Financial Planner

Welcome to your next opportunityGet ready to join a well-known IFA practice that is currently looking for a skilled Financial Planner to work with their high-caliber clients. Ready to take over a solid client base and offer top-notch financial planning services? Your role: Provide independent financial advice to clients, especially those with complex...

My client is looking for someone to join their Financial Planning team at their offices in Cheshire.They're looking for a Chartered or 'working towards Chartered' Financial Planner who believes in true independent lifetime financial planning; someone who revels in the detail of building financial plans and 'what if' scenarios. Service and grow an existing...

Life-Changing Financial PlannerLocated in Northwich, CW8, Oakmere Wealth Management is an esteemed, multi-award-winning company who are looking for exceptional individuals to join our financial adviser team.Location: Northwich, CW8About us: At Oakmere Wealth Management, we're not just about financial transactions; we're about transforming lives...

Life-Changing Financial PlannerLocated in Northwich, CW8, Oakmere Wealth Management is an esteemed, multi-award-winning company who are looking for exceptional individuals to join our financial adviser team.Location: Northwich, CW8About us: At Oakmere Wealth Management, we're not just about financial transactions; we're about transforming lives...

The Firm: A well-established regional professional practice with a focus on financial planning.Portfolio reviews with current clients.Collaborating with the retiring adviser on their client base.Utilizing cash flow modeling and lifestyle financial planning when necessary.Understanding client requirements and demonstrating expertise in more intricate areas...

A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of...

Location: Chester, North West, GB, CH1 4QJ- Department: Administrative Services- Operation: Sanctuary Property Services- Closing Date: 28/03/2023- Salary: £ £25085 / year- Requisition: 209498Sanctuary provide in-house repairs and maintenance services for an extensive portfolio of properties across Sanctuary organisations. As part of a not-for-profit...

Job Title: Financial Services AdministratorLocation: KnutsfordSalary: Up to £27,000 plus company benefits and bonusJob Type: Full-Time, Office-BasedMBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding,...

Job Title: Financial Services AdministratorLocation: KnutsfordSalary: Up to £27,000 plus company benefits and bonusJob Type: Full-Time, Office-BasedMBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding,...

An exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews. You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver quality, holistic financial advice....

What the Hiring Manager Says An exciting opportunity for an individual has arisen within the Service Delivery Review Team supporting our clients and Financial Planners across the country in the vital area of ongoing service reviews. You would be part of the team that help deliver on our customer promises and support our Financial Planners to deliver...

What the Hiring Manager Says What the Hiring Manager Says This is an exciting opportunity to be part of the North West & Northern Ireland team working from our Chester office with the option for hybrid working. We have an existing team of 12 Client Relationship colleagues who have a vast range of experience in supporting our Financial Planners and ensuring...

The IFA Administrator role is with a Wealth Planning Practice, offering a friendly but professional office environment near Chester. Joining the successful team means supporting Financial Planners & Paraplanners with new business admin, client queries, and other financial services. Key responsibilities include dealing with client suitability letters. The...

I am working with a respected network who has enjoyed success recently with the new member firms joining and the teams growing. Due to this they need to bring on an additional T&C Manager to supervise the Advisers of the network, ranging from newly qualifiedthrough to highly experienced Planners.The base salary for this role is iro £45,000. This is a home...

Territory Sales Manager - Wound Care - Liverpool, Stockport, Cheshire and N WalesHighly regarded International ManufacturerNewly created role Our client is a major player in the Wound Care marketplace, both here in the UK and overseas. They are renowned for some of the best in-class products the market has to offer and have exciting growth plans for the next...

Territory Sales Manager - Wound Care - Liverpool, Stockport, Cheshire and N WalesHighly regarded International ManufacturerNewly created role Our client is a major player in the Wound Care marketplace, both here in the UK and overseas. They are renowned for some of the best in-class products the market has to offer and have exciting growth plans for the next...

My client is a growing and ambitious financial adviser practice based Cheshire due to a recent acquisition, they are looking for an experienced and senior financial planner in the Stoke on Trent area to look after a retiring advisors book of HNW clients. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth...

My client is a growing and ambitious financial adviser practice based Cheshire due to a recent acquisition, they are looking for an experienced and senior financial planner in the Stoke on Trent area to look after a retiring advisors book of HNW clients. Principal Accountabilities / Main Responsibilities Providing 1st class advice to clients on wealth...

Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's...

Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Synchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 5+ years PQE) Financial Planner.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further. Our client is a leading brand and offers...

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory...

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.Are you a driven and motivated Financial Planner looking for an exciting career opportunity? We are currently recruiting Financial Planners for a leading Financial Advisory...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Financial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25% managing a...

Financial Planner Pod Leader - Surrey, hybrid workingA great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25% managing a...

Financial Planner (client book to inherit)KentUp to circa £65,000 basic plus bonus and benefitsA high performing Financial Planning organisation 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 extremely experienced...

Senior Financial Planner (client book to inherit)SurreyUp to circa £80,000 basic plus bonus and benefitsA high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire.This particular opportunity is quite unique for the following reasons:- You will be working closely with an extremely...

Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire. This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank of clients, alongside supporting Partners in the firm with their...

Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in an efficient, and timely manner. We are looking for people with a keen eye for detail and a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

ABOUT US We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients. We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected...

ABOUT US We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients. We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected...

Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

The 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 how we...

The 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 how we...

About 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...