Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Informed Financial Planning.This role involves writing financial planning and suitability reports and letters, ensuring the best client outcomes.You will ensure that client files, suitability reports, and letters are fully compliant and technically accurate, liaising regularly...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

About Informed Financial PlanningWe are a leading provider of independent financial advice, education, and support. Our mission is to empower individuals to create a better future through our client-centred approach.

Job OverviewInformed Financial Planning is seeking a highly skilled Senior Financial Planning Manager to lead our Paraplanning team in Hessle, East Riding of Yorkshire.Salary and BenefitsWe offer a competitive salary range of £32,760.00-£39,520.00 per year, plus additional benefits such as quarterly bonuses, flexible working hours, and access to company...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.

Company Overview\MI Search is a national/international financial planning and investment management firm with significant assets under management. The company seeks an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle.\This role offers a substantial and established portfolio of clients to advise, local...

Job Opportunity at MI SearchWe are working with a prominent financial planning and investment management firm to find an experienced financial planner to join their team in the Hull area.This role will involve managing a substantial and established portfolio of clients, providing local administration support, and offering paraplanning assistance. The ideal...

We are seeking an experienced individual to join our team as a Senior Wealth Planning Specialist. This role will involve working directly with clients, providing tailored financial planning solutions and conducting regular reviews.About UsKingswood Group is a leading provider of wealth planning and investment management solutions. With a growing network of...

About the RoleThis exciting opportunity has arisen for a skilled Financial Planning and Advisory Professional to join our team. As a key member of our client servicing team, you will be responsible for building relationships with existing clients and identifying new business opportunities.Key Responsibilities:Service and grow an existing client bank through...

Giacom, a market-leading platform provider, seeks a Financial Operations Specialist to drive the development of its accounting processes. As part of the Group's finance team, this role will oversee daily accounting operations, working closely with senior finance colleagues to deliver fast and accurate monthly and annual reporting.The successful candidate...

Role OverviewThe successful candidate will have a substantial and established portfolio of clients to advise, as well as local administration and paraplanning support. This opportunity is ideal for an experienced financial planner who holds CII level 4 Diploma status or equivalent.£80,000 - £100,000 (basic salary) + bonus scheme and benefits, hybrid...

Key Responsibilities:• Manage a substantial client portfolio, providing expert financial planning and investment advice• Develop and maintain strong relationships with existing and new clients• Collaborate with internal teams to deliver exceptional service and meet business objectives• Analyze market trends and stay up-to-date with regulatory...

MI Search is seeking a Senior Financial Planner to join its team in Hull. As a strategic wealth management professional, you will be responsible for managing a substantial portfolio of clients, providing expert financial planning advice, and supporting local administration.Key Responsibilities:Manage a portfolio of clients, providing financial planning...

MI Search is seeking an experienced Senior Financial Planner to join its team in the Hull area.About the RoleThis national financial planning and investment management firm with a substantial portfolio of clients is looking for a skilled professional to manage existing client relationships, develop new business opportunities, and provide exceptional customer...

About the RoleThis position offers a unique blend of client work and administrative responsibilities, making it an excellent fit for a seasoned financial planner. The ideal candidate will have a strong track record in financial planning and hold a relevant diploma qualification.£80,000 - £120,000 (basic salary) + bonus scheme and benefits, flexible working...

We are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for a motivated individual to assist in the administration of financial services.The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving new and historic...

Giacom is seeking a highly experienced professional to fill the role of Head of Financial Services. This individual will be responsible for leading the ongoing development of the Group's accounting processes, including restructuring teams and workflows around Giacom's NetSuite system.The successful candidate will have a proven track record in financial...

Giacom’s market-leading platform, Cloud Market, provides a unified location for partners to acquire and manage communications, cloud, hardware, mobile, and IT products and services from leading vendors and service providers.This is a rare opportunity to steer the ongoing development of a sizable team in delivering the core financial operations requirements...

Company OverviewGiacom Group is a market leader in providing innovative solutions for businesses.About the RoleThe Financial Operations Director will play a critical role in steering the ongoing development of our financial operations team, driving fast and accurate monthly and annual reporting in a best practice control environment.Job DescriptionThis...

We are seeking a highly skilled Financial Services Investment Specialist to lead the preparation of investment memorandums and present opportunities to our Investment Committee.The ideal candidate will have prior experience in financial services, knowledge of Python, Azure-Cloud, SQL, and VBA, and a CFA charterholder and/or Accountancy qualifications.Key...