Financial Planner

OverviewAn established and highly successful wealth management firm in West Sussex is currently seeking experienced Financial Planners to join their team as part of a long-term succession strategy.With over £1 billion in client funds under management across approximately 2,600 households, this firm offers a rare opportunity to inherit a high-quality client...

Chartered Financial Planner - Lincolnshire & Peterborough We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a customer‑first approach, ethical practice, and continuous professional development. We offer holistic financial planning that includes...

Company description: XPO, Inc Job description: Logistics done differently. Are you an experienced planner or planning administrator looking for a position that you can really make a difference in? Do you like the idea of supporting the transport function on a key contract for one of the biggest, fastest-growing names in logistics? Are you ready for your next...

Have you worked in a **contact centre** previously? Have you got an understanding of **Dialler/SMS** Technology? Are you looking for a new opportunity whereby you can learn and develop? If you’ve answered yes, then you could be the right person to join the Operations strategy team as a **Dialler and Resource Planner** in our Kings Hill office, **ME19...

At Cabot, we pride ourselves on being the best at what we do and we recognise that it’s the people that make the difference to any organisation. So, are you ready for a new challenge?! As we are on the lookout for an Dialler and Resource Planning to join our Strategy Operations Department in our dynamic Kings Hill office. We have offices throughout the UK...

A successful wealth management firm in the UK is seeking experienced Financial Planners to inherit a client book of 150-190 high-quality clients. The role offers a base salary of £40,000-£50,000, with an OTE of £100,000+ through bonuses. Candidates should have at least 2-3 years of advisory experience and Level 4 qualifications. This position allows for...

Job DescriptionPurpose of the roleTo establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. AccountabilitiesManagement of client relationships to identify the clients financial goals, challenges, and risk...

IFA Support opportunity for a leading Midlands financial advice firm **About Our Client** A top Midlands advice firm has an opportunity for an IFA Support / Paraplanner to join their team providing support and client services for independent financial advisers and financial planners. - **About the role** Preparing client and adviser cases for IFA’s &...

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global...

IRC is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in the West Midlands. **Role overview** - To provide an effective and efficient administration service to the Advisers and Head Office as required - To assist Paraplanners and...