Chartered Planning Professional
16 hours ago
Ferguson Dean is seeking a skilled Chartered Planning Professional to join our team and provide expert financial planning advice to clients. This is an excellent opportunity for a talented professional to work with a prestigious portfolio of £25m AUM and contribute to the growth and success of our business.
The ideal candidate will have a Diploma Level 4 or higher and be working towards Chartered status. They will possess excellent financial planning skills, knowledge of general planning, VCT, EIS, and IHT matters, as well as experience in managing and maximising portfolios in line with TCF and FCA requirements.
Key Responsibilities- Provide expert financial planning advice to clients
- Manage a portfolio of approximately £25m AUM
- Meet with professional introducers to discuss client requirements
- Diploma Level 4 or higher (preferably working towards Chartered)
- Excellent financial planning skills and knowledge of relevant regulations
- Experience in managing and maximising portfolios
The successful candidate will receive a competitive salary between £35k-£50k, benefits, bonus, technical support, and flexible working arrangements. If you are a driven and motivated individual with a passion for financial planning, please apply.
-
Chartered Property Professional
20 hours ago
Birmingham, Birmingham, United Kingdom Gleeds Corporate Services Ltd Full timeGleeds Corporate Services Ltd is looking for a highly motivated Chartered Property Professional to join their team in the Midlands. As a key member of the team, you will be responsible for managing building surveying commissions, including surveys, dilapidation advice, party wall advice, and construction projects.The ideal candidate will have sound building...
-
Chartered Construction Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Gleeds Full timeWe are looking for an experienced Chartered Building Surveyor to join our team in Birmingham, working on a range of exciting projects in the Midlands. As a Senior Building Services Specialist, you will have the opportunity to develop your skills and expertise in building surveying, construction management, and project delivery.Job DescriptionThis role...
-
RICS Chartered Professional
17 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeBenefits and Career GrowthThis role offers opportunities for career progression within a rapidly growing national firm. You will have access to training and development opportunities to help you reach your career goals, and you can work on high-profile and diverse projects across a range of sectors.Key RequirementsChartered Member of RICS (MRICS)Extensive...
-
Chartered Wealth Advisor
16 hours ago
Birmingham, Birmingham, United Kingdom Quilter Full timeCompany BackgroundWe are a well-established and respected Chartered Financial Planning firm, committed to delivering high-quality financial advice to our clients.Role SummaryThis is a fantastic opportunity for a talented Senior Chartered Financial Adviser to join our team and work closely with clients in the West Midlands.Main DutiesOffer expert holistic...
-
Chartered Building Professional
3 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAustin Fraser is seeking an accomplished Senior Building Surveyor to join a prestigious global infrastructure consultancy's team in the UK. This is a fantastic opportunity to utilize your expertise in building surveying to make a real impact.The successful candidate will be a MRICS accredited Chartered Building Surveyor with extensive post-graduate...
-
Senior Town Planning Director
4 hours ago
Birmingham, Birmingham, United Kingdom Nexus Planning Full timeWe 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...
-
Chartered Building Surveyor Professional
23 hours ago
Birmingham, Birmingham, United Kingdom EC PROPERTY RECRUITMENT LTD Full timeAbout Us">EC Property Recruitment Ltd is a leading real estate consultancy with a strong presence in the UK market. Our Birmingham office is looking for an exceptional Chartered Building Surveyor to join our team.Job Details:">This role involves working on a variety of professional and project instructions, requiring a high level of technical expertise and...
-
Graduate Planning Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom CS Construction Staffing Full timeAbout the CompanyCS Construction Staffing is a leading provider of construction staffing solutions in the Midlands region. Our company values diversity and promotes equality, and we welcome applications from candidates who share these values.Job DescriptionWe are seeking a highly skilled and motivated Assistant Planner to join our team. The successful...
-
Strategic Planning Professional
1 week ago
Birmingham, Birmingham, United Kingdom Waterman Aspen Full timeCompany OverviewWaterman Aspen is a leading consultancy firm specializing in urban development and planning services.Job SummaryWe are seeking an experienced Senior Planning Officer to join our team. This role will involve presenting to various stakeholders, preparing reports and statements, and contributing to planning development management.About the...
-
Birmingham, Birmingham, United Kingdom undisclosed Full timeAbout Our Client:A directly authorised financial planning business with a highly capable back office and compliance team. They offer complete independent financial advice, tax planning, and investment planning to private clients and business owners.Role Description:This opportunity is suitable for an established Senior Financial Planner / Adviser who wishes...
-
Birmingham, Birmingham, United Kingdom Gold Group Ltd Full timeJob Title: Senior Project Manager, Chartered Professionalc£72,500 / £82,500 Plus Bonus and Benefits PackageWe are looking for a highly skilled and experienced Senior Building Surveyor to join our team as a Senior Project Manager. The ideal candidate will have a strong background in building surveying, with a focus on project management and leadership.The...
-
Workforce Planning Strategist
4 weeks ago
Birmingham, Birmingham, United Kingdom Society of Workforce Planning Professionals Full timeWorkforce Planning StrategistThe Society of Workforce Planning Professionals is looking for a skilled Workforce Planning Strategist to drive business growth and improve organizational performance. As a key member of the team, you will develop and implement workforce strategies that align with business objectives, assess organizational readiness, and foster...
-
Chartered Building Inspector
6 days ago
Birmingham, Birmingham, United Kingdom Access Talent Group Full timeWe are delighted to partner with Access Talent Group in searching for a Chartered Building Inspector to join our team in Birmingham.Our commitment to work-life balance is reflected in our flexible working arrangements, which prioritize employee well-being.The ideal candidate will be responsible for:Evaluating plans and conducting statutory...
-
Advanced Financial Planning Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full time**About the Role**Bruin Financial, a leading Wealth Manager in the UK, is seeking an experienced Senior Paraplanner to join their dynamic team in Birmingham.The successful candidate will support Wealth Planners by conducting thorough research on various financial planning products and services, including pensions, life insurance, tax planning, and investment...
-
Chartered Buildings Project Lead
4 days ago
Birmingham, Birmingham, United Kingdom Gold Group Full timeJob Title: Chartered Buildings Project LeadGold Group is seeking a Chartered Building Surveyor to take on a leadership role in our senior management team.The ideal candidate will have extensive experience of project management and a strong track record of delivering results in a fast-paced environment.The successful candidate will be responsible for...
-
Chartered Accountant Position
3 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAbout the JobWe have a vacancy for a Chartered accountant to work in our Birmingham office.The ideal candidate will possess a strong background in financial management, ideally with 2-5 years of experience in a small firm.Responsibilities include:Financial transaction managementPreparation and review of financial reportsFinancial planning and strategy...
-
Chartered Quantity Surveyor Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Maxim Recruitment Full timeAs a leading Chartered Quantity Surveying practice, Maxim Recruitment is currently seeking a highly skilled Quantity Surveyor to join their team in Birmingham.The successful candidate will have a minimum of 3 years' experience in running own projects quantity surveying and/or project management for either a Private Practice, Construction Company or related...
-
Protection Professional
20 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is committed to delivering exceptional customer experiences through its team of dedicated Protection Advisers.We are seeking a skilled professional to join our network on a Self-Employed Basis, with a salary range of £42,000 - £62,000 per annum dependent on experience.This role offers an exciting opportunity for individuals to...
-
Highly Experienced Chartered Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Full timeAbout the RoleAn exceptional opportunity awaits a high-calibre Senior Chartered Financial Adviser to manage an existing client bank of high net worth individuals with approximately £80M in funds under management.As a trusted financial partner, you will deliver holistic financial advice, including inheritance tax (IHT) planning, while providing a...
-
Workforce Planning Strategist
4 weeks ago
Birmingham, Birmingham, United Kingdom Society of Workforce Planning Professionals Full timeAt the Society of Workforce Planning Professionals, we are seeking a highly skilled Talent Development Manager to join our team. In this role, you will be responsible for understanding the strategies of our business and identifying talent needs for the future. With 5+ years of experience in strategic initiatives related to HR, workforce planning, resource...