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Focus Search and Selection
Derby
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionFocus Search and Selection
United Kingdom
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and Selectionmbf.
Nottingham
Financial Planner - Nottingham - holistic financial planning & modelling Salary negotiable depending on experience and qualifications MBF are currently working with a boutique, award winning firm of holistic, Chartered Financial Planners who specialise in building tailored financial solutions for their HNW client base. They are seeking an experienc
Job Source: mbf.mbf.
Nottingham
Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling Salary negotiable depending on experience and qualifications, from £80,000 to £120,000 plus a discretionary bonus MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tailored financial solutions
Job Source: mbf.Focus Search and Selection
Nottingham
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionMetropolitan Thames Valley
Nottingham
Fixed Term - 9 Months Maternity Cover As a Works Planner you will be responsible for effectively deploying Metworks employees to make repairs to properties. You will also be responsible for operating Metworks systems to ensure that planning, finance and administration tasks are maintained and enable the company to meet all of its contractual and pe
Job Source: Metropolitan Thames ValleyInteraction Recruitment
Coalville
Senior Planner / Construction Planner Full Time – Permanent Location: Coalville / Hybrid Working – 3 days office / 2 days WFH Hours: Monday to Friday 37.5 Hours Per Week / 8.30am to 5.00pm Basic Salary: £29,000.00 to £34,000.00 Per Annum inclusive of yearly Bonus, Benefits: Mobile Phone, Laptop, Professional Modern Office Culture, 32 Days Annua
Job Source: Interaction RecruitmentAdvance TRS
Derby
Job Title: Environmental Planner Location: Derby, UK Salary: £30,000 - £40,000 (experience dependant) Type: Perm / full time Experience: Minimum 2-3y relevant UK sector experience Please note: applicants would need to be eligible to work in the UK without sponsorship and already have UK sector experience to be considered. Our client is looking to s
Job Source: Advance TRSnottingham, england, United Kingdom
Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling
Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus
MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tailored financial solutions for their UHNW client base. They are seeking an experienced Advisor to help them to service existing clients as well as dealing with new leads and enquiries.
About the Role: Our client is currently searching for a Senior Financial Planner, responsible for advising high-net-worth clients. You will be expected to deliver exceptional service, build networks, and contribute to firm growth. The company offer exceptionally high levels of service, usually meeting with clients on a monthly basis to provide ongoing updates as well as assessing new situations/ opportunities as they develop.
As well as servicing existing clients, you'll also be the face of the company when new clients and leads come in. Candidates will ideally have a proven record of winning/ converting new business opportunities, using their experience and knowledge to ensure that the prospect chooses to become a client.
The company believe in tailoring their approach to the needs of the client and therefore candidates must have experience and knowledge of a wide range of products and services.
Requirements:
Passion for client care and excellence
Chartered or working towards CFP (Level 6/7)
Minimum 5 years' advisory experience. Ideally we are looking for candidates with 10 years +
Longevity. Candidates should be able to prove their ability to build long standing relationships at a high level.
Ideally candidates will have experience working with HNW clients.
Strong integrity and work ethic
Benefits:
£80,000 to £120,000 basic salary
Group benefits
No personal targets or OTE. This is a true, employed Financial Planner role, working for the best needs of the company and the clients.
Discretionary bonus, around 10% of salary based on company targets
Agile working - meetings will take place in the office. Outside of this, you will be free to work as you please
Study support
Wellbeing services
Financial Planner jobs in nottingham, england, United Kingdom
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