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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.
London
The Wealth Planning arm of a prestigious Investment Managers are seeking to recruit a Chartered Financial Planner to be based out of their their London headquarters. The role will involve working closely with an experienced team of Investment Managers leveraging wealth planning opportunities for high value Private Clients with investable assets in
Job Source: mbf.Oval Recruit Ltd.
London Area, United Kingdom
Junior Paraplanner/Wealth Planner - Leading Specialist Wealth Manager London - to £43,000 + excellent package and career prospects and training package An award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join thei
Job Source: Oval Recruit Ltd.Oval Recruit Ltd.
London
Job DescriptionJunior Paraplanner/Wealth Planner - Leading Specialist Wealth ManagerLondon - to £43,000 + excellent package and career prospects and training packageAn award winning specialist Wealth Management firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual t
Job Source: Oval Recruit Ltd.Blakemore 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 RecruitmentBlakemore Recruitment
London
We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the
Job Source: Blakemore Recruitmentmbf.
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.JCW Group
London
Job Description Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals
Job Source: JCW Groupgreater 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 a Wealth Planner, you will represent the company and serve as the primary point of contact for their sophisticated Ultra High Net Worth (UHNW) clients, who are industry leaders in Private Equity, Corporate Finance, and Law sectors.
Build strong relationships with clients to understand their financial and life goals, meeting them in person when necessary.
Develop and oversee the execution of clients' Financial Life Strategy.
Maintain ongoing relationships with clients, responding to queries, conducting meetings, and offering financial advice.
Collaborate with the Investment and Financial Life Solutions team to provide specialized investment advice.
Become an expert in their technology and leverage it to drive optimal performance outcomes for clients.
Shape the future of your role as the company grows, with opportunities for career progression.
Requirements:
Hold a Chartered certificate and be regulated by the FCA to give financial advice (e.g., CFA, CISI).
Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients, ideally with 5+ years in the industry and at least 1 year as an adviser.
Thorough understanding of common tax wrappers h
eld by UK-based HNW and UHNW clients, such as ISAs and pensions.
Demonstrable experience in sophisticated cash-flow planning and financial modeling.
The Person:
Warm and engaging with the ability to build strong relationships.
Solutions-led with the ability to proactively seek answers.
Methodical and detail-oriented with confidence in handling demanding clients.
Effective collaborator with a people-centered approach.
Inquisitive, independent thinker eager to share ideas.
Comfortable in a flat hierarchy and team-oriented environment.
Benefits:
Outcome-led, flexible, and happy work environment with a hybrid working policy.
25 days of annual leave per year.
Regular team socials for work-life balance.
Support for mental and physical health, including online fitness classes and access to a gym group in London.
Family-friendly policies.
Wealth Planner jobs in greater london, england, United Kingdom
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