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IDEX Consulting Ltd
London
Are you a Mortgage and Protection Adviser who has recently qualified with your Level 4 Diploma in Financial Planning? Or maybe you hold your CeMap qualifications and Level 4 in Financial Planning but havent had the opportunity to move into a client facing role? Looking for that opportunity to kick start your career as a successful Financial Planner
Job Source: IDEX Consulting Ltdmbf
City of London
Job Description MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-
Job Source: mbfmbf
City of London, England, United Kingdom
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being. About the C
Job Source: mbfRegional Recruitment Services
GB
Job Title: Financial Planner Location: Fully Remote (office available if required) Hours of Work: 09:00 – 17:00 approx. Type: Permanent, self-employed Start Date: Immediately (flexible for notice periods) We are hiring for a Financial Planner that has experienced at least 2 years' relevant experience in Wealth Management. You will run your own busi
Job Source: Regional Recruitment ServicesHeat Recruitment
London
Financial Planner - Greater London - £45K - £60K About the Company: Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clien
Job Source: Heat RecruitmentIDEX Consulting Ltd
London
I am working exclusively with a Client in the South West who are seeking a Financial Planner to join the business.With a head office in London and a regional presence in the South West, the business is going through a an exciting growth phase as they look to scale the business. The successful candidate will work closely with the Investment Managers
Job Source: IDEX Consulting LtdRecruit UK | Certified B Corp™
London
Job DescriptionJob Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engage
Job Source: Recruit UK | Certified B Corp™Pinstripe Personnel
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 opportunity for a driven, ambitious and experienced Financial Planner who is looking for the ne
Job Source: Pinstripe PersonnelLondon
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients. Initially focusing on non-regulated areas, this role offers a clear pathway to expanding into regulated financial planning, including specialized pensions such as the Teachers’ Pension Scheme.Although this role initially be focussed on the corporate side of the market, there is clear progress for the individual to progress into a Personal Financial Planning role in the future. The role would suit a Paraplanner with client facing experience seeking a route into advice or an up-and-coming Financial Adviser seeking to work for a highly reputable firm offering first class career development opportunities.
Key Responsibilities:
Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism.
Proactively identify and respond to client needs, contributing to the achievement of business objectives.
Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions.
Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth.
Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence.
Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols.
Essential Requirements:
Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy
Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients.
Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships.
Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels.
Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure.
Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe.
On Offer:
Competitive salary to £47,000
Hybrid/Flexible working
28 days holiday plus bank holidays
Bonus
Other fully comprehensive benefits
A first class opportunity for a Paraplanner or up an coming Financial Planner (with knowledge of DC pensions) to progress their career with a clear route into a personal Financial Planner role within a highly reputable City based Practice
Trainee Financial Planner jobs in London
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