senior wealth planner Jobs - 98

Surrey County Council - GU227QQ

Employment Type : Full-Time

This position has a starting salary of 27,897 per annum based on a 36-hour working week. The role is offered as a 10-month fixed term contact or secondment opportunity. We are excited to be hiring a new Senior Team Administrator to join our fantastic Multi-Agency Partnership Business Support team. The team is based in Woking; however the role is offered on a hybrid basis with the expectation that you will be in the office at least two or three d...

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...


Recruit UK - SE10AA

Employment Type : Full-Time

Job Title: Chartered Financial Planner Location: Cambridge Ref: 8858 Salary: up to 100,000 bonus Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge team. Why you should consider this opportunity: As a senior within the business, you will be supported by a highly trained team of professionals to help you deliver expert advice to clients. You will be able to util...

BDO UK LLP - London

Employment Type : Full-Time

Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons To ensure our ser...

Blakemore Recruitment - Surrey

Employment Type : Full-Time

The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety. They want everyone who works there to be proud, and to derive fulfilment and meaning from...

Cameron James - CH631JE

Employment Type : Full-Time

Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning. Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx. 15 other back-office personnel which consist of Paraplanners and support personnel to support you. You will be joining a focused and fun ...

Cranleigh Personnel - LS224AE

Employment Type : Full-Time

Operations Manager - Wealth Planning Based Wetherby Outskirts Salary 45,000 - 65,000 depending upon experience Bonus Our client is a firm of Independent Financial Advisers, established in 2006. They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients. Their Private Client and Serious Injury Teams currently looks after c.350 cli...

BWD Search & Selection - B24AA

Employment Type : Full-Time

The Financial Planning market in Birmingham seems to be thriving at the moment and I am currently working closely with two key players who have identified it as a high-growth region are looking to recruit new talent to their teams. Superb opportunities for ambitious, experienced Financial Planners, offering basic salaries into six figures and generous benefits and bonuses: A Global firm but somewhat of a 'hidden gem' of the industry. Lookin...

Capio Recruitment Financial Planning - B601AH

Employment Type : Full-Time

Job Title: Technical Paraplanner Salary: 38,000 - 45,000 Location: Birmingham This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering. Due to this, ...

BWD Search & Selection - E145RB

Employment Type : Full-Time

We are working closely with a high profile Private Bank on a large expansion project and are seeking 4 Team Leaders across London and the South East. This is an exciting time in their history and demonstrates significant commitment to expanding their wealth planning capabilities.  They are seeking energetic and motivated leaders who can drive performance through new teams of Wealth Planners. The role will encompass sales leadership, coachin...