Financial Planner

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....

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...

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...

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...

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...

Job Description 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...

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...

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/...

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...

If you're a talented Corporate Financial Planner looking for a challenging opportunity, we invite you to apply for this exciting role at Werfen. In this position, you'll play a critical role in planning and executing Werfen's financial strategy, working closely with senior leaders to drive business growth.You'll have a deep understanding of financial...

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 - 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...

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...

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...

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...

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...

Have you worked in a contact centre previously? Have you got an understanding of Dialler/SMS Technology? Are you looking for a new opportunity whereby you can learn and develop? If you’ve answered yes, then you could be the right person to join the Operations strategy team as a Dialler and Resource Planner in our Kings Hill office, ME19 4UA. What you can...

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...

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,...