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Chartered Financial Planner

Chartered Financial Planner

1 May by mbf.

Job Title: Senior Financial Planner Location: London Salary: Up to 90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with ...

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Chartered Financial Planner

Chartered Financial Planner

3 July by Ortus PSR

Are you a high-calibre Financial Planner looking to elevate your career? We are recruiting a dedicated professional to join our clients expanding Financial Planning team. With multiple offices across the UK our client is looking for an Advisor to wor...

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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...

Job hidden.
Independent Financial Advisor

Independent Financial Advisor

1 July by mbf.

About the Firm Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs) located in the London area. They offer extensive market knowledge and provide independent financial advice, pla...

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Independent Financial Advisor

Independent Financial Advisor

1 July by mbf.

About the Firm Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both...

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Financial Planner

Financial Planner

3 July by CV Elite Ltd

Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recently qualified Financial Adviso...

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Senior Paraplanner

Senior Paraplanner

24 June by Brevere Group

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want...

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Financial Planner

Financial Planner

8 April by mbf.

A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx 60- 70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain an...

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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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Senior Financial Adviser - £80k - £90k basic salary plus bonus and benefits package

Senior Financial Adviser - £80k - £90k basic salary plus bonus and benefits package

Senior Financial Adviser - 80k - 90k basic salary plus bonus and benefits package - manage existing clients from CEO - 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 Advis...

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Senior Parapanner

Senior Parapanner

12 June by Brevere Group

Are you an accomplished Wealth Management professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists ...

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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 - £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...

Job hidden.
Wealth Planner

Wealth Planner

4 July by mbf.

A leading financial services firm is seeking a dedicated and knowledgeable Wealth Planner to join their team. The successful candidate will report to the Head of Wealth Planning and will be responsible for providing comprehensive financial planning a...

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Senior Financial Adviser - Offices near Wandsworth Chartered IFA- £75k - £85k basic salary plus...

Senior Financial Adviser - Offices near Wandsworth Chartered IFA- £75k - £85k basic salary plus...

5 days ago by Financial Divisions

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 Chartered) to oversee a seg...

Job hidden.
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...

Job hidden.
Senior Financial Adviser - £75k - £90k basic salary plus attractive bonus and benefits package

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

Senior Financial Adviser - 75k - 90k basic salary plus attractive 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 Adv...

Job hidden.
IFA Administrator

IFA Administrator

Position : IFA Administrator (hybrid position) Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 38,000 bonus large pensi...

Job hidden.
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

2 days ago by Financial Divisions

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...

Job hidden.
Senior Financial Adviser - £75k - £100k basic salary plus very attractive bonus and benefits package

Senior Financial Adviser - £75k - £100k basic salary plus very attractive bonus and benefits package

Senior Financial Adviser - 75k - 100k basic salary plus very attractive bonus and benefits package - manage existing clients ( 500k - 5m per client) A key client of mine who I have placed 4 staff with are looking for a Senior Financial Adviser (ideal...

Job hidden.
Wealth Planner

Wealth Planner

11 March by mbf.

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial adv...

Job hidden.
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...

Job hidden.
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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