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Financial Planner

Financial Planner

10 June by Ortus PSR

Are you a Financial Planner looking for a new Challenge? We are working with an IFA firm that has an existing client bank to develop where clients typically have between 300,000 - 400,000 AUM. They are a dynamic and forward-thinking financial service...

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Financial Planner

Financial Planner

We are currently recruiting for a Financial Planning practice in Leatherhead who are looking for an experienced Financial Planner who has a great HNW IFA background (i.e. typical AUM of 1m ), complex technical experience and happy to work closely wit...

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Financial Planner

Financial Planner

21 June by CV Elite Ltd

The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will either be an experienced Financial Planner / Financia...

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Financial Planner

Financial Planner

A high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire. This particular opportunity is quite unique for the following reasons: You will be working closely with an extreme...

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Senior Financial Planner - manage existing HNW clients from CEO

Senior Financial Planner - manage existing HNW clients from CEO

Senior Financial Planner - manage existing HNW clients from CEO Average client has 1.2m of assets to invest 60k - 90k basic salary plus bonus Offices near Epsom/Leatherhead (Surrey) Lots of flexible working after onboarding and induction My client ar...

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Chartered Financial Planner - manage existing HNW clients from CEO - £60k - £90k plus bonus

Chartered Financial Planner - manage existing HNW clients from CEO - £60k - £90k plus bonus

Chartered Financial Planner - manage existing HNW cases 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...

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Senior Financial Planner - manage existing HNW clients from CEO - £60k - £90k plus bonus

Senior Financial Planner - manage existing HNW clients from CEO - £60k - £90k plus bonus

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

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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

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 Planner - manage existing clients, £80k - £100k basic salary (£150k take home)

Senior Financial Planner - manage existing clients, £80k - £100k basic salary (£150k take home)

Senior Financial Planner - manage some existing clients from the CEO, 80k - 100k basic salary plus attractive benefits bonus and benefits package - Cobham (Surrey) - Take home pay c. 150k A key client of mine who I have met and worked with very close...

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Paraplanner

Paraplanner

Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financia...

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Independent Financial Adviser

Independent Financial Adviser

Financial Advisor - South London The opportunity for an experienced Financial Adviser to join a growing financial planning practice. What's on offer? Additional adviser bonus scheme 25 days holiday 8 days bank holiday 5% company pension contribution ...

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Paraplanner

Paraplanner

18 January by Vision-FS Recruitment

Position : Paraplanner Location: Redhill , Surrey/Hybrid Position (2 days per week working from home) Minimum Requirements : Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified Salary/package : Up to 45,000 Bonus 24 days annual leave ...

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Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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IFA Administrator

IFA Administrator

Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study...

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Chartered Financial Adviser - Surrey - £80k - £100k - Basic Salary Plus Bonus &...

Chartered Financial Adviser - Surrey - £80k - £100k - Basic Salary Plus Bonus &...

& Benefits Package - 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 operati...

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Chartered IFA - Epsom/Hybrid - OTE is a realistic £150k+

Chartered IFA - Epsom/Hybrid - OTE is a realistic £150k+

Chartered Independent Financial Advisor - Manage an existing client base Hybrid Working - Based in Epsom, Surrey 75-90k basic salary revenue related salary increases bonus (OTE is a realistic 150k ) My client are an Independent Financial Advice firm ...

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Financial Advisor

Financial Advisor

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

Job hidden.
Financial Advisor

Financial Advisor

27 January by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

Job hidden.
Financial Advisor

Financial Advisor

26 Feburary by Vision-FS Recruitment

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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

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

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 - Surrey based Chartered IFA - £75k Plus...

Senior Financial Adviser - Surrey based Chartered IFA - £75k Plus...

Plus Bonus and benefits package - Manage existing clients and generate some new business One of our key clients, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established client. However, there will be an ...

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IFA Administrator

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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Senior Financial Adviser - £75k - £90k basic salary plus bonus and benefits package

Senior Financial Adviser - £75k - £90k basic salary plus bonus and benefits package

Senior Financial Adviser - 75k - 90k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a S...

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