Financial Planner

1 week ago

Colchester, United Kingdom Idex Full time

I have a fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an Independent Chartered financial planning practice specialising in wealth management services for high-net-worth individuals and corporate services to company directors and their staff. Fantastic opportunities open at a company in huge growth mode, that has obtained the highest level of qualification and ethical conduct that independent financial advisers can attain. Employed advisers can expect to gain an established client bank and access to an extensive, quality lead pool through linked professional networks, with full marketing support provided. Would this be of any interest to you? - Whole of market IFA - fully holistic - no restrictions. - Independently owned & managed - real team culture with an entrepreneurial flare. - Hybrid role; Agile and flexible working policies with full autonomy over your diary. - Being part of a business where everyone is treated as an equal "where everyone has a voice". - Real career development opportunities being part of one of the largest financial planning businesses in the area. Offering: - Fantastic financial package and flexible benefits scheme. - Equity offering upon joining. - Financial support and funding for professional qualifications. - Full paraplanning and administrative support, also being part of a larger nationwide wide hub offering additional support as and when needed. Would you be interested in being part of a company that prides themselves on being extremely customer focused, that is able to build and maintain lasting client relationships - and that builds on its successes through be just that little bit different? I would be grateful if you could let me know in the first instance if this is of any interest to you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. **Our Diversity, Equity and Inclusion Mission** At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Senior Financial Planner

    2 weeks ago

    Colchester, United Kingdom Exchange Street Claims & Financial Services Full time

    It's hard to be a great financial planner without a great team behind you. A lot of firms can mention facts and figures that make an opportunity seem like the dream job. But if you have clunky processes, sloppy admin and not enough technical support to free up your time, that dream can soon turn into a nightmare. You won't have that problem with this...

  • Assistant Financial Planner route to Advisor

    2 weeks ago

    Colchester, United Kingdom Financial Divisions Full time

    & Excellent BenefitsAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of...

  • Assistant Financial Planner route to Advisor, Colchester, £35,000- £45,000

    2 weeks ago

    Colchester, United Kingdom Financial Divisions Full time

    About the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of Essex's leading Law...

  • Financial Planner

    4 days ago

    Colchester, United Kingdom Nigel James Associates Ltd Full time

    Financial Planner – Senior Level, Full-time Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well‑respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your...

  • Trainee Financial Planner

    1 week ago

    Colchester, United Kingdom Placing Faces Full time

    **Title: Trainee Financial Planner** **Salary: £35-50k, OTE up to £60k** **Location: Remote/Colchester** Our client is one of the UK’s leading wealth management companies, and have received numerous awards for their financial and investment management services. They are looking for a Trainee Financial Planner to join their friendly team - they will...

  • Financial Planner

    2 weeks ago

    Colchester, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing...

  • Financial Planner

    2 weeks ago

    Greater Colchester Area, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group. This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing...

  • Financial Planner

    7 days ago

    Colchester, United Kingdom IDEX Consulting Ltd Full time

    I have an fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an independent chartered financial planning practice specialising in wealth management services for high net worth individuals and corporate services to companydirectors and their staff. Director level and mid-level opportunities open at a company in huge...

  • Financial Planner

    1 week ago

    Colchester, United Kingdom Idex Full time

    I have a fantastic opportunity in your region for a high quality, experienced Adviser/ Planner. At an Independent Chartered financial planning practice specialising in wealth management services for high-net-worth individuals and corporate services to company directors and their staff. Fantastic opportunities open at a company in huge growth mode, that has...

  • Financial Planner

    6 days ago

    Greater Colchester Area, United Kingdom Nigel James Associates Ltd Full time £60,000 - £90,000 per year

    RoleNigel James Associates have been appointed to recruit for a Financial Planner opportunity with a well-respected national wealth group.This is a brilliant opportunity for an experienced Financial Planner looking for their next move. You'll be taking over an existing bank of HNW clients whilst also building your business through networking and developing...