Financial Planner
2 weeks ago
**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 advice.
- Be responsible for the delivery of your part in the growth plans for the specific office.
- Continuous development of relationships
- Increase the level of client penetration
- Maintain an up to date technical knowledge of personal tax and financial planning and related matters
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
**Skills, Knowledge and Experience**
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
- Holds substantial financial planning experience
- Team player with excellent communication skills both oral and written
- Adaptable, organised with a commercial approach
- Ability to exercise judgement and work without close supervision
- Ability to proactively manage existing client relationships and to develop new relationships
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Chartered Financial Planner
4 days ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timeDivisional Director, Financial Services at Synchronicity Group - Recruitment & Executive SearchFinancial Planner – rare opportunity to inherit existing clientsAre you an experienced Financial Planner ready to take your career to the next level with a leading wealth manager who truly understands that their people are the key to success? We have an...
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Financial Adviser
4 days ago
London, United Kingdom Financial Divisions Full timeAre you a qualified Financial Planner/Adviser who enjoys client interaction and providing a quality and transparent service, but don’t enjoy the new business development side of the Adviser role, then this would be an excellent move for you. My client are an Independent Financial Advice firm based in Central London attached to a large award winning...
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Chartered Financial Planner
4 days ago
Greater London, United Kingdom Synchronicity Financial Services Full timeDivisional Director, Financial Services at Synchronicity Group - Recruitment & Executive SearchFinancial Planner – rare opportunity to inherit existing clients!Are you an experienced Financial Planner ready to take your career to the next level with a leading wealth manager who truly understands that their people are the key to success? We have an...
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Senior Financial Planner
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timePartner at Financial Divisions - Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)Kent based IFA firm - medium sizedMy client is a Chartered independent wealth planning firm with offices across Kent. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across...
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Financial Planner
2 weeks ago
London, United Kingdom Pinstripe Personnel Full time**Financial Planner** **City of London** **£Negotiable Salary+ Bonuses = OT £100,000+** A Wealth Planning firm is looking to appoint an experienced Financial Planner. The role has arisen due to the firm's expansion and is based in the City. There is are a large number of existing clients, which you will have direct access to, as well as flexible...
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Financial Planner
2 weeks ago
London, Greater London, United Kingdom Taylor Made Financial Planning Full timeStarting Salary – depending on skills and previous experience.Hours – 35 hours per week – at TMFP we have a hybrid approach to working to increase flexibility of where we work. Training will be carried out in the office, but once the training period is complete there will be the option to work from home on a hybrid basis.Location – Claygate, Surrey...
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Financial Planner
4 days ago
London, United Kingdom Openwork Services Limited Full timeWhether you are an experienced or inexperienced financial planner you can benefit from the flexibility to work remotely, set your own hours and benefit from no micromanagement or targets, enabling you the freedom to run your own business. Whilst also benefiting from a high 80% commission split as standard and in house supervision, support and training, you...
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Financial Planner
2 days 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
6 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...
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Financial Planner
4 days ago
London, Greater London, United Kingdom Openwork Services Limited Full timeWhether you are an experienced or inexperienced financial planner, you can benefit from the flexibility to work remotely, set your own hours, and enjoy no micromanagement or targets, enabling you the freedom to run your own business. You will also benefit from a high 80% commission split as standard, along with in-house supervision, support, and training,...
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Financial Planner
7 days ago
London, United Kingdom Financial Divisions Full timeAre you a Financial Planner with an extensive background in private client wealth management? My client are an independent wealth planning practice with offices in East London who have been operating for over 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...
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Financial Planner
3 hours ago
London, Greater London, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Location:Bootle, United KingdomJob Category:FinanceEU work permit required:YesJob Reference:003b068842d6Job Views:9Posted:21.03.2025Expiry Date:05.05.2025Job Description:Our client is a well-respected firm of Chartered Financial Planners in Merseyside. Due to the continued growth of the business, they are looking to...
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Financial Planner
4 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeFinancial Planner - Professional Practice We are recruiting for a highly successful Financial Planner who are growing due to increased business levels. They have an active and established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this. The firm are well established and...
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Independent Financial Planner
3 days ago
London, United Kingdom Financial Divisions Full time**Independent Financial Planner - Central London - Up to £60k basic salary + bonus - Manage a book of clients generating £100k in annual fees** My client, who I have placed staff with are an independent wealth planning practice in the City of London who have been operating for over 10 years. They have an excellent reputation providing the highest levels...
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Trainee Financial Planner
3 days ago
London, United Kingdom MB Fitzgerald Full timeOur client is currently seeking to recruit for a Chartered or close to, Paraplanner, to join their team within a Trainee Financial Planner capacity. This role will be London based with hybrid working offered. This role is essentially working alongside a Senior Financial Planner, managing client relationships, attending client meetings and shadowing the...
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Financial Planner
5 days ago
London, Greater London, United Kingdom Quarsh Full timeJoin Our Clients Team as a Financial Planner Our client is looking for a Financial Planner with a positive growth mindset to join their team. As a Financial Planner you will provide financial planning advice to our clients clients primarily Medical Professionals. You will be the primary relationship manager responsible for the quality and accuracy of all...
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Financial Planner
4 days ago
London, Greater London, United Kingdom The Progeny Group Full timeFinancial PlannerDepartment: AdvisoryEmployment Type: Full TimeLocation: London, UKDescriptionThe opportunityWe are looking for a Chartered Financial Planner to join our growing team.Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients giving you the opportunity to maintain excellent client...
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Financial Planner
3 days ago
London, Greater London, United Kingdom Nelson Scott Full timeJob Description Financial Planner Salary: £ neg Location: London, London Type: PERM Ref: VR/04867 We require a Financial Planner to provide financial planning advice to new and existing clients with less complex financial planning needs, and to take an active role in business development activities for the Firm. Key Accountabilities ...
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Financial Planner
3 days ago
London, Greater London, United Kingdom Jenson Fisher Full timeFinancial 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...
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Financial Administrator
12 hours ago
London, United Kingdom Financial Divisions Full time**Overview Are you a financial administrator seeking your next step in your career? We have an opportunity that offers a fully supported transition from financial administration into a paraplanners role. Uniquely, this position offers experienced financialservices administrators support, guidance and training as you develop your skills from administrator to...