SVP, Financial Planning

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...

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

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...

The RoleThe FP&A and Performance Reporting Analyst will report directly to the BU Head of Finance and support the delivery of weekly/monthly performance reporting, quarterly forecasting, annual planning & ad-hoc business analysis. This role offers lots of variety, breadth of exposure and significant scope for personal and professional development.The...

Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...

About Us:Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role Overview:We are seeking a highly skilled and motivated Paraplanner to join our dynamic...

Looking for a new challenge, feed up of no leads, sick of working on your own (or feeling like you are), the fun has gone out of the job? OFS is an organization that works with you to build and develop your business, embraces enterpunrial spirt, looks for ways to develop and support its most important asset the advisers whilst having some fun! 2024 is a...

Financial Planning AdministratorLocation: London (Hybrid: 3 days in the office, 2 days from home)We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator.About the Firm: This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

Head of Financial Planning & Analysis London, UK - £100,000 per annum + Bonus & BenefitsCompany Overview:Join a rapidly growing technology business with a turnover of approximately £20 million. Backed by a highly regarded PE fund, the company is poised for significant expansion both domestically and internationally. We are committed to innovation,...

Our client is currently seeking a Director to join their London based Financial Planning division.Our client is the UK’s leading integrated wealth management and professional services group, with over 100 years of experience in helping generations of people and businesses to thrive. They offer an extensive range of financial and professional services to...

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...

Senior FP&A Analyst (12 months)Central London£400-500 per day through an umbrella companyHalliday Marx are excited to partner with a Multi-National Consultancy to recruit a Senior FP&A Analyst to cover maternity for 12 months. This is a Hybrid working role allowing the successful candidate the flexibility of both office and remote working. This is a key...

Role Nigel James Associates is thrilled to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of HNW and UHNW clients. It’s an exceptional role for an experienced and...

A market leading media and entertainment business are looking for a highly commercial and influential Head of Group Financial Planning to join a world-class finance team. The this role will play a key role commercially in the group in supporting, advising, and challenging the business. This is an industry and business model where strategy evolves rapidly,...

At SilverRock, we our building a new bank. Our vision is to “Pioneer fairer financial outcomes by empowering lenders to deliver and enabling savers to prosper” We are doing this by building a unique and highly scalable data driven multi-asset bank through a partnership of ecosystems, specialising in the delivery of forward flow partnerships and portfolio...

This just in - An incredibly exciting opportunity to be part of the studio team at Lisa Eldridge! We are looking for an outstanding Financial Planning & Analysis Manager (FP&A) based in London, to join our team.This newly created role will be working with the cross-functional teams and senior management to create the financial analysis and planning...

FP&A AnalystPermanent – Hybrid Working Antrim Up to 45k -Must be NI based-The CompanyWe have partnered with an established tech company in Antrim. With culture being a focus of the company, they have excelled in ensuring they are a great place to work for staff across the business.This is a newly created FP&A role, essential for the success of scaling the...

AFS Financial Management is long established and experienced group of financial professionals looking to expand our team. We are seeking an experienced Paraplanner or Adviser to provide technical and administrative support and engage in all aspects of the financial planning process.Subject to experience and knowledge duties will include;- assisting with and...

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful...