Senior Wealth Planning Specialist

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.

We are seeking an experienced Strategic Wealth Manager to join our team at the Kingswood Group.About Us:The Kingswood Group is a leading provider of wealth planning and investment management solutions. With over 9 billion of Assets under Management, we have a growing network of offices across the UK, as well as offices in New York and Johannesburg.Our...

Financial Planning SpecialistAt AFH Wealth Management, we are seeking an experienced Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for understanding clients' current and future financial goals and formulating easy-to-understand financial strategies to guide them towards financial independence.Key...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

We are seeking a highly skilled Financial Planning Specialist to join our team at Informed Financial Planning.This role involves writing financial planning and suitability reports and letters, ensuring the best client outcomes.You will ensure that client files, suitability reports, and letters are fully compliant and technically accurate, liaising regularly...

MI Search is seeking a Senior Financial Planner to join its team in Hull. As a strategic wealth management professional, you will be responsible for managing a substantial portfolio of clients, providing expert financial planning advice, and supporting local administration.Key Responsibilities:Manage a portfolio of clients, providing financial planning...

Job OverviewInformed Financial Planning is seeking a highly skilled Senior Financial Planning Manager to lead our Paraplanning team in Hessle, East Riding of Yorkshire.Salary and BenefitsWe offer a competitive salary range of £32,760.00-£39,520.00 per year, plus additional benefits such as quarterly bonuses, flexible working hours, and access to company...

About Informed Financial PlanningWe are a leading provider of independent financial advice, education, and support. Our mission is to empower individuals to create a better future through our client-centred approach.

MI Search is seeking an experienced Senior Financial Planner to join its team in the Hull area.About the RoleThis national financial planning and investment management firm with a substantial portfolio of clients is looking for a skilled professional to manage existing client relationships, develop new business opportunities, and provide exceptional customer...

At Gi Group, we are seeking a highly skilled Senior Proposal Specialist to join our team. As a key member of our proposal development team, you will play a critical role in ensuring the success of our bid submissions.Key Responsibilities:Develop and lead the proposal development process, working closely with commercial and technical leads to create...

We're seeking a seasoned marketing professional to lead our client services team and drive business growth. As Head of Client Services, you'll be responsible for managing top-level clients, developing strategic marketing campaigns, and ensuring exceptional service delivery.With a minimum of 7 years' experience in a senior role at a marketing agency, you'll...

Key ResponsibilitiesDevelop and implement comprehensive financial plans for private clients, ensuring they achieve their financial goals.Conduct regular reviews to assess client progress and adjust plans as needed.Maintain expertise through ongoing professional development, adhering to industry standards.The ideal candidate will possess a minimum of level 4...

Role OverviewWe are seeking a talented Senior Financial Planning Executive to join our Kingswood Group team in Hessle. As a key member of our team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Main Responsibilities:Produce comprehensive...

About Higgs LLPWe strive to be a leading regional law firm, making a positive impact on our people, clients, and community.Our team culture is built on collaboration, loyalty, and a commitment to learning and development.We value enthusiasm and personality when recruiting and want to be an employer of choice for talented individuals.As a Senior Wealth...

Work Opportunity\We have a vacancy for a skilled financial planner to work with our clients in the Hull area.\The successful candidate will manage a significant client portfolio, provide investment advice, and assist with administrative tasks.\Remuneration: Based on your skills and experience, you can expect a salary of £65,000 - £85,000 per year.\About...

Company Overview\MI Search is a national/international financial planning and investment management firm with significant assets under management. The company seeks an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle.\This role offers a substantial and established portfolio of clients to advise, local...

Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're looking for a talented Financial Planning Professional to join our team. As a Senior Financial Associate, you'll have the opportunity to work with a diverse range of clients, developing and implementing financial plans that meet their unique needs.One of the key benefits of this...

We are excited to offer a career opportunity with a well-regarded legal firm, Cooper Lomaz, in Lincolnshire/Humber. As a Senior Trust and Inheritance Tax Specialist, you will manage a diverse range of private client cases, specialising in Trusts and Inheritance Tax planning.Job OverviewThis is an excellent opportunity for an experienced solicitor to...

Job Opportunity at MI SearchWe are working with a prominent financial planning and investment management firm to find an experienced financial planner to join their team in the Hull area.This role will involve managing a substantial and established portfolio of clients, providing local administration support, and offering paraplanning assistance. The ideal...

Role OverviewWe are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Key ResponsibilitiesProduce financial...