Financial Planning Team Lead
3 weeks ago
The Planning & Training Coordinator will play a vital role in ensuring that our financial planners meet certification standards and provide high-quality training and support to our team members.
Key Responsibilities:- Train and Develop Financial Planners:
- Manage T&C processes to ensure planners meet certification standards.
- Arrange and deliver training sessions as required.
- Work Experience:
- Significant experience in a T&C role, specifically within Financial Advice.
$65,000 - $85,000 per annum.
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Financial Services Consultant
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Financial Services Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
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Advisory Solutions Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...
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Wealth Management Expert
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...
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Senior Financial Operations Lead
4 weeks ago
Birmingham, Birmingham, United Kingdom Team ITG Full timeAt Team ITG, we're seeking a highly skilled Senior Financial Operations Lead to oversee our financial operations and drive efficiency across the organisation. This exciting opportunity comes with a competitive salary of £65,000 - £80,000 per annum.About the RoleWe are looking for an experienced finance professional who can lead and manage cross-functional...
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Strategic Financial Planning Lead
1 month ago
Birmingham, Birmingham, United Kingdom T2M Resourcing Limited Full timeStrategic Financial Planning LeadAbout the RoleWe are seeking an experienced Senior Planning and Analysis Manager to join our team as a Strategic Financial Planning Lead. As a key member of our finance team, you will be responsible for providing high-quality business insights and strategic planning to support our company's growth and success.Main...
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Planning Project Manager
1 week ago
Birmingham, Birmingham, United Kingdom LEAD Careers Full timeTake your passion for landscape architecture to the next level with LEAD Careers! As an experienced Landscape Architect, you will be responsible for collaborating with our team to make the planning process more efficient and streamlined.Key ResponsibilitiesProvide expert ecological and arboricultural advice to clientsDevelop innovative solutions to complex...
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Protection Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
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Leading Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Advisor to join our team in Birmingham. The successful candidate will be responsible for delivering high-quality financial advice to clients and identifying new business opportunities.Key Responsibilities:To service existing clients and identify new business opportunities.To design and implement tailored...
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Ecological Services Lead
1 week ago
Birmingham, Birmingham, United Kingdom LEAD Careers Full timeSkyrocket your career as a Landscape Architect at LEAD Careers! Our dynamic team focuses on simplifying the planning process through ecology surveys, tree surveys, and biodiversity solutions. You will be responsible for providing top-notch ecological and arboricultural services to our valued clients.About the RoleWork closely with our specialists to deliver...
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Financial Planning Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeAbout Our ClientAs a leading Private Equity fueled software company in the UK, our client has established itself as a substantial player in the technology and telecoms industry.Job DescriptionKey ResponsibilitiesCollaborate with stakeholders to align financial reporting strategies.Manage and manipulate large data sets to ensure accurate and timely financial...
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Head of Financial Planning
6 days ago
Birmingham, Birmingham, United Kingdom MERJE Ltd Full timeJob DescriptionThe Head of Financial Planning will play a pivotal role in leading and developing a financial advice team at MERJE Ltd. Your primary responsibility will be to ensure the team delivers high-quality service and develops innovative propositions that meet the needs of our clients.As a seasoned leader, you will oversee risk and control frameworks,...
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Financial Planning Specialist
6 days ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeOverview: AFH Wealth Management is a leading independent financial advisory firm, offering exciting career opportunities for determined and ambitious individuals. Salary: The salary for this role is estimated to be around £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking a skilled Paraplanner to join our team in...
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Financial Operations Director
4 weeks ago
Birmingham, Birmingham, United Kingdom Team ITG Full timeAt Team ITG, we are seeking a highly skilled Financial Operations Director to oversee our financial operations and drive business growth.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus a range of benefits, including 25 days' holiday, annual wellbeing day, pension scheme, corporate medical cash plan, smart working...
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Financial Planning Director
3 weeks ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group (ITG) Full timeKey Responsibilities- Lead the annual budgeting and quarterly forecasting process, ensuring alignment with the company's strategic goals- Develop long-term financial models to support strategic decision-making and evaluate potential business opportunities- Provide strategic recommendations to the executive team based on financial analysis and projectionsJob...
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Financial Planning Analyst
3 weeks ago
Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full timeWe are currently working in partnership with Lord Accounting & Finance to appoint an interim Financial Planning Analyst to support a key area of the group.The Role:A Business Operations Specialist will be responsible for providing insight and decision support to senior stakeholders, supporting multiple functions within the business. In an organization where...
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Financial Planning and Analysis Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeFinancial Planning and Analysis ExpertWe are seeking an experienced Financial Planning and Analysis Expert to join our team at Michael Page (UK) as a Senior Budget and Planning Manager. This six-month hybrid interim role offers an exciting opportunity to work on the annual budgeting process, financial business planning, spend review, and in-year budget...
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Financial Planning Professional
1 month ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Career at Evelyn Partners Fund SolutionsWe are seeking a highly motivated individual to join our Financial Planning team at Evelyn Partners Fund Solutions Limited. As a Trainee, you will have the opportunity to learn from experienced professionals and develop a well-respected profession.Our Financial Planning teams work with private...
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Financial Planning Strategist
3 weeks ago
Birmingham, Birmingham, United Kingdom HS2 (High Speed Two) Full timeAbout Us">High Speed 2 (HS2 Ltd) is a UK-based company responsible for the development of a new high-speed rail network. Our vision is to create a skills legacy and develop a diverse range of talent. We are currently seeking a talented individual to join our team as a Financial Planning Strategist. In this role, you will be responsible for leading an...
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Financial Planning Researcher
1 week ago
Birmingham, Birmingham, United Kingdom Bruin Full timeAbout the Role: We are seeking a skilled Paraplanner to join our team in Birmingham, working closely with our Wealth Planners to deliver high-quality financial planning services.Main Responsibilities:Conduct comprehensive research on financial planning products and servicesDevelop and implement cash-flow models and suitability reportsSupport Wealth Planners...