Assistant Financial Planning Manager

Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...

Join Financial Divisions, a well-established and highly recognised IFA, as a Paraplanning Specialist. **Key Responsibilities:** * Produce illustrations and valuations * Prepare annual reviews * Liaise with clients and Advisers * Process fund switches and drawdowns * Write suitability reports across pensions, investments, IHT and estate planning **About...

Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...

Job OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...

Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

About InterQuest Financial Markets:We are a dynamic startup led by a highly skilled CFO and a strong leadership team, offering an exciting opportunity to work in a fast-paced, innovative environment. Our lending-focused business specializes in securitization and debt financing, and we're looking for a talented FP&A Analyst to help drive financial planning,...

Job Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...

Equifind is currently assisting one of the world's largest private equity firms in their search for a Senior Financial Accountant to join their London team.This position offers an excellent opportunity for a qualified accountant with practice experience to transition into the financial services industry. The role encompasses a wide range of...

Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...

Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.

The ideal candidate will possess a Diploma in Paraplanning and have a minimum of 2 years of full-time experience in the field.As a Paraplanning Expert, you will assist in the preparation of financial advice on investments, pension planning, inheritance tax, and estate planning.You will be supporting a high-achieving Financial Adviser, working with a diverse...

Job OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...

The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology. They are expanding rapidly and are seeking a talented individual to...

This established and successful specialist construction company seeks a highly skilled Financial Manager to assist in running and managing its finance team. You will provide support to the Board and Finance Management Team and proactively contribute to the advancement of the Group's overall business plan.Key Responsibilities:Prepare year-end accounts and...

Job Title: Management AccountantLocation: LondonEmployment Type: Full-time, PermanentDepartment: FinanceAbout SMART:SMART is a forward-thinking, dynamic organization dedicated to driving growth and innovation within our industry. We are passionate about what we do and are committed to creating a positive, collaborative workplace where talented people can...

Eden Recruitment is delighted to be supporting a leading financial services firm in their search for a highly organised and proactive Executive Assistant to provide comprehensive support to three Managing Directors (MDs). This role requires a skilled individual who can seamlessly manage the competing demands of multiple senior executives in a fast-paced...

Financial Planning AccountantFinancial Staffing Solutions is seeking a highly skilled Financial Planning Accountant to join our team in Central London. As a key member of our finance team, you will be responsible for preparing the company's monthly management accounts, revising in-year forecasts, and providing ad-hoc reports to directors.Key...

About the Role:We are looking for a skilled Financial Planning Expert to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions.Key...

My client is an international Bank. Looking to recruit someone for their Risk Management Department.Essential Duties and responsibilitiesSpecific: (Including Prescribed responsibilities) General:Adhering to FCA’s Conduct Rules (both Individual and Senior Manager’s Conduct Rules)Adhering to FCA's Principles of Business & PRA’s Fundamental...