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Financial Planner

2 October by Recruit UK

Job Title: Financial Planner Ref: 9298 Location: UK Wide (Home Based) Salary: 60,000 with first year OTE of 120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportuni...

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Financial Planner

5 September by mbf.

In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future. Are you a driven and motivated Financial Planner looking for a...

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Financial Planner Vacancy - Leatherhead - Up to £90k manage existing clients

14 October by Financial Divisions

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 plac...

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Financial Planner - Up to £90k - Servicing role of existing clients - Surrey office

1 week ago by Financial Divisions

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 up to 100 existing HNW clients - Up to £90k

9 October by Financial Divisions

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

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IFA ( Employed) with Clients

A highly reputable IFA with a 1st class reputation are keen to appoint an experienced IFA. The primary reason for appointment is to take ownership of an existing client bank from a retiring Wealth Manager. There is a large existing client base to ser...

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Employed IFA with Clients

A highly reputable IFA with a 1st class reputation are keen to appoint an experienced IFA. The primary reason for appointment is to take ownership of an existing client bank from a retiring Wealth Manager. There is a large existing client base to ser...

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Trainee IFA Administrator

16 October by Vision-FS Recruitment

Position : Trainee IFA Administrator (2 days' per week working form home) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary...

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Compliance Consultant (part time)

10 October by Vision-FS Recruitment

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

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IFA Administrator

16 October by Vision-FS Recruitment

Position : IFA Administrator Location : Caterham, Surrey (2 days per week working from home) Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 38,000...

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Paraplanner

21 August by mbf.

We are currently working with a leading Financial Planners based in Horley, Surrey, to recruit for a Paraplanner to join their team. Our client operates a hybrid structure with 3 days wfh and 2 in the office. Company Overview: This highly regarded fi...

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Chartered Independent Financial Advisor - Croydon-Hybrid - £65k basic salary + bonuses (OTE £75-90k)

4 October by Financial Divisions

Chartered Independent Financial Advisor -Manage an existing client base Manage a book of 130 clients with AUM of 32m My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investment...

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IFA Administrator

22 October by Blakemore Recruitment

IFA Administrator Based: Dorking, Surrey Salary: 35,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team inclu...

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Part-Time IFA Administrator

We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team. 28 hours a week - 3 days a week. Job Description Liaising with clients to obtain perso...

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Senior Financial Administrator - Up to £45k basic salary - Chartered IFA

24 October by Financial Divisions

Senior IFA Administrator - (Surrey) Chartered IFA Firm - Up to 45k Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and p...

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