Senior Financial Planner
20 hours ago
Artemis Recruitment Consultants Ltd seeks a highly skilled Professional to work as a Senior Financial Planner in their East Anglia office. The role offers a competitive salary of up to £70,000 per annum.
The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company. This will involve meeting with clients and prospective clients to discuss their financial needs and provide tailored advice.
- Maintaining and developing client relationships is crucial to this role, ensuring that all information is accurately recorded in the CRM system.
- The candidate must ensure that revenue targets are met and that all work is completed in a compliant manner, adhering to company quality standards.
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...
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Technical Financial Planner Leader
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAs a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...
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Senior Financial Planner
3 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Senior Financial PlannerSalary Range:£50,000 - £70,000 per annumJob Description:In this challenging role as Senior Financial Planner with Artemis Recruitment Consultants Ltd, you will provide financial planning support to Private Client Advisors. Your primary responsibilities include preparing lifetime cashflow models for clients and...
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London, Greater London, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planner to join our Senior Management Accountant team in London. As a key member of the finance team, you will be responsible for preparing monthly management accounts, variance analysis and presentation to the board, business partnering with operational budget holders, financial planning and...
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Senior Financial Planner
4 weeks ago
London, Greater London, United Kingdom Job Switch Ltd Full timeCompany Overview:At Job Switch Ltd, we are seeking a seasoned Senior Financial Planner to join our team. As an independent financial advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their long-term goals.Estimated Salary: £60,000 - £80,000 per annumJob Description:We are looking for a fully...
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Senior Financial Planner to join our clients based in central London. Our client is one of the market leaders within wealth management across Europe.Key Responsibilities:Analyse trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure...
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a Senior Paraplanner at Blakemore Recruitment, based in Golders Green. This role offers a competitive salary of £50,000 - £60,000 per annum and hybrid working arrangements.Job DescriptionThis is an exciting opportunity to join a highly regarded financial planning practice as a Senior Paraplanner. You will be responsible for preparing...
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Senior Town Planner Role
4 weeks ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Title: Senior Town PlannerLocation: NorthamptonshireSalary: £35 - 45K per annumJob Type: Full-Time, Permanent (Part time may be considered)Job Description:As a Senior Town Planner, you will be responsible for overseeing and managing a variety of urban and regional planning projects. This will involve conducting thorough research and analysis on land...
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Senior Urban Planner
1 month ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Title: Senior Urban PlannerLocation: UndisclosedSector: Private - ConsultancySalary: Negotiable depending on experienceAs a seasoned Town Planner, you will lead the planning applications of all sizes, handle planning appeals, and represent clients in Local Plan submissions. Your strong stakeholder management skills will be essential for extensive client...
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Senior Town Planner Position
4 days ago
London, Greater London, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeOur client, a leading planning consultancy, is seeking a seasoned Senior Town Planner to join their dynamic team. With a commitment to excellence, they provide comprehensive town planning services to clients across the UK.Requirements:A degree in Town Planning or a related field is essential.Membership of the Royal Town Planning Institute (RTPI) is highly...
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Senior Financial Planner
3 hours ago
London, Greater London, United Kingdom Premier Jobs UK Full timeAs a Senior Financial Planner at Premier Jobs UK, you will be provided with a steady flow of leads from clients seeking comprehensive financial planning services. This directly authorised firm is looking for an experienced Financial Advisor to join their team on a self-employed basis with tiered splits for company-provided leads and your own self-generated...
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Senior Financial Planner
2 months ago
London, Greater London, United Kingdom Brevere Group Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Planner to join our team at Brevere Group. As a Financial Planner, you will play a key role in building and developing a portfolio of clients, managing internal referrals, and establishing new client connections.The successful applicant will be an energetic and driven individual with a...
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Senior Financial Planner Professional
1 week ago
London, Greater London, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a skilled and experienced Senior Financial Planner to join our team at IDEX Consulting. This is an exciting opportunity for a highly motivated individual to work closely with our Head of Financial Planning and contribute to the development of our existing Planner team.Job SummaryThe successful candidate will be responsible for...
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Strategic Financial Planner
3 weeks ago
London, Greater London, United Kingdom Nuffield Health Full timeAt Nuffield Health, we are seeking a highly skilled Strategic Financial Planner to join our team on a fixed term contract basis.As a Strategic Financial Planner, you will play a crucial role in assisting with the planning of all Nuffield Health financial requirements, including Income Statement, Balance Sheet, and Cash Flow forecasting. This is a dynamic...
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Senior Cost Planner
3 days ago
London, Greater London, United Kingdom The Oyster Partnership Full timeSenior Cost Planner Opportunity in LondonWe are seeking an experienced Senior Cost Planner to join our team at The Oyster Partnership. As a Senior Cost Planner, you will play a crucial role in the financial planning and management of residential projects. Your key responsibilities will include developing detailed cost plans and budgets for large residential...
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Senior Financial Planner
2 days ago
London, Greater London, United Kingdom MAZARS LIMITED Full timeWe are looking for a Senior Financial Planner to lead our Client Services team and manage a portfolio of existing clients. As a key member of our Financial Planning team, you will be responsible for delivering high-quality services to clients and driving business growth.Job OverviewIn this role, you will be responsible for managing a portfolio of existing...
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Financial Planner
5 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre 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...
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Senior Financial Planner and Business Partner
3 weeks ago
London, Greater London, United Kingdom DELIVEROO Full timeAbout the RoleDeliveroo is seeking a skilled Senior Financial Planner and Business Partner to join our Finance and Strategy team in London.This is a unique opportunity to combine financial expertise with business acumen, influencing key stakeholders and driving strategic decision-making.Key ResponsibilitiesBusiness partner with the VP for Commercial...
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Financial Planner
14 hours ago
London, Greater London, United Kingdom Service Care Solutions Ltd Full timeJob Title: Financial PlannerLocation: London, UKSalary: £43,000 - £48,000 per annum (approx. £400-450 per day)The successful candidate will support the transformation of Children's Services by providing sound financial advice and planning.About the Role:Support the Group Manager in delivering financial advice on all matters within the directorate.Take...
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Senior Financial Planner
3 weeks ago
London, Greater London, United Kingdom Bank of America Full timeAbout the RoleWe are seeking an experienced Senior Financial Planner to join our team in London. As a key member of our FP&A department, you will play a critical role in driving business growth and delivering strategic insights.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform business decisionsAnalyse market...