15 Chartered Financial Planner Jobs in Epsom

Financial Planner - manage existing HNW clients from CEO - 60k - 90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer w...

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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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Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a To...

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Position : Employee Benefits Administrator Location : Redhill, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred but not e...

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Position : Employee Benefits Administrator Location : Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years' experience of Group Protection and/or Healthcare and Wellbeing required; Pensions experience preferred Salary/p...

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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 25,000...

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Position : Compliance Consultant (part time position/3 days per week) Location : Redhill, Surrey Minimum Requirements : A strong background within Training & Competence and Compliance; Possesses a strong understanding of FCA rules & regulations; Part...

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A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new c...

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My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as P...

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Financial Planner - servicing role, managing existing HNW clients from CEO ( 600k - 8m per case) - 70k - 90k basic salary plus bonuses My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and p...

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Financial Planner - servicing role, managing existing HNW clients from CEO ( 600k - 8m per case) - 70k - 90k basic salary plus bonuses - hybrid working My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who...

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Independent Financial Planner, work closely with CEO servicing c.100 clients - HNW cases - Epsom/Leatherhead My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed 2 members of staff w...

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Paraplanner 30,000- 38,000 Paraplanning/ Report writing & IFA admin experience Home Based 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 be...

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The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth:...

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Paraplanner, 100% home working available. Salary up to 55,000 (dependent upon experience), excellent benefits, and opportunities for progression. Hybrid working between home and office available if preferred and live more towards South London. This w...

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