a client book
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Financial Planner
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planners/Financial Advisers/Wealth Managers - Are you open to new roles in 2026Do you want to see what the recruitment market looks like right now for financial planning/advice professionals? Market research says 80% of the workforce are "passively open to new roles". Meaning they would be open to taking on a new role if the right opportunity was...
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Chartered Financial Planner
6 days ago
London, United Kingdom Financial Divisions Full time3 days ago Be among the first 25 applicantsDirect message the job poster from Financial DivisionsSenior Partner - 07769971761 - ursulasloan@financialdivisions.co.uk Recruitment of Financial Advisers, Paraplanner’s, IFA Admin, Mortgages -…Chartered Financial Planner – London Hybrid – Up to £75k + BonusJoin an award-winning Chartered IFA with an...
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Financial Planner
4 weeks ago
London, United Kingdom Portman Financial People Full timeA well-established financial planning firm is looking to hire an Employed Financial Planner to take on a substantial £35m FUM client bank. This is a genuine opportunity to inherit a loyal and engaged group of clients, with strong recurring income already in place, and to grow it further as the firm continues to expand.The RoleYou’ll be responsible for...
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Chartered Financial Planner
7 days ago
City Of London, United Kingdom Financial Planning Firm Full timeChartered Financial Planner – Boutique IFA with Equity Opportunity Location: London (Hybrid) Salary: £75k + Bonus + Equity Potential Type: Full-time | Permanent About the Firm Our client is a highly respected boutique independent financial advisory (IFA) firm, known for delivering bespoke, high-touch financial planning services to a select group of...
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Senior Financial Planner
3 weeks ago
Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full timeSenior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of...
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Senior Financial Planner
3 weeks ago
Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full timeSenior Financial Adviser - boutique IFA £70k - £100k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key client of mine who I have placed 5 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their...
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Financial Planner
2 weeks ago
London, United Kingdom Demolytic Full time**London** **United Kingdom** We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you’re...
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Financial Planner
2 weeks ago
London, United Kingdom Search Consultancy Full time**Financial Planner based in London, competitive salary with excellent benefits and clients provided** **Role & Responsibilities** - Comply with the Training and Competence Scheme - Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued - Provide appropriate financial planning...
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Financial Planner
17 hours ago
London, United Kingdom CV Elite Ltd Full time**Financial Planner, comprehensive Financial Planning, managing an existing portfolio of clients (there is no requirement to generate new clients). An employed role, paying a salary of up to £70,000 (£40-70,000 dependant on experience), plus an exceptionalbenefits package including 23 days’ holiday + bank holidays + 12 wellbeing days + exceptional career...
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Financial Planner
5 days ago
London, United Kingdom CV Elite Full time**The Person**: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will...
