Senior 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/...

Financial PlannerLondon£80,000 plus bonus and benefitsI have an incredible opportunity in London for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech led, fully...

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,...

Are you seeking a something new in consultancy or looking to work for a more flexible or forward-thinking firm to advance your career? Then please get in touch! We are currently working exclusively with a busy planning consultancy based in the Midlands, who are keen to grow with a Senior/Principal Planner in their Birmingham office.Their clients including...

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...

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...

A leading main contractor in the Construction industry is offering an exciting opportunity for a Senior Planner to join their well-established team in Birmingham. This position is ideal for an experienced Senior Planner eager to be part of a company experiencing significant growth in the region following recent project successes. The role also presents the...

Senior Planner – Civil EngineeringTier One Civil Engineering ContractorDevonAre you an experienced Senior Planner looking to develop your career on a high profile Civil Engineering project? Then a role with this market leading Contractor could be for you.My client is a multi billion Civil Engineering Contractor delivering an iconic Civil Engineering...

Financial PlannerYorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield£50k - £70k basic salary (DOE) + bonusesIDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

Sector: Public Sector / Government / DefenceJob Title: Senior PlannerType: ContractorLocation: Reading (Fully onsite role)Duration: 18 monthsVetting: DV level secuirty clearance is required Essential skills and experience:Experience as a senior plannerProviding planning expertise to internal customers within the projects supportedImplementing 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...

Senior Planner- Permanent Bristol, UK £55,000 to £70,000 paA global professional services firm, specializing in delivering critical projects across the real estate and natural resources sectors, is seeking a Planner. Focused on driving positive change, the firm helps clients tackle complex challenges through expert guidance, innovative solutions, and a...

Senior Project Planner – Hybrid – Salisbury - £60,000Have you ever left a legacy where you worked? Maybe a bit cliché, but you’ll know from your experience that different processes you’ve help establish have had different levels of impact.This position will see you as the senior planner. You’ll be working within a growing SME that design and...

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...

Job Title: Project Planner / Senior Project PlannerLocation: Remote with monthly or less travel (costs covered)Industry: DefenceAre you ready to take your Planning expertise to a high-impact Defence project?We are seeking a Planner / Senior Planner for a major Defence client. This hybrid role offers the flexibility of remote work with the opportunity to be...

NECTO Search and Selection is recruiting an experienced P6 / Primavera Planner for a leading Irish Contractor with operations across Europe. As a planner, you will be involved in the programming, scheduling, and overall detailing of a complex civil engineering project in Dublin. What you getThis role offers a market-leading salary and benefits package, as...

IDEX are exclusively representing a Wealth Manager in the Midlands who are looking for a Head of Advice Standards (Compliance)This is a project role that will support the Compliance leadership team in identifying regulatory or operational gaps in the advice process. You will work with the senior leadership team in helping improve and automate processes and...

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...

Our client is looking for a Principal/Senior Planner to join the experienced planning team, working on a varied range of projects, providing strategic and tactical planning advice to clients at senior levels.You'll hold a degree/Masters planning qualification and have a robust knowledge of the planning system with experience gained in the energy, waste,...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...