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Director, Financial Planning
As part of ongoing expansion plans, our client, a national Chartered and Independent Financial Planning firm, is seeking an energetic and innovative financial planning leader. The role will involve full strategic and budget responsibility for an intensely client focused and highly successful team of HNW Chartered Financial Planners, some of whom are responsible for £1m+ annual income. The dynamic and highly entrepreneurial senior leadership team are seeking a like-minded individual to take the region to the n...
| Job Type: | |
| Location: | South East & Midlands |
| Basic Salary: | To £120k ++ |
| Other package info: | + Bonus + Equity Potential |
| Job Ref: | 868 |
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Business Development Director, Investments
We are seeking an experienced and highly skilled Business Development Director to join a leading discretionary investment management company and contribute to its continuing growth. It offers a bespoke model portfolio service to the Intermediary market and benefits from the institutional resource and rigour that comes from being part of one of the UK’s leading actuarial, pension, investment and benefit consultancies with over £300bn+ in assets under influence.The business has already accumulat...
| Job Type: | Permanent |
| Location: | Scotland (home-based) |
| Basic Salary: | To £85k ++ |
| Other package info: | + Car Allowance + Bonus (OTE £125k+) |
| Job Ref: | 852 |
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Business Development Manager
Our client is a well-known provider of alternative investments with a strong track record of raising capital across multiple sectors.It is seeking an experienced Business Development Manager (field-based or Hybrid) to join a growing team based in London & South East. The successful candidate will have a minimum of 5 years’ experience in Intermediary sales within the Wealth arena and a strong track record of sales success. Key to the role is the ability to open the door to new Intermediaries as well as...
| Job Type: | Permanent |
| Location: | London & South East |
| Basic Salary: | To £75k ++ |
| Other package info: | + Bonus + Benefits (OTE to £100,000) |
| Job Ref: | 851 |
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Business Development Director (National Role)
Our client is a well-established specialist Investment Manager providing innovative solutions to High Net Worth clients via IFAs. It is expanding its sales team in order to meet its growth plans through the promotion of its market disrupter proposition. We are seeking a highly experienced Business Development Director to act as player/manager with responsibility for leading a small sales team in the achievement of the team target, alongside personally prospecting and engaging with larger Strategic Account...
| Job Type: | Permanent |
| Location: | National |
| Basic Salary: | To £90k ++ |
| Other package info: | + Bonus + Benefits (OTE to £150,000) |
| Job Ref: | 850 |
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Hybrid Platform Business Development Manager
Are you a successful desk-based Platform/Wealth sales professional seeking to progress to a field-based sales role?Our client is a leading UK provider with a broad suite of Wealth products including Platform, Investments and Pensions.In its drive to attract new talent, it is offering the opportunity for a successful desk-based sales individual with good knowledge of the Platform arena to progress into a hybrid sales role, spending 2 days a week in the field visiting clients. This individual will be part of ...
| Job Type: | Permanent |
| Location: | Home-based in the South West |
| Basic Salary: | To £55k ++ |
| Other package info: | + Car Allowance + Bonus (up to a maximum of £90,000 total earnings) + Benefits |
| Job Ref: | 845 |
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Financial Planner
We have been exclusively instructed by our client, an established, specialist UK Financial Planning firm that has earned a reputation as the leader in providing high quality financial advice to British and Irish expats that have relocated to Southern Europe. They are seeking Financial Planners as a result of succession planning for existing Directors and due to extensive new client demand in the Portugal.Our client is seeking Financial Planners that want to “change their life but not their careers”,...
| Job Type: | Permanent |
| Location: | Lisbon |
| Basic Salary: | £60k - £k ++ |
| Other package info: | €60,000 Basic + Bonus + Relocation Allowance + Equity |
| Job Ref: | 821 |
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Senior Financial Planner – York (hybrid)
Our client, one of the UK's most distinguished financial firms, has exclusively instructed us to source a Senior Financial Planner in York. They offer an integrated wealth management offering and manages in excess of £8bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people.Being at full capacity, they are looking for a high-cali...
| Job Type: | Permanent |
| Location: | York |
| Basic Salary: | To £75k ++ |
| Other package info: | + Bonus + Benefits |
| Job Ref: | 828 |
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Senior Financial Planner – Essex (hybrid working)
We have been exclusively instructed by a prestigious Financial Planning firm with discretionary permissions, that is seeking a Senior Financial Planner (preferably Chartered) to inherit the majority of a long-standing client-bank from a Managing Director, who plans to retire in early-2024.You will be responsible for managing £300,000 from c.150 households, and benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs.The ro...
| Job Type: | Permanent |
| Location: | Essex |
| Basic Salary: | £60k - £75k ++ |
| Other package info: | + Bonus + Benefits |
| Job Ref: | 827 |
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Chartered Financial Planner – Thames Valley (hybrid working)
Our client, one of the UK’s leading, multi-office, Financial Planning firms, is seeking a high calibre Chartered Financial Planner (or close to attaining) to join their team and provide comprehensive, holistic financial planning service to an existing portfolio of HNW clients.You will inherit an existing, sizeable client bank from the Regional Director, responsible for supporting new and existing clients with complex needs. This includes assisting clients in navigating tapered annual allowance, carry-forw...
| Job Type: | Permanent |
| Location: | Thames Valley |
| Basic Salary: | To £75k ++ |
| Other package info: | + Bonus + Benefits |
| Job Ref: | 829 |
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Financial Planner – Southern Europe
We have been exclusively retained by our client, an established, specialist UK Financial Planning firm that has earned a reputation as the leader in providing high quality financial advice to British and Irish expats that have relocated to Southern Europe. They are seeking Financial Planners as a result of succession planning for existing Partners and due to extensive new client demand in France, Spain and Portugal, particularly in the French Alps, Canary Islands and Costa del Sol.Our client is seeking Financia...
| Job Type: | Permanent |
| Location: | Spain, France or Portugal |
| Basic Salary: | To £60k ++ |
| Other package info: | + Bonus + Relocation Allowance + Equity |
| Job Ref: | 821 |
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Chartered Financial Planner – HNW Financial Advice
We have been exclusively retained by a modern, independent, Chartered Financial Planning firm with an established reputation in the City, that is seeking a Senior Financial Planner in London as a result of succession planning and client demand.Our client has ambitious growth plans to double the level of AUM within 5 years via highly selective acquisitions and organic measures, which is bolstered by a sophisticated and bespoke marketing strategy that attracts very high-quality leads (HNW individuals with £...
| Job Type: | Permanent |
| Location: | London (Bank) |
| Basic Salary: | To £100k ++ |
| Other package info: | + Bonus + Benefits |
| Job Ref: | 819 |
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Financial Adviser - Tenerife
Would you prefer to be advising high net worth clients in Tenerife?Exclusive retained roleWell-paid, secure opportunity for an Experienced UK qualified Financial Adviser€60,000 pa basic salary + relocation allowance + all visas paid + bonus (OTE €140,000 in year two)As an experienced UK Chartered financial planner (or close), you have worked hard to qualify, and now your skills are in demand. You have honed your experience and earned appropriate rewards. Many would envy your life...
| Job Type: | Permanent |
| Location: | Tenerife |
| Basic Salary: | To £60k ++ |
| Other package info: | + relocation allowance + all visas paid + bonus (OTE €140,000 in year two) |
| Job Ref: | 815t |
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Financial Adviser - French Alps
Would you prefer to be advising high net worth clients in Annecy,French alps?Exclusive retained roleWell-paid, secure opportunity for an UK or Irish qualified Financial Adviser€60,000 pa Basic Salary + Relocation Allowance + all visas paid + Bonus (€140,000+ expected earnings in year two)As an experienced UK Chartered Financial Planner (or close) or Irish Financial Adviser, you have worked hard to qualify, and now your skills are in demand. You have honed your experience and earned a...
| Job Type: | Permanent |
| Location: | Annecy, French Alps |
| Basic Salary: | To £60k ++ |
| Other package info: | + Relocation Allowance + all visas paid + Bonus (€140,000+ expected earnings in year two) |
| Job Ref: | 815a |
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Chartered Financial Planner – Financial Planning arm of leading EBC firm
We are partnering with a new and disruptive financial planning firm, backed by a leading pensions and investment consultancy, that has ambitions to become a leader in the profession within the short-medium term.It launched its innovative, tech-led guidance and advice division due to its increasing demand from corporate clients for an individual financial planning service, as well as to do its part in bridging the advice gap. It has a 10-year ambition to create a business with significant scale.Our client is...
| Job Type: | Permanent |
| Location: | London or West Midlands |
| Basic Salary: | To £90k ++ |
| Other package info: | + Profit Share + Bonus + Benefits |
| Job Ref: | 791 |
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Chartered Financial Planner – Professional Practice based Wealth Manager
We have been exclusively instructed by our client, the Financial Planning arm of an established Accountancy Practice based in Cheshire.Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circ*mstances.You will also inherit an existing, sizeable client bank, and benefit from readily available, high...
| Job Type: | Permanent |
| Location: | Cheshire |
| Basic Salary: | To £80k ++ |
| Other package info: | + Bonus (£100,000+ 1st year earnings) + Benefits |
| Job Ref: | 769 |
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Financial Planner, c.£30 AUM to inherit
Our client is one of the UK’s leading, multi-office, financial planning firms. They offer an integrated wealth management offering and manages in excess of £8bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people.This is an exciting opportunity for a Financial Planner to join a fast-growing advice firm and develop an existing ...
| Job Type: | Permanent |
| Location: | Oxfordshire, Home and Office working |
| Basic Salary: | To £75k ++ |
| Other package info: | + Bonus (£100,000+ 1st year earnings) + Benefits |
| Job Ref: | 734 |
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Chartered Financial Planner, Professional Practice based IFA
We have been exclusively retained by a charity-owned Chartered financial planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice.Being at full capacity, our client is looking for a high-calibre Senior Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to a diverse range of new and existing clients to meet their individual needs and circ*mstances. Yo...
| Job Type: | Permanent |
| Location: | London, North of Thames |
| Basic Salary: | To £75k ++ |
| Other package info: | + Bonus (£100,000+ 1st year earnings) + Benefits |
| Job Ref: | 754 |
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RECENTLY FILLED VACANCY - CHIEF FINANCIAL OFFICER
Our client is an ambitious well-funded IFA Business, that is PE backed, and intends to grow through acquisition of a small number of high-quality Regional IFA Businesses. Our client used our Handpicked service, to land a Board position and key hire for their company.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
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RECENTLY FILLED VACANCY - HEAD OF RISK
Our client is ground-breaking Investment Manager that has changed the way investors access and use discretionary fund management. They used our exclusive service to successfully place a newly created Head of Risk role.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
| Job Ref: |
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RECENTLY FILLED VACANCY - HEAD OF PARAPLANNING
Our client is a Strategic Account within a well-recognised Network. Due to ongoing expansion, our client used our exclusive services to secure a Head of Paraplanning to play an important part in facilitating the growth ambitions of the company.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
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RECENTLY FILLED VACANCY - STRATEGIC RELATIONSHIP MANAGER
Our client is one of the best recognised Pension providers, and are in their growth strategy phase, in a bid to triple their size over the next 2 years. By using our headhunt services, our client was able to successfully place a Strategic Relationship Manager to develop and grow the relationships with key intermediary businesses.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
| Job Ref: |
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RECENTLY FILLED VACANCY - PLATFORM ADOPTION CONSULTANT
Our client provides Retirement, Investment and Protection solutions to individuals, families, and companies. By using our services, they were able to successfully secure a Platform Adoption Consultant to work closely with the distribution team to support both them and the advisory firms with implementing the company’s platform to their business.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
| Job Ref: |
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RECENTLY FILLED VACANCY - RELATIONSHIP DIRECTOR
Our client provides world class Investment solutions and retirement expertise to institutions, individuals, and their Advisers. By using our specialist headhunt service, they successfully landed a Relationship Director to retain, develop and grow the pension plan assets and group members.
| Job Type: | |
| Location: | |
| Basic Salary: | To £k |
| Other package info: | |
| Job Ref: |
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WE ARE HIRING - Trainee Recruitment Consultant
Is this you?You want a career not a jobYou want a recognised training scheme provided by experts and the opportunity to gain an industry recognised qualificationYou want to join an established company with an outstanding reputation in its fieldYou want to work with top clients on important projectsYou want work/life balance where your evenings and weekends are your own.You want to avoid the daily commute and travel/parking costs associated with working in a big city.You want to work in a gr...
| Job Type: | Permanent |
| Location: | Blagdon, BS40 7RE |
| Basic Salary: | £18k - £22k |
| Other package info: | |
| Job Ref: | PHSS |
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