senior chartered wealth adviser Jobs - 35
Senior Chartered Wealth Adviser
Ortus PSR - EC1R3BX
Employment Type : Full-Time
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum 25M of client following, to join their growing team! Job overview: Responsible for providing Financial Planning to clients based on their individual circumstances and objectives. Duties & Responsibilities: Increase income stream into the business by attracting new clients and ident...
Chartered Financial Planner
mbf. - EC4N7BP
Employment Type : Full-Time
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 bank currently generates circa 1M AUM and the successful candidate will be given a client portfolio...
Senior Financial Adviser
Clayton Davies Ltd - NG50BZ
Employment Type : Full-Time
Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of. Key Responsibilities: Develop an understanding of the company's core values Ensure clients are serviced in a timely and professional manner Maintain good client and intriducer relati...
Senior financial adviser
F S People - CM50AA
Employment Type : Full-Time
Due to ongoing expansion, our clients are looking for a financial adviser to join for its wealth financial planning service. We are seeking an experienced Financial Adviser to play an integral part in the ongoing expansion of the business. This firm is led by a professional, experienced and established management team. This role is a key appointment as you would be working directly with the CEO and CFO to shape the company and take a stake in fu...
Senior Paraplanner (Chartered)
Artemis Recruitment Consultants Ltd - London
Employment Type : Full-Time
Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting. Gathering and analysing comprehensiv...
Associate Financial Adviser
Heat Recruitment - NN11AG
Employment Type : Full-Time
Job Title: Associate Financial Adviser Location: Northampton, UK Salary: 40,000- 55,000 Benefits: Pension contributions matched at 4% (increases to 6% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays Role Overview: As an Associate Financial Adviser, you will embark on a comprehensive training program...
Senior Administrator
NJR Recruitment - Wigan
Employment Type : Full-Time
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you’ll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner ...
Audit Semi Senior
GPN Recruitment Ltd - EC2M7PY
Employment Type : Full-Time
Firm of chartered accountants in London Work with a varied client base Genuine work life balance and a great place to work GPN are delighted to be partnering with this medium sized firm of chartered accountants based in the West End of London. This firm boast a wealth of UK based and international clients, truly value it's staff and offer an excellent platform for you to continue your accountancy career. By joining the audit team of this f...
Senior IFA Administrator
NJR Recruitment - Wigan
Employment Type : Full-Time
SENIOR IFA ADMINISTRATOR LOCATION | WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming c...
Senior Paraplanner
Pavilion Recruitment Solutions - RH130AA
Employment Type : Full-Time
About the firm A well-established, independent chartered financial planning firm situated in West Sussex. We are a team of natural-born helpers, who take great pleasure in helping clients and becoming an integral part of their success story. We believe that every one of us should be able to look back on our lives with no regrets, having made the most of the opportunities given to us and having fulfilled our most important goals and aspirations; ...