Financial Planner
1 week ago
My client is a National Wealth management firm who have an opportunity in the South West for a Financial Planner to join the team.
Working with some existing clients but being able to source your own clients and be comfortable in doing so, is a necessity for the role.
The successful applicant will be minimum Level 4 qualified (ideally working towards Chartered if not already) and been advising clients.
Working alongside the IM side of the business, the successful applicant should be capable of building relationships both internally and externally to generate client referrals.
In return the appointed Financial Planner will receive:
- Basic Salary £50k - £70k DOE
- Generous Bonus Scheme
- 4x DIS
- Pension provision
- PHI
The role can be situated in Exeter, Plymouth or Cornwall.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
-
Self-Employed Financial Planner
2 weeks ago
West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeLocation: West Midlands (Remote) About Us Rosemount Financial Solutions (IFA) Ltd is an independent, family-owned financial services network supporting advisers across Investment, Pension, Mortgage, Protection, Equity Release and General Insurance advice. Role Overview As a Self-Employed Financial Planner, you will have the flexibility to manage your own...
-
Financial Planner
1 week ago
West Yorkshire, United Kingdom Search Consultancy Full timeIFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...
-
Trainee Financial Planner
2 weeks ago
West Midlands, United Kingdom MB Fitzgerald Full time**Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Planner The company are highly respected in the area and known as true Financial...
-
Financial Planner
2 weeks ago
West Midlands, United Kingdom MERJE Full timeOur client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team. They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their...
-
West Midlands, United Kingdom Rosemount Financial Solutions (IFA) Ltd Full timeA reputable financial services firm in the West Midlands seeks a Self-Employed Financial Planner. This role offers flexibility in managing your own business while providing comprehensive training and resources. You will be responsible for delivering expert financial advice and building strong client relationships. Ideal candidates will have a Level 4...
-
Financial Planner
1 day ago
Meriden, West Midlands, United Kingdom Ellis James Partners Full timeFinancial Planner - Flexible, Employed Role Meriden (Hybrid) | £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a...
-
Chartered Financial Planner
2 weeks ago
West Bridgford, United Kingdom Independent Resourcing Consultancy Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one of the top financial planning companies to work for in their region. They are...
-
Financial Planner
3 days ago
South Yorkshire, United Kingdom The Openwork Partnership Full timeFinancial Planner Join the team of Creative Financial Management, a leading provider of comprehensive financial planning services for clients in West and South Yorkshire. About the Role This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, working on a remote or hybrid...
-
Employed Financial Planner
2 weeks ago
Chester West Employment Park, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Chester** **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...
-
Trainee Financial Planner
4 days ago
Manchester, England, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time"This is Manchester. We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling...