Financial Planning Associate

**Job Description**We are looking for a Senior Financial Services Professional to join our team at Exchange Street Claims ltd. As a key member of our team, you will be responsible for developing new business and growing existing client relationships.The ideal candidate will have a strong understanding of financial planning principles and excellent...

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. Our client base ranges from private individuals to some of the UK's largest universities.About UsKingswood Group is a leading provider of trusted wealth planning and investment management solutions. With a...

Job DescriptionWe are seeking a highly skilled Financial Planning Consultant to join our team at Kingswood Group. This is an exciting opportunity for a motivated individual to work closely with clients, providing tailored financial planning solutions and conducting annual reviews.Key Responsibilities:Provide a wide range of financial planning solutions to...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.

At Kingswood Group, we're seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you'll work closely with clients to provide tailored financial planning solutions and conduct annual reviews.Job OverviewWe offer a competitive salary of £50,000 - £70,000 per annum, plus a bonus structure that rewards...

NJR Recruitment Careers is thrilled to present a fantastic opportunity for an experienced and talented Financial Planning professional to join their team as an IFA Administrator.This role is ideal for someone seeking a long-term position in a well-respected financial planning practice, with full study support and a personalized development plan.Key...

Job DescriptionWe are seeking a highly skilled Financial Planning Manager to join our team at the Kingswood Group. This is an excellent opportunity for individuals who have direct experience working with clients to provide wealth and financial planning solutions.Key Responsibilities:Work directly with clients, providing a wide range of financial planning...

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. With a strong background in managing private client relationships and providing financial advice, you'll ensure each client - big or small - is given the right guidance and advice to make the correct financial...

MI Search is a leading financial planning and investment management firm with a substantial presence in the UK. We are seeking an experienced Financial Adviser to join our team in Hull, working out of our Hessle offices.The successful candidate will manage client portfolios and provide expert financial advice, while also performing local administration and...

**Job Overview**We are seeking a skilled Financial Planning Associate Director to join our team at Exchange Street Claims ltd. In this exciting opportunity, you will be responsible for developing new business and growing existing client relationships.The successful candidate will have a strong understanding of financial planning principles and excellent...

Provide administrative support as a member of the client services team. This will underpin the delivery of accurate, comprehensive advice given to clients by Financial Planners, ensuring we maintain our excellent level of service. **Responsibilities**: - Provide daily administration support to Financial Planners - Management and processing of all client...

Role OverviewThe successful candidate will have a substantial and established portfolio of clients to advise, as well as local administration and paraplanning support. This opportunity is ideal for an experienced financial planner who holds CII level 4 Diploma status or equivalent.£80,000 - £100,000 (basic salary) + bonus scheme and benefits, hybrid...

Company OverviewKingswood Group is a leading provider of trusted wealth planning and investment management solutions to clients across the globe. With a growing network of offices in the UK, New York, and Johannesburg, we offer a wide range of financial planning solutions to individuals and institutions alike.

If you're looking for a challenging and rewarding role, consider joining us as a Senior Associate at Exchange Street Claims ltd. You will have the opportunity to develop new business, service existing clients, and work collaboratively with the team to achieve business goals. You will earn a good starting salary (up to £65,000 or £75,000 if Chartered) and...

Senior Financial RoleGleeson Homes Careers is seeking an experienced Quantity Surveyor to take on a senior financial role within our Regional Commercial team. This position demands strong analytical and problem-solving skills, along with excellent communication abilities.The successful candidate will be responsible for assisting in the delivery of commercial...

A highly competitive salary of £80,000 - £100,000+ awaits an experienced ACA/ACCA qualified accountant in this senior financial role.About the OpportunityEdwards & Pearce Limited is a global organization seeking a strategic financial lead to manage its finances and provide guidance to senior leadership.Key ResponsibilitiesDevelop and implement financial...

About the RoleThis position offers a unique blend of client work and administrative responsibilities, making it an excellent fit for a seasoned financial planner. The ideal candidate will have a strong track record in financial planning and hold a relevant diploma qualification.£80,000 - £120,000 (basic salary) + bonus scheme and benefits, flexible working...

In this exciting opportunity, you will have the chance to develop and implement financial strategies that drive business growth for Edwards & Pearce Limited.Job DescriptionAs a financial operations director, you will be responsible for managing the company's finances and providing strategic guidance to senior leadership.Your Key ResponsibilitiesAnalyze...

We are seeking a highly experienced Senior Finance Business Partner to join Edwards & Pearce Limited, a dynamic international company based in the west Hull area.About the CompanyAs a key senior financial appointment, this role will play a critical part in shaping the company's financial future. With a strong focus on growth and development, we offer a...

As a Wealth Planning Specialist, you will be responsible for providing expert advice and guidance to our clients on their financial planning needs. You will work closely with our team to deliver high-quality solutions that meet the unique requirements of each client.