Financial Planner

Venn Group are currently partnered with a successful and passionate Housing Association who are looking to recruit a Senior Financial Planner to join their growing team. As the Senior Financial Planner, your role will include:Maintaining the 30-year business plan, including regular updates and scenario planning Ensure accurate FFR returns to the regulator of...

My client are a boutique founder-owned company providing financial planning solutions to families and individuals. As a business, they are large enough to have depth of expertise, whilst still small enough for their team to know all of their clients personally.They now have a fantastic opportunity for 2 Junior Financial Planners, with no prior Advising...

About the jobThe role: Ditch the grey suit, stock up on the biscuits and prepare to do financial planning Rachael Bell Wealth Management style.We’re not your average financial advisors - we go about things differently in our Practice and are proud of what our compact but perfectly formed team achieves every day.Relationships with our clients are central to...

Mbf are working with the Financial Planning arm of an award-winning Chartered Accountancy practice to recruit an experienced & qualified Paraplanner.Our client has offices the country, they have a particularly strong presence in the South West of England. Due to continued growth & expansion, they are now looking to recruit an additional Paraplanner to join...

RoleNigel James Associates is thrilled to partner with an award-winning, expanding financial planning firm to recruit an experienced Financial Planning Team Leader for their Surrey office. This will be a dual role where alongside managing the team you will also manage a client portfolio of your own providing expert advice. You will drive new business...

Position Available: Project PlannerSalary: Up to £57,000 + Bonus & Other BenefitsExperience needed: A good understanding of and experience with key project planning principles such as Scheduling, Risk Analysis/Assessments, Cost Management/Loading/Earned Value, Baseline Management, Critical Path Analysis, Integrated Planning and Resourcing. Experience with...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...

Job Title: Senior ParaplannerLocation: SurreySalary : £40 – 50k + Bonus + BensA leading Wealth Manager who is committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation. Join us in making a meaningful impact on our...

IFA Administrator, Salary up to £30,000(Experience dependant)Birmingham & Warwick locationsHybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

Job DescriptionTransport PlannerShift Pattern: Sunday - Thursday 11:30 - 19:30Premier Park, London​​​​​A great opportunity for an experienced Planner to join our distribution and logistics team at our Premier Park depot. You will be joining a small team that keep our network running, ensuring we deliver an exceptional level of service to our...

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Sheffield to join a leading Financial Planning and Private Client Investment Management company.They are an award winning integrated company providing planning and investment services to both professionals and individuals.With £1bn of assets under management they...

Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Coventry to join a Chartered Independent Financial Advice FirmWe are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals,...

One of the top 10 Wealth Managers in the UK are seeking a Wealth Management Assistant to join their HNW team in the Worcestershire area.Supporting the Wealth Planners with Administrative work your daily responsibilities will include;Process new business for clients Being a point of contact for client queries and handle client correspondence and post.Manage...

Our Planning & Development (P&D) team is one of the most respected in the UK. More than 130 people strong, based in London, Birmingham and Manchester, we offer one of the largest integrated teams in our sector. We remain at the forefront of policy making and our unrivalled knowledge of central and local government planning systems ensures our clients receive...

Role: e-Commerce Merchandiser & Product PlannerLocation: St Ives, CambridgeshireHours: Monday to Friday pam – 5pmSalary: Up to £35,000I am looking for a passionate and enthusiastic e-commerce merchandiser & product planner for a sports clothing brand based in St Ives, Cambridgeshire.What’s in it for you?Wellness programs and resources designed to...

My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

Our client, a growing wealth management firm, are looking for a T&C Manager to join the business. This person will be responsible for providing oversight and structure to the training and competence of financial planners within the group.Key Responsibilities:Manage relevant T&C processes for supervisors and attaining competence process for all certified...

IFA AdministratorHalifax Salary up to £28,000 (Experience dependant) Death in service 5% Pension Yulife Employee benefits package Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent...

IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...