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Recruit UK
London
Job Title: Chartered Financial Planner Location: Cambridge Ref: 8858 Salary: up to £100,000 + bonus Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team. Why you should consider this opportunity: As a senior within the business, you will be supported by a highl
Job Source: Recruit UKFinancial Divisions
, United Kingdom
Chartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex,
Job Source: Financial DivisionsCapio Recruitment
, United Kingdom
Job Role: Chartered Financial Planner (CII, LIBF OR CISI) Location: Surrey or London based Renumeration: £75,000 to £100,000 basic salary + Bonus Scheme We are looking to speak with Chartered Financial Planning Advisers in Surrey to help manage an existing portfolio of C. 100 Wealth Client for a boutique IFA. The position comes with dedicated P
Job Source: Capio RecruitmentFocus Search and Selection
London
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionOrtus PSR
London
Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area. Our Client, a prestigious IFA firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London. This is an exceptional opportunity for a motivated individual who is passionate
Job Source: Ortus PSRPenguin Recruitment
London
REF: NE(phone number removed) Senior Chartered Town Planner - London - £Negotiable Are you a seasoned and visionary Senior Chartered Town Planner seeking an opportunity to shape the future of London's urban landscape? Join our client in crafting sustainable, vibrant, and innovative communities that thrive amidst the city's dynamism! Our Client :
Job Source: Penguin RecruitmentSearch
London
Financial Planner based in London, competitive salary with excellent benefits and clients provided Role & Responsibilities Comply with the Training and Competence Scheme Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice. Be
Job Source: SearchCFP JOBS
United Kingdom
Financial Planner HNW Clients - Scotland Salary from £65,000 to £85,000 depending on experience. Bonus, car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits. Hybrid working Do you thrive working with high-net-worth clients, with
Job Source: CFP JOBSLondon
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 bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
Key Responsibilities:
Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.
Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.
Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.
Requirements:
Proven experience as a Financial Planner with a focus on private clients.
Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
Strong understanding of wealth management principles and financial planning strategies.
Excellent interpersonal and communication skills.
Benefits:
Competitive salary up to £90,000 per annum.
Performance based bonus.
Comprehensive benefits package.
Opportunity to work with a prestigious and established Wealth Manager.
Chartered Financial Planner jobs in London
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