Senior Financial Planner

Premier Jobs UK seeks a qualified and experienced Senior Financial Planner for an employed role in Birmingham. The ideal candidate will be based from home, with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who continually improves their client proposition and features in industry press for their...

The RoleWe are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.Key ResponsibilitiesGenerate new business and build introducer...

Job Title:Financial PlannerAbout the Role:A Chartered Financial Planning firm, Ferguson Dean, is seeking a skilled Financial Planner to join their team. As an Adviser, you will work with an existing client portfolio, providing financial planning advice and managing a portfolio of approximately £25m AUM.Key Responsibilities:Providing Financial Planning...

Job SummaryWe are seeking an experienced Financial Planner to join our award-winning Wealth Planning firm. This is a fully remote position, covering the UK wide area.The successful candidate will be responsible for providing high-quality financial planning services to clients. They will have a strong understanding of financial markets and be able to provide...

Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...

Job OverviewWe are seeking a skilled Financial Planner Assistant to join our team at ARTEMIS RECRUITMENT CONSULTANTS LIMITED, based in Birmingham. This is an excellent opportunity to work with a talented team of Financial Advisers advising clients on financial strategies, plans, and products.

Job OverviewWe are seeking a skilled Financial Planner Compliance Specialist to join our team at Clayton Davies.About the RoleThis is a unique opportunity for an experienced professional to take on a leadership role in managing T&C processes, training, and competence for financial planners.Key Responsibilities:Manage T&C processes for supervisors and...

Investment Advice OpportunityWe are seeking a highly skilled Regulated Financial Planner to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate...

Senior Meetings Planner wanted to join our team at Tonic Talent! In this role, you will be responsible for managing the bookings diary, constructing proposals and plans for external high-end corporate events, and coordinating and managing events from conception to completion.The ideal candidate will have experience in a high-quality, corporate environment...

Austin Fraser seeks an experienced Financial Planner Analyst to join our team. As a key member of our team, you will be responsible for providing high-quality investment solutions to clients. This role requires a strong understanding of financial markets, investment products, and regulatory requirements.Responsibilities:Interpret data from advisers following...

Job DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...

Salary: £60,000 - £80,000 per annum">As a Senior Planner, you will play a key role in providing effective and professional planning and programming services for pre-contract and project teams.You will be responsible for managing and reporting on project progress, ensuring full integration of design and procurement elements of programmes with construction,...

Your new company is a leading national accountancy firm in Birmingham seeking an experienced professional to lead their Accounting and Financial Reporting team.Job DescriptionThe role involves assisting managers in delivering work profitably, managing a portfolio of not-for-profit clients, and focusing on complex financial reporting and consolidations. As a...

Job Summary: Senior Planner with Piling ExperienceWe are looking for a skilled Senior Planner with experience in piling projects to join our team. As a Senior Planner, you will be responsible for developing and implementing project plans, including timelines, budgets, and resource allocation.The ideal candidate will have a strong understanding of project...

About the CompanyHays Senior Finance is a leading recruitment agency specializing in senior finance positions. Our client is a dynamic organization undergoing significant transformation and growth. They are seeking a skilled Senior Financial Analyst to implement a new FP&A system.This is a 12-month contract, initially, with the possibility of extension. The...

Senior Chartered Planner OpportunityWe are seeking a Senior or Director level Financial Planner to join our team as a Director/Senior Chartered Planner in the West Midlands.This is an excellent opportunity to take over a full book of existing clients, consisting of approximately 100-120 high-value clients with assets exceeding £1 million. This appointment...

A reputable recruitment agency is seeking a Technical Support Executive to join their team of Chartered Financial Planners.This is an excellent opportunity for an experienced Paraplanner to take their career to the next level and work with a dynamic team.The successful candidate will be responsible for ensuring thorough understanding of the Financial...

At Hays Senior Finance, we are seeking a seasoned Senior Financial Leader to join our team.About the RoleThis is an exciting opportunity for a highly experienced Head of FP&A or similar to lead the implementation of a new FP&A system in a dynamic organisation. You will work closely with the Director of FP&A to support business as usual activities and define...

High Value Client Opportunity for Senior Financial PlannerWe are seeking a highly skilled Senior or Director level Financial Planner to join our team as a Director/Senior Chartered Planner in the West Midlands.This is an exceptional opportunity to take over a full book of existing clients, with values exceeding £1 million. Our esteemed client, due to leave...

Senior Conference Planner - Join Our Team at Tonic Talent in Birmingham!We are seeking an experienced Senior Conference Planner to join our team at Tonic Talent in Birmingham. This is a fantastic opportunity to work with a leading law firm and be responsible for constructing proposals and plans for external high-end corporate events for large numbers.The...