Senior Financial Planner
7 days ago
We are looking for a Senior Financial Planner to lead our Client Services team and manage a portfolio of existing clients. As a key member of our Financial Planning team, you will be responsible for delivering high-quality services to clients and driving business growth.
Job Overview
In this role, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing financial planning advice. You will also work closely with the firm's staff and partners to develop relationships and drive business growth.
Key Responsibilities
- Manage a portfolio of existing clients and identify planning opportunities
- Provide financial planning advice to internally and externally referred clients
- Develop relationships with the firm's staff and partners
- Maintain technical knowledge of personal tax and financial planning matters
- Deal with ad hoc client advisory issues
Requirements
To be successful in this role, you should have a Diploma qualification as a minimum, ideally Certified Financial Planner and Chartered Financial Planner. You should also hold substantial financial planning experience and be able to demonstrate an understanding of risk management issues.
Benefits
The estimated salary for this role is £90,000 - £110,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including flexible working arrangements and opportunities for professional development.
-
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...
-
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...
-
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...
-
Senior Financial Planner
1 week 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...
-
Financial Planner Assistant
3 hours 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...
-
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...
-
Senior Financial Planner
4 weeks 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...
-
Senior Financial Planner
5 days 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...
-
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...
-
Senior Financial Planner
3 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...
-
Senior Town Planner Role
4 weeks 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...
-
Senior Town Planner Position
1 week 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...
-
Senior Financial Planner
5 days ago
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...
-
Senior Financial Planner
2 months 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...
-
Senior Financial Planner Professional
2 weeks ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a skilled and experienced Senior Financial Planner to join our team at IDEX Consulting. This is an exciting opportunity for a highly motivated individual to work closely with our Head of Financial Planning and contribute to the development of our existing Planner team.Job SummaryThe successful candidate will be responsible for...
-
Strategic Financial Planner
4 weeks 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...
-
Senior Cost Planner
1 week ago
London, Greater London, United Kingdom The Oyster Partnership Full timeSenior Cost Planner Opportunity in LondonWe are seeking an experienced Senior Cost Planner to join our team at The Oyster Partnership. As a Senior Cost Planner, you will play a crucial role in the financial planning and management of residential projects. Your key responsibilities will include developing detailed cost plans and budgets for large residential...
-
Senior Financial Planner
2 days ago
London, Greater London, United Kingdom evelyn Partners Full timeEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. Our mission is to place...
-
Strategic Financial Planner
3 days 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...
-
Chartered Financial Planner
24 hours ago
London, Greater London, United Kingdom ZipRecruiter Full timeBecome a Chartered Financial Planner and Unlock New OpportunitiesWe're seeking a motivated and experienced Financial Planner to join our team as a Chartered Financial Planner. With a strong track record of providing high-quality advisory services, you'll be able to leverage your expertise to drive success and build long-lasting relationships with our...