Independent Financial Planning Consultant

Help Clients Achieve Their Financial GoalsQuilter Financial Advisers is seeking bright, ambitious individuals to join our full-time programme.As a financial adviser, you will have the opportunity to:Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Join Quilter...

About Our Client:A directly authorised financial planning business with a highly capable back office and compliance team. They offer complete independent financial advice, tax planning, and investment planning to private clients and business owners.Role Description:This opportunity is suitable for an established Senior Financial Planner / Adviser who wishes...

Job 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...

Senior Financial Leadership RoleGreatmans Consulting Ltd is seeking a highly experienced Financial Planner (Director level) to join their team in Birmingham.The successful candidate will have the opportunity to grow and develop a book of high net worth clients, working closely with the Managing Director and fellow Directors on the company's growth...

Financial Planning Specialist OpportunityYou will be working from home as a Financial Planning Specialist, servicing a book of existing clients. The focus is on retaining these clients and increasing their business, rather than prospecting or networking. You will inherit these clients from financial planners who are retiring or being acquired.The role is...

About our clientAn expanding boutique financial planning business seeks a skilled Financial Planning Expert to offer high-quality, client-centric advice with a focus on goals-based lifestyle planning.This trusted advice firm provides independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role...

Job Description:The Aspire Partnership LLP is an award-winning team of independent financial planners in Bristol, dedicated to offering a clear and transparent approach to planning your financial future.Our team focuses on personalised financial solutions, working with individuals at various life stages, from investing for the future to retirement planning...

Artemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to meet with clients and prospective clients to provide financial planning in accordance with the company propositions, generating compliant initial and ongoing income.Maintain and develop client relations, maximizing their potential and accurately inputting information into the...

Join 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.•...

About the RoleWe are seeking a highly skilled and experienced Chartered Paraplanner to join our team in Central Birmingham. As a Senior Paraplanner, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.Research and analyse pensions, investments, and protection to provide comprehensive proposals for...

Strategic 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...

Experienced in providing high-quality financial planning advice, IDEX Consulting seeks a skilled Associate Financial Planner to excel in client-centric goals-based lifestyle focus.This role involves working closely with an existing partner to refine and develop exceptional Financial Planning skills.The ideal candidate will have a deep appreciation for cash...

Senior Chartered Planner OpportunityWe are seeking a Senior or Director level Financial Planner to join our team as a Director/Senior Chartered Planner in the West Midlands.This is an excellent opportunity to take over a full book of existing clients, consisting of approximately 100-120 high-value clients with assets exceeding £1 million. This appointment...

About the RoleA talented Financial Planning Analyst is sought by Marc Daniels to join their team in West Drayton. This exciting opportunity is mostly remote, with occasional visits to the office.Key ResponsibilitiesCollaborate with the Ho FP&A and Reporting to gain insights into financial performance drivers.Deliver concise and impactful financial summaries...

The Investment Advisor role at Blessinginvestment is designed to provide a comprehensive range of experience and training for candidates.As a Financial Services Consultant, you will provide support and assistance to the team, adapting to changing responsibilities and using them as opportunities for learning and professional growth.Key areas of responsibility...

About the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our team at Hymans Robertson. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning services to our clients, building strong relationships with key decision-makers, and driving business growth.Key...

Sage Intacct Implementation Consultant RoleWe are seeking an experienced Sage Intacct Implementation Consultant to join our Finance Transformation Consulting team. Based in the UK, this permanent and full-time position offers a competitive salary of £40-45,000 per annum.About the RoleIn this role, you will work closely with clients to support, implement,...

The Midlands Planning and Development Team at Carter Jonas LLP is seeking an experienced Senior Planner or Associate Planner to join our growing team in Birmingham City Centre. Our established and busy Planning team has an exciting opportunity for a talented, dynamic, and ambitious Planner to work on a broad range of planning projects across the Midlands,...

Job OverviewThis role offers an exciting opportunity to join a leading international wealth management firm as a Pension Case Checker.The successful candidate will be responsible for conducting comprehensive file reviews, prioritizing Defined Benefit Transfer advice files and providing clear feedback to advisers/paraplanners.We estimate the annual salary for...

Company OverviewWe are Artemis Recruitment Consultants Ltd, a leading recruitment agency providing top talent to the Financial Services Industry.