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Senior Financial Planner

Senior Financial Planner

1 week ago by eFinancialCareers

Looking for a Senior Financial Planner to join a Large Not-For-Profit Organisation. Location: London Salary: 74k On-site requirements: Hybrid What a Senior Financial Planner will do: Lead the development of medium and long-term financial plans Create...

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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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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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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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SENIOR PARAPLANNER (Attend Client meetings) St Albans area -c £45/55k plus...

SENIOR PARAPLANNER (Attend Client meetings) St Albans area -c £45/55k plus...

plus excellent list of benefits including study to achieve Chartered Status, bonus, generous holidays, DIS, Private Medical insurance, hybrid working and lots more Established over 40 years ago, this reputable team of Advisers provide an independent ...

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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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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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Junior Financial Planner

Junior Financial Planner

22 July by mbf.

Junior Financial Planner London - Hybrid 55,000 to 65,000, Bonus & Benefits We are excited to offer an exceptional opportunity for an individual looking to step up into a Financial Planner role within 12 months. We are seeking to recruit a Junior Fin...

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Home Based Paraplanner

Home Based Paraplanner

16 July by mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their s...

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Paraplanner

Paraplanner

18 June by mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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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 (Client facing with an opportunity to move into Advice)-North London-C £60k +...

SENIOR PARAPLANNER (Client facing with an opportunity to move into Advice)-North London-C £60k +...

plus hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowance My Client, an award-winning North London Financial Advisory firm, takes pride in providing a compreh...

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Senior Paraplanner

Senior Paraplanner

Our client is seeking a Senior Paraplanner with at least 3 years experience to join their London team. This is an interesting role for a Paraplanner/Financial Planner who has experience of being client-facing and wishes to continue their career in th...

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Senior Paraplanner

Senior Paraplanner

Job Title : Senior Paraplanner Location: North London and Hybrid Working (2 days from home) Contract : Full time Package : Up to 60,000 salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive ...

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Paraplanner

Paraplanner

3 days ago by Blakemore Recruitment

Blakemore Recruitment are proudly assisting a well respected and established St James Place firm recruit for a Paraplanner to join their expanding team. They provide a wide range of services to their clients such as financial planning, pension planni...

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Junior Paraplanner

Junior Paraplanner

19 June by Heat Recruitment

This is your opportunity to join a dynamic financial planning firm based in London, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to ...

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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...

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...

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Senior Financial Administrator/Manager - Remote- City - Up to £43k plus bonus and benefits

Senior Financial Administrator/Manager - Remote- City - Up to £43k plus bonus and benefits

Senior Financial Administrator/Manager (Wealth Management) Remote/1 Day In office The Opportunity A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a ...

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Client facing Chartered Paraplanner - Central London (Hybrid) - £60-65k plus bonus

Client facing Chartered Paraplanner - Central London (Hybrid) - £60-65k plus bonus

3 days ago by Financial Divisions

Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business is generated through referrals and recommendations from existing ...

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Junior Wealth Manager/Chartered Paraplanner - Central London - £60-65k plus bonus

Junior Wealth Manager/Chartered Paraplanner - Central London - £60-65k plus bonus

5 days ago by Financial Divisions

Junior Wealth Manager/Chartered Paraplanner- client bank provided Our client is a highly regarded Wealth Management firm, they have grown organically and work with UHNW clients, offering them truly holistic financial planning advice. All new business...

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Senior Account Manager

Senior Account Manager

4 days ago by Aspire

Want to work for an established media agency that has been successfully operating for nearly 30yrs, specialising in media planning and buying for the financial services sector? I am looking for an experienced Senior Account Manager to join this close...

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Paraplanner/Client Manager

Paraplanner/Client Manager

25 June by Brevere Group

Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and wa...

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Senior Financial Administrator/Manager - Remote/City of London - Up to £43k plus bonus and benefits

Senior Financial Administrator/Manager - Remote/City of London - Up to £43k plus bonus and benefits

Wealth Management - 1 Day In office The Opportunity A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal client base and a well-deserved high rep...

Job hidden.
Senior Paraplanning

Senior Paraplanning

Senior Paraplanner A successful finance company based in central London is looking for a Senior Paraplanner to join their dynamic, fast-growing team. You will work with our team of financial planners, producing client reports and using your technical...

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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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