43 Client Advisor Jobs in Chertsey (chertsey South)

Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: The successful candida...

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Basic Up to 75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Ready to take your Mortgage career to the next level with a leading, award-winning company? Join a thriving firm with over 20 years of excellence and an extensive client book waiting for you. If you’re a self-motivated, personable professional with a...

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Mortgage Advisor - Surrey Salary: Minimum 25,000 Location: Woking Permanent, Monday - Friday Hybrid working Full-Time position Excellent Benefits An exciting opportunity has arisen for a Mortgage Advisor with of 2-3 years of experience to join a well...

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Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation? Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet area...

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Paraplanner, Bracknell Hybrid Up to 50k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Brackne...

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Wealth Management Plus: Excellent Pension and Private Health benefits My client, are a boutique financial planning practice with offices based in West End, Surrey near Guildford. They have been offering financial advice to their private clients for o...

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Pensions Project Manager Weybridge (Hybrid) 45,000 My client a successful company are seeking knowledgeable pensions and employee benefits advisor to join their team as a Project Manager. you will be responsible for the project management of group pe...

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Student Money Advisor We are currently recruiting for a prestigious university based in Kngston Role: Student Money Advisor Duration: ASAP - 6 to 12 weeks Hybrid working Pay: 19.51 Job purpose: To contribute to a professional and specialist advice an...

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We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients. ...

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This Financial Adviser job provides opportunity to join a growing IFA firm, actively undertaking acquisitions. They are seeking an experienced Financial Adviser to join their team to onboard and takeover recently acquired clients and help the busines...

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Are you an experienced Senior Mortgage Adviser looking for your next big opportunity? Our client, a unique advisory business in Surrey, London, is seeking a talented individual to join their growing team. This is your chance to make a significant imp...

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Home Based Employed Financial Planner - Clients Provided, client recruiting now Our most popular role 48,000 - 80,000 Basic Car allowance pension Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are e...

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BRAND NEW ROLE - Independent Financial Adviser 60k - 80k basic salary plus attractive bonus and benefits package Manage client bank generating 250k in ongoing fees from retiring adviser Offices near Guildford (Surrey) A key client of mine who I have ...

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Our client, an established IFA company, is dedicated to providing exceptional financial planning and advisory services to its clients. With a culture centered around expertise, integrity, and client satisfaction, the company offers a supportive and c...

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This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Group Risk & Healthcare Adviser to provide health and risk benefit expertise to corporate cl...

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Home Based Employed Financial Planner - Clients Provided, client recruiting now Our most popular role 48,000 - 80,000 Basic Car allowance pension Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are e...

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Our client is looking for a Financial Administrator to join their team in Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that comm...

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Senior Financial Adviser - boutique IFA 75k - 90k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key client of mine who I have placed 3 staff with in the p...

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HNW Mortgage Adviser - South West London Are you a target-driven Mortgage Adviser with experience in handling high-net-worth clients? We have a fantastic opportunity for you Due to planned expansion and growth, we are recruiting an experienced Mortga...

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HNW Mortgage Adviser - South West London Are you a target-driven Mortgage Adviser with experience in handling high-net-worth clients? We have a fantastic opportunity for you Due to planned expansion and growth, we are recruiting an experienced Mortga...

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HNW Mortgage Adviser - South West London Are you a target-driven Mortgage Adviser with experience in handling high-net-worth clients? We have a fantastic opportunity for you Due to planned expansion and growth, we are recruiting an experienced Mortga...

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Our client is growing the number of financial advisers, so they are seeking additional paraplanners. This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the fu...

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Senior Financial Adviser - boutique IFA 70k - 90k basic salary plus attractive bonus and benefits package Manage existing clients - Surrey based Chartered IFA Offices near Hersham/Esher (Surrey) A key client of mine who I have placed 3 staff with in ...

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Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client h...

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