Financial Planner
2 weeks ago
Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office.As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity.You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player / manager is definitely possible.This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative. #J-18808-Ljbffr
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Financial Planner
2 weeks ago
Exeter, United Kingdom CV Elite Ltd Full time**Financial Planner, The Role**: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to...
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Financial Planner
1 week ago
Exeter, United Kingdom Cathedral Appointments Ltd Full timeUp to £60k DOE | Hybrid Working | Minehead An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients...
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Financial Planner
7 days ago
Exeter, United Kingdom Morris Jane Associates Full time**With us, it’s personal**: We listen carefully and communicate every step of the way, taking time to get to know you personally as well as professionally. So we can match you with a role that fits your values and ambitions, as well as your skillset. It’s our pleasure and privilege to help you thrive. **Financial Planner**: - Exeter - £85k An...
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Financial Planner
1 week ago
Exeter, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Financial Planner
1 week ago
Exeter, Devon, United Kingdom Cathedral Appointments Full time £45,000 - £80,000 per yearUp to £60k DOE | Hybrid Working | Minehead An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients...
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Ifa / Financial Planner
7 days ago
Exeter, United Kingdom Pinstripe Personnel Full time**Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...
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Employed Financial Planner
16 hours ago
Exeter, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Exeter** **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 Independent...
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Chartered Financial Planner
1 week ago
Exeter, United Kingdom Hawk 3 Talent Solutions Full time**Job Title: Chartered Financial Planner** **Job Type: Permanent** **Location: Weston Super Mare or Plymouth** **Hours of work: 9.00am - 5.00pm Monday to Friday, with one-hour lunch** **Salary: £30-75k negotiable depending on skills and experience** Hawk 3 Talent Solutions are looking for an experienced Chartered Financial Planner to join their client's...
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Chartered Financial Planner
1 week ago
Exeter, United Kingdom mbf. Full time**Financial Planner - Exeter - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book The company: - With...
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Financial Planner
2 weeks ago
Exeter, United Kingdom Synchronicity Group Full timeSynchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a...