Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward xujxxms calculations, lifetime allowance (LTA) planning & drawdown...
You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.
You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.
You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.
You will benefit from working with their high quality, loyal clients, with average client hold...
Assistant Financial Planner Apply below after reading through all the details and supporting information regarding this job opportunity. Leicestershire (our ref AL1393) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the...
You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.
Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...
A global professional services firm in the UK is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. The ideal candidate will possess strong financial planning experience and hold necessary qualifications. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements. Applicants will...
Chartered Financial Planner and Associate Director Join to apply for the Chartered Financial Planner and Associate Director role at Forvis Mazars in the UKChartered Financial Planner and Associate Director 1 day ago Be among the first 25 applicantsJoin to apply for the Chartered Financial Planner and Associate Director role at Forvis Mazars in the UKGet AI-powered advice on this job and more...
You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.
You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.
You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.
You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.
You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.
Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London.ResponsibilitiesProvide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward xbpsjku calculations, lifetime allowance (LTA) planning & drawdown...
Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...
Our client is looking for a Financial Planner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations, lifetime allowance (LTA) planning & drawdown...
You will benefit from working with their high quality, loyal clients, with average client hold...
Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...
You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.
You will benefit from working with their high quality, loyal clients, with average client holdings of £1m.
You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio.
You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers.
You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.
You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.
Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking...