Financial Planner

Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Purpose of Job: To work within one of the financial advice teams that consists...

Job Title: Financial Planner Ref: 9293Location: London Salary: £70,000Are you a technically-minded Financial Planner who doesn’t enjoy business development? If so we might have the perfect role for you!Recruit UK is working with a successful wealth management company that is looking for a financial planner to join its team in London. The role will fully...

Salary: 60-75K salaryThe Client Our client is a highly successful and ambitious Investment Management and Wealth Management firm.The Role This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships.The Financial...

Job Title: Financial PlannerRef: 9048Location: UK Wide (Home Based)Salary: £60,000 with first year OTE of £120,000Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

Chartered Financial PlannerLondonUp to £100k basic plus high additional bonusIDEX are working with a top tier, award winning, Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life...

Role Nigel James Associates are partnered with a standout financial planning company who have a great reputation in the market to help them secure a senior level appointment into their financial planning team. This particular role is slightly different to the ones out there in the market at the moment in so far as it is a very technical role working on...

About the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on...

About the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...

Experienced Paraplanner Work on 1-2-1 basis with highly experienced Adviser Basic salary £45k - £60k + benefits packageCity of London office - hybrid working after training My client is an award winning national Chartered independent financial advice business based in the heart of the City of London but with offices across the UK. The business has over 300...

Supply PlannerCentral LondonHybrid - 4 days/week in the officeThis is a great role with one of our favourite clients, looking for a Supply Planner to join one of the most exciting brands in the UK. The role will contribute to the seamless flow of their rapidly expanding and thriving supply chain. Your role will involve maintaining optimal stock levels,...

Experienced Paraplanner needed to work with 2 AdvisersOffices near Piccadilly Circus/Green Park (London)Basic salary £45k - £55k + benefits packageFull study support to Chartered status and route to AdviserFirst 8 weeks in the office then 2 days WFH per weekMy client is an award winning medium sized Chartered independent financial advice business based in...

Role Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant...

An excellent opportunity has arisen for a Senior Tender Planner to join the Construction Management Division of a leading Tier 1 Main Contractor based in London. You will be joining a strong team and will lead several tenders for major projects across the UK valuing £450M+.Our client has an exceptional name across the industry and are a great company to...

Role Nigel James Associates is exclusively working with a leading family office company to recruit for number of experienced Financial Planner’s to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a...

RoleNigel James Associates are partnered with a growing financial planning company to assist them recruit an experienced Financial Planning Team Leader in their London office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business networking with...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

What the Hiring Manager Says This role sits in the Marketing team, working with the investment management and financial planning business units, and with the wider marketing team. It is a great job for someone who is highly organised and proactive. The role reports into the Propositions Marketing Manager. About the Role The individual will work closely...

Role: Wealth Manager – Director - UK Market - LondonMy client, a well-known Wealth Management firm, are looking for an experienced Wealth Manager to join their growing London office. The firm provide investment management services and financial planning advice to U-HNW UK clients. They are scaling at an impressive but steady rate, a recent deal with a...