Senior Financial Planning Specialist

Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

We 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...

About 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...

We 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...

Senior Paraplanner VacancyA leading independent wealth planning firm in Central London is seeking an experienced Senior Paraplanner to join their team. The successful candidate will be responsible for supporting their advisers in providing comprehensive financial planning services to high-net-worth individuals.The ideal candidate will have a solid...

We have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...

Job DescriptionWe are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Financial Planning Support Specialist, you will be responsible for providing full...

Job DescriptionA Senior Financial Planning Expert is required to join a highly respected London-based business, providing exceptional opportunities for career development in a well-balanced working environment.The successful candidate will enjoy a top salary of £65k, accompanied by an excellent benefits package. The role offers a unique blend of technical...

At BDO Canada LLP, we are committed to delivering exceptional service and building long-lasting relationships with our clients. As a Senior Financial Planning Specialist, you will play a key role in helping individuals and families achieve their financial goals.Job Summary:We are seeking a highly skilled and motivated individual to join our Wealth Management...

**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...

Job OverviewCer Financial Ltd is seeking a highly skilled Senior Tax Analyst to support the Head of Accounting for Tax function within the Finance team.The successful candidate will be instrumental in supporting a growing Finance team with diversified skills and technical knowledge.Key Responsibilities & Accountabilities:Tax StrategyDesign and implement a...

The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

Financial Planning and Analysis Specialist Job DescriptionCO_UK Alfa Financial Software Limited is seeking a skilled Financial Planning and Analysis Specialist to join our team in London. The successful candidate will contribute to strategic growth objectives by analyzing business performance and implementing effective analysis tools.About the CompanyWe...

Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

A leading leisure & hospitality company in the UK is seeking a seasoned Financial Planning Expert to lead their finance team. With an estimated salary of £70,000 - £90,000 per annum, this exciting opportunity offers a chance to make a significant impact on the company's financial strategy.About the RoleThe ideal candidate will be responsible for providing...

Are you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...

We are looking for a highly skilled Senior Financial Planning Specialist to join our team at CV Elite, an award-winning Chartered Financial Planning firm in Marylebone, London W1.The ideal candidate will have experience working on complex cases for HNW and UHNW clients, utilizing their technical expertise to develop comprehensive financial plans tailored to...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

About the Rolembf. is seeking a highly skilled Senior Financial Planning Specialist to join our team in London. As a key member of our wealth management team, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:• Develop and implement...

Estimated Salary: £60,000 - £80,000 per annumThis role requires a qualified ACA/ACCA or CIMA accountant with a passion for joining a growing business.Main Responsibilities:Prepare monthly management accounts for review by senior leadership.Develop and implement financial plans and analysis to inform business decisions.