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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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Premier Financial Planner

6 November by Appcastenterprise

Join us as a Premier Financial Planner Take on a new role, honing your relationship management and investment expertise You'll be helping our clients to achieve their financial goals, providing them with bespoke wealth management advice This is an op...

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Trainee Financial Planner

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very exper...

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Trainee Financial Planner

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very exper...

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Trainee Financial Planner

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very exper...

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Employed Financial Planner Hybrid

16 October by Cameron James

This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole r...

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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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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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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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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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Wealth Management Administrator

5 days ago by Cameron James

This is an exciting opportunity to join an evolving firm of Chartered Financial Planners with offices in Leatherhead. The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial pla...

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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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Senior Pensions Administrator - Projects

26 September by WTW

We are hiring for a Senior Pensions Administrator - Projects who will be based out of our Redhill location. In this role, you will provide support to existing senior associates with the production of pension increases, benefit statements, administrat...

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