Financial Planning Jobs

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Desk-Based Adviser - £30k-£40k - Bristol

£35,000 - £40,000 yearly

Recruit UK Bristol, UK

• Please mention Financial Planning Jobs when applying for this role Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £30,000 – £40,000 Job Reference: 15246 Job Description: Recruit UK is working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK’s leading and rapidly growing Financial Advice firms. Recruit UK has an exciting opportunity to join a successful regional financial planning team of one of the UK leading financial service firms. They are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk-Based advice Team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial...

21/04/2021

Full time

Paraplanner - £35k - Newcastle-Upon-Tyne

£35,000 yearly

Recruit UK Newcastle upon Tyne, UK

* Please mention Financial Planning Today Jobs when applying for this role Job Title: Paraplanner Industry: Financial Services Location: Newcastle-Upon-Tyne Salary: £35,000 Reference Number: 15171 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for a Paraplanner position in Newcastle-Upon-Tyne to join a leading Financial Advice firm. High Net Worth clients Independent Financial Advice service Pension Specialists Experienced Financial Advisers Inhouse paraplanning, admin and compliance dept Team environment Fast-growing business Telephone based fact finding/advice Modern tech-based company The Role: Paraplanner Research, Analysis and Report Writing IFA advice – Pension Specialists What’s in it for you: Paraplanner Paraplanner position New Offices in Newcastle-Upon-Tyne Basic Salary up to £35,000 - Negotiable...

21/04/2021

Full time

Chartered Financial Planner - £75k - London

£75,000 yearly

Recruit UK London, UK

* Please mention Financial Planning Today Jobs when applying for this role Job Title: Chartered Financial Planner Industry: Financial Services Location: London Salary: £75,000 Reference: 15245 Job Description: Recruit UK is working on an excellent opportunity for a Chartered Financial Planner to join a Chartered financial planning firm that was founded over 20 years ago. Due to the upcoming retirement of a senior adviser, there is a great opportunity to help overtake a bank of High-Net-worth clients. This is an employed role and would suit someone who has experience already working within an IFA practice and is involved in working with sophisticated HNW/ UHNW clients. What is on offer: Salary of up to £75,000 uncapped OTE All clients provided (HNW) Unrivaled back-office support with access to paraplanners, administrators, and Investment Managers What they are...

21/04/2021

Full time

Pension Transfer Specialist - £50k - Manchester

£50,000 yearly

Recruit UK Remote (Manchester, UK)

• Please mention Financial Planning Today Jobs when applying for this role Job Title: Pension Transfer Specialist (Home based) Industry: Financial Services Location: Manchester Salary: £50,000 Job ref: 15082 Job Description: Pension Transfer Specialist Recruit UK are working on an excellent opportunity for a Home Based Pension Transfer Specialist Adviser to join a Pension Transfer Specialist Advice firm based in Manchester. They offer high net worth clients a quality advice service. They are experienced, Pension Transfer Advice Specialists providing professional and impartial advice in the UK. They are actively seeking a Pension Transfer Specialist (PTS) to provide advice to their Pension Transfer clients. Joining their Pension advice team. This is a home-based role for someone living a commutable distance to Manchester (no more than 1 hour 30 mins). This position would suit a financial adviser...

06/05/2021

Full time

Latest Jobs

Financial Planner -£45k+ - Bristol

£45,000 - £100,000 yearly

Recruit UK Remote (Bristol, UK)

• Please mention Financial Planning Today Jobs when applying for this role Job Title: Financial Planner Industry: Financial Advice Location: Bristol Salary: £45,000 – £100,000 Job Reference: 15234 Job Description: Recruit UK are working on an exciting opportunity for a Financial Planner in Bristol to join a Financial Planning company. Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their South West office. They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs. Your key responsibilities include: Plan, implement and...

06/05/2021

Full time

Investment Manager -£60k-£100k - Cardiff

£60,000 - £100,000 yearly

Recruit UK Cardiff, UK

• Please mention Financial Planning Today Jobs when applying for this role Job Title: Investment Manager Industry: Financial Planning Location: Cardiff Salary: £60,000 – £100,000 Job Reference: 15237 Job Description: Recruit UK is working on an excellent opportunity for an Investment Manager to join a Financial Planning firm in Cardiff. Our client is an award-winning, UK-wide Financial Planning firm that specializes in holistic advice and Investment management. Whilst they have offices and Investment Managers across the UK, they are looking to expand their South Wales office. With a strong back-office team supporting you, you will be able to focus on developing a client base with a helping hand on networking and building the new business. You will be a private client Investment Manager so experience working directly with high-net-worth clients on their investment portfolios is...

06/05/2021

Full time

Financial Adviser - Up to £60k - Nottingham

£50,000 - £60,000 yearly

Recruit UK Nottingham, UK

• Please mention Financial Planning Today Jobs when applying for this role Job Title: Financial Adviser Industry: Wealth Management Location: Nottingham Salary: Up to £60,000 (Flexible Salary) Job Reference: 15285 Job Description: Are you maximizing your potential as an Adviser? Do you have the right infrastructure behind you to provide your clients with the service they deserve? Does your current firm have a long-term incentive that rewards your commitment? If any of those questions resonate with you, then read on… Recruit UK are pleased to be working with one of the key players in the UK Wealth Management sector. They have enjoyed strong year-on-year growth, driven through both mergers and acquisitions, and an organic focus on hiring some of the UK’s leading Financial Planners into their 30 regional offices across the UK. They now collectively manage over £47billion of...

06/05/2021

Full time

Paraplanner - Up to £50k - Cambridge

£40,000 - £50,000 yearly

Recruit UK Cambridge, UK

• Please mention Financial Planning Today Jobs when applying for this role Job Title: Paraplanner Industry: Financial Advice Location: Cambridge Salary: Up to £50,000 Reference Number: 15118 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in Cambridge to join the specialist Wealth Planning division of a top-tier Wealth Management firm. This company provides specialist Wealth Planning to private clients, with a focus on areas such as Divorcees and SOLLA, often working closely with solicitors. They are looking for an experienced Paraplanner to work closely with two of their top Advisers; this is a hands-on Paraplanner role with plenty of client interaction, attending client meetings, and with DFM relationship responsibility. They are very willing to provide progression into the advice and are committed to flexible working. This is a great opportunity to work with 2...

06/05/2021

Full time

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