Wealth Planner

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...

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...

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...

Wealth Manager - Senior Wealth Manager - Wealth AdvisorAbout usWe empower our advisers to go deeper with clients.Our unique client proposition allows us to enable clients, carefully and professionally, to have a more rewarding relationship with their adviser. A relationship that focusses on helping clients to be not just financially but also legally...

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/...

Exciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management LtdAndrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.The company is in the process of building on its recent success in obtaining new clients and increasing its assets...

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,...

The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

Assistant Wealth Planner (Paraplanner) Permanent Role London TeamAbout the Role:We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.Company Overview:This...

Job Title: Senior Financial PlannerLocation: LondonSalary: Up to £100,000, plus Bonus & BenefitsAn exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently...

We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...

Associate Wealth ManagerWe are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. We like to acknowledge hard work and commitment and celebrate our successes....

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...

My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment...

RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking...

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...

Job Title: Financial Planner Fin-TechLocation: London (Flexible Working: 3 days from home)Salary: up to £80,000 starting salary + 20% Bonus + BenefitsAbout UsOur client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families,...

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 to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...

RoleWe have been appointed by one of the country’s leading wealth managers to recruit an experienced Financial Planner to work within one of their niche teams based in London. Your focus will be providing advice to Big 4 Partners at pre-retirement and post-retirement stage. They are seeking somebody to work alongside the Investment Managers in the team,...

Mbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client is a prestigious business that has an outstanding reputation, they are an award-winning national firm who have offices across the country.The client is a forward thinking,...