Senior Financial Planner
20 hours ago
Are you a Senior Paraplanner looking for a challenging role where you can utilize your skills to support high-net-worth clients? We are seeking a near-Chartered, experienced Professional to join our Private Client team as a Senior Financial Planner.
This part-time position is ideal for someone who wants to work in a boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice. As a Senior Financial Planner, you will directly support one Financial Adviser in assisting HNW clients with complex cases.
The successful candidate will have at least 5 years of relevant experience in a similar role and be near-Chartered via the CII. Your responsibilities will include:
- Directly supporting with high-net-worth clients on complex cases
- Preparing for and attending client meetings
- Gathering research and analysing information
- Product suitability letters and reports
- Conducting cash flow modelling
- Communicating with clients directly on complex queries
- Constructing financial plans with the Adviser
We offer a competitive salary of £55,000 - £65,000 FTE, which is based on the London market rate. This role is perfect for someone who wants to work in a dynamic environment where they can grow professionally and personally.
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Senior Financial Planner
1 hour 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
19 hours 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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Senior Financial Planner
4 weeks 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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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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Technical Financial Planner Leader
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAs a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...
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Financial Planner
23 hours 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
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Senior Financial PlannerSalary Range:£50,000 - £70,000 per annumJob Description:In this challenging role as Senior Financial Planner with Artemis Recruitment Consultants Ltd, you will provide financial planning support to Private Client Advisors. Your primary responsibilities include preparing lifetime cashflow models for clients and...
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Financial Planner Assistant
3 days 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
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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
1 month 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
1 week ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd seeks a highly skilled Professional to work as a Senior Financial Planner in their East Anglia office. The role offers a competitive salary of up to £70,000 per annum.The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe 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...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a Senior Paraplanner at Blakemore Recruitment, based in Golders Green. This role offers a competitive salary of £50,000 - £60,000 per annum and hybrid working arrangements.Job DescriptionThis is an exciting opportunity to join a highly regarded financial planning practice as a Senior Paraplanner. You will be responsible for preparing...
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Senior Financial Planner
2 days ago
London, Greater London, United Kingdom Evelyn Partners Full timeWe're seeking a highly skilled Senior Financial Planner to join our team at Evelyn Partners. As a leader in the industry, we offer an exciting opportunity for career growth and development.The successful candidate will be responsible for delivering high-quality financial planning and wealth management advice, building strong relationships with clients, and...
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Senior Town Planner Role
1 month 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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Quilter Academy for Financial Planners
59 minutes 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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Senior Financial Consultant
19 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...
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Senior Town Planner Position
2 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeOur client, a leading planning consultancy, is seeking a seasoned Senior Town Planner to join their dynamic team. With a commitment to excellence, they provide comprehensive town planning services to clients across the UK.Requirements:A degree in Town Planning or a related field is essential.Membership of the Royal Town Planning Institute (RTPI) is highly...
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Senior Financial Consultant
22 hours ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeJob OverviewWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Quilter Financial Advisers.This is an exciting opportunity for a seasoned financial professional to take on a key role in helping individuals achieve their long-term financial goals.The successful candidate will have a proven track record of providing...
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Senior Financial Planner
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London, Greater London, United Kingdom Premier Jobs UK Full timeAs a Senior Financial Planner at Premier Jobs UK, you will be provided with a steady flow of leads from clients seeking comprehensive financial planning services. This directly authorised firm is looking for an experienced Financial Advisor to join their team on a self-employed basis with tiered splits for company-provided leads and your own self-generated...