Financial Planner

RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity which will see you inherit part of a portfolio of HNW clients. Given you will be working with both HNW and UHNW individuals, this position requires...

The Senior Wealth Manager is responsible for understanding and reviewing clients’ financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.You will be capable of building relationships with both new and existing private clients.Responsibilities:Understanding and reviewing clients’ financial needs,...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

Role Title: Business PlannerDuration: contract to run until 27/06/2025Location: London, 60% Office 40% RemoteRate: up to £392.40 p/d Umbrella inside IR35Role purpose / summaryOur client is looking for a Business Planner to join the teamKey Skills/ requirements• Significant Clarity Knowledge• Significant MS Project and Jira knowledge• Experience...

About the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...

Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client book with the primary focus on new business. You will be given some HNW clients to help you on your way. Your target clients...

About the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...

About the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...

Position Available: Project Planner/ControllerSalary: Up to £62,000 + 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....

We are looking for a Principal Network Planner for Oracle Cloud Infrastructure to help us expand and scale the next generation of Oracle Cloud services. Our Network Planning Group is responsible for strategic decisions that impact network provider selection, site selection, and new market entry. A Network Planner should have a blend of business knowledge and...

Currie & Brown is currently looking for a Planner to join our Infrastructure team in London. The successful candidate will support project leaders in generating a high standard of project planning service delivery, achieving successful outcomes for our client, capturing and sharing knowledge across projects, enhancing our culture of innovation and...

My client, one of the top 10 Wealth Managers in the UK are seeking a Diploma Qualified Paraplanner to join their team in Birmingham.Actively supporting the Wealth Planners your duties will include;Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment...

We are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...

Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

This role is based in Porto and will require relocationWho We AredeVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistants (BDA’S) to join our professional and fully funded Financial Planning Trainee role in...

Are you an experienced IFA Administrator looking to play a pivotal role in a growing financial services business?We are recruiting for a highly successful and expanding financial services company, known for its expertise and reputation across multiple sectors. As part of its continued growth, the business is looking to enhance its financial planning division...

Are you a passionate and driven individual seeking an exceptional opportunity to unleash your potential in the world of private banking? Look no further! We are actively searching for talented private bankers with an entrepreneurial spirit to join a pure-play private bank.The client:My client is a leading financial institution renowned for its commitment to...