Chartered financial planner jobs in WindsorCreate job alerts

A leading wealth management firm in Greater London is seeking an Associate Wealth Manager to support client management and gain exposure toward becoming a Chartered Financial Planner.

AUM is seeking an experienced Chartered Financial Planner to join its London office. Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:.

Servicing Financial Adviser (Pathway to Chartered). An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across bot

A leading financial services firm in the UK seeks an experienced Financial Planner to join their expanding team. In this varied role, you will onboard clients and provide personalized financial advice to help them achieve their long-term goals.

A leading financial advisory firm in Marlow is seeking a Chartered Financial Planner to deliver tailored financial advice to clients. This role requires a minimum of 3 years experience in financial planning, along with strong communication skills to build lasting client relationships. The successful

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm. We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of

A rare opportunity has arisen for an experienced UHNW Financial Planner to join them and take over a book of 30 clients which generates £40m. Chartered (or close to) and able to demonstrate practical application of technical knowledge. Experience working with high net worth (investable assets in ex

A leading wealth management firm in London is seeking an experienced Chartered Financial Planner. This role entails providing holistic financial advice to high-net-worth individuals, managing an existing client base, and developing new business opportunities.

A recruiting agency in the UK is seeking a Trainee Financial Advisor to join a supportive team, providing a structured pathway to becoming a Chartered Financial Planner. Ideal for Junior Financial Advisers or Paraplanners looking for a long-term career, this position offers valuable client-facing ex

A reputable financial planning firm in Wiltshire is seeking an experienced Financial Planner. The role offers a competitive salary between £50,000 and £60,000 and encourages a focus on delivering quality financial advice while inheriting a client base. Join a supportive team dedicated to client su

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will focus on managing HNW clients. The Financial Planner will write recommendation reports, prep