Financial Planning Executive

A financial services company in the Greater London area is seeking an experienced Independent Financial Advisor to deliver high-quality financial planning and investment advice. The role involves building client relationships, conducting assessments, and providing tailored financial solutions. Competitive salary of £75,000 and additional benefits include...

A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and Surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice....

Financial Administrator VacancySW London offices with hybrid working£30k - £35k basic salary plus benefits packageMy client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to...

ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking forRequirementsResponsibilities:Provide Financial Planning support to clients...

Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm? Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track...

My client are a leading business services and consulting firm, they offer a range of services to clients in the UK and beyond. They continue their growth both organically and by acquisition. To support this growth they currently seek an experienced FP&A Analyst to join the team to continue to develop business planning and improve analysis and Management...

**plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

Financial Risk Manager – Up to £100k OTE 4 days in the office, 1 at home London cer Financial are working closely with a leading global Insurance company based in Central London. They are looking for an experienced Financial Risk Officer with solid actuarial experience to join their team on a permanent basis. Responsibilities: Support the CRO in...

As a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners - Processing new Business - Assist with development of the financial planning process - Liaising with providers and clients - Basic report writing - Demonstrating an...

One of the UK's leading Wealth Management organisations currently have a requirement for a Client Service Executive to working within their financial planning support function. My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service...