Financial Planner
1 month ago
We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf.
The role requires a level 4 Diploma in Regulated Financial Planning (RDR compliant) or equivalent qualification. Whether you are part or fully qualified we are keen to speak to you.
Who we’re looking for:
- A proactive, energetic, and ambitious individual
- Client centric approach and a passion for finance
- Keen to learn and develop by taking on feedback.
- Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
- Capability of working to a target efficiently and maximising the potential of every opportunity
- A loyal character who is looking for a long-term career in financial advice
One Wealth will support you with:
- You will receive all the support and training required to add real value to the business, such as support with building your network and a client bank. This includes help with lead generation and the sales and marketing support you need.
- Training - giving you all the relevant skills and soft skills to develop in this opportunity
- Back office support
- Competitive self-employed contact and perks
- Opportunity to take advantage of our Business Sale and Purchase programme in 5 years' time
- Building real value within a FTSE 100 business.
If this sounds like the right next step for you, then please apply above.
-
Financial Planner
4 weeks ago
London Area, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
4 weeks ago
London, United Kingdom Financial Divisions Full timeFinancial Planner - North London - manage existing clients with accountancy background - Salary negotiable £60k - £80k plus bonuses My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners, however they have a...
-
Financial Planner
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner - North London - manage existing clients with accountancy background - Salary negotiable £60k - £80k plus bonuses My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners, however they have a...
-
Financial Planner
1 month ago
London Area, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London Area, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London Area, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
4 weeks ago
London Area, United Kingdom Waterhouse-Kern Associates Full timeWaterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Purpose of Job: To work within one of the financial advice teams that consists of a...
-
Financial Planner
4 weeks ago
London Area, United Kingdom Waterhouse-Kern Associates Full timeWaterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Purpose of Job: To work within one of the financial advice teams that consists of a...
-
Financial Planner
4 weeks ago
London Area, United Kingdom Waterhouse-Kern Associates Full timeWaterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI. Purpose of Job: To work within one of the financial advice teams that consists...
-
Financial Planner
1 month ago
London Area, United Kingdom IDEX Consulting Ltd Full timeFinancial PlannerLondon / hybridSalary up to circa £90,000 plus bonus, excellent benefitsA leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London.They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional...
-
Financial Planner
1 month ago
London Area, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner London / hybrid Salary up to circa £90,000 plus bonus, excellent benefits A leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London. They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional...
-
Financial Planner
1 month ago
London Area, United Kingdom IDEX Consulting Ltd Full timeFinancial PlannerLondon / hybridSalary up to circa £90,000 plus bonus, excellent benefitsA leading integrated Wealth Manager organisation are looking to add an experienced financial planner to their team in London.They are looking for Chartered (or very close to) and this role really encompasses new business development and cultivating professional...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time £60,000Financial Planner - All clients provided Description Financial Planner – All high worth clients provided To £60,000, plus bonus Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner. All clients will be provided, which are mass affluent or...
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group is working with a leading Financial Planning and Investment Management client who is seeking an experienced (ideally 3-5 years PQE) Financial Planner to join their highly successful London team. An existing client book will be provided, but we are looking for experienced business developers with a strong network to further grow this...
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team. An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.If the following job requirements and experience match your skills, please ensure you apply promptly.An existing client book will be given,...
-
Financial Planner
1 month ago
London,, UK, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
-
Financial Planner
1 month ago
London, United Kingdom Synchronicity Financial Services Full timeSynchronicity Group are working with a leading Financial Planning and Investment Management client who are looking for an experienced (ideally 3-5 years PQE) Financial Planner to join their hugely successful London team.An existing client book will be given, but we are looking for experienced business developers with a strong network to grow this further....
