5 jobs found

Role: Financial Planning Director Location: Exeter Salary: £110,000 + Bonus Ref: 16420 Are you an established Financial Planner considering your next move? We are working closely with a Financial Planning lead fully integrated Wealth Manager which is looking for a Director Level Financial Planner to join their team in  Exeter . Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession. With existing clients to inherit, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients. To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and...

Job Title:  Associate Financial Planner Industry:  Financial Planning Location:  Bristol Salary:  £32,000 – £40,000 Job Reference:  15678   Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...