Financial Planners Assistant

Job Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - 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...

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...

Job Description A leading banking institution wish to recruit a Wealth Planner to act as a trusted adviser to customers to achieve their financial goals by providing wealth planning and investment advice. The primary role of the Wealth Planner is to understand the needs and long term goals of new and existing customers Main Duties To achieve personal...

**Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...

**Are you an experienced financial adviser with Chartered Financial Planner status?** Would you like to take control of your career in a supportive and entrepreneurial environment advising and servicing existing clients? We have a rare opportunity to carve out an exceptional career as a financial planner taking responsibility for a high net-worth client...

This highly respected investment management firm is currently seeking a financial planner to join their team in London. This role will provide an excellent platform for a financial planner to develop their existing skills and experience in a supportive and professional environment. In this role you will provide financial planning advice using interactive...

RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. Requirements We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You...

RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...

Financial Planner - Professional Practice We are recruiting for a highly successful Financial Planner who are growing due to increased business levels. They have an active and established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this. The firm are well established and...

Title: Assistant Planner | Planner Location: London Salary: Attractive salary + Strong benefits package The Company Penguin Recruitment is delighted to be supporting a Property Consultancy who are looing for an Assistant planner to join the team in the London office! As a Planner, your primary role is to contribute to your team's...

Title: Assistant Planner | Planner Location: London Salary: Attractive salary + Strong benefits package The Company Penguin Recruitment is delighted to be supporting a Consultancy who are looking for an Assistant planner/Planner to join the team in the London office. My client works on a variety of sectors such as Infrastructure & Energy, Leisure &...

Title: Assistant Planner | PlannerLocation: LondonSalary: Attractive salary + Strong benefits packageThe CompanyPenguin Recruitment is delighted to be supporting a Property Consultancy who are looing for an Assistant planner to join the team in the London office!As a Planner, your primary role is to contribute to your team's performance by being an assistant...

Title: Assistant Planner | PlannerLocation: LondonSalary: Attractive salary + Strong benefits packageThe CompanyPenguin Recruitment is delighted to be supporting a Consultancy who are looking for an Assistant planner/Planner to join the team in the London office. My client works on a variety of sectors such as Infrastructure & Energy, Leisure & Hospitality,...

One of the UK's leading national IFA's is seeking to recruit a Level 4 qualified Trainee Financial Planner to work closely alongside a team of Senior FPs with a view to managing/developing your own book of clients within a 12 period. The will initially involve providing technical support whilst shadowing a Senior FP attending and holding clients meetings....

Our client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in theUK. Their current requirement is for a Paraplanner to join the business to provide support to a Financial...

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.As an Associate...