Financial Planning Executive
4 days ago
- Treasury Management: Develop safeguarding procedures in line with regulatory requirements.
- Liaise with regulatory bodies and auditors as needed.
- A Bachelor's degree in Finance, Accounting, or Business Administration.
- Minimum 5 years of experience in a regulated environment, managing safeguarded funds or financial analysis.
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Financial Planning Consultant
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe 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...
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Financial Planning Professional
4 days ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
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Financial Planning Specialist
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...
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Senior Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout 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...
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Financial Planner Opportunity
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity 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...
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Financial Planner
1 week 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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Financial Planning Executive
1 week ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeWe are seeking a skilled Financial Planning Executive to join our team in London. This is a fantastic opportunity to work with a renowned firm specialising in financial planning services for corporate executives, small business owners, and professionals.Job DescriptionThis role involves providing administrative support to our financial planners, including...
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Financial Planning Executive
4 weeks ago
London, Greater London, United Kingdom Up Learn Full timeAbout the Opportunity:We are seeking an experienced Financial Planning Executive to join our team at Up Learn. As a key member of the executive leadership team, you will be responsible for leading and overseeing the entire finance function.Key Responsibilities:Lead the overall finance function with a focus on aligning financial strategies with the company's...
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Financial Planning Assistant
3 hours ago
London, Greater London, United Kingdom Fram Executive Search Limited Full timeFram Executive Search Limited has an exciting opportunity for a meticulous and proactive IFA Administrator to support the Financial Planning Director in their Bedfordshire office.About the RoleThe ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the advisors to focus on client engagement and strategy....
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Financial Planning Manager
2 weeks ago
London, Greater London, United Kingdom Financial Times Full timeJob 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...
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Financial Planning Expert
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Opportunity**We are seeking a highly skilled Financial Planning Expert to join our team at Financial Divisions in London.This role offers an exceptional opportunity for a Senior Paraplanner who enjoys technical aspects of financial planning to take on a leadership position and contribute their expertise across the business.The ideal candidate...
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Financial Planning Professional
5 days ago
London, Greater London, United Kingdom Exchange Street Executive Search Full timeAs a paraplanner with Exchange Street Executive Search, you'll be part of an acquisitive and growing financial planning business. This is a fantastic opportunity to develop your skills in portfolio analysis and report production. With a strong focus on technical research and collaboration with colleagues, you'll work closely with the financial planner,...
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Financial Planning Associate
5 days ago
London, Greater London, United Kingdom Exchange Street Executive Search Full timeAs a Financial Planning Associate with Exchange Street Executive Search, you will have the opportunity to work with an acquisitive and growing financial planning business. The company has a common theme of internal promotions or investing in trainees, indicating a strong potential for career growth.The role offers hybrid working arrangements, allowing you to...
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Bridging to Financial Expertise
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the JobWe are seeking a motivated and ambitious individual to join our team as a financial adviser. In this role, you will be responsible for building strong relationships with clients, understanding their financial needs, and providing expert advice to help them achieve their goals.As a financial adviser, you will need to possess excellent...
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Senior Financial Specialist
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe 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...
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Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeThe 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...
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Financial Planning Associate
2 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OpportunityAt Financial Divisions, we are seeking a talented and experienced Paraplanner to join our team in London.Salary: £45,000 - £52,000 per annum, plus bonus and excellent benefits package.About the RoleWe are looking for a professional who can prepare high-quality reports, cashflow forecasts, and accompany Financial Planners to client meetings....
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Financial Adviser Development Path
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOur Financial Adviser Role offers an excellent opportunity to build a successful career in financial services. As a financial adviser, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.In this role, you will be responsible for generating new client opportunities, ensuring...
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London, Greater London, United Kingdom Financial Staffing Solutions Full timeAre you a skilled finance professional looking for a new challenge? We have an exciting opportunity for a Finance Executive to join our client's team in a leading retail and wholesale business.About the Role:Financial Leadership: Provide strategic financial leadership and guidance to the finance team.Financial Planning: Develop and implement comprehensive...
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Executive Director
2 days ago
London, Greater London, United Kingdom Quilter Full timeFinancial Planning and Business DevelopmentWe are seeking a highly skilled professional to lead our financial planning and business development efforts, driving growth and expansion through strategic partnerships and initiatives.About the RoleThis position involves developing and executing a comprehensive business plan to expand our relationships with...