Financial Planner

Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...

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...

An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team.In this role, you will provide comprehensive financial planning services to an existing book of clients, helping them navigate their financial journeys with...

The 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 Planner...

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 Planner Ref: 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...

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...

Company DescriptionMTBW Careers specializes in recruiting top talent for fintech companies in London, ensuring that businesses have the best team to drive forward. We provide opportunities for growth and development in the financial technology industry.Role DescriptionWhat you’ll be doing:Creating brilliant advice for customersBeing a technical expert 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...

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...

An exciting opportunity has arisen for a Senior Tender Planner to join a leading name in Tier 1 Main Contracting to work on various Major Projects in and around Central London.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead.They...

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...

An exciting opportunity has arisen for a Senior Pre-Construction Planner to join a leading name in Tier 1 Main Contracting to work on various Major Projects in and around Central London.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work...

Role: Senior Project PlannerLocation: Moorgate, LondonType: PermanentSalary: Up to £80,000 per annumPackage: Car Allowance, Bonus, Pension, HealthcareAbout the firm:Our client is a global multi-billion-dollar main contractor, who are looking to expand further by branching out into the UK. This is the perfect opportunity to join an international...

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...

Launch Your Career as a Financial Planning Trainee with deVere Group in DubaiWho We AredeVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join our Financial Planning...

The RoleThe Project Planner is essential for ensuring that projects are executed and delivered smoothly and with a responsibility for planning, organising, and scheduling project activities. As a primary SAP user for the Projects team, this role involves utilising SAP software to support and execute project management processes, conduct specific job...

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...

Cobalt have partnered with a market leading Real Estate Consultancy in their search for a Retail Portfolio Planner, at Director level to join their Global Occupier Services team in London. The successful candidate will be leading the development of unique innovative approaches to footprint optimisation for a prestigious financial sector client, to support...