Central London with hybrid working flexibility 65,000 excellent benefits A highly successful Chartered Wealth Management firm is seeking an experienced Financial Adviser to take over a well-established client book from a retiring Adviser. This firm h...
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Potential for Partnership and Equity Manage an Established Client Base with AUM between 750k- 1m With flexible remote work 65k basic performance-related increases We are representing a well-established Independent Financial Advice firm based in Croyd...
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Plus: competitive bonus and excellent benefits package We are delighted to present an exceptional opportunity with one of the UK’s foremost names in Private Client Wealth Management, a trusted partner with whom we have had the privilege of working fo...
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Are you an experienced Financial Advisor ready for the next big step in your career? My client, a forward-thinking IFA firm I’ve proudly worked with for several years, is offering an exceptional opportunity to join their team. With a strong focus on ...
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Manage existing clients from the MD - employed role (up to 65k) or self-employed role My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with. The business has 3 advisers and a full support team of P...
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Overview Our client is a financial advisory firm offering bespoke financial planning for senior medical professionals. They are currently looking for a Assistant Financial Planner (Paraplanner). The Senior Assistant Financial Planner (SAFP) works clo...
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Overview Our client is a financial advisory firm offering bespoke financial planning for senior medical professionals. They are currently looking for a Client Services Team Manager. The Client Services Team Manager coordinates and manages the Client ...
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Plus: competitive bonus and excellent benefits package Our client is one of the leading names in Private Client Wealth Management in the UK and this is the start of our 10th year of working closely with them. In that time, they have consistently grow...
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Independent Financial Adviser (18 - 24 months advising experience) Work alongside highest billing adviser in Chartered IFA Must have CAS signed off City of London offices 55k - 60k basic salary plus bonuses (30%) Full admin and paraplanning support M...
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Manage Existing Clients from CEO. A key client of mine is seeking a Senior Financial Adviser, ideally Chartered, to manage a portion of their longstanding existing client bank. This Surrey-based Chartered IFA firm has been operating for many years, b...
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75k - 85k basic salary 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 Charte...
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We are currently seeking an experienced Financial Advisor to join our client, an organically growing national IFA firm. This fully remote position offers the flexibility of working from home, with occasional meetings in London, Surrey, or Kent. The f...
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Due to a significant period of growth and a major injection of capital this market leading provider of financial planning advice is now seeking to recruit a number of individuals to help move their business forward. Provided with a market leading par...
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Are you ready to take the next step in your financial planning career? We are a well-established investment and financial planning firm seeking a motivated Paraplanner Junior Adviser . Whether you have prior experience as a Paraplanner Junior Adviser...
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Excellent Bonus Structure - Office Based This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are commi...
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Are you an experienced IFA Administrator looking to advance your career in Wealth Management? My client, an independent boutique Wealth Management firm, provides holistic advice to their long-standing UHNW clients. Due to growth, they are seeking a d...
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Study Support Offered, 35,000- 42,000 (DOE) & Bonus Our client is an independent, boutique wealth management company that offers their devoted UHNW clients comprehensive assistance. They are searching for a dynamic, experienced Paraplanner that is lo...
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Are you a financial adviser looking for a new challenge? We are looking for a financial adviser/wealth manager for our client, a modern, thriving financial advisory practice in Surrey. We are looking for someone who has the ability to prepare sound F...
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Are you a skilled and motivated Paraplanner seeking a rewarding career transition into a Financial Adviser role? Look no further Our client, a prestigious Chartered Wealth Management firm based in Central London, is offering an exciting opportunity t...
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Our client is a successful and established IFA firm based in Sussex and they are currently looking for an experienced IFA to join their team This is for the role of Employed Financial Adviser working with an award winning Sussex based IFA firm with o...
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Our client is a successful and established IFA firm based in Sussex and they are currently looking for an experienced IFA to join their team This is for the role of Employed Financial Adviser working with an award winning Sussex based IFA firm with o...
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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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Mason and Dale pleased to be recruiting a fantastic Tax Advisory role. Ready to take your tax career to the next level? Join our vibrant and fast-paced Tax Team as a Tax Adviser This is an amazing opportunity for an ambitious, qualified tax professio...
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Wealth Management Administrator - New Opportunity We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Pa...
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Role Summary An excellent opportunity for an experienced Paraplanner to join a well established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is ...
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