Strategic Financial Planner
3 days ago
Artemis Recruitment Consultants Ltd is looking for a skilled Strategic Financial Planner to meet with clients and prospective clients, providing financial planning services in accordance with the company propositions.
The estimated salary for this role is £62,500 per annum, based on industry standards.
This position requires:
- Maintaining and developing client relations, maximising their potential.
- Accurately inputting information into the CRM system in a timely manner.
- Ensuring all revenue targets are met and work is completed in a compliant manner.
The successful candidate will adhere fully to Artemis Recruitment Consultants Ltd's Private Client Proposition.
-
Strategic Financial Planner
4 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...
-
Strategic Financial Planner
15 hours ago
London, Greater London, United Kingdom Gresham Hunt Full timeJob Title: Strategic Financial PlannerWe are seeking an experienced Financial Planning and Analysis (FP&A) professional to join our team at Gresham Hunt, a global insurance business based in London or hybrid.This is an exciting opportunity for a post-qualified financial analyst looking to take on more senior responsibilities, including stakeholder...
-
Strategic Financial Planner
5 days ago
London, Greater London, United Kingdom NSC Global Full timeNSC Global, a multi-national technology managed network services and infrastructure with a proven track record and blue-chip client base, seeks an accomplished Strategic Financial Planner to join its team in London. The ideal candidate will be responsible for the analysis and presentation of financial and non-financial data to the CEO, Board, and senior...
-
Strategic Financial Planner
4 weeks ago
London, Greater London, United Kingdom Marks Sattin Full timeJob Summary: Marks Sattin is seeking an experienced Strategic Financial Planner to join their team. The ideal candidate will have a strong background in financial management and be able to produce high-quality financial reports.Key Responsibilities:Preparation of monthly financial statements, including P&L and Balance Sheets, for group companies.Management...
-
Financial Planner
19 hours ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeWe 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...
-
Senior Financial Planner
4 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...
-
Strategic Development Planner
2 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Description:An exciting opportunity has arisen for an experienced Strategic Development Planner to join a dynamic team and report directly to the Strategic Land Manager. This role offers a challenging and rewarding experience for a professional with a minimum of 2 years' experience in strategic land planning.Responsibilities:Identify and secure strategic...
-
London, Greater London, United Kingdom Financial Divisions Full timeJob 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...
-
Strategic Financial Planner
4 weeks ago
London, Greater London, United Kingdom OPEN Health Full time**About the Role**We are seeking a skilled Strategic Financial Planner to join our team at OPEN Health. This is a critical role that will be responsible for delivering and executing Group FP&A activities.The successful candidate will be responsible for developing and coordinating the preparation of monthly management reports, supporting the budgeting and...
-
Financial Planner Assistant
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob 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...
-
Senior Financial Planner
15 hours ago
London, Greater London, United Kingdom cer Financial Ltd Full timeSenior 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...
-
Technical Financial Planner Leader
4 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 Goodman Masson Full timeAbout the RoleWe are seeking a skilled Strategic Financial Planner to join our client, a leading not-for-profit organisation. This is an exciting opportunity to make a real impact and contribute to organisational success through financial excellence.Job DescriptionThe successful candidate will deliver comprehensive management accounting services, including...
-
Strategic Planner
4 weeks ago
London, Greater London, United Kingdom Richmond & Wandsworth Councils Full timeWe are seeking a Strategic Planner to join our Richmond and Wandsworth Better Service Partnership team. This role will involve shaping local neighbourhoods where people can thrive.The successful candidate will have a range of responsibilities spanning development management, strategic applications, spatial planning, conservation & urban design, planning...
-
Strategic Media Planner
5 days ago
London, Greater London, United Kingdom Fuse Full timeAbout the Role:As a Strategic Media Planner at Fuse, you will play a key role in driving business success for Intuit QuickBooks. The ideal candidate will have strong channel knowledge and planning experience to work across this fast-paced business.Intuit is a leading fintech company that provides software solutions for small and medium-sized businesses to...
-
Strategic Financial Planner
4 weeks ago
London, Greater London, United Kingdom Munich Re Full timeEstablish yourself as a pivotal figure in Munich Re's finance and planning department, leveraging your exceptional analytical skills to drive informed decision-making. About the Role:Munich Re seeks a highly skilled Strategic Financial Planner to join their team. As a key member of the finance department, you will be responsible for developing comprehensive...
-
Strategic Financial Planner
1 week ago
London, Greater London, United Kingdom Greatmans Consulting Ltd Full timeJob OpportunityWe are seeking an experienced Financial Planner to join our team in Putney. This is a fantastic opportunity for a qualified professional to take on a £35m book of clients and progress their career with no hard targets.The ideal candidate will have experience working with high net worth individuals and be looking to develop their skills and...
-
Strategic Financial Planner
1 month ago
London, Greater London, United Kingdom Forvis Mazars Full timeWe're a dynamic team that thrives on collaboration and agility. As a Manager appointment, you'll work closely with other members of the Financial Planning team to deliver exceptional service to existing clients and help win new business.The goal is to continue driving growth in our financial planning services. To increase our profile within Forvis Mazars LLP...
-
Strategic Healthcare Planner Lead
5 days ago
London, Greater London, United Kingdom NHS Full timeJob OverviewWe are seeking an experienced Strategic Healthcare Planner Lead to join our team. This is a critical role that requires strong leadership and planning skills, with a focus on delivering high-quality healthcare services.About the RoleThe successful candidate will be responsible for leading the development of healthcare plans, working closely with...
-
Strategic Demand Planner
4 weeks ago
London, Greater London, United Kingdom Mackenzie Jones Full timeJob Title: Strategic Demand PlannerWe are seeking a talented Strategic Demand Planner to join Mackenzie Jones. As a key member of our team, you will play a crucial role in spearheading demand planning efforts across various horizons.The ideal candidate will possess strong analytical skills, experience with large data sets, and the ability to develop demand...