Financial Planning Team Leader
3 months ago
Role
Nigel 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 networking with professional introducers. You will consistently lead and mentor your team to reach its full potential. This position calls for a highly motivated individual who excels in a challenging environment, is commercially driven, and will thrive within a dynamic, forward-thinking culture.
Requirement
You will be an accomplished Financial Adviser with the experience of managing a team of Financial Planners. You will enjoy the networking and business development aspect of the role alongside delivering quality advice to HNW clients. You will be professional yet have an approachable manner. You will be senior person in the business working alongside other managers to help deliver on company wide objectives. Your expertise will not only enhance your team's performance but also contribute to the overall growth and success of the company. Ideally, you will hold Chartered or Certified qualifications, with Level 4 DipFS as a minimum requirement.
Why join?
With acquisitions across the country this Financial Planning company have gone from strength to strength and expanding rapidly which provides a great opportunity and scope within the firm moving forward. Their business is built on strong relationships, teamwork and tailoring their services to ensure a outstanding service for their clients.
What next?
If you believe this role could be for you then please either apply or get in touch to find out more
-
Mortgage Advisor
3 months ago
West Sussex, UK, South East England, United Kingdom Quilter Financial Planning Full timeJob Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...
-
Regional Financial Controller
2 months ago
Surrey, UK, South East England, United Kingdom Global Advertising Business Full timeAmbitious, Global Advertising business based in Surrey are looking for a talented Regional Financial Controller to join their Group finance team. Having recently been acquired by an industry leading Marketing Group they are going through an exciting but challenging global finance transformation and this role will play an integral part in managing the...
-
Mortgage Advisor
3 months ago
Essex, UK, Eastern England, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Surrey, UK, South East England, United Kingdom Ringway Full timeRingway, a leader in the Highways Term Maintenance Industry, is responsible for over 50,000 kms of the UK’s highways network. We're dedicated to supporting our clients through a flexible approach and a locally based workforce. We are proud to have been awarded Investors in Diversity and are committed to providing growth opportunities for all...
-
Senior Paraplanner
4 weeks ago
Surrey, UK, South East England, United Kingdom Cameron Kennedy Full timeJob 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...
-
Practice Manager
4 weeks ago
Surrey, UK, South East England, United Kingdom St. James’s Place Full timePractice Manager (Financial Services)Location: Surrey based remote (for occasional meetings)Salary: Up to £40,000, depending on experienceWorking as part of the team at an Appointed Representative of St. James’s Place Plc. An outstanding new opportunity has arisen for a Practice Manager within a highly successful SJP Partner Practice. You will be managing...
-
Head of Compliance
4 weeks ago
Surrey, UK, South East England, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting are currently partnered with a bespoke Financial Planning business in Surrey who are looking for a Head of Compliance to join their team. The client are going through an exciting time of international growth which includes new jurisdictions, more products and more headcount growth. They're now looking for a Compliance professional to Head...
-
Document Management
3 weeks ago
Surrey, UK, South East England, United Kingdom Fidelity International Full timeCustomer Communications Print Hub - AssociateContract length: 6 MonthsLocation: Kingswood, Surrey (On site)Department: Customer CommunicationsJob type: ContractYour roleThe Customer Communications Print Hub team is responsible for the production of personalised documents supporting Fidelity’s business communication with our clients in the UK and across the...
-
Client Support Manager
3 weeks ago
Bristol, UK, South West England, United Kingdom mbf Full timeJob Title: Client Support Manager - Financial PlanningLocation: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFHAbout the RoleWe are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client...
-
Senior Account Director
4 weeks ago
Surrey, UK, South East England, United Kingdom RBW Consulting Full timeAre you ready to take on a senior leadership role in medical communications and events, driving high-impact projects for healthcare and life sciences clients? This is an exciting opportunity for a strategic leader with extensive agency experience who understands the full communications cycle—from concept to execution, through to media planning. You’ll...
-
Senior Supply Chain Planner
4 months ago
Surrey, UK, South East England, United Kingdom Investigo Full timeAbout the Company: An exciting opportunity has arisen for a Senior Supply Chain planner to join a business who is a global leader in their field. Looking for someone with experience of driving change in end to end supply chain operations. Experience working in a fast paced environment, working with best practice and experience in value delivery and process...
-
Head of Marketing
4 weeks ago
Buckinghamshire, UK, South East England, United Kingdom Instant Impact Full timeOur client is a key player in the financial services and market intelligence sector and is on a powerful growth trajectory. In order to deliver growth across the portfolio of projects, they have created the position of Head of Marketing & Planning.WHAT'S THE PURPOSE OF THE ROLE?This is an incredible opportunity for a talented senior Marketer to join a...
-
Senior Financial Planner
4 weeks ago
Kent, UK, South East England, United Kingdom Venn Group Full timeVenn 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...
-
Financial Planner
2 months ago
Oxfordshire, UK, South East England, United Kingdom Jenson Fisher Full timeMy 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...
-
Brand Manager
2 months ago
Surrey, UK, South East England, United Kingdom Seven Search and Selection Ltd Full timeOur client:A global leader in the food industry, experiencing impressive growth, with marketing playing a key role in driving their future successThe business behind many renowned brands, a leading manufacturer of branded and private label food products.They are currently in a period of significant growth and investment and are looking to recruit a Brand...
-
Creative Design Director
2 weeks ago
Surrey, UK, South East England, United Kingdom Bodhi Full timeDesign / Creative DirectorWhoMy client is a professional services company that is disrupting a traditional, old-fashioned market with its revolutionary technology platform. The Opportunity My client is looking to hire a Design Director who will be responsible for ensuring that all products and experiences are delivered on time, on budget and to the highest...
-
Pension Manager
4 months ago
Surrey, UK, South East England, United Kingdom Alexander Lloyd Full timeAre you interested in working for an industry leading Third Party Administrator in a role where you can really make a difference?Role responsibilitiesSuccessfully manage the Pension Administration service delivery for one large client with 350k livesLead and drive performance in a team of around 40 employees with 3 direct reports at Pension Team Leader...
-
Chemistry Team Leader
4 weeks ago
Hertfordshire, UK, Eastern England, United Kingdom Hyper Recruitment Solutions Full timeAre you an experienced Chemistry Team Leader looking for an exciting new job opportunity?We are currently looking for a Chemistry Team Leader to join a leading pharmaceutical company based in the Hertfordshire area. As the Chemistry Team Leader, you will be responsible for overseeing a defined section of the laboratory, ensuring that samples are taken and...
-
Import Export Manager
1 week ago
Surrey, UK, South East England, United Kingdom Vertical Advantage Full timeJob Title: Import & Export Team LeaderLocation: Surrey, United KingdomSalary: £40k-£44KWe are seeking an experienced Import & Export Team Leader to manage the end-to-end flow of goods in and out of the UK and handling all necessary documentation to facilitate the smooth movement of goods.Key ResponsibilitiesOverseeing customer orders.Issue export...
-
Associate Director
3 weeks ago
West Sussex, UK, South East England, United Kingdom Planning Recruitment Limited Full timeWe are excited to be working with a long-established architectural practice, specialising in healthcare architecture, as they look to appoint a new Director or Associate Director looking to take the next step in their career.This is a senior leadership role, crucial in shaping the future direction of the practice. This opportunity arises due to the planned...