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Chartered Financial Adviser

18 July by Ortus PSR

Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area. Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to joi...

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Chartered Financial Advisor

Are you a Chartered Financial Advisor skilled in generating new business through converting leads and networking? In this position, you will be provided with high quality leads from their successful marketing campaign. Their target audience are indiv...

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Head of Financial Advice-Chartered Financial Adviser-Route to Directorship and equity+£100-150k +...

bonuses equity in the business Our client is preparing for the future, and they are actively working on their succession plan. To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the...

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Financial Advisor

Are you an experienced Chartered financial adviser or close to becoming chartered (One exam away)? I am seeking a talented and business concious advisory professional to join one of our Strategic Partner Firms based in Central London. As a Financial ...

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Chartered IFA

20 May by Ortus PSR

Are you a Chartered Financial Adviser that feels like your current firms offering is not allowing you to fully service your clients’ needs as you are unable to provide them access to the best products and investment offerings? We are working with a b...

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IFA Administrator

JSS Search are partnered with a boutique Financial Advisory Firm based in Central London. After a period of high growth they looking to add ambitious staff to the team to help them develop and grow. They are looking for an experienced Administrator w...

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Chartered IFA - South London/ Hybrid - £60-75k + revenue related salary increases + bonus

Chartered Independent Financial Advisor - Manage an existing client base My client are an Independent Financial Advice firm with offices in Wimbledon. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, M...

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Senior Financial Administrator - Working closely with a Chartered Adviser on a 1-2-1 basis

Senior Financial Administrator - Working closely with a Chartered Adviser on a 1-2-1 basis - IFA Firm - Near Kingston (Surrey) - 35k - 45k bonuses - mix of office based and WFH My client is a Chartered boutique Independent Financial Advice firm with ...

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Senior Financial Administrator - Working on a 1-2-1 basis with a Chartered Adviser - Up to £45k

Senior Financial Administrator - Working on a 1-2-1 basis with a Chartered Adviser - Chartered IFA Firm - Near Kingston/Teddington (Surrey) - 35k - 45k - mix of office based and WFH My client is a Chartered boutique Independent Financial Advice firm ...

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Financial Adviser

25 July by Ortus PSR

Why Wait for Retirement for an AUM Buyout? Unlock New Opportunities with Our IFA Firm's Unique Offer As a financial advisor, you might envision building a thriving portfolio of clients and eventually retiring with a bonus from your current firm. But ...

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Senior Financial Adviser - Offices near Wandsworth Chartered IFA- £75k - £85k basic salary plus...

plus bonus and benefits package - manage existing clients and generate some new business A longstanding client of ours, with whom we have previously placed three employees, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a seg...

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Financial Advisor

Our client is seeking an experienced, proactive Financial Adviser (ideally Chartered) to join their team on an employed basis and takeover the servicing of some existing clients and grow their client book You will be provided with a client portfolio ...

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Chartered Paraplanner to Adviser - client bank provided - Central London - £60-65k plus bonus

Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing ...

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Senior Independent Financial Adviser

17 July by Ortus PSR

Location: Lovely Offices near Hyde Park Join my clients vibrant team at a prestigious Independent Financial Advice firm nestled near Hyde Park. We specialise in serving clients in the media and creative industries, offering tailored financial solutio...

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Senior Financial Adviser - manage existing clients, £75k - £100k plus bonus and benefits package

Senior Financial Adviser - 75k - 100k basic salary plus bonus and 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 (idea...

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Junior Wealth Manager/Chartered Paraplanner - Central London - £60-65k plus bonus

Junior Wealth Manager/Chartered Paraplanner- client bank provided Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business...

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PARAPLANNER - London (City)/ Hybrid - Up to £52,000 (Depending on experience)

PARAPLANNER (Supporting highest achieving Adviser/Planner) Great benefits package including top pension plan, outstanding bonus, and fantastic office environment My client is a multi-award winning top independent firm that offers HNW and UHNW clients...

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Paraplanner to Adviser within 12 Months-Client Bank Provided-Central London-£65k - £70k plus bonus

Are you ready to elevate your career in financial planning? Join a prestigious Wealth Management firm renowned for its organic growth and commitment to Ultra High Net Worth (UHNW) clients, offering comprehensive and holistic financial planning advice...

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Mortgage Advisor - Flexible Working Pattern

Mortgage Adviser - Flexible Working Pattern Negotiable Basic Salary 30,000 - 35,000 On Target Earnings 85,000 (a top quality broker should be able to pull 6 figures from this role) Other Robust & Lucrative Lead Sources with a vibrant and busy operati...

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Client facing Chartered Paraplanner - Central London (Hybrid) - £60-65k plus bonus

Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing ...

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Senior Paraplanner - Camden (North London) - £50k - £60k, Support MD on a 1-2-1 basis

Senior Paraplanner - Camden (North London) - 50k - 60k, Support MD on a 1-2-1 basis - working with HNW clients in North London My client are a Chartered boutique independent wealth planning firm based in North London who offer whole of market financi...

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Trainee IFA - City of London - To £45,000 + Bonus

MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit a Trainee IFA. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now see...

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Paraplanner

Paraplanner 40,000 - 55,000 | Paraplanning/ Report writing & IFA admin experience Londonon Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will b...

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Paraplanner - Route to Advisor with clients provided - London/Hybrid - £50,000 and bonus

My client is a reputable Middlesex-based independent financial advice company with premises close to North West London. They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax plannin...

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Paraplanner

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity ...

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