Wealth Planner

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...

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...

Wealth Manager - Senior Wealth Manager - Wealth AdvisorAbout usWe empower our advisers to go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a more rewarding relationship with their adviser. A relationship that focusses on helping clients to be not just financially but also legally...

RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...

Exciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management LtdAndrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.The company is in the process of building on its recent success in obtaining new clients and increasing its assets...

The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients’ financial needs,...

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...

Experienced Financial Planner and Wealth Manager for Central EuropeAre you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Budapest office. If you are passionate about growing your career, and willing to relocate to Hungary, this is your chance!At deVere, we pride ourselves on being a...

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...

Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, this position requires...

My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment...

Mbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client is a prestigious business that has an outstanding reputation, they are an award-winning national firm who have offices across the country.The client is a forward thinking,...

Are you a passionate and driven individual seeking an exceptional opportunity to unleash your potential in the world of private banking? Look no further! We are actively searching for talented private bankers with an entrepreneurial spirit to join a pure-play private bank.The client:My client is a leading financial institution renowned for its commitment to...

What’s on Offer? Base Salary: c.£65,000Holidays: 29 Days Holiday + Bank Holidays Early Friday FinishesBonus: up to 10%Our client, a growing wealth management firm, are looking for a T&C Manager to join the business. This person will be responsible for providing oversight and structure to the training and competence of financial planners within the...

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

IDEX are exclusively representing a Wealth Manager in the Midlands who are looking for a Head of Advice Standards (Compliance)This is a project role that will support the Compliance leadership team in identifying regulatory or operational gaps in the advice process. You will work with the senior leadership team in helping improve and automate processes and...

We are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...

This role is based in Porto and will require relocationWho We AredeVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA’S) to join our professional and fully funded Financial Planning Trainee role in...

Position: Sales Development ManagerLocation: RemoteYOUR NEW COMPANYOur client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the U.K.'s private and public sector by offering their staff financial education, guidance and regulated financial advice. As our client's company...

Position: Independent Financial AdvisorLocation: Sutton, Surrey (office based position)Minimum Requirements: At least 3 years’ experience as a Financial Advisor, Level 4 qualified, CAS status within the last 12 months ideal.Salary/package: Up to £70,000 salary (OTE £100K year 1) + competitive bonus structure + NO validation + clients provided + leads...