Financial Planner
2 weeks ago
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path. As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team. Key Responsibilities: To conduct telephone advice meetings with clients from across the country. To help to produce detailed but customer-friendly suitability reports. To keep abreast of legislation, compliance, and industry changes. Completing all business in a compliant manner and aligned with FCA requirements. Ensuring that all recommendations are suitable and, in the best interests of the client. Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principles and Code of Practice for approved persons. Support other team members to enable them to perform their tasks efficiently to enhance the client experience. Key Skills & Experience: Minimum of 3 years' personal finance advisory experience Minimum Level 4 Diploma Previous experience of delivering financial advice Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful.
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Self-Employed Financial Planner
2 weeks ago
West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeLocation: West Midlands (Remote) About Us Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice. Role Overview As a Self-Employed Financial Planner, you will have the flexibility to manage your own...
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Trainee Financial Planner
2 weeks ago
West Midlands, United Kingdom MB Fitzgerald Full time**Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Planner The company are highly respected in the area and known as true Financial...
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West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeA reputable financial services firm in the West Midlands seeks a Self-Employed Financial Planner. This role offers flexibility in managing your own business while providing comprehensive training and resources. You will be responsible for delivering expert financial advice and building strong client relationships. Ideal candidates will have a Level 4...
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Financial Planner
1 day ago
Meriden, West Midlands, United Kingdom Ellis James Partners Full timeFinancial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a...
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Financial Planner
7 days ago
West Yorkshire, United Kingdom Search Consultancy Full timeIFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...
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Financial Planner
7 days ago
South West England, United Kingdom IDEX Consulting Ltd Full timeMy client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team. Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role. The successful applicant will be minimum Level 4 qualified (ideally working towards...
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Chartered Financial Planner
2 weeks ago
West Bridgford, United Kingdom Independent Resourcing Consultancy Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...
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Financial Planner
1 day ago
East Midlands, United Kingdom atomos wealth Full timeJoin to apply for the Financial Planner - East Midlands role at atomos wealthYou’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience.We’re looking for a Financial Planner...
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Financial Planner
24 hours ago
East Midlands, United Kingdom atomos wealth Full timeCareerYou’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience.We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If...
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Financial Planner
1 day ago
East Midlands, United Kingdom atomos wealth Full timeCareer You’re an ambitious Financial Planner with the drive to deliver exceptional client service and build lasting relationships. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience. We’re looking for a Financial Planner who’s proactive, confident and ready to hit the ground running. If...
