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Chartered Financial Planner

An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning. You will be servicing an existing client book. Very ...

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Senior Paraplanner

8 August by Brevere Group

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want...

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Junior Financial Planner

22 July by mbf.

Junior Financial Planner London - Hybrid 55,000 to 65,000, Bonus & Benefits We are excited to offer an exceptional opportunity for an individual looking to step up into a Financial Planner role within 12 months. We are seeking to recruit a Junior Fin...

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Senior Parapanner

8 August by Brevere Group

Are you an accomplished Wealth Management professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists ...

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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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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 Planner - manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus

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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IFA Administrator

21 January by Vision-FS Recruitment

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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Employee Benefits Administrator

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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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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Paraplanner - Team Leader

26 July by Nelson Scott

We are recruiting an ambitious and high calibre, ideally Chartered, Financial Planner to join our growing Financial Planning team. With offices across the South and South West of England, we are looking for someone to join our team in the Surrey/Lond...

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Wealth Planning Director

One of the most prestigious and highly respected names in the wealth management industry are seeking two Wealth Planning Directors to their London team. Working closely with colleagues in Portfolio Management, the role will involve developing and man...

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Paraplanner

3 August by CV Elite Ltd

Paraplanner (Financial Planner), The Role: I am recruiting a technically excellent Paraplanner (Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. Joining the team in the London office (EC1M), the successful Pa...

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Paraplanner

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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CHARTERED PARAPLANNER/TRAINEE FINANCIAL PLANNER (Client Portfolio provided) -To c £65k with...

with Bonus and exceptional list of benefits and structured support London Exceptional and rare opportunity for a Chartered Paraplanner on the cusp of taking the next step into Advice, to join this top London based independent wealth management firm w...

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Chartered Paraplanner - London

Role - Chartered Paraplanner Salary - 65,000 Location - London Blakemore Recruitment are recruiting for a Chartered Paraplanner to join a very successful and growing Wealth Management client of ours. This is an opportunity to join a recognisable weal...

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SENIOR PARAPLANNER (Attend Client meetings) St Albans area -c £45/55k plus...

plus excellent list of benefits including study to achieve Chartered Status, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more Established over 40 years ago, this reputable team of Advisers provide an independent ...

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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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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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Trainee Paraplanner

Development / Trainee Paraplanner - Basic 35K Disc Bonus and Benefits. A successful and high quality Chartered Financial Planning practice is looking for a Development / Trainee Paraplanner to join their team. This role will have primary responsibili...

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Self Employed Financial Adviser

17 July by Ortus PSR

My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate. The ideal candidate will bring several years ...

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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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Paraplanner - Chartered Wealth Management Firm - Basic salary £45k - £53k + discretionary bonus

Paraplanner - Chartered Wealth Management Firm City of London offices - 2 days per week Basic salary 45k - 53k discretionary bonus Full study support to Chartered status Client facing role working closely with Advisers Working with HNW & UHNW clients...

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Brand new role - Paraplanner - Offices in London (West End) Basic salary £45k - £55k

Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary 45k - 55k discretionary bonus Full study support to Chartered status First 8 weeks in the office then 2 days WFH per week My client is a medium sized Char...

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SENIOR PARAPLANNER (Client facing opportunity) - St Albans area - To c £55k plus...

plus very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a...

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