Portfolio Analyst Financial Planner

Arthur Financial is seeking a talented Actuarial Portfolio Analyst to join their team in London.This challenging role involves working across the portfolio of products, analysing performance, developing models, and implementing automation solutions, while collaborating with the wider actuarial teams.The ideal candidate will have excellent analytical skills,...

Job 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...

Job Summary:Award-winning wealth management firm Eden Resourcing is seeking a skilled Financial Planner to develop and grow a portfolio of clients. As part of their strategic business plan, this dynamic team is looking for an energetic and driven individual who can establish connections with external introducers and build lasting relationships with...

Job Title: Financial Analyst for SMB PortfolioWe are seeking a highly skilled Financial Analyst to join our team in the UK. As a key member of our SMB portfolio team, you will be responsible for driving financial analysis and making actionable recommendations to drive portfolio performance.Key Responsibilities:Analyze and explain TPV, revenue, margin, and...

Job Title: Financial Analyst - Portfolio ManagementWe are seeking a highly skilled Financial Analyst - Portfolio Management to join our Portfolio Management team in London. The successful candidate will be responsible for providing business valuations and modelling of the European portfolio, working closely with the Head of the team and partnering with the...

Job DescriptionX4 Technology has an exciting opportunity for a Financial Portfolio Analyst to join our team and work on a high-profile project transforming the global loan portfolio for a leading banking client.This project involves analysing and documenting existing loan contracts, including standard and bespoke contracts.Main Tasks:Conduct detailed...

We are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.Job Role:Develop and implement tailored financial plans to meet clients' goals and objectivesProvide expert advice on current financial issues and make recommendations...

Job OverviewWe are seeking an experienced Senior Financial Planner to join our team at Financial Divisions. This is a unique opportunity for a highly skilled professional to work with a dynamic and award-winning Chartered IFA firm.The Role:As a Senior Financial Planner, you will be responsible for delivering whole of market financial advice to HNW retirees,...

Job OverviewWe are seeking a highly skilled Financial Analyst to join our team at Financial Staffing Solutions. As a dynamic and rapidly expanding accountancy practice, we offer a fantastic opportunity for an ambitious accountant to develop their career in a well-established company.Key Responsibilities:Preparation, interpretation and review of management...

Fund Management AccountantOur Client, Jas Gujral, is a Venture Capital firm based in Central London. They are seeking a skilled Portfolio Financial Analyst to manage their investment funds.The ideal candidate will have at least 3-5 years of experience in fund management and accounting. Key responsibilities include:Running KYC and AML checks to ensure...

Unlock 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...

Job Description:We are seeking a Financial Portfolio Analyst to support our client-facing investment advisory team in London, UK. As a key member of the team, you will be responsible for providing investment counseling and asset allocation services, preparing client communication materials, and conducting research on investment products. This role also...

Job Title: Financial Planning AnalystContract Type: PermanentWork Arrangement: Hybrid Working About the Role:We are seeking a dedicated and detail-oriented financial planning professional to join our team at Service Care Solutions Ltd in Oxfordshire.This role is ideal for a candidate with a strong background in financial analysis, excellent analytical...

Key ResponsibilitiesAs a Financial Analyst - Portfolio Manager at Mason Blake, you will be responsible for sourcing new investment opportunities, monitoring existing investments, and preparing investment recommendations for presentation to the investment committee.The ideal candidate will have a strong background in finance and investment analysis, with...

Job 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...

As a Wealth Management Specialist at Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. With a strong focus on face-to-face service, our team of advisers is dedicated to delivering exceptional customer experiences across the UK.The role involves preparing sound financial plans to ensure clients meet...

Senior Financial Planner (Tax)cera Financial Ltd is seeking a Senior Financial Planner (Tax) to collaborate with the Head of Accounting for Tax in driving business growth.This role plays a pivotal part in advancing our Finance team's technical expertise.Core Responsibilities:Tax Planning Expertise:Develop and implement comprehensive tax strategies aligned...

Company OverviewMIO-Partners GmbH is a leading provider of unbiased financial advice to McKinsey Partners, aiming to construct investment portfolios that meet their long-term wealth goals. Our team offers comprehensive investment counseling and identifies suitable investment products to help clients achieve their objectives.Job DescriptionWe are seeking an...

Job OverviewMason Blake is seeking a highly skilled Investment Portfolio Analyst to join our team in London. As an Investment Portfolio Analyst, you will be responsible for detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.The successful candidate will have 2-5...

As 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...