Current jobs related to Financial Planning Specialist - London, Greater London - Robinson Financial Careers
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...
-
Senior Financial Planning Specialist
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob 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.
-
Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company is seeking a highly skilled Financial Planning Specialist to join their team in London. This is an exciting opportunity to work with a luxury media agency that supports development and internal mobility.Your new role as a Financial Planning Specialist will involve:Financial planning and analysisBudgeting and forecastingFinancial...
-
Financial Planner
2 months ago
London, Greater London, 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 Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
-
Financial Planner
1 month ago
London, Greater London, 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.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
1 month ago
London, Greater London, 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.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
2 months ago
London, Greater London, 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 unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
2 months ago
London, Greater London, 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 unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock 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...
-
Financial Planning Specialist
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeThe 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 Services Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
-
Financial Planning Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...
-
Senior Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
-
Financial Planning and Analysis Specialist
4 weeks ago
London, Greater London, United Kingdom Walker Dendle Financial Recruitment Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Walker Dendle Financial Recruitment. The successful candidate will be responsible for supporting the delivery of weekly/monthly performance reporting, quarterly forecasting, and annual planning.Key ResponsibilitiesSupport the development of the BU annual...
-
Senior Financial Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob 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...
-
Financial Planning and Analysis Specialist
4 weeks ago
London, Greater London, United Kingdom Hays Specialist Recruitment Ltd Full timeMain Responsibilities:As a Financial Planning and Analysis Specialist, you will be responsible for analysing monthly management accounts, including income statements, balance sheets, and cash flow statements. You will also develop and maintain a rolling 3-year budget for the organisation, incorporating financial forecasts and strategic initiatives....
-
Financial Planning and Analysis Specialist
4 weeks ago
London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis Specialist - Renewable EnergyYour new company is a world-leading, fast-growth, global renewable energy investor, developer, and operator. This role will be operationally involved with sites and projects on a global scale.Your New RoleThe purpose of this role is to work with the Head of Financial Planning and Analysis to...
-
Financial Planning and Analysis Specialist
4 weeks ago
London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis Specialist - Renewable EnergyYour new company is a world-leading, fast-growth, global renewable energy investor, developer, and operator. This role will be operationally involved with sites and projects on a global scale.Your New RoleThe purpose of this role is to work with the Head of Financial Planning and Analysis to...
-
Financial Planning Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...
-
Financial Planning Assistant
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading Wealth Manager, as a Paraplanner/Assistant Financial Planner. This is an exciting opportunity to work with a premier Wealth Manager, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Prepare and write...
Financial Planning Specialist
2 months ago
At Robinson Financial Careers, we are seeking a highly motivated and experienced IFA to join our team as a Financial Planning Specialist. This is an exciting opportunity to advance your career in a dynamic and growing organization.
The successful candidate will be responsible for providing professional advice and solutions to clients, generating new business opportunities, and maintaining a high level of client service. If you are a career-minded IFA looking to take your skills to the next level, we encourage you to apply.
Key Responsibilities:
- Provide expert financial planning advice and solutions to clients, ensuring compliance with FA regulations and group standards.
- Identify and pursue new business opportunities, leveraging your professional network and existing client relationships.
- Maintain and expand client numbers, AUM, and revenue through proactive and excellent service.
- Analyse and document client information, researching and recommending suitable solutions to meet their needs.
- Develop and maintain strong client relationships, providing regular contact and advice as required.
Requirements:
- Minimum of level 4 diploma qualification (Chartered status or working towards) and CAS.
- Relevant experience in a similar role within financial services.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Strong organisational and time management skills, with a high attention to detail.
- Ability to interpret and provide guidance on changes impacting clients' financial situations.
What We Offer:
- Competitive base salary and structured bonus scheme.
- 25 days annual leave plus bank holidays and 1 additional day off on your birthday.
- Salary sacrifice pension contributions and annual leave purchase scheme.
- Support for professional subscriptions and access to an online platform of flexible benefits.
- Bi-annual eye test vouchers and 4X Death in Service benefit.
We are committed to supporting your career development and offer opportunities for future qualifications and growth within the organization.
"}