Senior Financial Planner — Chartered IFA, £30M AUM
1 day ago
A leading Chartered IFA firm in St. Albans is seeking an ambitious Financial Planner to inherit a significant client base of £30M AUM. You will provide high-quality, independent financial advice and play a key role in business development initiatives to grow the client portfolio. The firm offers a competitive salary that scales with your responsibilities, alongside a generous bonus structure. Join a proactive team committed to your professional growth and success.
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Financial Planner
1 day ago
St Albans, United Kingdom BWD Search & Selection Full timeFinancial Planner - Chartered IFA firm, St. Albans An excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi‑office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company‑generated leads...
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Financial Planner
3 days ago
St Albans, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm.You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. The...
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Financial Planner
3 days ago
St Albans, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm.You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. The...
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IFA / Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. ...
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Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. The...
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Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full timeAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm. You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives. The...
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Senior Financial Planner
1 day ago
St Albans, United Kingdom Blakemore Recruitment Full timeAn independent wealth management firm in St Albans is seeking an experienced Financial Planner. The ideal candidate will manage an established client portfolio worth approximately £30m AUM, delivering high-quality financial planning advice. This role provides a competitive salary, excellent bonus potential, and opportunities for career progression including...
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Financial Planner
3 days ago
St Albans, Hertfordshire, United Kingdom BWD Search & Selection Full time £40,000 - £1,200,000 per yearAn excellent opportunity for an ambitious Financial Planner to join the St. Albans office of a high calibre, multi-office Chartered IFA firm.You will inherit an active client base of £30M AUM, providing high quality, holistic, independent advice, and look to grow this through company generated leads and involvement in business development initiatives.The...
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Senior IFA Administrator
7 days ago
Bury St, Suffolk, United Kingdom Eden Rose Full time £24,000 - £36,000 per yearSenior IFA Administrator – Bury St Edmunds – Up to £36, 000My client who are a Chartered IFA in East-Anglia are looking for a Senior IFA Administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be...
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Ifa Administrator/client Relationship
3 days ago
St. Albans, United Kingdom Financial Divisions Full timeAre you an experienced IFA Administrator looking to strengthen your Admin skills within a progressive wealth management business? My client, an award-winning chartered firm of Financial Advisers based in the St Albans area are thriving with new enquiries and recommendations and are passionate about providing an exemplary customer service and pride...