Senior Financial Planning Specialist

Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

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...

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...

We have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...

At BDO Canada LLP, we are committed to delivering exceptional service and building long-lasting relationships with our clients. As a Senior Financial Planning Specialist, you will play a key role in helping individuals and families achieve their financial goals.Job Summary:We are seeking a highly skilled and motivated individual to join our Wealth Management...

The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

Financial Planning and Analysis Specialist Job DescriptionCO_UK Alfa Financial Software Limited is seeking a skilled Financial Planning and Analysis Specialist to join our team in London. The successful candidate will contribute to strategic growth objectives by analyzing business performance and implementing effective analysis tools.About the CompanyWe...

Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

Are you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...

We are looking for a highly skilled Senior Financial Planning Specialist to join our team at CV Elite, an award-winning Chartered Financial Planning firm in Marylebone, London W1.The ideal candidate will have experience working on complex cases for HNW and UHNW clients, utilizing their technical expertise to develop comprehensive financial plans tailored to...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

About the Rolembf. is seeking a highly skilled Senior Financial Planning Specialist to join our team in London. As a key member of our wealth management team, you will be responsible for managing a portfolio of clients and providing expert financial advice tailored to their individual needs and financial goals.Key Responsibilities:• Develop and implement...

Prose on Pixels Job Description:About UsWe are a global content at scale agency, built to address the marketing challenges of today and deliver meaningful content into the future.Our unique AI-powered Audience-First production model enables us to create, scale, and personalize content that captivates audiences and achieves desired brand and business...

Job Details:Your new role:Prepare and present performance reporting analysis to senior stakeholders.Design and deliver the annual budget, ensuring alignment with business objectives.Prepare board slides on performance insights and financial analysis.Assist in consolidating inputs and modelling the P&L, cash flow, and working capital.Partner with business...

This is a fantastic opportunity to work for a leading global company based in Derry. As Senior Financial Analyst, you will play a key role in creating and standardising all reporting for the European Finance Team. Your primary responsibilities will include developing and defining business reporting, dashboards, and analytics across the business. You will...

About the RoleAs a Financial Planning and Analysis Specialist for our client in London, you will play a crucial role in driving planning and analysis of performance across a range of assets. This is an exciting opportunity to join a high-growth energy business with a portfolio of assets in the UK and Europe.Key ResponsibilitiesDevelop and maintain accurate...

At NJR Recruitment, we are seeking a highly skilled Senior Financial Planning Specialist to support our financial planners in delivering exceptional client service. This is a fantastic opportunity for a motivated individual to join our team and contribute to the success of our clients.Key Responsibilities:Conduct detailed research and analysis on various...

Are you a skilled financial professional looking to take your career to the next level? We have an exciting opportunity for a talented FP&A Analyst to join our team at Hays Senior Finance.About Our CompanyHays Senior Finance is a leading recruitment agency specializing in senior finance roles. Our clients are highly regarded companies seeking experienced...

Secure a challenging role as a Senior FP&A Analyst with Hays Specialist Recruitment Limited, where you will contribute to the success of a global manufacturing business. The ideal candidate will have experience working in a FP&A team, preferably in a growing organization.About the RoleWe are seeking a highly skilled Senior FP&A Analyst to join our team. As a...

Company Overview">Hays Senior Finance is seeking a highly skilled Senior FP&A Analyst to join their team in the City of London.">About the Role">This is an exciting opportunity for an experienced finance professional to take on a key role in supporting the company's strategic growth plans.">Key Responsibilities">">Prepare and present regular performance...