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mbf
Greater London
Job Description About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we
Job Source: mbfmbf
greater london, england, United Kingdom
About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As
Job Source: mbfBlakemore Recruitment
London
Location - City of London Salary - £65,000 A Senior Paraplanner job opportunity has arisen for a global investment management firm who have been around for over 200 years for their London based office. Team Overview: The team of Wealth Planners provide a financial advisory service to clients and prospects of the Wealth Management business. This inc
Job Source: Blakemore Recruitmentmbf
London
Job Description 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 managing a portion of the client bank of an existing adviser who is retiring -
Job Source: mbfmbf
London Area, United Kingdom
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 managing a portion of the client bank of an existing adviser who is retiring - the total client ba
Job Source: mbfmbf.
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 managing a portion of the client bank of an existing adviser who is retiring - the total client ban
Job Source: mbf.Nigel James Associates Ltd
greater london, england, United Kingdom
Role Nigel James Associates have been appointed by one of the fastest growing International Wealth Mangers/Financial Planning companies to recruit for a Regional Manager to lead their offices across the South of England, covering London, Essex and Kent. The role will be overseeing a team of existing Financial Planners leading organic growth of the
Job Source: Nigel James Associates LtdNigel James Associates Ltd
Greater London
Job Description Role Nigel James Associates have been appointed by one of the fastest growing International Wealth Mangers/Financial Planning companies to recruit for a Regional Manager to lead their offices across the South of England, covering London, Essex and Kent. The role will be overseeing a team of existing Financial Planners leading o
Job Source: Nigel James Associates LtdLondon
Wealth Planner AVP/VP Location: London, UK About Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main focus. We are currently seeking a highly skilled and dedicated Wealth Planner to join our team.
Role Responsibilities Develop comprehensive financial plans for clients including strategic allocation of client’s financial resources.
Provide expert advice on pensions, investments, tax, and insurance.
Conduct detailed client assessments to understand their financial goals, attitude to risk, and life stage.
Monitor and adjust financial plans as necessary in line with market trends and changes in client’s circumstances.
Key Requirements CISI Level 4 qualification or higher is essential.
Proven experience in wealth planning, with a focus on pensions.
Strong understanding of financial markets and investment strategies.
Excellent interpersonal and communication skills.
Ability to work in a fast-paced, dynamic environment.
Work Schedule This role requires a flexible work schedule with a requirement to be in the office for 2 days a week. The remaining work can be done remotely.
Wealth Planner jobs in London
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