Financial Planning and Estate Management Expert

Company OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.

We 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...

At Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...

We are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...

Job DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...

Job DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...

Unlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...

Role SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...

Job Title: Property Financial ManagerEncore Estate Management is seeking a skilled Property Financial Manager to join their team. As a key member of the New Business and Technical Team within the Client Accounting department, you will be responsible for the effective financial management of a portfolio of estates.Your key responsibilities will include...

Role Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...

**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...

CapeClarke Limited is a leading law firm in London that specializes in Private Client work. We are currently seeking a highly skilled Family and Estate Planning Expert to join our team.The ideal candidate will have extensive experience in Private Client work, with a strong understanding of estate planning, wills, trusts, and probate. You will be responsible...

We 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...

About the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...

About 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...

Key ResponsibilitiesThe successful candidate will be responsible for:Preparing end-of-year service charge accounts and submitting them to external accountants for review.Producing monthly and quarterly management reports for review with Estate Managers and clients.Managing the finances of commercial estates within the portfolio, including accounts...

Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Quilter Financial Advisers.The successful candidate will have extensive experience in analysing financial information and providing expert advice to clients. Strong communication skills, attention to detail, and proficiency in MS Office and CRM systems are essential for this...

About This RoleWe are seeking a highly organized and communicative Assistant Property Manager to join our dynamic team at Encore Estate Management in Cambridge.In this key role, you will work closely with Estate Managers to deliver exceptional customer service and achieve high standards of performance.Your primary responsibilities will include managing...

Job Title: Senior Wealth ManagerA highly skilled and ambitious individual is required to excel in a dynamic employed opportunity.The successful candidate will have an estimated annual salary of 60000 GBP, with the potential for significantly higher earnings.Key responsibilities include:Developing effective strategies to drive business growth and...

Job DescriptionThe Encore Estate Management Group, a leading provider of property management services, is seeking an experienced Client Accountant to join their team. The successful candidate will be responsible for the financial management of a portfolio of estates, including residential and commercial properties.This role forms a vital part of the Client...