Chartered Financial Planner
2 months ago
Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team.
This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate must also be able to generate new business, leads will be provided but business development and networking will be an important part of the position.
The successful candidate will have:
- At least 12 months working as a Financial Planner/ Adviser
- Fully qualified
- Ideally Chartered status or working towards this
In return our client can offer:
- Competitive salary
- Private medical insurance
- Flexible working
- Well being program
- Death in service
- Friendly and supportive team
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Chartered Financial Planner
2 months ago
Bristol, United Kingdom CV-Library Full timeCooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer service to all of their clients. The successful candidate...
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Chartered Town Planner
3 months ago
Bristol, United Kingdom CV-Library Full timeREF: NE79789 Chartered Town Planner - Bristol - £Negotiable Are you a Chartered Town Planner looking for your next challenge? Look no further! Our client are a dynamic and forward-thinking firm seeking a talented Chartered Town Planner to join their team. As a key member of the planning department, you will have the opportunity to work on a diverse...
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Financial Planner Position
4 weeks ago
Bristol, Bristol, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...
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Strategic Financial Planner
4 weeks ago
Bristol, Bristol, United Kingdom Wakam Full timeStrategic Financial Planner (Salary circa £80,000)We are seeking a highly skilled Strategic Financial Planner to join our team in the UK. As a key member of our Finance department, you will play a critical role in shaping our company's financial future by developing and implementing strategic financial plans.This is a unique opportunity to work with a...
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Chartered Planner
1 week ago
Bristol, Bristol, United Kingdom Alder King Full timeJoin Alder King as a Chartered Planner in Bristol and take advantage of our exciting opportunities in planning.You will work with a variety of clients in the public and private sectors, providing sound professional advice.Our team offers a supportive environment, competitive salaries, and a range of benefits, including a company pension plan.A driving...
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Senior Financial Planner
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeWe are looking for a highly skilled Senior Financial Planner to join our team at Handelsbanken Wealth & Asset Management. In this role, you will be responsible for working with high net worth clients to provide expert financial planning advice and support.You will work closely with our Client Directors and their teams to deliver technical financial advisory...
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Financial Planner
4 weeks ago
Bristol, Bristol, United Kingdom Business & Human Rights Resource Centre Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at the Business & Human Rights Resource Centre. As a key member of our finance team, you will play a crucial role in ensuring the financial health and sustainability of our organization.Key Responsibilities:Supporting with financial planning, budgeting, and...
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Financial Planner
6 months ago
Bristol, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Financial Planner Assistant
7 days ago
Bristol, Bristol, United Kingdom Service Care Solutions Full timeJob DescriptionService Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in the UK, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach.The...
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Financial Legacy Planner
7 days ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeFinancial Legacy PlannerMP Estate Planning UK is seeking a highly skilled Financial Legacy Planner to help shape the financial futures of our clients. This is a unique opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.The successful candidate will provide expert advice on estate...
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Chartered Professional
6 days ago
Bristol, Bristol, United Kingdom Alder King Full timeWe're looking for a highly skilled Chartered Professional to join our Bristol Planning team in the South West. As a senior planner, you'll provide expert advice to clients in both the public and private sectors, working closely with colleagues to deliver exceptional results.A successful candidate will have a strong background in planning, excellent...
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Senior Planner
1 month ago
Bristol, United Kingdom CV-Library Full timeJob Title: Senior Planner Sector: Energy Town Planning Location: Bristol (Flexible working options available) Salary: Competitive + Bonus Scheme (5%) About the Company My client is a highly regarded planning consultancy known for delivering sustainable and impactful development projects. They focus on creating positive change through collaboration with...
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Senior Planner
3 weeks ago
Bristol, United Kingdom Penguin Recruitment Full timeJob Title: Senior Planner Sector: Energy Town Planning Location: Bristol (Flexible working options available) Salary: Competitive + Bonus Scheme (5%) About the Company My client is a highly regarded planning consultancy known for delivering sustainable and impactful development projects. They focus on creating positive change through collaboration with...
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Financial Planner
6 months ago
Bristol, United Kingdom Close Brothers Group Full time**OVERALL SUMMARY** To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing Director. Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and...
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Project Financial Planner
4 days ago
Bristol, Bristol, United Kingdom Pick Everard Full timeYour Career with UsPick Everard is committed to supporting the growth and development of our people. As a Project Financial Planner, you will play a key role in shaping the financial strategy of our projects. Your responsibilities will include developing cost plans, managing budgets, and analyzing financial data to inform business decisions.Key...
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Town Planner
1 month ago
Bristol, United Kingdom CV-Library Full timeThe Company My client, multidisciplinary town planning consultancy that provides Planning, Masterplanning, Urban Design and Landscape Architecture services, is looking for a Town Planner to join the dynamic team in Bristol! They work on a diverse range of projects throughout the UK and are known for successfully managing a range of complex projects...
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Town Planner
3 weeks ago
Bristol, United Kingdom Penguin Recruitment Full timeThe Company My client, multidisciplinary town planning consultancy that provides Planning, Masterplanning, Urban Design and Landscape Architecture services, is looking for a Town Planner to join the dynamic team in Bristol! They work on a diverse range of projects throughout the UK and are known for successfully managing a range of complex projects...
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Financial Planner
7 months ago
Bristol, United Kingdom Idex Full timeI am working exclusively with a national client who are seeking a Financial Planner to join the business covering Bristol, Bath and surrounding areas. The role will come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate. Do you have a track record of being able to be...
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Financial Planner
2 months ago
Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Planner Ref: 9298Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...
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Financial Planner
2 months ago
Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Planner Ref: 9298Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...