Senior Financial Planner
2 days ago
We are seeking a skilled Senior Financial Planner to join our clients based in central London. Our client is one of the market leaders within wealth management across Europe.
Key Responsibilities:- Analyse trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure suitability.
- Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
We offer an estimated salary range of £60k - £68k per annum.
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Senior Financial Planner
2 days 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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Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...
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Senior Financial Planner
1 month ago
London, Greater London, United Kingdom Eden Resourcing Full timeUnlock Your Potential as a Senior Financial PlannerWe are seeking a highly skilled and ambitious Financial Planner to join our team at Eden Resourcing. As a Senior Financial Planner, you will have the opportunity to work with a portfolio of high net worth clients, providing holistic advice and tailored solutions across retirement, investment, tax, and...
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London, Greater London, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planner to join our Senior Management Accountant team in London. As a key member of the finance team, you will be responsible for preparing monthly management accounts, variance analysis and presentation to the board, business partnering with operational budget holders, financial planning and...
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Senior Financial Planner
3 days ago
London, Greater London, United Kingdom Job Switch Ltd Full timeCompany Overview:At Job Switch Ltd, we are seeking a seasoned Senior Financial Planner to join our team. As an independent financial advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their long-term goals.Estimated Salary: £60,000 - £80,000 per annumJob Description:We are looking for a fully...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionRole OverviewWe are seeking a highly skilled Senior Financial Planner to join our team at JJ SEARCH LIMITED. The ideal candidate will have a strong background in financial planning and wealth management, with a focus on providing expert advice to high net worth individuals.About the RoleThis is a fantastic opportunity for a Wealth Management...
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Senior Financial Planner Consultant
3 weeks ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at JJ Search Limited.The ideal candidate will have a strong background in Wealth Planning, with experience in providing holistic financial planning services to High Net Worth individuals.Key ResponsibilitiesAnalyse clients' financial status and develop personalised strategies to...
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Senior Town Planner Role
3 days ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Title: Senior Town PlannerLocation: NorthamptonshireSalary: £35 - 45K per annumJob Type: Full-Time, Permanent (Part time may be considered)Job Description:As a Senior Town Planner, you will be responsible for overseeing and managing a variety of urban and regional planning projects. This will involve conducting thorough research and analysis on land...
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Senior Financial Planning and Analysis Manager
4 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeSenior Financial Planning and Analysis ManagerAbout the RoleThis is a senior leadership position within the Financial Planning and Analysis (FP&A) function of a leading international bank based in the City of London. The successful candidate will lead a small team responsible for planning and controlling the financials of the bank, including financial...
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Senior Development Planner
1 month ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeSenior Development PlannerAre you a skilled planning professional looking for a challenging role in a dynamic company? We have an exciting opportunity for a Senior Development Planner to join our team at The Banks Group.Key Responsibilities:Manage the existing Yorkshire portfolio while identifying new opportunitiesDevelop the planning approach and strategy...
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Senior Urban Planner
2 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Title: Senior Urban PlannerLocation: UndisclosedSector: Private - ConsultancySalary: Negotiable depending on experienceAs a seasoned Town Planner, you will lead the planning applications of all sizes, handle planning appeals, and represent clients in Local Plan submissions. Your strong stakeholder management skills will be essential for extensive client...
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom D&R Recruitment Limited Full timeKey ResponsibilitiesThe successful Chartered Financial Planner will be responsible for developing and implementing tailored financial plans for clients based on their individual needs and goals.Conduct thorough assessments of clients' financial situations, including investments, retirement, and estate planning.Build and maintain strong client relationships...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly skilled Financial Planner to join our team at Click and Connect Online Limited. As a Financial Planner, you will be responsible for advising clients on medium to longer term financial objectives, including Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Brevere Group Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Planner to join our team at Brevere Group. As a Financial Planner, you will play a key role in building and developing a portfolio of clients, managing internal referrals, and establishing new client connections.The successful applicant will be an energetic and driven individual with a...
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Senior Financial Planner
2 months ago
London, Greater London, United Kingdom Notting Hill Genesis Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Notting Hill Genesis. As a Senior Financial Planner, you will play a pivotal role in shaping the strategic direction of our financial future, aligning closely with our 30-year strategic business plan and adapting to evolving business needs.Key ResponsibilitiesLead the...
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Strategic Financial Planner
2 weeks ago
London, Greater London, United Kingdom GB010 Marsh Corporate Services Full timeJob Title: Strategic Financial PlannerAbout the Role:We are seeking a skilled Strategic Financial Planner to join our team at GB010 Marsh Corporate Services. As a key member of our finance department, you will be responsible for providing financial support to our business units and ensuring the accuracy and reliability of our financial data.Key...
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Strategic Financial Planner
2 days ago
London, Greater London, United Kingdom Nuffield Health Full timeAt Nuffield Health, we are seeking a highly skilled Strategic Financial Planner to join our team on a fixed term contract basis.As a Strategic Financial Planner, you will play a crucial role in assisting with the planning of all Nuffield Health financial requirements, including Income Statement, Balance Sheet, and Cash Flow forecasting. This is a dynamic...
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Financial Planning Specialist
4 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:*...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Fisher Investments Full timeOverviewFisher Investments Europe is seeking a skilled Financial Planner to provide regulated financial advice to existing clients. This role involves working with pensions, ISAs, and investment bonds, with opportunities for personal development and certification within the global asset management firm.The OpportunityThe Private Client Advice group provides...
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Financial Planner
4 weeks ago
London, Greater London, United Kingdom Fisher Investments Full time $10,000Fisher Investments Europe is seeking a highly motivated and experienced Financial Planner to join our growing Private Client Advice group. The ideal candidate will have a strong background in providing regulated financial advice to clients, with a focus on pensions, ISAs, and investment bonds.The Private Client Advice group provides financial advice to over...