Financial Planner

1 week ago


Kingston upon Thames, Greater London, United Kingdom Financial Divisions Full time

Job Title: Financial Planner

Location: Offices near Kingston upon Thames

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Finance

This role is for a Financial Planner at an independent wealth planning firm servicing high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and Surrey.

Responsibilities:

  1. Consult on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
  2. Manage existing clients and generate new business.
  3. Provide dedicated admin and paraplanning support.

Qualifications:

  1. 18 months to 2 years of advising experience preferred (more senior advisers will be considered).
  2. Background in either an independent or restricted wealth planning firm.
  3. Preferably working towards Chartered status.
  4. Knowledge of FE Analytics is helpful.

The business has sufficient clients to maintain 5-6 appointments per week, with referrals from estate agencies, accountants, and solicitors.

If this role sounds of interest or for other roles, please contact: peter@financialdivisions.co.uk

#J-18808-Ljbffr

  • Kingston upon Thames, Greater London, United Kingdom Kawartha Credit Union Limited Full time

    Come join our growing team We are looking for an Aviso Investment Advisor to help support continuing excellence in member service.Aviso Investment Advisor - working for Aviso Wealth servicing Kawartha Credit Union membersLocation: Kingston, ON and surrounding areaHours: 40 hours per weekRate of Pay: Commission-based pay structureAs an Aviso Investment...


  • Kingston upon Thames, Greater London, United Kingdom Unilever Full time

    Please Note: The deadline for applying is 23.59 the day before the job posting end date.Job Title: Pensions Finance and Risk Compliance OfficerLocation: KingstonWork-Level: 1CJOB PURPOSEUUKP oversees the circa £8 billion Unilever UK Pension Fund (UUKPF) and the Uniac Pension Fund on behalf of the Trustees, the Company and the members. Day to day...

  • Financial Planner

    2 weeks ago


    Kingston upon Thames, United Kingdom Financial Divisions Full time

    Job Title: Financial PlannerLocation: Offices near Kingston upon ThamesSeniority Level: Mid-Senior levelEmployment Type: Full-timeJob Function: FinanceThis role is for a Financial Planner at an independent wealth planning firm servicing high-net-worth (HNW) retirees, accumulators, local families, and SME owners across London and...

  • Demand Planner

    2 weeks ago


    Kingston upon Hull, United Kingdom Cabot Financial Full time

    **Location**: Kingston upon Hull, East Riding of Yorkshire, United Kingdom - **Earnings**: £45000.00 to £60000.00 Do you have experience working within a busy IT Operations & PMO function? Are you an analytical thinker with great interpersonal skills and the ability to negotiate and influence key stakeholders? If you’ve answered yes, then you could be...

  • Financial Planner

    2 weeks ago


    Newcastle Upon Tyne, United Kingdom Reed Insurance Full time

    **Financial Planner** An exciting opportunity has arisen for an experienced Financial Planner to be part of a successful team. We are looking for someone with a proven track record in providing **holistic financial planning** to high net worth clients (HNW) gained within an Independent Financial Advisory or Wealth Management environment. You'll be able to...

  • Financial Planner

    1 week ago


    Newcastle Upon Tyne, United Kingdom Aspire Executive Search Full time

    **Financial Planner Basic up £70,000, Newcastle, outstanding Bonus and Benefits** Are you an experienced Financial Advisor seeking a more supported role? Are you more motivated by Clients than by targets, then I’d love to hear from you. This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner, from an...

  • Financial Planner

    2 weeks ago


    Newcastle Upon Tyne, United Kingdom BMC Recruitment Group Full time

    Financial Planner (Corby) Hours: Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**: £65k dependant on experience, plus Bonus Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare Overview **Requirements**: Experience as a Financial Planner or relevant...

  • Financial Planner

    4 days ago


    Newcastle upon Tyne, United Kingdom Jigsaw Recruitment Full time

    **Financial Planner: Covering the Newcastle area£45,000 to £65,000 with excellent benefits** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Adviser’s / Financial Planner’s to join their ever expanding team in Newcastle **The Role**: You...

  • Financial Planner

    3 days ago


    Newcastle upon Tyne, United Kingdom Idex Full time

    IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Newcastle offices. Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book...


  • Newcastle upon Tyne, United Kingdom MB Fitzgerald Full time

    **Trainee Financial Planner - Newcastle - Salary negotiable, up to £55,000 plus Bonus and Benefits - Genuine opporunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Newcastle. The role: - This exceptional opportunity is working closely...


  • Newcastle Upon Tyne, United Kingdom Ortus PSR Full time

    **Employed Financial Planner** **Location: Newcastle** **Salary: £30,000 - £60,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Schroders Full time

    Job Opportunity: Chartered Financial Planner at Benchmark Financial Planning We are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial Planner to join our team based in Stratford. The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Schroders Recruitment Full time

    Job Opportunity: Chartered Financial Planner at Benchmark Financial PlanningWe are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial Planner to join our team based in Stratford. The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical...


  • Walton-on-Thames, Surrey, United Kingdom Financial Divisions Full time

    Are you an experienced Independent Financial Advisor looking for a role that prioritises client relationships over sales? Do you thrive in a holistic wealth management environment where you can make a real difference in clients' financial futures?Our client, a well-established Independent Financial Advice firm in Walton on Thames, is offering an exciting...


  • Stratford-upon-Avon, Warwickshire, United Kingdom ENGINEERINGUK Full time

    You will need to login before you can apply for a job.View more categories View less categories Sector Banking and Financial Services Contract Type Permanent Hours Full TimeJob Opportunity: Chartered Financial Planner at Benchmark Financial PlanningWe are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial...


  • Newcastle Upon Tyne, United Kingdom mbf. Full time

    **Trainee Financial Planner - Newcastle - Salary £35-40K - Great Benefits package and Bonus structure** Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a...


  • Walton-on-Thames, United Kingdom Financial Divisions Full time

    Are you an experienced Independent Financial Advisor looking for a role that prioritises client relationships over sales? Do you thrive in a holistic wealth management environment where you can make a real difference in clients’ financial futures?Our client, a well-established Independent Financial Advice firm in Walton on Thames, is offering an exciting...


  • Kingston Upon Thames, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **Kingston upon Thames | Nationwide Roles** **Level 4 Diploma | CF30 Financial Advisor** **£60,000 - £120,000 | Un-Capped Earnings** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice and...

  • Financial Planner

    2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

    Were seeking a talented Financial Planner to join our Financial Planning team in Newcastle. You will be responsible for developing and creating new business across the North East. You will have the opportunity to business develop across various clients with case sizes starting from 250000 upwards. This is a fantastic opportunity to join the Newcastle team if...

  • Financial Planner

    6 days ago


    Newcastle upon Tyne, United Kingdom Search Consultancy Full time

    Financial Planner Newcastle / North East region Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced clients from...


  • Thames Ditton, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a boutique Financial Planning practice in Thames Ditton who are looking to recruit a Junior Financial Planner. They are a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio. You will have a proven track record of results and be able...


  • Kingston Upon Thames, United Kingdom Heat Recruitment Full time

    **Role: Technical Senior Administrator Location: Kingston Upon Thames **Salary**: £35,000 - £40,000 The Client** This is an exciting opportunity for a Senior/Technical Administrator to join a successful Financial Planning firm, based out of their office in Surrey. Focusing on providing a high quality financial planning and investment management service,...