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Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now!
£50,000 - £65,000 Basic + bonuses - £100k OTE
Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
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 Description We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, One Wealth based in Canary Wharf. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term.
The role requires a level 4 Diploma in Regulated Financi
Job Description Financial Planner (Chartered/Certified) | Hybrid Policy | London | £ Package dependent on experience
We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. Due to significant and sustained growth in client and asset base, they are looking to
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
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 Description Job Title: Financial Planner
Ref: 9048
Location: UK Wide (Home Based)
Salary: £60,000 with first year OTE of £120,000
Recruit 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
A high performing Financial Planning organisation are looking to bolster their team in Kent with an important Financial Advisor hire. This role will divide it's time between the office in central London and Kent.This particular opportunity is quite unique for the following reasons:You will be working closely with an extremely experienced Financial
Job Source: IDEX Consulting Ltd
Financial Planner
Brentwood
There’s plenty of good jobs out there but not many that will give you a competitive salary, leads AND future equity in the business. Loads of financial planners dream of building a business. Putting their own stamp on things and doing it their way. Growing a team and earning income from it. However, while being an entrepreneur has a nice ring to it, doing it all on your own sounds a bit risky when you’ve got 3 kids and a mortgage. What if you could do it with the support of an established business? Our client is a market leader in their field. With a national adviser network specialising in mortgages and equity release, they’re already authorised and regulated by the FCA. They understand financial planning, they have significant financial planning experience across their senior management team and they have done a financial planning before (albeit not for long) so they have all the back office systems and procedures in place. They have a small amount recurring income, a dedicated marketing team and many of their clients and introducers are already asking them for help with financial planning. Now they need an adviser who can take on the challenge. It won’t all be easy. The role will be predominantly new business orientated. The opportunities are there but they need someone with the right attitude, drive and ambition to maximise them. They’re not daft, the directors understand it will take time, but for someone with a long term focus it will be worth it. To start off with you will be the only one, so they really need an experienced Financial Planner with a track record of converting business. Starting salary is fairly flexible and you will earn about a third of the revenue that you bring in (new and ongoing). They’re confident that by year 3 you will be earning £100,000+ Click apply and we'll tell you lots more. If you don't have an up-to-date CV don't worry, we can sort that later.