Financial Planning Expert for Complex Cases

5 days ago


London, Greater London, United Kingdom Financial Divisions Full time
About Us

We are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.



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    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...


  • London, Greater London, United Kingdom Financial Divisions Full time

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  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    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...


  • London, Greater London, United Kingdom Sellick Partnership Full time £32,000 - £44,000

    Job Title: Estate Planning SolicitorJob Description:We are seeking an experienced Estate Planning Solicitor to join our team at Sellick Partnership. As a key member of our estate planning team, you will be responsible for managing a caseload of complex estate planning cases, including Wills, Trusts, and Lasting Powers of Attorney (LPAs).Key...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the Role:We are looking for a skilled Financial Planning Expert to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions.Key...


  • London, Greater London, United Kingdom Trace - Expert Accountancy Recruitment Full time

    **Role Overview**We are seeking a skilled Financial Planning Specialist to join our team at Trace - Expert Accountancy Recruitment. This is an exciting opportunity for an experienced management accountant to play a pivotal role in supporting one of the UK's most respected arts and cultural institutions.**Location & Salary**This full-time position is...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • London, Greater London, United Kingdom Executive Network Legal Limited Full time

    We are seeking a skilled and experienced Clinical Negligence Solicitor to join our team. As a key member of our team, you will be responsible for handling a caseload of clinical negligence cases and providing expert legal services to our clients.About UsExecutive Network Legal Limited is a leading provider of legal services, dedicated to delivering...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...


  • London, Greater London, United Kingdom US Tax & Financial Services Sàrl Full time

    Private Client Group OpportunityAbout the Role:As a Senior Financial Planning Expert, you will be part of our Private Client Group, focusing on preparing and reviewing complex US and UK individual tax returns. Your role will involve carrying out research to provide technical solutions and deliverables for clients, preparing budgets, and contributing to the...


  • London, Greater London, United Kingdom Origin Legal Full time

    Origin Legal, a leading law firm, is seeking an experienced Court of Protection Solicitor to join our team. The ideal candidate will have a proven track record in handling complex cases and providing expert advice on financial management, welfare matters, and capacity issues.We are looking for a qualified solicitor with 2-3 years PQE and experience in Court...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    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...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    At Premier Jobs UK, we are seeking a highly skilled Financial Planning Expert to join our team on a self-employed basis. This home-based role involves providing financial planning advice to clients with complex needs.The ideal candidate will have a minimum of 3 years of experience as a Financial Advisor and hold a Level 4 Diploma in Financial Planning or...


  • London, Greater London, United Kingdom Sellick Partnership Full time

    Estate Planning Solicitor RoleAbout the JobSellick Partnership is seeking an experienced Estate Planning Solicitor to join their team. The successful candidate will have a strong attention to detail and the ability to draft complex documents.Key ResponsibilitiesManage a caseload of complex Estate Planning cases, including Wills, Trusts, and LPAs.Collaborate...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we're seeking a skilled Mortgage & Protection Expert to join our team. As a highly successful and leading business, we pride ourselves on our honest and professional approach to services. Our ideal candidate will have a CeMAP or relevant Mortgage Qualification and a minimum of 2 years experience of delivering Mortgage &...

  • Financial Planner

    1 month ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...


  • London, Greater London, United Kingdom Ambition Full time

    As a Financial Planning Expert at Ambition, you will play a crucial role in supporting the firm's leadership teams with accurate, timely, and insightful financial planning advice. This will enable the business to make informed decisions to drive strategic growth plans.This role requires a strong financial and analytical background, with a minimum of 4 years...


  • London, Greater London, United Kingdom Norman Alex Full time

    Norman Alex is seeking a highly skilled Financial Planning Expert to join their team in London or one of their overseas offices. The ideal candidate will have expertise in UK pensions and investments, with a strong understanding of the wealth management industry. The role offers a competitive salary and performance-based bonuses.The successful candidate will...


  • London, Greater London, United Kingdom Activision Full time

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