Financial Planning Director

Company OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...

**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...

Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...

We offer great career opportunities and comprehensive support for your professional development.Our benefits package includes a competitive salary of £60,000-£80,000 per annum, flexible/hybrid working, and the opportunity to be part of a highly successful, growing, and award-winning national planning practice.Key ResponsibilitiesTo lead and manage the...

Quilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...

Key ResponsibilitiesWe are seeking a Financial Planning and Analysis Director to lead our finance team at Veritas Partners Ltd. Based in the North West – West Midlands region, this role offers a competitive salary of £65,000 plus car allowance, bonus, and executive benefits.The Financial Planning and Analysis Director will provide financial planning and...

Financial Planning and Analysis Director OpportunityWe are seeking a Financial Planning and Analysis Director to join our finance team at CV-Library. As a key member of our leadership team, you will be responsible for driving business performance and supporting strategic decision-making across the organisation.Key ResponsibilitiesDevelop and implement...

Job DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...

Senior Financial Leadership RoleGreatmans Consulting Ltd is seeking a highly experienced Financial Planner (Director level) to join their team in Birmingham.The successful candidate will have the opportunity to grow and develop a book of high net worth clients, working closely with the Managing Director and fellow Directors on the company's growth...

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...

**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...

**Overview:** RM Recruit Ltd is delighted to be partnering with a leading education client to recruit a Finance Director on a permanent basis. This is an exciting opportunity to work in a forward-thinking organisation where you will work closely with the CEO and make a positive impact in the finance function.**Responsibilities:Main Objectives:Produce...

Director of Financial Planning and AnalysisT2M Resourcing Limited: Expert Financial Planning and Analysis RoleT2M Resourcing Limited is looking for an experienced Director of Financial Planning and Analysis to lead our financial planning and analysis function in the UK. This is a key leadership role that requires expertise in financial planning, analysis,...

Job DescriptionWe are seeking a skilled and experienced Financial Adviser to join our team. The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and the ability to work independently.Your primary responsibility will be to provide expert financial advice to clients, helping them to achieve their...

About the RoleOverviewFD Capital Recruitment is seeking an experienced Financial Director to join our dynamic team in Birmingham. As a key member of the executive team, you will play a vital role in the financial management and strategic decision-making process of the company.Job SummaryThe Financial Director will be responsible for overseeing all financial...

Job OverviewWe are seeking a highly skilled Paraplanner to join our financial planning business in the Staffordshire area. As a key member of our team, you will provide technical support to advisors and directors, ensuring efficient business processing and enhancing our Practice's PQS.Key Responsibilities* Provide technical support to advisors and directors...

Key Responsibilities- Lead the annual budgeting and quarterly forecasting process, ensuring alignment with the company's strategic goals- Develop long-term financial models to support strategic decision-making and evaluate potential business opportunities- Provide strategic recommendations to the executive team based on financial analysis and projectionsJob...

Jigsaw Financial invites applications from highly driven and ambitious Investment Managers to join our team as Sales and Relationship Directors.Duties include promoting funds, establishing relationships with intermediaries/advisers, and managing business development activities.A strong understanding of investment sales and financial services is essential for...

About the RoleAs a Senior Financial Analyst at Hays Senior Finance, you will be responsible for implementing a new Financial Planning and Analysis (FP&A) system. This is a key focus area for our client, who is undergoing significant transformation and growth.The ideal candidate will have experience in leading the implementation of an FP&A system in a large...