Financial Planning Director

4 weeks ago

London, United Kingdom Russell Tobin Full time €350,000

Location: London

Hybrid working: 2-3 days per week in the office

Role Overview

Russell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for an experienced Independent Financial Adviser to join this client's successful and highly skilled London Team, working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients. You will help to develop business relationships with current HNW clients with complex arrangements. You will also be responsible for growing your client bank with the support of a marketing and BDM team.

Responsibilities
  1. Provide ongoing financial advice covering a broad range of topics including:
    • Pensions and Retirement Planning including carry forward, lifetime allowance (LTA) planning & drawdown advice, along with Inheritance Tax and Estate Planning.
    • Tax-efficient cash flow strategies using cash-flow analyses.
    • Optimise Investments – Reviewing suitability of investment wrappers and investment providers.
  2. Provide advice to clients predominately face to face or via videocall.
  3. A team player who works towards achieving both team and personal Key performance Indicators.
  4. Will deliver a quality service to client ensuring that updates are regularly provided to client.
Experience:
  • Seeking a candidate from a strong client facing, Financial Planning background
  • Minimum of 7 years’ experience in Financial Planning
  • Used to dealing with complex transactions and Ultra High Net Worth clients
  • A Pension Transfer Specialist would be beneficial but not essential
  • Should be Chartered or working towards
  • Own client book to bring would be useful where possible
  • Book size they take on will depend on their experience/skillset
  • Ongoing fees are expected to be in excess of £350k
#J-18808-Ljbffr

  • Director of Retail Financial Planning

    2 months ago

    London, United Kingdom Vitae Financial Recruitment Limited Full time

    Director of Retail Financial Planning & Analysis, London £115k - £130kpa, plus great benefits including a bonus and shares Vitae are delighted to be exclusively partnering a major international retail brand in their search for a Director of Financial Planning & Analysis, Retail. This role is responsible for the end-to-end financial management of the Retail...

  • Financial Adviser

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Adviser

    1 week ago

    London, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Advisor

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Head of Financial Planning

    4 days ago

    London, United Kingdom Partner Financial Full time

    **Head of Financial Planning & Analysis** **Up to £90,000 + benefits** **Consumer** **Central London** Partner Financial are currently working with a multi-billion global consumer brand. This complex organisation has operations around the world and is now embarking on their next phase of growth. The business has set a clear strategic agenda to achieve...

  • Financial Advisor

    2 weeks ago

    London, England, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    2 weeks ago

    City of London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an...

  • Financial Advisor

    1 week ago

    London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Senior Finance Director, Financial Planning

    1 month ago

    London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group....

  • Financial Advisor

    2 months ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Advisor

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 day ago

    London, United Kingdom Quilter Financial Planning Full time €50,000

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Advisor

    2 weeks ago

    London, United Kingdom Quilter Financial Planning Full time €50,000

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    2 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    2 weeks ago

    London, United Kingdom Quilter Financial Planning Full time €50,000

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Become a Financial Adviser

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.nExcellent financial benefits, with scope for progression.nPersonal satisfaction and the opportunity to do something...

  • Become a Financial Adviser

    1 week ago

    London, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.nExcellent financial benefits, with scope for progression.nPersonal satisfaction and the opportunity to do something...