Chartered Financial Planner

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary completely negotiable from £60K to around £80K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

One of the UKs largest Wealth Management firms have a fantastic opportunity available for a Paraplanner to join their Nottingham office.In this position you will provide support for a group of Financial Advisers/Planners, facilitating a smooth process of new & existing business where daily duties will include;Analyse client’s aims and needs to construct...

Hi thereIf you’re a skilled Copywriter, and you want to join the Content team of a sector-leading agency in the heart of Nottingham, working with financial advisers and planners, we’d love to hear from you!If the following describes you, we want to hear from you:You have wide experience writing engaging blog and other content for clients (experience is...

Hi thereIf you’re a talented Digital Copywriter and want to join a sector-leading agency working with financial advisers and planners, we'd love to hear from you!We don’t mean to be boring, but we will only consider applications that include a CV, a covering letter, and examples of your writing. Scroll to the bottom for more information.On any given...

Hi thereIf you’re an experienced Marketing Executive or Marketing Assistant, and you want to join the Client Success team of a sector-leading agency in the heart of Nottingham, working with financial advisers and planners, we'd love to hear from you!If the following describes you, we want to hear from you:You’re passionate about marketingYou’ve got...

Experienced Architectural Technologist Mansfield / Newark Area Salary up to & around £45,000Want to work on an exciting range of residential projects across the country?We’re working closely with an Architectural practice who are on the up, and growing once more!With a handful of flagship and award winning projects, you could be working on a range of...

Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are...

Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK.They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are...

Job Description Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their...

Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Chartered Financial PlannerThe role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary completely negotiable from £60K to around £80K plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced...

Financial Planner - Leading Wealth & Investment Management OrganisationNottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate)Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial...

Job Description Financial Planner - Leading Wealth & Investment Management Organisation Nottingham - Salary negotiable; from £60K to around £80K, plus Bonus and Benefits (potentially higher for the right candidate) Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an...

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/...

Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and plans appropriate to their...

Role Nigel James Associates are thrilled to be partnered with a well-established, leading IFA practice. They are looking for an experienced Financial Planner to take over an existing client bank. There will be no expectations to heavily grow the portfolio but your future overall salary package will be determined by the overall revenue of the book so it would...

Financial Planner opportunity with an award-winning top tier integrated Wealth Management practice. As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and support financial planner development and career growth. **Benefits of...

Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planner for their Surrey office. You will drive new business networking with internal stakeholders and external professional introducers. This position calls for a highly motivated individual who is commercially...

Senior Financial PlannerWe are seeking a senior-level Financial Planner to join our team in Nottingham.The successful candidate will have a proven track record of delivering high-quality financial planning solutions and will be responsible for developing and managing a portfolio of clients.You will lead business development activities, aligned to our group...

A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...

RoleNigel James Associates is proud to partner with a top national wealth manager to secure a key financial planning hire within their Sussex team. This role presents a unique opportunity for an ambitious individual to continue developing financial planning clients working in a collaborative manner across the business. It’s an exceptional chance for...

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,...

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...

Job SummaryWe are seeking a skilled Financial Planner Assistant to join our team at North Oak Recruitment. As a key member of our organization, you will be responsible for supporting financial planners in delivering high-quality plans to clients.Your primary focus will be on collaborating with financial planners to provide advice to clients, writing...