Current jobs related to Financial Planning Business Manager - Wetherby West Yorkshire - Allerton Park Recruitment Solutions
-
Financial Planning Specialist
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
2 weeks ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
1 week ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Specialist
1 week ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial PlannerSalary: £60,000 - £65,000 + BonusLocation: YorkshireA well-established financial services firm with a strong reputation in the market is seeking an experienced Financial Planner to join their growing team.This firm provides comprehensive financial planning services across pensions, investments, inheritance tax, and wealth...
-
Financial Planning Professional
7 days ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...
-
Financial Planning Professional
7 days ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planning Opportunity", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their team.This role is ideal for a technically-minded individual with a strong ability to develop relationships and create a steady stream of business enquiries.The successful candidate will have a Level 4 Diploma...
-
Financial Planner Position
2 days ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planner Opportunity", "subtitle": "Join a reputable Financial Planning firm in Yorkshire", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their growing team in Yorkshire. This is an excellent opportunity for a technically-minded individual with a natural ability to develop...
-
Financial Planner Position
2 days ago
Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time{"title": "Financial Planner Opportunity", "subtitle": "Join a reputable Financial Planning firm in Yorkshire", "content": "Capio Recruitment Financial Planning is seeking an experienced Financial Planner to join their growing team in Yorkshire. This is an excellent opportunity for a technically-minded individual with a natural ability to develop...
-
Financial Protection Consultant
1 month ago
West Midlands, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a distinguished member of the Quilter Financial Planning network, recognized for its exceptional service and a strong, loyal clientele.In collaboration with a committed back-office support team, our Mortgage, Protection, and Wealth Advisers deliver a comprehensive suite of financial services. We emphasize a familial atmosphere,...
-
Financial Protection Consultant
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a distinguished member of the Quilter Financial Planning network, recognized for its exceptional service and a strong, loyal clientele.In collaboration with a committed back-office support team, our Mortgage, Protection, and Wealth Advisers deliver a comprehensive suite of financial services. We emphasize a familial atmosphere,...
-
Financial Protection Consultant
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a distinguished entity within the financial services sector, renowned for its commitment to client satisfaction and comprehensive financial solutions.As part of a collaborative team that includes dedicated administrative support, our Protection and Wealth Advisers are dedicated to delivering a holistic financial service...
-
Financial Protection Consultant
1 month ago
West Midlands, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a distinguished entity within the financial services sector, renowned for its commitment to client satisfaction and comprehensive financial solutions.As part of a collaborative team that includes dedicated administrative support, our Protection and Wealth Advisers are dedicated to delivering a holistic financial service...
-
Financial Security Advisor
2 weeks ago
Co. West Midlands, United Kingdom Quilter Financial Planning Full timeAbout Quilter Financial PlanningQuilter Financial Planning is a leading provider of financial services, renowned for its commitment to excellence and customer satisfaction.Job SummaryWe are seeking a highly skilled and motivated Protection Adviser to join our team on a self-employed basis.Key ResponsibilitiesProvide expert protection advice to clients,...
-
Financial Security Advisor
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningWe are seeking a highly skilled and dedicated Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will play a vital role in providing high-quality protection advice to our valued clients.Your Key Responsibilities:Provide expert protection advice to clients, ensuring their...
-
Financial Security Advisor
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningWe are seeking a highly skilled and dedicated Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will play a vital role in providing high-quality protection advice to our valued clients.Your Key Responsibilities:Provide expert protection advice to clients, ensuring their...
-
Financial Planning Manager
3 weeks ago
Yorkshire, United Kingdom Edwards & Pearce Limited Full timeAbout Edwards & Pearce LimitedWe are a private equity backed business in the finance sector, seeking a highly skilled Management Accountant to join our team as a key member of our finance team.Key Responsibilities:Prepare and present financial reports to senior stakeholders, providing insightful analysis and recommendations for business growth.Develop and...
-
Head of Financial Planning
3 months ago
Wetherby, United Kingdom Optimum Recruitment Group Limited Full timeOptimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A. You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds. Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is...
-
Head of Financial Planning
3 months ago
Wetherby, United Kingdom Optimum Recruitment Group Limited Full timeOptimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A. You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds.Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is keen...
-
Head of Financial Planning
2 months ago
Wetherby, United Kingdom Optimum Recruitment Group Limited Full timeOptimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A. You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds. Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is...
Financial Planning Business Manager
5 months ago
Business Manager - Basic £55K - £65K + Disc Bonus and Full Benefits.
A successful and high quality Financial Planning practice is looking for a Business Manager to join their team.
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
The Client is looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured to:
- consistently deliver a 5-star service to clients
- manage risk by embedding best practice and compliance into standardised processes and client workflows
- apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure the clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
Your Responsibilities
Managing staff training and ongoing development, HR queries and policies, resourcing levels
Managing the companys compliance and regulatory obligations
Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
Co-ordination of company-wide ad hoc and ongoing projects
Managing supplier relationships
Managing the office environment
Managing the companys IT infrastructure and software-as-a-service providers
Managing the companys activities to support client acquisition, retention and the companys core values.
Requirements:
5 years or more in a Financial Services role, preferably within a Financial Planning business.
Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
We would prefer an individual who has knowledge of compliance and FCA requirements.
Experience of managing others would also be preferable but not essential.
Level 4 Diploma in Regulated Financial Planning (or equivalent)
JBRP1_UKTJ
