Senior Financial Planner
6 months ago
My client is seeking an experienced Senior Financial Planner to join their growing team.
You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service.
This will be met through regular review meetings and proactive contact with clients, their families and the other professionals who advise them.
You will be working with a team of Technicians and Administrators who will support you in providing this service. You will play a significant role in steadily growing our client group, primarily through building a network of professionals around you and providing a service which exceeds the expectations of clients.
The business regularly receives referrals through existing clients and the focus is client service therefore, whilst beneficial, a predominant business development background is not essential.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
-
Senior Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityIDEX Consulting is seeking a Senior Financial Planner to join their growing team in Nottingham.This role will offer exposure to high net worth and ultra high net worth clients with complex financial needs that require an exceptional level of service.The successful candidate will play a significant role in steadily growing...
-
Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeRole OverviewIDEX Consulting is seeking a Senior Financial Planner to join their growing team in Nottingham.This role offers exposure to HNW/UHNW clients with complex financial needs requiring an exceptional level of service.Key Responsibilities:Regular review meetings and proactive contact with clients, their families, and other professionals advising...
-
Senior Financial Planner
3 weeks ago
Nottingham, Nottingham, United Kingdom Progeny Full timeRole OverviewWe are seeking a Senior Financial Planner to join our Wealth department in Nottingham, as part of our exciting phase of growth and succession.As a trusted adviser, you will work with high net worth clients with complex financial needs, providing an exceptional level of service through regular review meetings and proactive contact.
-
Senior Financial Planner
1 week ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a skilled Senior Financial Planner to join our team at Artemis Recruitment Consultants Ltd.Key Responsibilities:Prepare comprehensive recommendation reports, collaborating with the ParaPlanning team.Maintain and develop strong client relationships, maximizing their potential, and accurately input information into the CRM system...
-
Senior Financial Planning Administrator
4 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...
-
Senior Planner
1 month ago
Nottingham, United Kingdom Saxton Recruitment LTD Full timeSenior Planner - Construction Senior Planner - a leading privately-owned Top 10 building contractor is recruiting a Senior Planner to join the growing team at their head office in the East Midlands. This is an excellent opportunity for a Senior Planner to work on award-winning design and build projects from tender stage to completion. In this role you will...
-
Financial Planner
6 months ago
Nottingham, United Kingdom Idex Full timeFinancial Planner opportunity with an award-winning top tier integrated Wealth Management practice. As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and support financial planner development and career growth. **Benefits of...
-
Chartered Financial Planner
5 months ago
Nottingham, United Kingdom Bond Recruitment Ltd Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are...
-
Senior Financial Planner
3 months ago
Nottingham, United Kingdom Progeny Full timeDescriptionWe are currently entering an exciting phase of growth and succession, which has in turn led to the expansion of the Wealth department. As part of this growth, we are looking for a Senior Financial Planner to join the team in Nottingham. You will become the trusted adviser for a group of high net worth clients with complex financial needs,...
-
Chartered Financial Planner
4 days ago
Nottingham, United Kingdom Bond Rec Full timeJob Description Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their...
-
Chartered Financial Planner
2 months ago
Nottingham, United Kingdom Bond Rec Full timeOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK.They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are...
-
Strategic Financial Planner
1 week ago
Nottingham, Nottingham, United Kingdom Bennett and Game Recruitment LTD Full timeWe are seeking a highly experienced and skilled Strategic Financial Planner to join our team on a self-employed basis. As a leading financial services firm, we pride ourselves on delivering comprehensive financial services to individuals, families, and businesses.Our ideal candidate will have 3-5 years' previous experience in accountancy practice and be L4...
-
Senior Town Planner
4 weeks ago
Nottingham, United Kingdom CV-Library Full timeJob Title: Senior Planner Location: Nottingham Overview An exciting opportunity has arisen for a Senior Planner to join a dynamic and growing planning consultancy based in the heart of Nottingham. With a variety of projects spanning the Midlands and beyond, we work across all sectors, collaborating closely with public sector, private, and community...
-
Senior Town Planner
1 day ago
Nottingham, United Kingdom Penguin Recruitment Full timeJob Title: Senior Planner Location: Nottingham Overview An exciting opportunity has arisen for a Senior Planner to join a dynamic and growing planning consultancy based in the heart of Nottingham. With a variety of projects spanning the Midlands and beyond, we work across all sectors, collaborating closely with public sector, private, and community...
-
Assistant Financial Planner
6 months ago
Nottingham, United Kingdom Mazars Full time**Assistant Financial Planner - Private Client** At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, Mazars is an engine for rapid and consistent career progression. **About the...
-
Senior Town Planner
1 week ago
Nottingham, United Kingdom Penguin Recruitment Full timeJob Title: Senior Planner Location: NottinghamOverviewAn exciting opportunity has arisen for a Senior Planner to join a dynamic and growing planning consultancy based in the heart of Nottingham. With a variety of projects spanning the Midlands and beyond, we work across all sectors, collaborating closely with public sector, private, and community clients....
-
Senior Planner
2 weeks ago
Nottingham, United Kingdom CV-Library Full timeSenior Planner Job in Nottingham, Nottinghamshire Senior Planner job available with a consultancy based in Nottingham. Offering a competitive salary plus hybrid working, bonus potential, enhanced holiday, and much more. Founded 30 years ago, this multi-disciplinary consultancy operates throughout the UK with a team of 70+ across multiple offices, they are...
-
Senior Planner
1 day ago
Nottingham, United Kingdom Hunter Dunning Limited Full timeSenior Planner Job in Nottingham, Nottinghamshire Senior Planner job available with a consultancy based in Nottingham. Offering a competitive salary plus hybrid working, bonus potential, enhanced holiday, and much more. Founded 30 years ago, this multi-disciplinary consultancy operates throughout the UK with a team of 70+ across multiple offices, they are...
-
Senior Town Planner
3 weeks ago
Nottingham, United Kingdom CV-Library Full timeAbout the Company The client, a dynamic and innovative Planning and Architecture Consultancy dedicated to delivering exceptional outcomes for clients across the UK, is looking for a Senior Town Planner to join the team! The work on a diverse range of property related services across a various sectors including residential, commercial, leisure, and...
-
Senior Town Planner
1 day ago
Nottingham, United Kingdom Penguin Recruitment Full timeAbout the Company The client, a dynamic and innovative Planning and Architecture Consultancy dedicated to delivering exceptional outcomes for clients across the UK, is looking for a Senior Town Planner to join the team! The work on a diverse range of property related services across a various sectors including residential, commercial, leisure, and...