Lead Financial Strategist

3 weeks ago


London, Greater London, United Kingdom Synchronicity Financial Services Full time

Position Overview:
Synchronicity Financial Services is on the lookout for exceptional Financial Planners to enhance our London operations at the Senior Director level.

Key Responsibilities:
As a qualified Chartered Financial Planner, you will possess a wealth of experience in providing advisory services to ultra-high-net-worth clients with complex financial needs (assets exceeding £10 million). You will have the opportunity to inherit an established client portfolio, complemented by significant internal referrals and robust paraplanning assistance.

Career Development:
This position does not initially entail leadership duties; however, there is potential for advancement into a player/manager role for candidates demonstrating the right capabilities. Importantly, there is no obligation to pursue this path.

Work Environment:
Typically, you will engage with our team in the office 2-3 days per week, fostering collaboration and support.

Compensation and Benefits:
We offer a competitive remuneration package, including a bonus structure that rewards performance above the base salary.



  • London, Greater London, United Kingdom TalentEdge Full time

    Become a Key Player as a Lead Financial Strategist at TalentEdgeTalentEdge is on the lookout for a dedicated Lead Financial Strategist to manage and enhance our financial operations. This role is integral to our dynamic and collaborative work culture, where you will engage with various levels of the organization and take on essential responsibilities in...


  • London, Greater London, United Kingdom TalentEdge Full time

    Become a Key Player as a Lead Financial Strategist at TalentEdgeTalentEdge is on the lookout for a dedicated Lead Financial Strategist to manage financial operations with precision. This dynamic organization is experiencing growth and offers a vibrant, collaborative work environment. In this role, you will report directly to the Finance Director and engage...


  • London, Greater London, United Kingdom Ogilvy Full time

    Join the Ogilvy TeamWe are on the lookout for a skilled Lead Financial Strategist to become a vital part of our dynamic advertising and marketing firm. This pivotal position within our Commercial Finance division reports directly to the Commercial Controller and plays a crucial role in enhancing our agency's financial insight. As a Lead Financial Strategist,...


  • London, Greater London, United Kingdom Handpicked Recruitment Full time

    Position OverviewRole: Lead Financial StrategistCompensation: Competitive salary with performance-based incentives and comprehensive benefitsWork Arrangement: Flexible working model with a blend of in-office and remote workHandpicked Recruitment is collaborating with a prominent global player in the Renewable Energy sector, seeking a proficient Lead...


  • London, Greater London, United Kingdom Insight Select Full time

    Position OverviewLead Financial Strategist / Full-time / Contract / HybridAll applicants must possess the necessary qualifications to be considered for this position.Insight Select is seeking a Lead Financial Strategist to join our team on an initial contract basis. This role will involve close collaboration with senior executives and will focus on financial...


  • London, Greater London, United Kingdom Insight Select Full time

    Position OverviewLead Financial Strategist / Full-time / Contract / HybridAll applicants must possess the necessary qualifications to be considered for this position.Insight Select is seeking a Lead Financial Strategist to join our team on an initial contract basis. This role will engage closely with senior executives and will focus on financial partnership....


  • London, Greater London, United Kingdom Balance Recruitment Ltd Full time

    Job DescriptionJob Title: Lead Financial StrategistCompany: Balance Recruitment LtdLocation: Remote (with occasional office visits)Job Type: Full-timeAbout the Role:We are seeking a highly skilled Lead Financial Strategist to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial planning...


  • London, Greater London, United Kingdom AD WARRIOR Full time £51,091 - £57,201

    Lead Financial Strategist - AD WARRIOR Working Hours: 30 hours per week, Monday to Thursday; 15 hours on Friday, Hybrid model (3 days in office, 2 days remote). About Us: AD WARRIOR is a collective of specialized educational institutions dedicated to supporting over 1500 learners from early years through to advanced education across multiple locations. Role...


  • London, Greater London, United Kingdom The Tavistock Institute of Human Relations Full time £40,000 - £47,000

    Position OverviewAt the Tavistock Institute of Human Relations, we are in search of a Lead Financial Strategist to enhance our vibrant finance team in managing the daily functions of our financial department.Key DetailsEmployment Type: Full-time, Monday – Friday, 9:30am – 5:30pm (part-time options available)Contract: PermanentCompensation: Competitive...

  • Financial Strategist

    12 hours ago


    London, Greater London, United Kingdom Search Full time

    Join Search as a Financial Strategist About the Role We are seeking a highly skilled Financial Strategist to join our team in London. As a Financial Strategist, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing financial planning advice. Key Responsibilities Comply with our Training and...


  • London, Greater London, United Kingdom Search Full time

    Join Search as a Financial Strategist About the Role We are seeking a highly skilled Financial Strategist to join our team in London. As a Financial Strategist, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing financial planning advice. Key Responsibilities Comply with our Training and...


  • London, Greater London, United Kingdom Page Personnel Full time £54,000 - £66,000

    We are looking for a committed and skilled Financial Strategist to become a part of our Finance & Accounting division within the non-profit industry. This is a full-time role that is essential for financial analysis and strategic decision-making within the organization.Our organization is recognized for its impactful contributions to the arts and education...


  • London, Greater London, United Kingdom mbf. Full time

    Job Summary:Mbf. is seeking an experienced and dedicated Financial Strategist to join their successful team that provides holistic advice to a large, established book of niche clients.Key Responsibilities:Conduct comprehensive reviews of clients' financial circumstances and future goals.Develop customized financial plans in line with client...


  • London, Greater London, United Kingdom Understanding Recruitment Full time

    Lead Product StrategistCentral London (Hybrid)Salary up to £100kAre you an ambitious and proactive Product Strategist eager to join a dynamic and innovative FinTech start-up?We are collaborating with a pioneering B2B FinTech organization, supported by some of Europe's foremost early-stage venture capital firms and notable angel investors. Their objective is...


  • London, Greater London, United Kingdom North Highland Full time

    Join the North Highland TeamAre you prepared to become part of a dynamic group of professionals committed to driving positive change? North Highland is on the lookout for a skilled Lead Financial Strategist to contribute to our forward-thinking and collaborative atmosphere. As a premier consultancy specializing in transformation and change, we are devoted to...


  • London, Greater London, United Kingdom North Highland Full time

    Join the Innovative Team at North HighlandAre you prepared to become part of a group of outstanding professionals committed to driving change? North Highland is on the lookout for a skilled Lead Financial Strategist to integrate into our forward-thinking and cooperative atmosphere. As a premier consultancy specializing in transformation, we are devoted to...


  • London, Greater London, United Kingdom Amazon TA Full time

    About the RoleAmazon TA is at the forefront of premium on-demand entertainment services in Europe. We are seeking a Lead Financial Strategist to join our dynamic team in supporting the growth of our digital product offerings. Key ResponsibilitiesThe successful candidate will:Engage collaboratively with various departments including Tax, Legal, Finance, and...


  • London, Greater London, United Kingdom COREcruitment Ltd Full time

    Senior Financial Strategist, Retail SectorThis is an exceptional opportunity for a seasoned Financial Strategist to join a dynamic organization focused on cultivating a diverse portfolio of promising beauty and wellness brands. The company prioritizes brands that align with contemporary consumer values, emphasizing clean beauty, sustainability, and ethical...


  • London, Greater London, United Kingdom COREcruitment Ltd Full time

    Senior Financial Strategist, Retail SectorThis is an exceptional opportunity for a seasoned Financial Strategist to become part of a dynamic organization focused on developing a diverse portfolio of promising beauty and wellness brands. The company prioritizes brands that align with contemporary consumer values, such as sustainability, ethical practices, and...


  • London, Greater London, United Kingdom Page Personnel Finance Full time

    We are seeking a Financial Revenue Strategist to lead the optimization of income channels, project future financial performance, and evaluate economic patterns. The ideal candidate will collaborate with various teams to ensure the organization achieves its financial objectives. Client Overview Our client is a prominent professional services organization,...