Strategic Financial Planner
4 days ago
Artemis Recruitment Consultants Ltd is looking for a skilled Strategic Financial Planner to join their team in Berkshire. This role offers a competitive salary of £55,000 - £70,000 per annum.
The ideal candidate will have excellent planning and organisational skills, with the ability to maintain and develop client relations, maximising their potential. Key responsibilities include:
- Maintaining accurate records in the CRM system.
- Ensuring all revenue targets are met and work is completed in a compliant manner.
- Developing and implementing effective financial plans for clients.
The successful candidate will be proficient in Microsoft packages and client databases, with a strong understanding of pensions, investments, and personal/professional protection. Benefits include private medical insurance, life assurance, and employer pension contributions.
This is an excellent opportunity for a motivated individual to build a rewarding career as a Strategic Financial Planner. If you have the required skills and experience, please apply for this challenging role.
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Strategic Financial Planner
2 weeks ago
London, Greater London, United Kingdom Gresham Hunt Full timeJob Title: Strategic Financial PlannerWe are seeking an experienced Financial Planning and Analysis (FP&A) professional to join our team at Gresham Hunt, a global insurance business based in London or hybrid.This is an exciting opportunity for a post-qualified financial analyst looking to take on more senior responsibilities, including stakeholder...
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Strategic Financial Planner
4 days ago
London, Greater London, United Kingdom Boston Hale Full timeJob DescriptionWe are seeking a highly skilled Strategic Financial Planner to join our finance team at Boston Hale.Key Responsibilities:Support the Head of Management Accounts in developing and implementing strategic financial planning, including budgets.Lead on costing and pricing models, ensuring accurate compilation of financial information with Business...
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Strategic Financial Planner
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is looking for a skilled Strategic Financial Planner to meet with clients and prospective clients, providing financial planning services in accordance with the company propositions.The estimated salary for this role is £62,500 per annum, based on industry standards.This position requires:Maintaining and developing client...
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Strategic Financial Planner
2 weeks ago
London, Greater London, United Kingdom NSC Global Full timeNSC Global, a multi-national technology managed network services and infrastructure with a proven track record and blue-chip client base, seeks an accomplished Strategic Financial Planner to join its team in London. The ideal candidate will be responsible for the analysis and presentation of financial and non-financial data to the CEO, Board, and senior...
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Financial Planner
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeWe are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.Job Role:Develop and implement tailored financial plans to meet clients' goals and objectivesProvide expert advice on current financial issues and make recommendations...
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Senior Financial Planner
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. This is a unique opportunity for a highly skilled professional to work with a dynamic and award-winning Chartered IFA firm.The Role:As a Senior Financial Planner, you will be responsible for delivering whole of market financial advice to HNW retirees,...
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Senior Financial Planner
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...
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Strategic Development Planner
4 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Description:An exciting opportunity has arisen for an experienced Strategic Development Planner to join a dynamic team and report directly to the Strategic Land Manager. This role offers a challenging and rewarding experience for a professional with a minimum of 2 years' experience in strategic land planning.Responsibilities:Identify and secure strategic...
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Strategic Financial Planner
1 month ago
London, Greater London, United Kingdom OPEN Health Full time**About the Role**We are seeking a skilled Strategic Financial Planner to join our team at OPEN Health. This is a critical role that will be responsible for delivering and executing Group FP&A activities.The successful candidate will be responsible for developing and coordinating the preparation of monthly management reports, supporting the budgeting and...
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Financial Divisions Chartered Financial Planner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Title: Financial Divisions Chartered Financial PlannerWe are seeking a skilled and experienced Chartered Financial Planner to join our team at Financial Divisions. As a Senior Wealth Manager, you will be responsible for managing an existing book of clients generating £150,000 in ongoing advice fees. The ideal candidate will have 3 years of experience in...
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Financial Planner Assistant
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Opportunity:We are seeking a skilled Paraplanner to strengthen our Financial Planning team in our London office.Prepare high-quality reports and annual reviews for clients.Develop cashflow forecasts to help clients meet their long-term financial goals.Accompany Financial Planners to client meetings, prepare meeting notes, and conduct research.The ideal...
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Financial Planner
1 week ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAs a Wealth Management Specialist at Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. With a strong focus on face-to-face service, our team of advisers is dedicated to delivering exceptional customer experiences across the UK.The role involves preparing sound financial plans to ensure clients meet...
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Senior Financial Planner
2 weeks ago
London, Greater London, United Kingdom cer Financial Ltd Full timeSenior Financial Planner (Tax)cera Financial Ltd is seeking a Senior Financial Planner (Tax) to collaborate with the Head of Accounting for Tax in driving business growth.This role plays a pivotal part in advancing our Finance team's technical expertise.Core Responsibilities:Tax Planning Expertise:Develop and implement comprehensive tax strategies aligned...
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Strategic Planner
1 month ago
London, Greater London, United Kingdom Richmond & Wandsworth Councils Full timeWe are seeking a Strategic Planner to join our Richmond and Wandsworth Better Service Partnership team. This role will involve shaping local neighbourhoods where people can thrive.The successful candidate will have a range of responsibilities spanning development management, strategic applications, spatial planning, conservation & urban design, planning...
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Quilter Academy for Financial Planners
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Required Skills and Qualifications**A strong work ethic and excellent communication skills.Good attention to detail, strong maths skills, and ability to learn and analyse financial information.Trustworthiness and ability to manage money in line with appropriate rules and regulations.Experience with MS Office and data management systems.Ethical mindset and...
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Strategic Planner
4 days ago
London, Greater London, United Kingdom ENGINEERINGUK Full timeAbout the RoleOverviewAs a Strategic Planner, you will support the development and implementation of global communication & media strategies at a brand level. You will be responsible for helping develop best practice guidelines for media effectiveness, creating a data-led approach to brand building and performance driving.You will work closely with the Head...
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Strategic Financial Planner
3 days ago
London, Greater London, United Kingdom Michael Page (UK) Full timeFP&A Manager Opportunity at Michael Page (UK)We are seeking an experienced FP&A Manager to join our team in London (Greenford). This role offers a competitive salary range of £80,000-£90,000 per annum and provides an excellent opportunity for career growth and development.About the RoleThe FP&A Manager will be responsible for leading financial planning and...
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Strategic Media Planner
2 weeks ago
London, Greater London, United Kingdom Fuse Full timeAbout the Role:As a Strategic Media Planner at Fuse, you will play a key role in driving business success for Intuit QuickBooks. The ideal candidate will have strong channel knowledge and planning experience to work across this fast-paced business.Intuit is a leading fintech company that provides software solutions for small and medium-sized businesses to...
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Strategic Category Planner
7 days ago
London, Greater London, United Kingdom Sephora Full timeElevate Your Career as a Strategic Category PlannerSephora is seeking a skilled Strategic Category Planner to join our team. In this role, you will play a crucial part in driving strategic planning and decision-making across our category operations. As a key member of our Supply Chain team, you will collaborate with cross-functional teams to develop and...
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Strategic Financial Planner
3 weeks ago
London, Greater London, United Kingdom Greatmans Consulting Ltd Full timeJob OpportunityWe are seeking an experienced Financial Planner to join our team in Putney. This is a fantastic opportunity for a qualified professional to take on a £35m book of clients and progress their career with no hard targets.The ideal candidate will have experience working with high net worth individuals and be looking to develop their skills and...