Financial Planning Manager
20 hours ago
This role requires a qualified ACA/ACCA or CIMA accountant with a passion for joining a growing business.
- Main Responsibilities:
- Prepare monthly management accounts for review by senior leadership.
- Develop and implement financial plans and analysis to inform business decisions.
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Financial Planning Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
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Financial Planning Professional
6 hours ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
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Senior Financial Planning Professional
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
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Financial Planning Manager
2 weeks ago
London, Greater London, United Kingdom Financial Times Full timeJob SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...
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Financial Planner Opportunity
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
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Financial Planner
5 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...
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Financial Planning Expert
6 hours ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...
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Financial Planning Executive
20 hours ago
London, Greater London, United Kingdom Atlantic Labs Manager GmbH Full timeKey ResponsibilitiesTreasury Management: Develop safeguarding procedures in line with regulatory requirements.Liaise with regulatory bodies and auditors as needed.RequirementsA Bachelor's degree in Finance, Accounting, or Business Administration.Minimum 5 years of experience in a regulated environment, managing safeguarded funds or financial analysis.
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Wealth Manager
5 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are currently recruiting for a highly skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in providing exceptional customer service to our clients.Company Overview:At Quilter Financial Planning, we pride ourselves on delivering purpose-led financial planning. Our business is enjoying...
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Senior Financial Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...
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Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
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Senior Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.
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Senior Financial Planning Expert
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionA Senior Financial Planning Expert is required to join a highly respected London-based business, providing exceptional opportunities for career development in a well-balanced working environment.The successful candidate will enjoy a top salary of £65k, accompanied by an excellent benefits package. The role offers a unique blend of technical...
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Financial Planning Support Specialist
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeJob DescriptionWe are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Financial Planning Support Specialist, you will be responsible for providing full...
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Successful Adviser Role
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.You will also be responsible for generating new business and building introducer...
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Senior Financial Planning Specialist
1 day ago
London, Greater London, United Kingdom Financial Divisions Full timeSenior Paraplanner VacancyA leading independent wealth planning firm in Central London is seeking an experienced Senior Paraplanner to join their team. The successful candidate will be responsible for supporting their advisers in providing comprehensive financial planning services to high-net-worth individuals.The ideal candidate will have a solid...
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Financial Planning Expert for Complex Cases
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout UsWe are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.
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Financial Planning and Analysis Specialist
4 days ago
London, Greater London, United Kingdom CO_UK Alfa Financial Software Limited Full timeFinancial Planning and Analysis Specialist Job DescriptionCO_UK Alfa Financial Software Limited is seeking a skilled Financial Planning and Analysis Specialist to join our team in London. The successful candidate will contribute to strategic growth objectives by analyzing business performance and implementing effective analysis tools.About the CompanyWe...
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Financial Planning Support Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout Financial DivisionsWe are a leading London based firm of financial planners committed to creating organic growth opportunities for our existing staff.Job OverviewWe are now in a position to offer an exciting opportunity for a talented individual interested in pursuing a career within wealth management.Key Responsibilities:Work closely and provide full...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...