Wealth Planner in City of London

Wealth Planner

Posted 10 June by mbf.

£60,000 - £75,000 per annum, negotiable
Permanent, full-time

City of London London

About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has a...

Wealth Planner

Posted 4 July by mbf.

£70,000 - £100,000 per annum
Permanent, full-time

City of London London

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 advisory...

Wealth Planner

Posted 10 June by mbf.

£75,000 - £95,000 per annum
Permanent, full-time

City of London London

Are you a seasoned Wealth Planner with a knack for nurturing client relationships and a stellar track record? We're excited to present an exceptional opportunity for a talented Wealth Planner to join our prestigious client's team. Role Overview: As a Wealth...

Wealth Planner

Posted 4 July by mbf.

£75,000 - £90,000 per annum, negotiable
Permanent, full-time

City of London London

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 advice...

Financial Planner

Posted 10 June by mbf.

£70,000 - £120,000 per annum, OTE
Permanent, full-time

City of London London

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 and...

Security Operations Manager

Posted 18 June by BDO UK LLP

Competitive salary
Permanent, full-time

London London

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious...

Chartered Financial Planner

Posted 4 July by mbf.

£70,000 - £90,000 per annum
Permanent, full-time

City of London London

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...

Financial Planner - Private Clients

Posted 24 June by Brevere Group

£65,000 - £85,000 per annum
Permanent, full-time

City of London London

Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative...

Financial Planner (Annecy France)

Posted 11 July by Recruit UK

€60,000 - €120,000 per annum, OTE
Permanent, full-time

London London

Job Title: Financial Planner Location: Annecy, France Salary: Salary of €60,000 with OTE €80,000-€ 120,000 Reference Number: 8849 We have an exciting and unique opportunity for a UK-based Financial Planner who is looking to relocate to France. We are working...

Financial Planner

Posted 2 July by Pinstripe Personnel

£85,000 - £120,000 per annum, OTE
Permanent, full-time

London London

Financial Planner Remote - UK wide OTE 100,000 An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding...

Financial Planner - North London - manage existing clients with accountancy background

Posted 15 June by Financial Divisions

£60,000 - £80,000 per annum, negotiable, inc benefits
Permanent, full-time

North West London London

Financial Planner - North London - manage existing clients with accountancy background - Salary negotiable 60k - 80k plus bonuses My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market...

Financial Planner - North London - manage existing clients with accountancy background

Posted 12 June by Financial Divisions

£60,000 - £80,000 per annum, negotiable, inc benefits
Permanent, full-time

London London

Financial Planner - North London - manage existing clients with accountancy background - Salary negotiable 60k - 80k plus bonuses My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market...

Financial Planner

Posted 10 June by mbf.

£55,000 - £120,000 per annum, negotiable, OTE
Permanent, full-time

City of London London

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 an...

Financial Planner

Posted 10 June by mbf.

£65,000 - £75,000 per annum, negotiable
Permanent, full-time

City of London London

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 an...

Paraplanner

Posted 18 June by mbf.

£50,000 - £70,000 per annum
Permanent, full-time

City of London London

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 such...

Financial Planning Director - London

Posted 5 days ago by BWD Search & Selection

£80,000 - £100,000 per annum
Permanent, full-time

City of London London

A mid-sized Wealth Management firm, who are at the start of a period of significant growth are seeking an experienced Financial Planner to their City office. The firm is an optimum size - established, stable and well-funded, but small enough to retain...

Financial Advisor

Posted 4 May by Vision-FS Recruitment

£100,000 - £150,000 per annum, inc benefits, OTE
Permanent, full-time

City of London London

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial...

IFA

Posted 2 July by Pinstripe Personnel

£85,000 - £100,000 per annum, OTE
Permanent, full-time

London London

Independent Financial Adviser Remote 85,000 - 100,000 OTE A National Accountancy and Wealth Planning firm is looking to appoint an experienced IFA's across the UK. The Accountancy business has over 400 offices across the UK. The roles are remote / home...

Financial Advisor

Posted 28 June by Finlink Ltd

£40,000 - £150,000 per annum
Permanent, full-time

City of London London

Financial Advisor, London Hybrid Self-employed (employed available for those with client banks) This role is suitable for experienced advisors who either have a client bank or lead source and are looking to go down the self-employed route. You can work...

Financial Advisor

Posted 18 June by Vision-FS Recruitment

£100,000 - £150,000 per annum, OTE
Permanent, full-time

London London

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial...

Financial Advisor

Posted 4 May by Vision-FS Recruitment

£100,000 - £150,000 per annum, inc benefits, OTE
Permanent, full-time

Croydon Surrey

Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial...

Senior Parapanner

Posted 12 June by Brevere Group

£65,000 - £75,000 per annum
Permanent, full-time

City of London London

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 for...

Senior Financial Adviser

Posted 18 June by Ortus PSR

£80,000 - £90,000 per annum
Permanent, full-time

London London

Are you a financial planner with a passion for financial services? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients? If so, we invite you to apply Our client is an award-winning financial services firm based in...

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

Posted 12 July by Financial Divisions

£75,000 - £85,000 per annum
Permanent, full-time

London London

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 segment...

Senior Paraplanner (Chartered)

Posted 12 June by Artemis Recruitment Consultants Ltd

£50,000 - £70,000 per annum
Permanent, full-time

London London

Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities:...