Private Client Financial Planner – Holistic Wealth for HNW

Position OverviewFinancial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families. As the Financial Planner you will operate in an environment that is advice first, focused on the long‑term financial success of the client portfolio.Salary£65,000 to £80,000 plus...

A national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Carlisle. Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic...

**What the Hiring Manager S ays** Due to expansion, Quilter Private Client Advisers is currently looking for an employed, newly qualified Financial Planner to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regarded brand and marketing capability together with an...

**Financial Adviser to manage existing client bank and leads** Having worked with this highly successful Chartered firm of Wealth Managers for nearly 6 years, we have seen them grow organically year on year. They now want to find an experienced Financial Adviser that can take over a client bank, when one of the principalpartners retires in the...

A leading wealth management firm in the UK is seeking an ambitious Financial Adviser to deliver holistic financial planning and manage an established client base fully remotely. The role offers a salary of up to £75,000 in the first year, a quarterly bonus, and a full support package without the need for cold prospecting. Ideal candidates will be...

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm based in Carlisle, dedicated to providing comprehensive and tailored financial solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Financial Services...

What the Hiring Manager Says An exciting opportunity within the Cumbria & Scotland Client Relationship team of Quilter Cheviot Financial Planning, a fast-growing company and a strong market leader in the Wealth Management industry. The is an ideal opportunity for someone looking to develop within the Financial Planning & Wealth Management industry. We have...

A rapidly growing wealth management business is expanding its Private Client division and is looking for an ambitious Financial Adviser to join its employed team. This is a rare opportunity to step straight into an established, warm client base while working fully remotely and benefiting from a modern, well-supported advice model. You’ll join a business...

IFA Support - Work from home To £29,000 plus benefits Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Workingfrom Home as the new working...

A leading financial services firm in Carlisle seeks a dedicated financial planner who will benefit from a full diary of meetings and has access to comprehensive support. The role offers a base salary of £38,000 - £50,000 with additional bonuses potentially reaching £36,000 per year. The ideal candidate will have strong client relationship skills and be...