Chartered Financial Planner jobs

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will be provided with ...

You must be Chartered or close to obtaining Proven experience advising HNW clients. Strong communication and relationship-building skills. A client-centric approach with a passion for quality advice. What’s in it for you: Salary up to £75,000 + generous bonus structure. Supportive, professional culture with full paraplanning and admin support.

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

Assistant Financial Planner Apply below after reading through all the details and supporting information regarding this job opportunity.Leicestershire (our ref AL1393)Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowanceHaving welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core...

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward xujxxms calculations, lifetime allowance (LTA) planning & drawdown...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown advice...

Job Description Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build...

Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward xcunqrw calculations, lifetime allowance (LTA) planning & drawdown...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will receive full support from their team, including administration, paraplanning, T&C and compliance.

You must be a qualified and experienced Financial Advisor with strong technical expertise

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You will benefit xujxxms from working with their high quality, loyal clients, with average client hold...

Job Description Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning &...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.

You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.

You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.