Employment Type : Full-Time
Financial Planning Director Location: London, Hybrid Salary: 90,000 - 120,000 (depending on experience) Bonus: Annual Bonus Benefits: Exceptional Benefits Package Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for it...
Employment Type : Full-Time
Financial Planning Director, Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Respons...
Employment Type : Full-Time
Financial Planning Director, London As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Responsibi...
Employment Type : Full-Time
Mbf are currently working with an international Investment Management & Financial Planning organisation to recruit a qualified Financial Adviser. Our client is looking for an individual who has a proven track record of bringing in new clients - must be Level 4 qualified. The business specialises in providing advice to HNW individuals - The average client will have 600/ 700k of investable assets. The client is looking to recruit an ambitious ...
Employment Type : Full-Time
Private Client Director Salary 60k basic, first year OTE 120k to 150k, 2nd and 3rd year 200k to 300k results dependent. Location -London Remote working - once every 2 months in the office for meetings. Are you a highly entrepreneurial person with a Financial Investment background dealing with HNW clients who enjoys building relationships with prospects? If so, the Private Client Director might be the opportunity for you! The Role of the Private ...
Employment Type : Full-Time
Director of Operations - wealth management business Responsible for the delivery of a 5-year business growth plan Salary is negotiable with potential equity stake and bonuses & benefits Surrey based IFA firm working with HNW & UHNW private and corporate clients Are you a senior operations professional looking for a new challenge? Are you looking to help a medium sized business (20 staff or so) grow and fulfil their exciting expansion pla...
Employment Type : Full-Time
Chartered Financial Planner Location: London, Hybrid Salary: 90,000 - 120,000 (depending on experience) Bonus: Annual Bonus Benefits: Exceptional Benefits Package Our client, a highly regarded wealth and investment management firm, is seeking an experienced Chartered Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for it...
Employment Type : Full-Time
Chartered Financial Planner - manage client off highest billing adviser Remote role - come to London office perhaps once a week 70k basic salary plus bonuses and benefits 100K OTE in 1 year, 150K in 3 years Manage 20m - 30m rising to 50m within 3 years London Offices with hybrid working Working with HNW & UHNW clients My client is a wealth planning practice based in Central London who have been operating for 20 years. I have met the Director...
Employment Type : Full-Time
Financial Planning Director As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Responsibilities: Provide c...
Employment Type : Full-Time
Chartered Financial Planner - manage clients off highest billing adviser Remote role - come to London office perhaps once a week after training 60k - 70k basic salary plus bonuses and benefits 100K OTE in 3 years, 150K in 5 years Manage 20m - 30m rising to 50m within 3 years London Offices with hybrid working Working with HNW & UHNW clients My client is a wealth planning practice based in Central London who have been operating for 20 years. ...