Chartered Financial Planner
3 weeks ago
Chartered Financial Planner
West Sussex/ Hybrid home working
Competitive salary
Overview
Working with an award-winning Wealth Management group, known for their ethical and client-centric approach to holistic Financial Planning, you will be supporting the continued growth of the business in delivering client focused Financial Planning services to an existing network of relationships.
You will be primarily tasked with providing Financial Advice to private clients and families, enabling them to realise their financial aspirations and goals. Ensuring client interests and best outcomes are at the heart of the service and advice delivered is a key principle of the business, this role is suited to an experienced Financial Planner whose own outlook and approach aligns to this core value.
The role:
- Conducting annual Financial Reviews with an existing bank of clients, both in person and via video-meeting
- Analysing financial goals of clients to enable them to realise their aspirations
- Proactively identifying opportunities for new business and referrals within the business
- Championing company ethos of putting clients first
- Working collaboratively with wider business to deliver excellent client experience
- Adhering to and understanding Compliance and Regulatory areas within Financial Planning
- Committing to ongoing professional development, with support of the business
The person:
- Chartered Financial Planner, accredited through the CII, or imminent achievement of this – current CAS essential
- Specialisms in Pensions, Trusts and Long-Term Care would be advantageous
- Client focused – comfortable working with families, entrepreneurs, specialist professionals et al.
- Proven at nurturing existing relationships and building new ones
- Driven to continue own personal development, embracing change and support delivered by the business
- Invested in delivering best service to their clients
The reward:
- Market leading salary on offer
- Uncapped bonus scheme
- Life Assurance
- Private Medical
- 13% pension contribution
- Flexible working
Salary Competitive plus uncapped bonus scheme.
-
Financial Planner
1 week ago
East Sussex, UK, South East England, United Kingdom IDEX Consulting Ltd Full timeFinancial PlannerSussex (hybrid working with occasional visits to office required)Fully negotiable salary and high OTEA highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons:Client book to inherit on...
-
Independent Financial Advisor
3 months ago
Surrey, UK, South East England, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. I have placed...
-
Chartered Financial Planner
2 weeks ago
Lancashire, UK, North West England, United Kingdom Fram Search Full timeHybrid - Lancashire/Preston areaThe role is employed, and advisors are not required to bring clients with themMust be a financial advisor & hold the min level 4 qual with CII or CISIFram are working with an independent financial planning firm with offices in Mayfair. Due to a member of the team recently retiring, our client is looking for a financial advisor...
-
Financial Planning Team Leader
3 weeks ago
Surrey, UK, South East England, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey 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...
-
Financial Advisor
2 weeks ago
Kent, UK, South East England, United Kingdom IDEX Consulting Ltd Full timeFinancial AdvisorKentSalary up to £65k + bonus and benefitsA high performing Financial Planning organisation, who are currently undertaking an exciting growth cycle, are looking to bolster their team in Kent with an important Financial Advisor hire.This particular opportunity is quite unique for the following reasons:You will be working closely with an...
-
Financial Planner
3 months ago
Cumbria, UK, North West England, United Kingdom Rachael Bell Wealth Management Full timeAbout the jobThe role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.Relationships with our clients are central to...
-
Financial Advisor
3 weeks ago
Leicestershire, UK, East Midlands, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a range of high net-worth clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding...
-
Planner
1 month ago
Oxfordshire, UK, South East England, United Kingdom OXBO Full timeThe CompanyOXBO are partnering with a leading UK Solar & BESS who are looking to grow out their in house planning team in the UK in order to progress the development of their Solar & BESS projects throughout the country.ResponsibilitiesSupporting the UK development team with all current and future planning processes.Working closely with the team on...
-
Planning Lead High Growth Wellness SME
1 month ago
East Sussex, UK, South East England, United Kingdom Mackenzie Jones Full timePlanning Lead ***High Growth Wellness SME***Salary up to £55,000 + Bonus, Pension, Healthcare and Holiday Location: East Sussex (5 days per week onsite)This is an exciting opportunity for a seasoned and meticulous Planning Lead to join our clients Operations Team. The successful candidate will lead and enhance the current supply chain and logistics...
-
Financial Director
3 weeks ago
Devon, UK, South West England, United Kingdom ISL Talent Full timeFinance DirectorLocation: South WestSalary: up to £90k pro rata (3-4 days per week)Are you an experienced Finance Director passionate about helping start-ups scale? Do you have experience of leading start-ups through funding rounds? As Finance Director, you will play a hands-on role managing both our day-to-day financial activities alongside partnering with...
-
Planner - Nuclear
3 months ago
Somerset, UK, South West England, United Kingdom Vulcain Engineering - UK Full timeDo you have the energy to transform?Are you looking for an exciting opportunity to make a positive impact supporting the UK Government’s strategy of Net Zero 2050?Vulcain Engineering Group provides Engineering consultancy services across multiple Industry sectors on a global scale. With operations in 40 countries and employing over 2700 staff worldwide,...
-
Financial Assistant
2 weeks ago
Bristol, UK, South West England, United Kingdom Circular Productions LTD Full timeDocument is a cultural destination, coworking space, artists studios and live events venue five minutes walk from Bristol City centre.We are looking for an individual to maintain the financial systems and manage the everyday accounting within the company, monitoring and control cash flow.Salary: TBCHours: 40 Per Week Location: Bristol The responsibilities of...
-
Paraplanner - Hybrid Working
3 weeks ago
Bristol, UK, South West England, United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial...
-
Senior Paraplanner
1 week ago
Cheshire East, UK, North West England, United Kingdom IDEX Consulting Ltd Full timeMy Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.The firm are looking to appoint a highly qualified and...
-
Associate Civil Engineer
2 weeks ago
Hampshire, UK, South East England, United Kingdom Skilled Careers Full timeAt this niche consulting engineers you will be challenged every day by stimulating projects, variety of clients and passionate colleagues. The culture is dynamic and vibrant and the flexible structure enables you to shape your own future.About the roleYou will be undertaking strategic development planning and detailed design work specialising in providing...
-
Chief Financial Officer
2 weeks ago
Plymouth, UK, South West England, United Kingdom The CFO Centre UK Part timeFractional Chief Financial Officer / Finance DirectorRecruiting in all locations across the South West - Plymouth, Exeter, Taunton, Truro, Taunton & TorquayWhat’s the opportunity?If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something...
-
Business Development Lead
3 months ago
Surrey, UK, South East England, United Kingdom CGL Full timeCompany Overview: CGL is a specialist geotechnical and geo-environmental consultancy in the UK and Ireland with clients in residential, commercial, and public sectors. One of CGL’s proudest boasts is that we still work with clients who first engaged us when CGL began in 1994. Our philosophy has always been to look at what we do from a client’s...
-
Head of Production
1 month ago
Buckinghamshire, UK, South East England, United Kingdom Novo Executive Search Full timeThe CompanyOur client is an industry leader in the design and manufacture of printed materials supplying to independent and national retailers in Britain. The business is regularly winning industry design awards across multiple categories, while also providing exceptional levels of service and support to their retailer clients.The business is targeting...
-
Construction Contracts Manager
3 weeks ago
Cornwall, UK, South West England, United Kingdom tdm recruitment Full timeContracts Manager (housebuilding) Cornwallup to £90k plus package A leading privately-owned house builder based in is seeking to enhance their Construction department by hiring an experienced Contracts Manager.This award-winning developer offers an exciting opportunity for a dynamic leader with a motivational style, well-suited to their collaborative and...
-
Divisional Director
3 weeks ago
Essex, UK, Eastern England, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates is proud to partner with a distinguished financial planning firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. You will work with internal stakeholders to obtain new clients and continue to drive business...