Senior Financial Planner
2 weeks ago
1 day ago Be among the first 25 applicantsThis range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeDirect message the job poster from Financial DivisionsPartner at Financial Divisions - Peter@financialdivisions.co.uk - Recruiting Wealth Management Professionals (Administrators, Paraplanners & Advisers)Servicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£100k - £110k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested.The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too.The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and has very good technical knowledge. You will have a minimum 5+ years of experience working within private client wealth management industry working with high net worth private clients. You will be allocated a book of clients to manage with £500k - £1m invested on average, but many have considerably more with the top household holding £8m of invested assets). You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working and helping the business achieve its growth plans.If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.ukSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinanceReferrals increase your chances of interviewing at Financial Divisions by 2xGet notified about new Financial Planner jobs in Leatherhead, England, United Kingdom. #J-18808-Ljbffr
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Senior Financial Planner
5 days ago
Leatherhead, United Kingdom Citywide Financial Partners Full timeJoin to apply for the Senior Financial Planner role at Citywide Financial Partners. Company Description Citywide Financial Partners has been delivering bespoke, independent financial advice to families, retirees, and professionals since 2004. Guided by a commitment to addressing the long‑term needs of clients, we specialize in simplifying financial...
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Leatherhead, United Kingdom Financial Divisions Full timeA leading financial advisory firm in Leatherhead is seeking a Senior Financial Planner to manage relationships with existing high-net-worth clients. The role involves providing tailored financial advice on pensions, investments, and other financial matters. Candidates should have a proven track record in client relationship management and an understanding of...
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Leatherhead, United Kingdom Citywide Financial Partners Full timeA financial advisory firm in Leatherhead is seeking a Senior Financial Planner to provide bespoke financial guidance to clients. The ideal candidate will be experienced in building relationships and assisting high-net-worth individuals with investment strategies and estate planning. This full-time role requires a Chartered or CFP qualification, strong...
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Senior Financial Planner
1 week ago
Leatherhead, United Kingdom Financial Divisions Full timeSenior Financial PlannerServicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£100k - £110k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff...
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Senior Financial Planner
2 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeSenior Financial PlannerServicing role of existing HNW clientsSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff...
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Trainee Financial Planner
2 weeks ago
Leatherhead, United Kingdom Cedar Full timeTRAINEE FINANCIAL PLANNER Permanent, full-time role £26,000 to £32,000 (depending on relevant experience) Based in Leatherhead, Surrey Hybrid working (4 days in the office and 1 day from home) Duties/Responsibilities - Working closely with and assist the Financial Planner with all preliminary client analysis and recommendations - Reviewing client's...
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Chartered Financial Planner
2 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeSenior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits: Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...
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Chartered Financial Planner
3 days ago
Leatherhead, United Kingdom Financial Divisions Full timeSenior Financial PlannerServicing role of existing HNW clients from the CEOSurrey based Chartered IFA (Leatherhead)£80k - £100k basic salary plus benefits and bonusesBenefits : Death in Service, Critical Illness Cover, Income ProtectionMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6...
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Financial Planner
23 hours ago
Leatherhead, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in Leatherhead who are looking for a Financial Planner to service existing clients. The Company The business is a values-driven organisation. Their focus is to offer creative, independent wealth management and advisory services for clients across the UK. With a reputation for...
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Senior Wealth Planner for High Net Worth Clients
2 weeks ago
Leatherhead, United Kingdom Financial Divisions Full timeA leading wealth management firm near Leatherhead is looking for a Senior Financial Adviser to manage high net worth clients' portfolios. You should have over 5 years of experience in wealth management with a proven track record. The role involves working closely with a support team and finding innovative ways to help the business grow. The compensation...
