Current jobs related to Financial Planning Expert - Birmingham, Birmingham - Isio Group

  • Financial Planning Expert

    2 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    About our clientAn expanding boutique financial planning business seeks a skilled Financial Planning Expert to offer high-quality, client-centric advice with a focus on goals-based lifestyle planning.This trusted advice firm provides independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role...

  • Financial Planning Expert

    4 days ago

    Birmingham, Birmingham, United Kingdom Bruin Full time

    Role OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Bruin Financial in Birmingham.As a key member of our Wealth Management team, you will be responsible for providing high-quality paraplanning services to our Wealth Planners. This will involve:Conducting thorough research on a range of financial planning products and...

  • Financial Planning Expert

    2 days ago

    Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Chartered Paraplanner to join our team in Central Birmingham. As a Senior Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.Research and analyse pensions, investments, and protection to provide comprehensive proposals for...

  • Financial Services Expert

    2 weeks ago

    Birmingham, Birmingham, United Kingdom CleverHR Full time

    Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at CleverHR. As a Financial Services Expert, you will be responsible for providing expert advice to clients on financial matters, including investment, savings, and retirement planning.The ideal candidate will have a Level 4 qualification in financial services...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Specialist

    2 months ago

    Birmingham, Birmingham, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Hymans Robertson. As a Financial Planner, you will play a key role in building and maintaining relationships with clients, providing expert financial planning advice, and delivering exceptional customer service.Key ResponsibilitiesDevelop and implement...

  • Financial Planning Specialist

    2 months ago

    Birmingham, Birmingham, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Hymans Robertson. As a Financial Planner, you will play a key role in building and maintaining relationships with clients, providing expert financial planning advice, and delivering exceptional customer service.Key ResponsibilitiesDevelop and implement...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Professional

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Graduate ProgrammeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.Our Financial Planning teams work with private individuals, trusts, and businesses to help achieve their financial...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Specialist

    3 weeks ago

    Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...

  • Financial Planning Specialist

    3 days ago

    Birmingham, Birmingham, United Kingdom Bruin Full time

    Pensions Management RoleWe are seeking an experienced Paraplanning professional to join our team at Bruin Financial. As a key member of our Financial Planning department, you will be responsible for providing high-quality research and support to our advisors in the area of pensions management.Key ResponsibilitiesCarrying out in-depth research on a wide range...

  • Financial Planning Professional

    1 month ago

    Birmingham, Birmingham, United Kingdom Recruit Wealth Ltd Full time

    Unlock Your Potential as a Financial Planning ExpertRecruit Wealth Ltd is proud to represent one of the UK's fastest-growing and largest national Financial Planning businesses, backed by private equity for further growth and acquisition.Our client offers a truly holistic, independent service across financial planning, wealth management, and investment...

  • Financial Planning Professional

    1 month ago

    Birmingham, Birmingham, United Kingdom Recruit Wealth Ltd Full time

    Unlock Your Potential as a Financial Planning ExpertRecruit Wealth Ltd is proud to represent one of the UK's fastest-growing and largest national Financial Planning businesses, backed by private equity for further growth and acquisition.Our client offers a truly holistic, independent service across financial planning, wealth management, and investment...

  • Financial Planning Trainee

    2 months ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    {"title": "Financial Planning Trainee", "content": "Join Our Team as a Financial Planning TraineeEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. We're committed to helping individuals and businesses achieve better outcomes through expert guidance and exceptional service.As a...

  • Financial Planning Specialist

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Castlefield Recruitment Full time

    Castlefield Recruitment: Finance Business Partner OpportunityWe are seeking a highly skilled Finance Business Partner to join our client, an NHS organisation, on a Fixed Term basis. This role offers an excellent opportunity for a finance professional to contribute to the healthcare sector and support the financial management of essential services.Key...

  • Financial Planning Specialist

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Castlefield Recruitment Full time

    Castlefield Recruitment: Finance Business Partner OpportunityWe are seeking a highly skilled Finance Business Partner to join our client, an NHS organisation, on a Fixed Term basis. This role offers an excellent opportunity for a finance professional to contribute to the healthcare sector and support the financial management of essential services.Key...

  • Senior Financial Planning Advisor

    2 weeks ago

    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    About our client IDEX Consulting is proud to partner with a boutique financial planning business that offers true client-centric, high-quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm provides independent and holistic planning across financial planning and tax planning to wealthy families and business...

Financial Planning Expert

2 months ago

Birmingham, Birmingham, United Kingdom Isio Group Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at Isio Group. As a Financial Planner, you will play a crucial role in providing expert advice to our clients, helping them achieve their financial goals and aspirations.

Key Responsibilities
  • Provide exceptional financial planning and advisory services to clients
  • Build and maintain strong relationships with clients, understanding their financial needs and goals
  • Develop and implement comprehensive financial plans, taking into account clients' risk tolerance, investment objectives, and time horizon
  • Stay up-to-date with market trends, regulatory changes, and industry developments to ensure clients receive the best possible advice
  • Collaborate with internal teams to ensure seamless delivery of financial services to clients
Requirements
  • Chartered status or near to being so
  • At least 5 years' experience as a Financial Planner
  • Proven track record of providing a wide range of financial advice to diverse clients
  • Established network of external firms who have introduced individuals to you
  • Recognized individual in the local business community
What We Offer
  • A competitive remuneration package, including a bonus scheme
  • A defined contribution pension scheme
  • Life insurance
  • 25 days annual leave (plus bank holidays) as standard, with the option to purchase additional days of holiday
  • Two additional 'Company' days – a celebration day for your birthday and an extra day over Christmas
  • Corporate Social Responsibility (CSR) allowance
  • Flexible working opportunities
  • A flexible benefits package
  • Internal development programmes, including technical and non-technical training support and mentor programmes
About Isio Group

Isio Group is a leading provider of pensions, investment, benefits, and wealth management services. We are committed to delivering greater financial confidence for everyone, and our team of experts is dedicated to providing exceptional advice and service to our clients.