Senior Financial Planning Administrators

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...

The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.The Senior Financial Planning Administrator...

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...

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

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...

SALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...

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...

A new vacancy has arisen with one of Handle Recruitment's Music clients for a Financial Planning Analyst. Working for this globally recognised Music giant, the position is ideal for a newly qualified accountant (ACA/ACCA/CIMA) Based the heart of London, this progressive analyst position will report into senior figures within the finance department 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...

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...

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...

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,...

An exciting opportunity has arisen for a Senior Planner to join a leading name in Tier 1 Main Contracting to work on various Major Projects in and around Central London.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead.They operate...

Senior Loan Administration - Bilateral & SyndicatedInternational Bank based in the City of London, are looking to bring onboard a Senior Loans Administrator. Permanent position with hybrid working. To be considered for this position, candidates MUST be degree educated. The incumbent will be responsible for administering the delivery of all functions in...

Neon Healthcare is a fast-growing and ambitious pharmaceutical company. TheCompany has significant operations in the UK and is currently expanding its activities into other territories.Neon is seeking a highly motivated, proactive, and enthusiastic finance professional looking to progress their career and make a significant contribution to the continued...

Ambitious, Global Advertising business are looking for a talented Senior 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 financial functions of...

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,...

As a Planful Consultant at a premier global consulting partner, you will play a pivotal role in implementing and optimising Planful solutions for a diverse, international client base. You will enable clients to enhance their financial planning, budgeting, forecasting, and reporting processes. This role is ideal for someone with expertise in financial...

Financial Planning AssistantLondon - HybridOur client a prestigious Private Wealth Manager seek individual with either CII Certificate in Financial Services or Diploma in Regulated Financial Planning, Responsibilities:to work alongside all members of the Financial Planning Team to undertake all aspects of client administration.Submission and monitoring of...

Job Title: Senior Pensions AdministratorLocation: Fully RemoteContract Type: Inside IR35 - rate depending on experienceExperience Required: Minimum 3+ years as a Senior Pensions Administrator, Recent Cradle-to-Grave Experience, experience with DB schemes