Senior Financial Planning Director

2 months ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

Opportunity to Lead a High-Value Financial Planning Team

This is an exceptional opportunity to take over a full book of existing clients with average values in excess of £1 million as part of succession planning for an established Director Financial Planner.

Key Highlights:

  1. Competitive Salary and Benefits Package: £100,000 - £140,000 with bonuses, share scheme, and health and medical package.
  2. Established Client Base: A full book of high-value clients with no requirement to bring existing clients.
  3. Strong Professional Connections: Quality FP and IM client and professional connections in place.
  4. Flexible Working Arrangements: Offices in a central location with agile home working flexibility.

This appointment will suit a Senior or Director level Financial Planner, ideally chartered with strong technical ability and relationship skills, who is seeking exposure to high-quality clients and a genuine career-defining opportunity with a top-tier firm.


  • Financial Director

    5 days ago


    Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleThis is an exciting opportunity to join Hays Senior Finance as a Financial Controller, working closely with the Group Finance Director and other business units. As a key member of the finance team, you will be responsible for leading a small finance team and acting as a business partner to the General Manager, supporting their ambitious growth...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Director/Senior Chartered Planner OpportunityThis is an exceptional opportunity to take over a full book of high-value clients with an average value in excess of £1 million as part of succession planning for an established Director Financial Planner.Key Highlights:Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    About the RoleThis is an exciting opportunity to join Hays Senior Finance as a Senior Financial Manager. Reporting to the General Manager and Group Finance Director, you will lead a small finance team and act as a business partner to the GM, supporting their ambitious growth plan.Key ResponsibilitiesLead a small finance teamAct as a business partner to the...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    The RoleAs a key member of the Hays Senior Finance team, you will be responsible for designing and implementing executive compensation plans that drive business performance. You will work closely with senior leaders to understand their goals and objectives, and develop tailored solutions that align with the company's overall strategy.Key responsibilities...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Opportunity to Lead a High-Value Client PortfolioThis is an exceptional opportunity to take over a full book of existing clients with an average value in excess of £1 million as part of succession planning for an established Director Financial Planner.Key Highlights:Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Opportunity to Lead a High-Value Client PortfolioThis is an exceptional opportunity to take over a full book of existing clients with an average value in excess of £1 million as part of succession planning for an established Director Financial Planner.Key Highlights:Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Opportunity to Lead a High-Value Client PortfolioThis is an exceptional opportunity to take over a full book of existing clients with an average value in excess of £1 million as part of succession planning for an established Director Financial Planner.Key Highlights:Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Opportunity to Lead a High-Value Client PortfolioThis is an exceptional opportunity to take over a full book of existing clients with an average value in excess of £1 million as part of succession planning for an established Director Financial Planner.Key Highlights:Competitive base salary £100,000 - £140,000 with bonuses, share scheme, and health and...


  • Birmingham, Birmingham, United Kingdom icaewjobs - JobBoard Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Director to join our team. As a key member of our Finance Business Partners and Financial Planning team, you will play a critical role in providing strategic financial guidance and support to our organization.Key ResponsibilitiesLead the development and implementation of our annual...


  • Birmingham, Birmingham, United Kingdom Mitchell Adam Full time

    Job Title: Senior Financial DirectorThis is an exciting opportunity for a Senior Financial Director to join Mitchell Adam, a growing manufacturing business in Birmingham. As a key member of the senior management team, you will play a crucial role in guiding the business towards continued growth and success.Reporting directly to the Managing Director, you...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Senior Financial Analyst OpportunityHays Senior Finance is seeking a highly skilled Senior Accountant to manage business interruption claims and negotiate settlements with clients.Key ResponsibilitiesAssess and settle claims with clientsProvide excellent customer serviceWork closely with the Divisional DirectorRequirementsQualified accountant with a strong...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Senior Financial Analyst OpportunityHays Senior Finance is seeking a highly skilled Senior Accountant to manage business interruption claims and negotiate settlements with clients.Key ResponsibilitiesAssess and settle claims with clientsProvide excellent customer serviceWork closely with the Divisional DirectorRequirementsQualified accountant with a strong...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Senior Finance. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our clients.About the RoleYou will be working closely with our finance business partners and revenue and commercial...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Senior Finance. As a key member of our finance team, you will be responsible for providing financial planning and analysis support to our clients.About the RoleYou will be working closely with our finance business partners and revenue and commercial...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Join Hays Senior Finance as a Senior Accountant and take on a challenging role in a global insurance organisation. **About the Role** As a Senior Accountant, you will be responsible for assessing business interruption and other financial losses on behalf of clients and negotiating the settlement of claims. **Key Responsibilities** * Assess business...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Join Hays Senior Finance as a Senior Accountant and take on a challenging role in a global insurance organisation. **About the Role** As a Senior Accountant, you will be responsible for assessing business interruption and other financial losses on behalf of clients and negotiating the settlement of claims. **Key Responsibilities** * Assess business...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Senior Accountant RoleYour new company is a global insurance organisation with offices across the UK.About the RoleAs a Senior Accountant, you will be supporting the Divisional Director in assessing business interruption and other financial losses on behalf of clients and negotiating the settlement of claims.Key ResponsibilitiesManage business interruption...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Senior Accountant RoleYour new company is a global insurance organisation with offices across the UK.About the RoleAs a Senior Accountant, you will be supporting the Divisional Director in assessing business interruption and other financial losses on behalf of clients and negotiating the settlement of claims.Key ResponsibilitiesManage business interruption...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will have experience in managing business interruption claims and negotiating settlements with clients. This is a hybrid role, allowing for flexibility in work arrangements, with a base salary, car allowance, bonus, and additional benefits. The...


  • Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a highly skilled Senior Accountant to join their team. The ideal candidate will have experience in managing business interruption claims and negotiating settlements with clients. This is a hybrid role, allowing for flexibility in work arrangements, with a base salary, car allowance, bonus, and additional benefits. The...