Financial Planning Expert

About the Role:We are seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) Expert to join our team at Vitae Financial Recruitment. This is an exciting opportunity for a qualified accountant to take on a challenging role as a Strategic Financial Partner, working closely with senior stakeholders to provide financial insight and...

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...

About the RoleWe are seeking a skilled Financial Planning Manager to join our growing team at Financial Divisions. As a key member of our team, you will play a critical role in driving business growth through effective financial planning and relationship management.The ideal candidate will have at least 5 years of experience in financial planning and possess...

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...

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 the heart of Hertfordshire, Financial Divisions is a boutique independent wealth planning firm dedicated to providing whole of market financial advice to local and international families and SME owners.The company has a strong presence in the region, with offices near Hemel Hempstead, and manages the affairs of over 200 clients...

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 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...

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...

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...

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 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...

Join our team as a Wealth Planning Specialist at Financial Divisions, where you will play a key role in shaping the future of our clients' financial lives. With a strong emphasis on delivering exceptional customer service, we are seeking an experienced Financial Planner to join our team.As a member of our team, you will be responsible for managing a...

Vitae Financial Recruitment is seeking a Senior Commercial Financial Analyst / Finance Business Partner to join one of the fastest growing divisions of a leading market player.About the Job:This role offers the opportunity to become an expert in a key area of the business by collaborating with functional heads, conducting analytics for trading call packs,...

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....

A senior financial planning role has become available at Financial Divisions, an independent wealth planning firm with offices near Hemel Hempstead. As a Financial Advisor, you will be responsible for managing a portion of the Managing Director's existing book of business.This is a servicing role that involves consulting on investments, tax planning,...

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...

About the Opportunity:Vitae Financial Recruitment is excited to partner with a leading market player seeking an experienced Senior Commercial Financial Analyst / Finance Business Partner / Finance Manager to join one of their fastest growing divisions.This truly commercial finance position partners with key senior stakeholders across the wider business,...

Key ResponsibilitiesManage a book of business consisting of approximately 200 clients with assets ranging from £500k to £50m.Provide expert guidance on investment strategies, tax planning, and retirement planning.Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.