Financial Planning Specialist

Job Title: Financial Planning SpecialistWe are seeking a highly experienced Financial Planning Specialist to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets ranging from £500,000 to £50 million.Key Responsibilities:Manage existing...

Job Title:Financial Planning Specialist (Employed Role)We are looking for an experienced Financial Planner to join our team and help us deliver exceptional financial planning services to our clients.The successful candidate will have strong problem-solving skills and the ability to create innovative financial solutions for clients.About the Firm:We are a...

Job Title: Financial Planning ExpertYou will work with high net worth clients, managing their portfolios and providing financial planning advice. This includes investments, tax planning, cashflow modelling, retirement planning, and protection.Key ResponsibilitiesManage an existing book of business with no sales targets, purely referral based.Provide expert...

Vitae Financial Recruitment is proud to partner with a leading market player seeking an experienced Senior Commercial Financial Analyst / Finance Business Partner to work within one of their fastest growing divisions.About the Opportunity:This role offers the opportunity to become an expert in a key area of the business by collaborating with functional...

Company OverviewEstablished in Hertfordshire, our independent wealth planning firm offers comprehensive financial advice to local and international families and SME owners. With a strong presence in the region, we pride ourselves on delivering tailored solutions that cater to our clients' unique needs.

Job DescriptionThis is an exciting opportunity for a seasoned Financial Advisor to join a well-established IFA firm based near Hemel Hempstead. As a key member of our team, you will be responsible for managing a portion of the Managing Director's existing book of business.The ideal candidate will have at least 5 years of advising experience and a strong...

About the Opportunity:We are looking for a Financial Planning Specialist to join our team at Ontex DE. As a key member of our Finance department, you will be responsible for delivering excellent Financial Planning & Analysis (Reporting, Forecasting, Planning) and providing financial support to strategic and operational decision making at BU/Customer...

Company Overview:Financial Divisions is a boutique, established and family-owned IFA firm with offices near Hemel Hempstead in Hertfordshire. We offer whole-of-market financial advice to local and international families and SME owners across Hertfordshire and London.We manage the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m....

**Job Responsibilities**In this role, you will be responsible for managing a portfolio of clients and providing expert financial planning advice. You will work closely with the Managing Director to develop and implement financial plans that meet the needs of our clients.Your responsibilities will include:Meeting with clients to understand their financial...

Job Title:Senior Financial Strategist (Employed Role)We are seeking an experienced Financial Planner to join our boutique, family-owned IFA firm in the UK.The ideal candidate will have strong interpersonal skills and the ability to build long-term relationships with clients. They will manage a portion of our existing book of business, providing...

Job OverviewAs a Financial Planner, you will be responsible for managing a portion of the existing book of business for an independent wealth planning firm. This is an exciting opportunity to work with high net worth clients and help them achieve their financial goals.The ideal candidate will have at least 5 years of experience in financial advisory and a...

Job OverviewA unique opportunity has arisen for a seasoned Financial Advisor to join a boutique, independent wealth planning firm based near Hemel Hempstead. The successful candidate will be responsible for managing a portion of the Managing Director's existing book of business, consisting of around 200 clients with assets ranging from £500k to £50m.The...

About the RoleThis exciting opportunity has arisen for a Financial Advisor to join our client's team as they continue to grow and expand their services. As an established Independent Wealth Planning firm, they offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London.The successful...

Company OverviewFinancial Divisions is a boutique, family-owned independent wealth planning firm based near Hemel Hempstead in Hertfordshire. The company offers whole-of-market financial advice to local and international families and SME owners.With a strong reputation built over 30 years, Financial Divisions has established long-standing relationships with...

About Us:Financial Divisions is a boutique, established and family-owned IFA firm with offices near Hemel Hempstead in Hertfordshire. We offer whole-of-market financial advice to local and international families and SME owners across Hertfordshire and London.We manage the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m. Our team...

**Company Overview:**Established in [location], Financial Divisions is a boutique, independent wealth planning firm offering whole of market financial advice to local and international families and SME owners. With offices near Hemel Hempstead, the company manages the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m.The Managing...

Job OverviewWe are seeking a highly experienced and skilled Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning department, you will be responsible for managing a significant portion of our existing client base.This is an excellent opportunity for an ambitious and results-driven professional to take on a...

**Salary & Benefits**We are offering an attractive salary of £65,000 - £80,000 per annum, plus a bonus structure that reflects your performance. In addition, you will receive a comprehensive benefits package and holiday allowance.This role is perfect for someone who wants to work in a dynamic and supportive environment with a clear career path. You will be...

Key ResponsibilitiesThe ideal candidate will have a minimum of 5 years' experience in financial planning and advisory roles, with a strong understanding of investment, tax, and retirement planning strategies.You will be responsible for developing and implementing personalized financial plans for your clients, as well as providing ongoing support and guidance...

About the RoleWe are seeking an experienced Financial Planner with a background in independent wealth planning to join our team. Ideally, you should have at least 5 years of experience in advising clients on investment, tax planning, cash flow modeling, retirement planning, and protection.As a key member of the team, you will be responsible for managing a...