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CV Elite Ltd

Financial Planner

Exeter

  • Top Match
  • Ending Soon

Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experi

Job Source: CV Elite Ltd
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  • Everpool

    Financial Planner

    Stoke-On-Trent

    Financial Planner – Staffordshire/ Midlands Based Salary Range: £55,000 - £80,000 (OTE in excess of £100,000) Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients m

    Job Source: Everpool
  • JJ Search

    Financial Planner

    EC2, Barbican, Greater London

    • Ending Soon

    £60000 - 75000/annum

    The Client Our client is a highly successful and ambitious Investment Management and Wealth Management firm. The Role This is a fantastic opportunity for a Financial Planner to work closely with a Senior Financial Planner who has a big client book, and requires support to manage clients and continue to build relationships. The Financial Planner wil

    Job Source: JJ Search
  • IDEX Consulting Ltd

    Financial Planner

    London

    • Ending Soon

    Job Description Financial Planner London £80,000 plus bonus and benefits I have an incredible opportunity in London for an experienced Financial Planner. This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base

    Job Source: IDEX Consulting Ltd
  • Financial Divisions

    Financial Planner

    Maidstone

    Job Description 2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable + bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulator

    Job Source: Financial Divisions
  • Cooper White Group

    Financial Planner

    London

    Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across the UK. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Finan

    Job Source: Cooper White Group
  • Tate Recruitment

    Financial Planner

    City of London

    • Ending Soon

    Job Description Financial Planner Location: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner: Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to

    Job Source: Tate Recruitment
  • Ferguson Dean

    Financial Planner

    Birmingham, West Midlands (County)

    £40000 - 80000/annum Bonus, pension, DIS

    A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would

    Job Source: Ferguson Dean
  • Bond Rec

    Financial Planner

    Liverpool

    Job Description Our client is a well respected firm of Chartered Financial Planners in Merseyside, Due to the continued growth of the business they are looking to recruit an experienced Financial Planner The role of the Financial Planner is to develop new and maintain existing business streams, and to inform Clients of financial strategies and

    Job Source: Bond Rec
  • Citrus Elite Recruitment Ltd

    Financial Planner

    Nantwich, Cheshire East

    £60000 - 70000/annum Plus Commission, Leads, Flexibility

    Financial Planner - Nantwich – Hybrid/Home Based (Flexible) Are you a Financial Planner seeking more earnings and the next step in your Career? We are seeking a Financial Planner to join our clients expanding team. This role involves providing in-person and remote financial advice to existing clients, as well as building your client bank. Emplo

    Job Source: Citrus Elite Recruitment Ltd
  • Tate

    Financial Planner

    London

    • Ending Soon

    £70000/annum Plus discretionary bonus and benefits

    Financial Planner Location: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner: Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding P

    Job Source: Tate
  • Cooper Lomaz Recruitment Ltd

    Financial Planner

    Cambridge, Cambridgeshire

    • Ending Soon

    £50000 - 100000/annum

    Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser. Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential.

    Job Source: Cooper Lomaz Recruitment Ltd
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  • Tate Recruitment

    Financial Planner

    Staffordshire

    Job Description Financial Planner Staffordshire (Stoke-on-Trent) £65k-80k DOE Are you a skilled and ambitious Financial Planner looking for your next big opportunity? Do you want to work for a forward-thinking, growing organisation that offers a competitive salary, exceptional benefits, and a supportive work environment? Look no further! We a

    Job Source: Tate Recruitment
  • Cooper White Group

    Financial Planner

    Edinburgh

    Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Fina

    Job Source: Cooper White Group
  • Recruit UK | Certified B Corp™

    Financial Planner

    City of Bristol

    Job Description Job Title: Financial Planner Ref: 9298 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 clien

    Job Source: Recruit UK | Certified B Corp™
  • Nigel James Associates Ltd

    Financial Planner

    Bedford

    Job Description Role Nigel James Associates are thrilled to be partnered with a well-established, leading IFA practice. They are looking for an experienced Financial Planner to take over an existing client bank. There will be no expectations to heavily grow the portfolio but your future overall salary package will be determined by the overall r

    Job Source: Nigel James Associates Ltd
  • Churchill Executive

    Financial Planner

    Cardiff

    Job Description About the Employer: Our client is a respected wealth management firm offering tailored financial planning and investment strategies. They specialise in working with high-net-worth individuals and families, providing services such as retirement planning, estate planning, and investment management. Their client-focused approach e

    Job Source: Churchill Executive
  • Financial Divisions

    Financial Planner

    Leatherhead

    Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and

    Job Source: Financial Divisions
  • Rachael Bell Wealth Management

    Financial Planner

    Cumbria

    • Ending Soon

    Job Description About the job The role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style. We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day. Relationsh

    Job Source: Rachael Bell Wealth Management
  • Financial Divisions

    Financial Planner

    Folkestone

    Job Description 2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable + bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulator

    Job Source: Financial Divisions
  • Everpool Recruitment

    Financial Planner

    ST1 5PE

    • Ending Soon

    £55000 - 80000/annum

    Financial Planner – Staffordshire/ Midlands Based Salary Range: £55,000 - £80,000 (OTE in excess of £100,000) Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients m

    Job Source: Everpool Recruitment
  • Recruit Wealth Ltd

    Financial Planner

    Crewe, Cheshire East

    £65000 - 120000/annum

    Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory

    Job Source: Recruit Wealth Ltd
  • Recruit Wealth Ltd

    Financial Planner

    Leeds, West Yorkshire

    £55000 - 120000/annum

    Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory r

    Job Source: Recruit Wealth Ltd
  • Fram Executive Search Limited

    Financial Planner - Glasgow

    GB

    • Ending Soon

    Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly define

    Job Source: Fram Executive Search Limited
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