Financial Planning Assistant

We are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...

About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...

Opportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...

Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

Job SummaryWe are seeking a Financial Planning Manager to lead day-to-day financial management, producing insightful financial reporting, analysis, planning, and forecasting for two departments: the Consumer Revenue Group (CRG) and Strategic Partnerships.This is a great opportunity for a finance professional to drive business success in a world-renowned...

We have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...

The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

About Financial DivisionsWe are a leading London based firm of financial planners committed to creating organic growth opportunities for our existing staff.Job OverviewWe are now in a position to offer an exciting opportunity for a talented individual interested in pursuing a career within wealth management.Key Responsibilities:Work closely and provide full...

Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.You will also be responsible for generating new business and building introducer...

About UsWe are a successful premier London based Financial Planning business, dedicated to providing exceptional advice and guidance to our clients.

Hays Financial Group, a leading business in the financial services industry, is seeking experienced Mortgage & Protection Advisers to join their team. As a highly successful company with over 35 years of trading experience, they provide a range of services including mortgage planning, investment, and pension planning.The ideal candidate will have a CeMAP...

Role OverviewNigel James Associates Ltd, a leading wealth management company, seeks an experienced part-time Financial Planning Assistant to work closely with senior Financial Planners.This role involves working four days a week, with one to two days spent in the office, depending on client meetings. You will be required to work with HNW and complex cases,...

We are seeking a highly motivated Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for delivering exceptional customer service to our clients and building strong relationships.Skills and Qualifications:We are looking for an individual with a Diploma in Financial Advice and some Industry Sales...

Senior Paraplanner Role OverviewWe are seeking an exceptional Senior Paraplanner to join our highly respected Financial Planning team in London. As the technical expert, you will impart your knowledge across the business and create advice plans for new clients.This is a unique opportunity for a Senior Diploma Qualified Paraplanner with Chartered Status and...

We are currently looking for a talented Junior Paraplanner to join our team in a boutique Financial Planning practice in London.This role involves working closely with our Advisers and Senior Paraplanners to assist with the preparation of suitability reports, research, and client file maintenance.The ideal candidate will have a strong technical knowledge of...

We are seeking a talented FP&A Analyst to join our high-performing team. As a key member of our finance team, you will be responsible for assisting with processes for budgeting, forecasting, and reporting of actual financial results.Key Responsibilities:Assist in the preparation of financial models and reportsProvide detailed analysis to support operational...

At Blakemore Recruitment, we are currently seeking a Senior Financial Planning Assistant to join our clients' boutique Financial Planning practice in London.This role offers the opportunity to work closely with Senior Paraplanners, assisting in the preparation of suitability reports and undertaking research. The ideal candidate will have excellent...

Job OverviewWe are seeking a highly skilled Finance Assistant to join our dynamic team at Vitae Financial Recruitment. This is an exciting opportunity for someone with strong accounting experience and excellent communication skills.

Job OverviewA prestigious financial planning firm in Dorset seeks an organized and detail-oriented Financial Planning Administrator to provide administrative support to their team. This is a fantastic opportunity for someone looking to grow and develop their skills in a fast-paced environment.