Regulated Financial Planner

Financial Guidance ProfessionalA lucrative opportunity exists for a seasoned financial guidance professional to join our team.This position involves delivering expert investment advice while adhering to regulatory regulations. It necessitates a deep understanding of financial instruments, market fluctuations, and regulatory frameworks.Maintain precise and...

Job OverviewWe are seeking a skilled Financial Planner Compliance Specialist to join our team at Clayton Davies.About the RoleThis is a unique opportunity for an experienced professional to take on a leadership role in managing T&C processes, training, and competence for financial planners.Key Responsibilities:Manage T&C processes for supervisors and...

The RoleWe are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.Key ResponsibilitiesGenerate new business and build introducer...

Job Title:Financial PlannerAbout the Role:A Chartered Financial Planning firm, Ferguson Dean, is seeking a skilled Financial Planner to join their team. As an Adviser, you will work with an existing client portfolio, providing financial planning advice and managing a portfolio of approximately £25m AUM.Key Responsibilities:Providing Financial Planning...

Premier Jobs UK seeks a qualified and experienced Senior Financial Planner for an employed role in Birmingham. The ideal candidate will be based from home, with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who continually improves their client proposition and features in industry press for their...

Are you an ambitious professional with a passion for financial regulation? Do you have experience in the financial services sector and a keen eye for detail? We're seeking a Financial Services Regulator to join our team in Birmingham.In this challenging yet rewarding role, you will be responsible for ensuring that our company remains compliant with all...

**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...

**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...

A reputable recruitment agency is seeking a Technical Support Executive to join their team of Chartered Financial Planners.This is an excellent opportunity for an experienced Paraplanner to take their career to the next level and work with a dynamic team.The successful candidate will be responsible for ensuring thorough understanding of the Financial...

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management. Our sister company, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and...

**About the Role**We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports.**Key...

**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

Town Planner - Coventry - £45,000 - £55,000 per annum.We are seeking a skilled Town Planner to join our team in Coventry. As a Town Planner, you will play a crucial role in shaping the future of our towns and cities.Key Responsibilities:Urban Regeneration: Lead strategic initiatives to revitalize urban areas, preserving heritage while fostering...

Company OverviewStantec Consulting International Ltd. is a leading planning consultancy team in Birmingham, providing invaluable advice to clients across the UK.We work on a broad range of projects using local knowledge and national influence, with our Birmingham office conveniently located in the city centre.Estimated Salary: £45,000 - £60,000 per...

Senior Financial ConsultantA competitive salary of up to £60k is on offer for this highly rewarding role as a Senior Financial Consultant.We are seeking an experienced and qualified financial expert to provide expert investment advice within regulatory guidelines. This position requires a deep understanding of financial products, market dynamics, and...

Senior Chartered Planner OpportunityWe are seeking a Senior or Director level Financial Planner to join our team as a Director/Senior Chartered Planner in the West Midlands.This is an excellent opportunity to take over a full book of existing clients, consisting of approximately 100-120 high-value clients with assets exceeding £1 million. This appointment...

Job OverviewThe Planning & Training Coordinator will play a vital role in ensuring that our financial planners meet certification standards and provide high-quality training and support to our team members.Key Responsibilities:Train and Develop Financial Planners:Manage T&C processes to ensure planners meet certification standards.Arrange and deliver...

Job DetailsWe are partnered with a well-established Chartered Financial planning firm seeking a Trainee Paraplanner to support their Financial Planner.Assist the Financial Planner in providing expert guidance to clients.Prepare for client meetings by gathering relevant information and data.Contribute to the development of financial plans and...

Key ResponsibilitiesAs a Client Liaison, you will be responsible for:Arranging meetings with clients and Financial PlannersManaging client correspondence and ensuring prompt responsesProviding exceptional customer service to clientsWorking closely with Financial Planners to meet client needsPerforming administrative tasks, such as data entry and...

About the Role: We are seeking a skilled Paraplanner to join our team in Birmingham, working closely with our Wealth Planners to deliver high-quality financial planning services.Main Responsibilities:Conduct comprehensive research on financial planning products and servicesDevelop and implement cash-flow models and suitability reportsSupport Wealth Planners...