Financial Planning Director
4 weeks ago
A great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm.
You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include;
- Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning.
- Develop business relationships with current HNW clients with complex arrangements.
- Tax-efficient cash flow strategies.
- Optimise Investments.
- Be responsible for growing your client bank with the support of a marketing and BDM team
I am seeking a candidate from a strong client facing Financial Planning background used to dealing with HNW and UHNW clients. You should be Chartered or working towards and having a client book to bring might be a positive too.
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Financial Advisor
2 weeks ago
London, United Kingdom Quilter Financial Planning Full timeSummary We 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...
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Financial Advisor
12 hours ago
London, United Kingdom Quilter Financial Planning Full timeJob Description Summary We 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...
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Financial Advisor
4 weeks ago
London, United Kingdom Quilter Financial Planning Full timeSummary We 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...
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Senior Finance Director, Financial Planning
3 weeks ago
London, United Kingdom Vitae Financial Recruitment Full timeFinance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group. This is...
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Senior Finance Director, Financial Planning
2 weeks ago
London, United Kingdom Vitae Financial Recruitment Full timeFinance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group....
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Director of Financial Planning and Analysis
2 weeks ago
London Area, United Kingdom Finatal Full timeTitle: FP&A DirectorSalary: c.£140,000, with additional bonuses and equity opportunitiesLocation: LondonMM10018Finatal is currently working with a highly acquisitive, private equity-backed SaaS business gearing up for an exit in the next 12-18 months. As they continue their buy-and-build strategy, they are in search of an FP&A Director to join their team....
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Director of Financial Planning and Analysis
2 weeks ago
London Area, United Kingdom Finatal Full timeTitle: FP&A DirectorSalary: c.£140,000, with additional bonuses and equity opportunitiesLocation: LondonMM10018Finatal is currently working with a highly acquisitive, private equity-backed SaaS business gearing up for an exit in the next 12-18 months. As they continue their buy-and-build strategy, they are in search of an FP&A Director to join their team....
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Director of Financial Planning and Analysis
2 weeks ago
London Area, United Kingdom Finatal Full timeTitle: FP&A DirectorSalary: c.£140,000, with additional bonuses and equity opportunitiesLocation: LondonMM10018Finatal is currently working with a highly acquisitive, private equity-backed SaaS business gearing up for an exit in the next 12-18 months. As they continue their buy-and-build strategy, they are in search of an FP&A Director to join their team....
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Director of Financial Planning and Analysis
2 weeks ago
London Area, United Kingdom Finatal Full timeTitle: FP&A Director Salary: c.£140,000, with additional bonuses and equity opportunities Location: London MM10018 Finatal is currently working with a highly acquisitive, private equity-backed SaaS business gearing up for an exit in the next 12-18 months. As they continue their buy-and-build strategy, they are in search of an FP&A Director to join their...
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Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe 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...
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Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe 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...
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Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe 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...
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Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe 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...
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Financial Advisor
3 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummary We 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...
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Financial Advisor
12 hours ago
London, United Kingdom Quilter Financial Planning Full timeJob Description 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...
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Director of Financial Planning
2 weeks ago
London, Greater London, United Kingdom Energy Jobline ZR Full timeJob DescriptionCheck you match the skill requirements for this role, as well as associated experience, then apply with your CV below.THE SEARCH:Altus Partners has been retained by a high-growth, international financial and advisory services business to lead and build-out their newly created FP&A function as Director of Financial Planning & Analysis. As a...
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Financial Planning Director
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London Area, United Kingdom Bruin Full timeA great opportunity has arisen for an experienced Independent Financial Adviser to join a successful, ambitious Wealth Management Firm. You will be working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients where daily duties will include; Provide ongoing financial advice covering a broad range of...
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Finance Manager
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London Area, United Kingdom Camino Search Full timeFinance Director - Investor-backed SaaS businessWe are excited to be partnering with an investor-backed SaaS business who are looking to bring on an exceptional Finance Director who will partner directly with the CEO to drive the company’s strategy.This is an exciting opportunity where you will oversee the day-to-day financial management of the business,...
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Financial Director
4 weeks ago
London Area, United Kingdom Camino Search Full timeFinance Director - Investor-backed SaaS businessWe are excited to be partnering with an investor-backed SaaS business who are looking to bring on an exceptional Finance Director who will partner directly with the CEO to drive the company’s strategy.This is an exciting opportunity where you will oversee the day-to-day financial management of the business,...