Current jobs related to Senior Financial Planning Professional - Nottingham, Nottingham - IDEX Consulting
-
Experienced Financial Planning Professional
1 month ago
Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full timeJob Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...
-
Experienced Financial Planning Professional
1 month ago
Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full timeJob Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...
-
Senior Financial Planning Administrator
4 days ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...
-
Financial Planner
1 month ago
Nottingham, Nottingham, 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 fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
-
Financial Planner
1 month ago
Nottingham, Nottingham, 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 fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
-
Senior Financial Planning Professional
2 months ago
Nottingham, Nottingham, United Kingdom Progeny Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will play a key role in providing exceptional client service and ensuring the necessary compliance, record keeping, and technical requirements are met.Key ResponsibilitiesClient Service: Provide excellent...
-
Senior Financial Planning Professional
2 months ago
Nottingham, Nottingham, United Kingdom Progeny Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Progeny. As a Senior Financial Planner, you will play a key role in providing exceptional client service and ensuring the necessary compliance, record keeping, and technical requirements are met.Key ResponsibilitiesClient Service: Provide excellent...
-
Comprehensive Financial Adviser Training Program
4 weeks ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...
-
Comprehensive Financial Adviser Training Program
4 weeks ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...
-
Comprehensive Financial Adviser Training Program
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...
-
Comprehensive Financial Adviser Training Program
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...
-
Senior Financial Strategist
1 week ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeJob Title: Finance ManagerJob Summary:We are seeking a highly skilled Finance Manager to join our team at Cherry Professional. As a key member of our finance department, you will play a vital role in supporting the Board, Head of Finance, and Senior Leadership Team in delivering best-in-class reporting, performance, control, and governance frameworks.Key...
-
Financial Planning and Analysis Specialist
2 months ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
-
Financial Planning and Analysis Specialist
2 months ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
-
Financial Planning Professional
1 week ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Professional to join our team at Bond Rec. As a Paraplanner, you will play a crucial role in delivering exceptional financial planning advice to our clients.Key Responsibilities:Provide high-quality paraplanning services to financial planners.Develop and maintain strong technical knowledge of...
-
Group Financial Controller
1 month ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeExciting Opportunity for a Group Financial ControllerWe are seeking a highly skilled and experienced Group Financial Controller to join our team. As a key member of our senior leadership team, you will be responsible for leading our finance function and providing strategic financial guidance to the business.Key Responsibilities:Lead and manage the finance...
-
Group Financial Controller
1 month ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeExciting Opportunity for a Group Financial ControllerWe are seeking a highly skilled and experienced Group Financial Controller to join our team. As a key member of our senior leadership team, you will be responsible for leading our finance function and providing strategic financial guidance to the business.Key Responsibilities:Lead and manage the finance...
-
Senior Financial Reporting Manager
3 weeks ago
Nottingham, Nottingham, United Kingdom Hays Senior Finance Full timeJoin Our Team as a Financial Reporting and Accounting DirectorYour new role at Hays Senior Finance is a key position within the accounting and financial reporting team, focusing on delivering the preparation of statutory accounts primarily for audit clients. With a strong background in accounting standards and consolidated accounts, you will be responsible...
-
Senior Financial Reporting Manager
4 weeks ago
Nottingham, Nottingham, United Kingdom Hays Senior Finance Full timeJoin Our Team as a Financial Reporting and Accounting DirectorYour new role at Hays Senior Finance is a key position within the accounting and financial reporting team, focusing on delivering the preparation of statutory accounts primarily for audit clients. With a strong background in accounting standards and consolidated accounts, you will be responsible...
-
Group Financial Controller
1 month ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeExciting Opportunity for a Group Financial ControllerWe are seeking a highly skilled and experienced Group Financial Controller to join our team. As a key member of our senior leadership team, you will be responsible for leading our finance function and providing strategic financial guidance to the business.Key Responsibilities:Lead and manage the finance...
Senior Financial Planning Professional
2 months ago
**About the Role**
IDEX Consulting, a leading industry accredited Financial Planning business, is seeking a highly skilled Senior Financial Planner to join their growing team in the UK.
This Financial Planner opportunity will offer exposure to high net worth (HNW) and ultra-high net worth (UHNW) clients with complex financial needs that require an exceptional level of service.
The successful candidate will be responsible for providing regular review meetings and proactive contact with clients, their families, and other professionals who advise them.
To support their success, the team will provide a highly capable support system, including technicians and administrators operating in the back office for client and advice-related cases.
The Senior Financial Planner will play a significant role in steadily growing the client group, primarily through building a network of professionals and providing a service that exceeds client expectations.
No requirement to bring existing clients.
**Key Responsibilities**
- Provide exceptional financial planning services to HNW and UHNW clients
- Develop and maintain strong relationships with clients and their families
- Collaborate with other professionals to deliver comprehensive financial solutions
- Contribute to the growth of the client group through professional networking and exceptional service delivery
**What We Offer**
IDEX Consulting is committed to creating an inclusive and equitable work environment. We strive to attract and retain top talent by offering a competitive compensation package and opportunities for professional growth and development.
