Senior Financial Planner Professional
4 days ago
We 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 managing relationships with clients, identifying new business opportunities, and providing exceptional service to support the growth and success of our clients.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored advice and solutions.
- New Business Development: Identify and pursue new business opportunities, building on existing relationships and networks to drive growth and expansion.
- Team Collaboration: Work closely with our Head of Financial Planning and other team members to share knowledge, expertise, and best practices, driving excellence in our services.
- Proven experience in financial planning and wealth management
- Excellent communication and interpersonal skills
- Able to build strong relationships with clients and colleagues alike
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
At IDEX Consulting, we offer a competitive salary package of $120,000 - $150,000 per year, depending on experience, plus benefits and opportunities for professional growth and development.
Our Company CultureWe strive to create an inclusive and supportive work environment where everyone feels valued and empowered to succeed. Our Diversity, Equity, and Inclusion Mission drives us to promote conscious inclusion across our business and create equitable pathways for all employees.
-
Senior Financial Planner
2 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...
-
Technical Financial Planner Leader
2 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...
-
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
2 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 Urban Planner
1 month 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...
-
Senior Financial Planner
3 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 Town Planner Role
3 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 Financial Planner
2 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 Planning Professional
2 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeJob OpportunityWe are seeking a skilled Senior Paraplanner to join our team at Blakemore Recruitment. The ideal candidate will have a clear understanding of the financial planning process and be able to produce professional reports.ResponsibilitiesSupport the team of Financial Advisors and Chartered Financial Planners with debriefings and actioning...
-
Senior Financial Planner Consultant
1 month 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...
-
Strategic Financial Planner
2 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 Transport Planner Professional
3 weeks ago
London, Greater London, United Kingdom Huphuphup Full timeTransport Planning Opportunities:We are seeking an experienced Senior Transport Planner to join our busy team. As a Senior Transport Planner, you will be responsible for leading small to medium-sized projects from inception to completion, as well as being heavily involved in larger-scale projects. You will attend client meetings and liaise with external...
-
Senior Town Planner Professional
3 weeks ago
London, Greater London, United Kingdom Carrington West Full timeAbout the CompanyCarrington West is a well-established law firm that requires talented and experienced Senior Town Planners to join their dynamic planning consultancy team due to growth across the company.This role provides an excellent opportunity for a senior planner to work on a variety of planning projects, including providing expert advice and support...
-
Senior Financial Planner and Business Partner
2 weeks ago
London, Greater London, United Kingdom DELIVEROO Full timeAbout the RoleDeliveroo is seeking a skilled Senior Financial Planner and Business Partner to join our Finance and Strategy team in London.This is a unique opportunity to combine financial expertise with business acumen, influencing key stakeholders and driving strategic decision-making.Key ResponsibilitiesBusiness partner with the VP for Commercial...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Tate Full timeAt Tate, we are seeking a skilled Financial Planner to join our expanding Private Client Advice group. As a key member of our team, you will be responsible for providing regulated financial advice to our existing clients.Key ResponsibilitiesAs a Financial Planner, you will be responsible for:Offering advice on pension contributions, carry forward strategies,...
-
Senior Financial Planner
2 weeks ago
London, Greater London, United Kingdom Bank of America Full timeAbout the RoleWe are seeking an experienced Senior Financial Planner to join our team in London. As a key member of our FP&A department, you will play a critical role in driving business growth and delivering strategic insights.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform business decisionsAnalyse market...
-
Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout Us:Financial Divisions is a boutique practice dedicated to providing exceptional financial planning and advice. We are committed to delivering tailored solutions that meet the unique needs of our clients.Job Description:Paraplanner (Fully Remote)We are seeking an experienced Paraplanner to support our Financial Adviser in a fully remote role. The ideal...
-
Senior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeExperienced paraplanners are sought after by Financial Divisions, a leading independent financial advice business in the heart of London.As a senior paraplanner, you will work closely with two advisers and attend client meetings, tackling technical cases with ease. Prior experience in client-facing roles is beneficial but not essential.The ideal candidate...
-
Financial Markets Specialist
1 week ago
London, Greater London, United Kingdom Randstad Financial & Professional Full time**Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management: Build and maintain strong relationships with institutional and...
-
Senior Financial Planning Consultant
3 weeks ago
London, Greater London, United Kingdom Click and Connect Online Limited Full timeJob Title: Senior Financial Planning ConsultantAre you an experienced financial professional seeking a challenging role? We are looking for a Senior Financial Planning Consultant to join our team at Click and Connect Online Limited. Our ideal candidate will have a proven track record of providing exceptional financial planning services to clients. As a...