Financial Planning Expert
3 weeks ago
We are seeking a highly skilled Financial Planning Expert to join Gresham Hunt, a leading Global Insurance business.
The successful candidate will be responsible for all capital planning, scenario analysis and presentation of management information to stakeholders.
This is a hybrid role based out of our EC3 office in London, offering a great opportunity for career progression and stakeholder engagement.
About the Role:- Main point of contact for forecasting and financial planning, ensuring planning models are continuously updated and optimized.
- Collaborate with leadership to develop and maintain financial and capital forecasts that align with strategic business goals.
- Support process and system improvements to enhance forecasting and planning accuracy across the company.
- Create and deliver financial performance reports and presentations to stakeholders, providing clear insights into business results.
- Perform scenario analysis to guide decision-making and offer informed options for potential outcomes.
The estimated salary for this role is £68,000 per annum.
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Financial Planning Expert
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.
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Financial Planning Consultant
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
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Financial Planning Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...
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Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...
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Financial Planning Career Development
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...
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Financial Planning Career Transition Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...
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Financial Planning Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...
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Financial Planning Expert
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...
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Financial Planning Professional
3 weeks ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...
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Financial Planning Professional
7 days ago
London, Greater London, United Kingdom Financial Planning Firm Full timeRecruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis to...
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Senior Financial Planning Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
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Financial Planning Expert
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeJob OverviewWe are seeking a highly skilled Financial Planner to join our team at Quilter Financial Advisers.The successful candidate will have extensive experience in analysing financial information and providing expert advice to clients. Strong communication skills, attention to detail, and proficiency in MS Office and CRM systems are essential for this...
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Career Opportunities in Financial Planning
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.
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Financial Planning Expert
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a vital role in helping individuals achieve their financial goals through sound planning and advice.Key Responsibilities* Analyse clients' financial information to identify areas...
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Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking two experienced professionals to join their team as Financial Consultants. This role offers a competitive annual salary of £50,000, providing an excellent opportunity for career growth and professional development.The ideal candidate will have strong analytical and communication skills, with the ability to provide...
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Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Title: Senior Wealth ManagerA highly skilled and ambitious individual is required to excel in a dynamic employed opportunity.The successful candidate will have an estimated annual salary of 60000 GBP, with the potential for significantly higher earnings.Key responsibilities include:Developing effective strategies to drive business growth and...
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Senior Financial Planning Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...