Company: Financial Divisions
CLIENT FACING PARAPLANNER ( HNW/UHNW technical cases with career development programme) City of London- 2 days in Office To £53k, Exceptional pension plan, very rewarding Bonus structure, wonderful working conditions, study towards Chartered Status amongst other benefits. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and [...]Read More... from CLIENT FACING PARAPLANNER ( HNW/UHNW technical cases with career development programme) See details
Paraplanner/Assistant Financial Planner (Client facing) City of London/ Partial remote (2 Days in office) £45,000 to £52,000 Plus bonus and excellent benefits package The Opportunity My client is an award-winning premier Wealth Manager providing financial planning and an investment management service to HNW and UHNW individuals. As part of their strategy to promote from within [...]Read More... from Paraplanner/Assistant Financial Planner (Client facing) See details
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 placed [...]Read More... from Financial Planner See details
Client facing IFA Administrator/Junior Paraplanner £30k – £38k + benefits package Boutique Chartered IFA firm – Leatherhead/Epsom (Surrey) My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across [...]Read More... from Paraplanner See details
BRAND NEW ROLE – Senior Independent Financial Adviser £90k basic salary plus attractive bonus and benefits package with Succession Plan Manage client bank generating from retiring adviser over the next 3 years Book of clients generates £400k of recurring revenue Offices in North Kent near Bromley Hybrid working – come to offices once or twice [...]Read More... from Senior Financial Planner See details
