Financial Planner

Financial PlannerDepartment: AdvisoryEmployment Type: Full TimeLocation: Fareham, UKDescriptionThe opportunityWe are looking for a Chartered Financial Planner to join our growing team.Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent...

CareerYou've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.About the roleYou will take ownership of client relationships from beginning to end and follow...

Independent Financial AdviserFareham or Dorchester or Chiswick (W. London)Hybrid or Office BasedOTE £80,000+An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and...

Paraplanner - Fareham Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.  Key Responsibilities: · To assist the Financial Planner in formulating the advice to the...

Location FAREHAM Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref87573 Recruiter Managing This Role Due to another successful year an IFA Administrator position to support the successful Financial Planners, operations team and back office team has become available. Clients of the company are mainly based in London and the Southeast. The...

CareerHave you started your career in Financial Planning? Have you completed some RO exams on your way to gaining a diploma in Financial Planning? Do you have a good understanding of financial planning administration and strive to make a difference to your advisers and their clients?About the roleYou will play a crucial role in shaping our service delivery...

Location FAREHAM Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref87572 Recruiter Managing This Role Due to another successful year a technical Paraplanner position to support the successful Financial Planners of the business has become available. Clients of the company are mainly based in London and the Southeast. The office is close to...

Be visionaryTeledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas...

James Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice. Based in Fareham. An employed position in a company that offer financial advice to a client base of HNW clients, they are now looking for a Financial adviser to join their team to manage a client portfolio from a...

**Employed Financial Planner** **Location: Fareham** **Salary: £30,000 - £60,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Fareham. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The...

We are working with a national IFA firm that prides itself on simple holistic Financial Planning. They are looking to Recruit Diploma qualified Financial Advisers across the UK to take on an existing book of business and develop the portfolio. You will specialise in the delivery of independent financial advice and wealth management to individuals,...

Title: Senior Transport Planner or Principal Transport Planner (Development Planning)Type: Full-Time, Hybrid, Permanent.Location: FarehamWe're looking for a Senior Transport Planner or Principal Transport Planner in Fareham!Rewards:Bonus schemeAnnual appraisal and salary reviewPrivate healthcareFriendly, interactive and social team!Pension scheme (5%...

A whole of market IFA firm is offering an exciting opportunity for an experienced qualified financial adviser to join their successful team. As a leading independent financial adviser business, they have a large existing client bank and are looking for anemployed adviser to continue providing excellent service to the client base. On offer is a highly...

We are working closely with a firm in Fareham looking for a financial services administrator to join their client services department. You will be the first point of contact for the company and to provide administrative support across the organisation, co-ordinateand organise between Client, Financial Planner and Paraplanning. And ensure the client is...

We are working closely with a firm in Fareham looking for a financial services administrator to join their client services department. You will be the first point of contact for the company and to provide administrative support across the organisation, co-ordinate and organise between Client, Financial Planner and Paraplanning. And ensure the client is...

Due to another successful year, an experienced Paraplanner position to support the successful Financial Planners of the business has become available. Clients of the company are mainly based in London and the Southeast. The office is close to the motorway, meaning an easier commute to work. You will have the opportunity to work in a supportive team...

**Administrator / Trainee Paraplanner** The opportunity for a an Administrator or Trainee Paraplanner to join an exceptional Financial Planning firm working from their beautiful Fareham based office, who provide exceptional training and study support. This fantastic firm specialises in providingadvice on pensions, mortgages, inheritance and retirement...

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Fareham office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior...

**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** As the Head Client Relationship Manager you have a extremely important part to play overseeing and managing the Client Relationship...

The opportunity for a Junior IFA Administrator to join a Financial Services Practice that provides a personal, independent, and bespoke wealth management service to high net worth clients. Our client is looking for someone to provide administration and support to the successful Financial Planners of the business. You will be trained and supported from day...

**Whole of market financial planning practice with a longterm client bank built of the back of teams exceptional, professional and caring services provided are recruiting within their close knit team based in Fareham.** - As the Client Services Administrator you have a extremely important role to ensure clients receive a 5* informative and efficient level of...

Company Description Home Instead Southampton is An OUTSTANDING care company that is family run, Who have a passion for making a difference and ensuring we provide high quality services to our clients, whilst also caring for our employees. We are seeking a Finance Assistant to join our office team **Job Description**: **An opportunity to make a...

We are looking for an experienced Client & Adviser Support to join our Fareham hub **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...

Are you looking for a Hybrid Paraplanning or part time paraplanning role? We are working exclusively and on a retained basis with a growing and expanding financial planning firm in Fareham. Your role is to work alongside Financial Planners (FP) taking full responsibility for preparation and maintenance of client files, preparationand implementation of...

_**Job Title: Senior IFA Administrator**_ - **Location: Portsmouth area**_ - **Salary: £28,000 - £32,000 DOE**_ **About the firm** Our client is a successful family run IFA firm based in the Portsmouth area who have an emphasis on their personal and transparent approach to their clients. They have been running for over 20 years and pride themselves in...

**Role: IFA Administrator (Graduate)** **Location: Fareham** **Package: Basic Salary up to £22,000 + Benefits** Our client, a successful financial planning firm based in Hampshire, are looking for a financial services graduate who is eager to progress their career within the industry. Due to their strong belief in developing and maintaining long-term and...

We are working exclusively and on a retained basis with a growing financial planning firm. Your role will be to oversee and manage the Client Relationship Managers alongside being the first point of contact for the company and to provide administrative support across the organisation, co-ordinate and organise between client, Financial Planner and...