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Chartered Financial Adviser

Chartered Financial Adviser

18 July by Ortus PSR

Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area. Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to joi...

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Chartered Independent Financial Adviser - All leads provided

Chartered Independent Financial Adviser - All leads provided

We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to 500,000 of investable assets and you must have experience of providing pension and i...

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Financial Advisor

Financial Advisor

Our client is seeking a Financial Adviser with 2 - 3 years’ advising experience who is looking for the right step in their career journey, through joining a medium size, supportive team, within a privately owned business. You will be provided with so...

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Outstanding opportunity for a drive Financial Adviser who is Chartered or nearly Chartered

Outstanding opportunity for a drive Financial Adviser who is Chartered or nearly Chartered

23 August by Financial Divisions

Chartered IFA Firm - Outstanding opportunity for a drive Financial Adviser who is Chartered or nearly Chartered - Central London with WFH As a successful self-employed Financial Adviser, you will always earn far more than you would be able to in an e...

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Financial Advisor

Financial Advisor

Our client is seeking an experienced, proactive Financial Adviser (ideally Chartered) to join their team on an employed basis and takeover the servicing of some existing clients and grow their client book You will be provided with a client portfolio ...

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Financial Advisor

Financial Advisor

Financial Advisor - London Are you an experienced financial adviser, perhaps close to becoming chartered? I am seeking a talented and business savvy professional to join one of our Strategic Partner Firms based in Central London. As a Financial Advis...

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Financial Planning Administrator (Career Administrator) - Work in pod of high billing Adviser

Financial Planning Administrator (Career Administrator) - Work in pod of high billing Adviser

20 August by Financial Divisions

Financial Planning Administrator 30,000 - 38,000 basic salary discretionary bonus Work in the pod of a high billing adviser Adviser solely manages c. 200m AUM Offices in the City of London (near Bank tube station) My client is a Chartered independent...

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Paraplanner with a route to Adviser - Chartered IFA - Working with 2 Advisers - Up to £55k

Paraplanner with a route to Adviser - Chartered IFA - Working with 2 Advisers - Up to £55k

8 September by Financial Divisions

Brand new role - Paraplanner - Support 2 Advisers Offices in London (West End) Basic salary 45k - 55k Full study support to Chartered status and route to Adviser First 8 weeks in the office then 2 days WFH per week My client is a medium sized Charter...

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Financial Planning Administrator, £30,000 basic salary + discretionary bonus - London offices

Financial Planning Administrator, £30,000 basic salary + discretionary bonus - London offices

19 August by Financial Divisions

Financial Planning Administrator 30,000 basic salary discretionary bonus Work in the pod of a high billing adviser Adviser solely manages c. 200m AUM Offices in the City of London (near Bank tube station) My client is a Chartered independent wealth p...

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Financial Planning Administrator - £35,000 - £40,000 basic salary + discretionary bonus

Financial Planning Administrator - £35,000 - £40,000 basic salary + discretionary bonus

19 August by Financial Divisions

Financial Planning Administrator 35,000 - 40,000 basic salary discretionary bonus Work in the pod of a high billing adviser Adviser solely manages c. 200m AUM Offices in the City of London (near Bank tube station) My client is a Chartered independent...

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Financial Planning Administrator - £30k - £40k + benefits - Work with a high billing adviser

Financial Planning Administrator - £30k - £40k + benefits - Work with a high billing adviser

27 August by Financial Divisions

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Senior Paraplanner with a route to being an Adviser - Up to £60k with hybrid working

Senior Paraplanner with a route to being an Adviser - Up to £60k with hybrid working

27 August by Financial Divisions

Senior Paraplanner with a route to being an Adviser North London - Up to 60k basic salary 25 days holiday, PMI, Life Assurance, option to buy more holiday Full study support to Chartered status Work on a 1-2-1 basis with a high billing adviser 3 days...

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Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary + benefits

Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary + benefits

10 September by Financial Divisions

Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to 90k basic salary benefits A key client of mine who I have met and placed 3 staff with are a Chartered IFA near Hersham/Esher that are looking to recruit a Senior Financial Adviser (i...

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Senior Financial Adviser - boutique IFA - Up to £90k basic salary + benefits and bonuses

Senior Financial Adviser - boutique IFA - Up to £90k basic salary + benefits and bonuses

22 August by Financial Divisions

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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Senior Financial Adviser - boutique IFA - Manage existing clients - Office near Kingston

Senior Financial Adviser - boutique IFA - Manage existing clients - Office near Kingston

29 August by Financial Divisions

Senior Financial Adviser - boutique IFA 75k - 90k basic salary plus attractive bonus and benefits package Possibility of pay review after passing probation Manage existing clients - Surrey based Chartered IFA Offices near Kingston (Surrey) A key clie...

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Senior Financial Adviser - boutique IFA - manage existing clients - Up to £90k basic salary

Senior Financial Adviser - boutique IFA - manage existing clients - Up to £90k basic salary

27 August by Financial Divisions

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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Paraplanner

Paraplanner

We are partnered with a chartered firm of financial planners to appoint a diploma qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity ...

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Senior Chartered Wealth Adviser

Senior Chartered Wealth Adviser

27 August by Ortus PSR

I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum 25M of client following, to join their growing team Job overview: Responsible for providing ...

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Financial Administrator to work for top billing Adviser - Central London - £36,000 plus...

Financial Administrator to work for top billing Adviser - Central London - £36,000 plus...

19 August by Financial Divisions

plus bonus and excellent benefits package Would you like to work for a prominent National Chartered Wealth Management company, that are well-known for providing clients with straightforward advice and for taking good care of their employees. They are...

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FULLY CLIENT FACING SENIOR PARAPLANNER (2 roles available) - London - To £45/55k plus...

FULLY CLIENT FACING SENIOR PARAPLANNER (2 roles available) - London - To £45/55k plus...

27 August by Financial Divisions

Plus: study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals ...

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Financial Administrator to work for top billing Adviser - City based - Central London - £36k plus...

Financial Administrator to work for top billing Adviser - City based - Central London - £36k plus...

19 August by Financial Divisions

plus bonus and excellent benefits package We have worked with this client for nearly 10 years, placing a high number of staff with them at all levels. They are one of the leading National Chartered Wealth Management firms and have a strong reputation...

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Paraplanner

Paraplanner

Paraplanner 40,000 - 55,000 | Paraplanning/ Report writing & IFA admin experience Londonon Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will b...

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IFA Sales Support Administrator

IFA Sales Support Administrator

Our client is a high profile and successful Chartered financial services business that offers wealth management, and Investment management to HNW private clients. Following a recent restructure, they are now looking to recruit an experienced and high...

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Employed Trainee Financial Adviser to manage existing client bank-St Albans-£38,000-£50,000 (DOE)+

Employed Trainee Financial Adviser to manage existing client bank-St Albans-£38,000-£50,000 (DOE)+

22 August by Financial Divisions

plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-ba...

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