Portfolio Analyst Financial Planning Specialist

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...

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...

Recruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis 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...

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 Company:We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. This is one of the most exciting and impressive FinTechs that have launched in recent years and already grown assets significantly over a sustained period.Their culture is progressive, collegiate, and is best...

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: Portfolio Analyst/Financial PlannerWe are a growing FinTech firm in London delivering institutional solutions to sophisticated private investors.The company is hiring an analyst and associate level into their client-facing financial planning and investment solutions team.About the FirmThis exciting FinTech has disrupted the Private Wealth space by...

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...

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...

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.

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...

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 Summary:The Senior Tax Analyst plays a pivotal role in supporting the Head of Accounting for Tax within the Finance team at cer Financial Ltd. This senior position is instrumental in driving the growth of a diversified Finance team, equipped with advanced technical knowledge.Main Responsibilities:• Develop and implement a group-wide tax strategy that...

We are working with a leading FinTech firm in the heart of London who deliver innovative institutional solutions to high-net-worth individuals and private investors. This forward-thinking company is seeking a skilled analyst to join their growing client-facing financial planning and investment solutions team. With a strong entrepreneurial culture, they...

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 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...

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...

Job TitlePortfolio Implementation AnalystAbout the RoleThis is a prestigious and well-respected Institutional Asset Management firm seeking to hire a Portfolio Analyst to join the Portfolio Implementation team. The role sits in the front office, acting as the link between Portfolio Managers and Traders.The purpose of this position is to support Portfolio...

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...