Senior Financial Planning Professional

2 days ago

Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000
Job Title: Senior Financial Planner

Recruit UK | Certified B Corp™ is seeking a highly skilled Senior Financial Planner to join our team. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to clients and supporting the Partners in the firm with their high net worth client bank.

Key Responsibilities:
  • Provide expert financial planning advice to clients, including pension planning and wealth management.
  • Support the Partners in the firm with their high net worth client bank, including managing client relationships and providing strategic advice.
  • Work closely with the team to develop and implement financial planning strategies that meet the needs of clients.
  • Stay up-to-date with industry developments and best practices in financial planning.
Requirements:
  • Chartered Financial Planner (CII Level 6 qualification)
  • Qualified pension specialist (either AF7 or Pension Transfer Advice qualification)
  • Previous experience in supporting high-level pension clients
What We Offer:
  • Flexible home and office working arrangements
  • Generous holiday entitlement, with the option to purchase additional leave
  • Pension contribution
  • Opportunity to work in a successful and quality-focused financial planning practice

At Recruit UK | Certified B Corp™, we pride ourselves on our unique expertise, insight, and connections in the financial services industry. We have a reach of over 100,000 financial services connections and are committed to matching our candidates with their perfect position.

  • Senior Financial Planning Professional

    1 week ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services industry, we are committed to providing exceptional service to our clients and candidates.Key Responsibilities:Lead client relationship management for a bank of...

  • Senior Financial Planning Specialist

    6 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OpportunityWe are seeking a highly skilled Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.About the RoleAs a Senior Financial Planning Specialist, you will be...

  • Senior Financial Planning Specialist

    6 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OpportunityWe are seeking a highly skilled Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.About the RoleAs a Senior Financial Planning Specialist, you will be...

  • Senior Financial Planning Specialist

    6 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    About the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.This is an exciting opportunity for an experienced Chartered Financial...

  • Senior Financial Planning Specialist

    1 week ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    About the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing exceptional career opportunities for professionals like you.This is an exciting opportunity for an experienced Chartered Financial...

  • Senior Financial Planning Specialist

    6 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Title: Chartered Financial PlannerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £100,000Job Type: Full-timeAbout the Role:We are seeking an experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing...

  • Senior Financial Planning Specialist

    1 week ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Title: Chartered Financial PlannerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £100,000Job Type: Full-timeAbout the Role:We are seeking an experienced Chartered Financial Planner to join our team at Recruit UK | Certified B Corp™. As a leading recruitment agency in the financial services sector, we are committed to providing...

  • Senior Financial Planning Specialist

    7 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.Key Responsibilities:Manage a...

  • Senior Financial Planning Specialist

    4 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.Key Responsibilities:Manage a...

  • Senior Financial Planning Specialist

    4 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.Key Responsibilities:Manage a...

  • Senior Financial Planning Specialist

    1 day ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.Key Responsibilities:Manage a...

  • Senior Financial Planning Specialist

    7 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000

    Job Summary:We are seeking a highly experienced Chartered Financial Planner to join our boutique and successful financial planning practice in the UK. As a lead client relationship manager, you will be responsible for managing a bank of clients and supporting Partners in the firm with their high net worth (HNW) client base.Key Responsibilities:Manage a...

  • Lead Client Relationship Manager

    7 days ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Chartered Financial PlannerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £100,000Job Type: Full-timeJob Summary:We are seeking a Chartered Financial Planner to join our boutique financial planning practice in Staffordshire. As a lead client relationship manager, you will be responsible for managing a book of...

  • Senior Finance Analyst

    3 weeks ago

    Stoke-on-Trent, Staffordshire, United Kingdom bet365 Full time

    Who we are looking for A Senior Finance Analyst who will play a pivotal role in the ongoing maintenance and development of the budgeting and forecasting tool, whilst also developing reports. You will be an integral part of the Business Planning, Analysis and Decision Support team, who are at the forefront of the change in new markets and other areas of...

  • Senior Finance Analyst

    2 weeks ago

    Stoke-on-Trent, Staffordshire, United Kingdom bet365 Full time

    Who we are looking for A Senior Finance Analyst who will play a pivotal role in the ongoing maintenance and development of the budgeting and forecasting tool, whilst also developing reports. You will be an integral part of the Business Planning, Analysis and Decision Support team, who are at the forefront of the change in new markets and other areas of...

  • Senior Financial Planner

    3 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €100,000

    Chartered Financial Planner Industry: Financial Services Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire. This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank...

  • Senior Financial Planner

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €100,000

    Chartered Financial Planner Industry: Financial Services Recruit UK are recruiting for Chartered Financial Planner (and pensions specialist) to join a boutique and successful financial planning practice in Staffordshire. This is an excellent opportunity for an experienced Chartered Financial Planner to be a lead client relationship manager for a bank...

  • Financial Planning Coordinator

    6 days ago

    Basford, Stoke-on-Trent, Staffordshire, United Kingdom Amber River Midlands Full time

    About the RoleThe Amber River Midlands is seeking an experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a crucial role in supporting the office managers and financial planners in providing an efficient, professional, high-quality, and compliant service to clients.Key ResponsibilitiesObtain...

  • Financial Planning Coordinator

    7 days ago

    Basford, Stoke-on-Trent, Staffordshire, United Kingdom Amber River Midlands Full time

    About the RoleThe Amber River Midlands is seeking an experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a crucial role in supporting the office managers and financial planners in providing an efficient, professional, high-quality, and compliant service to clients.Key ResponsibilitiesObtain...

  • Finance Analyst- Financial Planning

    3 weeks ago

    Stoke-on-Trent, Staffordshire, United Kingdom bet365 Full time

    Who we are looking for A Finance Analyst who will provide support in the development and maintenance of the budgeting and forecasting tool, whilst also developing reports. Supporting the Senior Finance Analyst as part of the Business Planning, Analysis and Decision Support team, who are at the forefront of the change in new markets and other areas of the...