Senior Financial Planner
3 weeks ago
We are working with a fantastic fintech, who need a very experienced financial adviser to join their advice arm.
The business focuses on providing digital advice to its clients and the jobholder will be the Lead Adviser, responsible for delivering affordable retirement income advice to customers and driving the improvements of the advice policy and procedures.
You will need to be a highly professional Financial Adviser, meeting all requirements for certification as an adviser under SM&CR. You will need to be technically sound across all financial planning areas, but especially focusing on retirement income.
You will also have a strong interest and passion for technology and how it can be used to make financial advice more accessible. You will relish the opportunity to be at the forefront of digital advice.
You will be comfortable managing/communicating with C-Suite stakeholders and senior management, capable of working autonomously, and driven to improve our products and services. You will be organized and methodical with a keen eye for detail.
The jobholder will be responsible for contributing to the successful delivery of ongoing objectives. This will involve:
● Helping to deliver straight forward, affordable and customer-focused retirement advice.
● Adhering to compliance and operations policies and procedures at all times.
To be considered, you will be:
A Certified Financial Planner/DipPFS (R01 – R06 preferred route) as a minimum with CPD maintained from passing DipPFS to date and valid SPS.
● This is not a sales role . 5+ years technical, paraplanning or advisory experience in any role considered.
● Confident with all types of pension schemes and products and pension benefits.
● Happy working independently and comfortable being part of a small team.
● Chartered status or an intention to work towards this is highly desirable.
This is a rare opportunity to join a rapidly growing and friendly brand, to develop a new offer and be at the forefront of advice technology.
#J-18808-Ljbffr-
Chartered Financial Planner
4 weeks ago
London, United Kingdom Financial Divisions Full timeJob Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...
-
Senior Financial Planner
8 hours ago
City of London, Greater London, United Kingdom Nigel James Associates Ltd Full timeNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. The role will offer a...
-
Senior Financial Planner
1 week ago
London, United Kingdom Nigel James Associates Ltd Full timeRoleWant to apply Read all the information about this position below, then hit the apply button.Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure...
-
Senior Financial Planner
1 week ago
London, United Kingdom Nigel James Associates Ltd Full timeJob DescriptionRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially...
-
Senior Financial Planner
7 hours ago
London, United Kingdom Nigel James Associates Ltd Full timeJob Description Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. Requirements We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is...
-
Planner/Senior Town Planner
2 weeks ago
London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Town Planner London (Hybrid Working) £An exciting opportunity has arisen for a dynamic and experienced Senior Town Planner to join a reputable planning team in the vibrant city of London. This is a fantastic chance for an individual with a strong background in town planning to take on a pivotal role, contributing to the success of our projects and...
-
Senior Financial Planner
8 hours ago
City of London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole Want to apply Read all the information about this position below, then hit the apply button. Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. Requirements We are currently seeking an experienced and dynamic Financial Planner who has...
-
Senior Financial Planner
4 weeks ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...
-
Senior Financial Planner
4 weeks ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...
-
Senior Financial Planner
4 weeks ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...
-
Senior Financial Planner
3 weeks ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. Requirements We are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You...
-
Senior Financial Planner
4 weeks ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure to providing high level/quality advice to HNW clients and is commercially focused. You will...
-
Senior Financial Planner
1 day ago
Greater London, United Kingdom Nigel James Associates Ltd Full timeRoleWant to apply Read all the information about this position below, then hit the apply button.Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office.RequirementsWe are currently seeking an experienced and dynamic Financial Planner who has exposure...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom mbf. Full timeA City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients. Role would initially be split between...
-
Paraplanner/trainee Financial Planner
2 weeks ago
London, United Kingdom mbf. Full timeOur client is recognised as one of the most prolific and highly regarded financial planning businesses in London, they have won more financial planning awards than any other business and are seen as the pinnacle of high net worth advisory services in theUK. Their current requirement is for a Paraplanner to join the business to provide support to a Financial...
-
Senior Town Planner
2 days ago
London, United Kingdom Penguin Recruitment Full timeThe Company The client is a leading Planning and innovative multi-disciplinary Consultancy, who have been established since 1185! They focus on delivering high-quality projects to clients across a range of design and planning services: Architecture, Planning and Urban Design with a specialist in low-energy design, ecology, heritage, and arboriculture Due...
-
Financial Service Planner
2 days ago
London, United Kingdom in Newbury Full timeMy client is a boutique Financial Planning firm seeking to hire newFinancial Planners to join their business and assist with thefacilitation of their growth plans for 2024. To be responsible for delivering financial planning andwealth management advice. All advice given to clients must besuitable, tailored and personalised to the client and in line...
-
Senior Planner
1 week ago
London, United Kingdom TWG Consulting Full timeSenior Planner A great opportunity for an experienced Senior Planner to join a leading contractor in the south. The successful Senior Planner will join a thriving and collaborative team with a strong culture on personal and professional development. With the company investing in your career, not only will you be able to develop your professional skills, but...
-
Senior Planner
1 week ago
London, United Kingdom TWG Consulting Full timeSenior PlannerA great opportunity for an experienced Senior Planner to join a leading contractor in the south. The successful Senior Planner will join a thriving and collaborative team with a strong culture on personal and professional development. With the company investing in your career, not only will you be able to develop your professional skills, but...
-
Transport Scheduler
2 days ago
London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timePenguin Recruitment is pleased to be supporting a leading Transport Planning and Infrastructure Design Consultancy in their hire of an ambitious Graduate Planner. As part of the dynamic team, you will support the Senior Consultants in pre applications, planning applications, planning appeals, post-planning, and post-construction monitoring & validation....