Senior Financial Planner
7 days ago
Job Opportunity for Experienced Financial Planners
We are seeking several experienced Financial Planners to join our team at Financial Divisions, a leading financial services company. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.
About the Role
This is a fantastic opportunity for experienced Financial Planners who enjoy the servicing aspects of client relationships and have a working knowledge of complex high-net-worth cases. You will be working with a wide range of clients, including high-net-worth individuals, their families, and SME owners.
Key Responsibilities
- Manage existing client portfolios and provide expert advice on pensions, investments, tax, and retirement planning
- Work with clients to understand their financial goals and develop tailored solutions
- Provide cashflow modelling and support with VCT and EIS schemes and protection
- Collaborate with the operations team to ensure a smooth delivery of services
What We Offer
We offer a competitive salary, bonuses on initial fees and ongoing fees, and full admin and paraplanning support. Our team is dedicated to supporting each other's personal and professional goals, and we provide study support to help you achieve your qualifications.
Requirements
To be successful in this role, you will need to have:
Experience as a Financial Planner or AdviserA working knowledge of complex high-net-worth casesExcellent communication and interpersonal skillsA strong understanding of financial planning principles and practices-
Senior Financial Planner
6 days ago
London, Greater London, United Kingdom Financial Divisions Full time £60,000 - £80,000About the RoleWe are seeking a highly skilled Financial Planner to join our team at Financial Divisions. As a Senior Financial Planner, you will be responsible for managing existing clients with complex High Net Worth (HNW) cases.Key ResponsibilitiesProvide expert financial advice to HNW clients on pensions, investments, tax planning, cashflow modelling,...
-
Executive Financial Planner
4 weeks ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition Overview:Synchronicity Financial Services is in search of accomplished Financial Planners to enhance our team at the Senior Director level.Key Responsibilities:As a qualified Chartered Financial Planner, you will possess significant expertise in advising ultra-high-net-worth clients with complex financial needs (valued at £10 million and above)....
-
Experienced Financial Planners Wanted
7 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.**About the...
-
Senior Financial Paraplanner
6 days ago
London, Greater London, United Kingdom Financial Divisions Full time £55,000**Job Opportunity for a Senior Paraplanner**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.**Key Responsibilities:**Provide full paraplanning support to senior financial...
-
Experienced Financial Planners Wanted
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £75,000 - £80,000Job Opportunity OverviewFinancial Divisions, a leading financial services firm, is seeking experienced financial planners to join our team. As a financial planner with Financial Divisions, you will have the opportunity to work with high net worth individuals, their families, and SME owners, providing expert advice on pensions, investments, tax, and...
-
Experienced Financial Planners Wanted
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £75,000 - £80,000Job Opportunity OverviewFinancial Divisions, a leading financial services firm, is seeking experienced financial planners to join our team. As a financial planner with Financial Divisions, you will have the opportunity to work with high net worth individuals, their families, and SME owners, providing expert advice on pensions, investments, tax, and...
-
Financial Planners Wanted for HNW Clients
4 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...
-
Financial Planners Wanted for HNW Clients
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity for Experienced Financial PlannersWe are seeking highly skilled and experienced Financial Planners to join our team at Financial Divisions. As a Financial Planner, you will be responsible for managing existing client portfolios and providing expert advice on pensions, investments, tax, and retirement planning.About the RoleThis is an exciting...
-
Experienced Financial Planners Wanted
7 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Description**Multiple Opportunities for Experienced Financial Planners**We are seeking several experienced Financial Advisers to join our team at Financial Divisions. As a leading provider of financial services, we offer a range of opportunities for self-employed and employed Financial Planners to work with high net worth individuals and SME owners.**Key...
-
Financial Planning Specialist
6 days ago
London, Greater London, United Kingdom Financial Divisions Full time £55,000**Job Summary**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a critical role in providing high-quality financial plans for clients and supporting our senior financial planners in their work.**Key Responsibilities**Provide comprehensive paraplanning support to...
-
Senior Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timePosition 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 Chartered Financial Planner, you will leverage your extensive expertise in advising Ultra High Net Worth (UHNW) clients with complex financial needs, typically...
-
Senior Financial Planner
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a forward-thinking and vibrant financial services company seek a highly skilled Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in...
-
Senior Financial Planner
6 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a forward-thinking and vibrant financial services company seek their next Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the...
-
Senior Financial Planner
3 days ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is assisting a forward-thinking and vibrant financial services company seek a highly skilled Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in...
-
Financial Planning Specialist
6 days ago
London, Greater London, United Kingdom Financial Divisions Full time £55,000**Job Opportunity for a Senior Paraplanner**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.**Key Responsibilities:**Provide comprehensive paraplanning support to senior...
-
Senior Urban Planner
6 days ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Town PlannerJob SummaryWe are seeking a highly skilled Senior Town Planner to join our team at The Planner Jobs Redactive Publishing Limited. As a Senior Town Planner, you will be responsible for providing expert planning advice to our clients and contributing to the development of our planning services.Key ResponsibilitiesProvide expert planning...
-
London, Greater London, United Kingdom Financial Divisions Full time**About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services. As a Financial Planner, you will be responsible for providing expert advice to our clients on a range of financial matters, including pensions, investments, tax, and retirement planning.**Key Responsibilities**•...
-
London, Greater London, United Kingdom Financial Divisions Full time**About the Role**We are seeking experienced Financial Planners to join our team at Financial Divisions, a leading provider of financial services to high net worth individuals and SME owners.**Key Responsibilities**Manage existing client portfolios and provide expert financial planning adviceDevelop and implement comprehensive financial plans to meet...
-
Strategic Financial Planner
6 days ago
London, Greater London, United Kingdom Goodman Masson Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at Goodman Masson. As a Senior Financial Planner, you will be responsible for leading the development of medium and long-term financial plans, creating financial models, and analyzing financial performance.Key ResponsibilitiesFinancial Planning: Develop and implement...
-
Strategic Financial Planner
5 days ago
London, Greater London, United Kingdom Goodman Masson Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at Goodman Masson. As a Senior Financial Planner, you will be responsible for leading the development of medium and long-term financial plans, creating financial models, and analyzing financial performance.Key ResponsibilitiesFinancial Planning: Develop and implement...