Financial Planning Director

Found in: Appcast UK C C2 - 2 weeks ago

London Area, United Kingdom Russell Tobin Full time

Location: London

Hybrid working: 2-3 days per week in the office


Role Overview


Russell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for an experienced Independent Financial Adviser to join this client's successful and highly skilled London Team, working within the Specialist Financial Planning arm and dealing with a prestigious bank of high-net-worth clients.

You will help to develop business relationships with current HNW clients with complex arrangements. You will also be responsible for growing your client bank with the support of a marketing and BDM team.


Responsibilities

  • Provide ongoing financial advice covering a broad range of topics including: Pensions and Retirement Planning including carry forward, lifetime allowance (LTA) planning & drawdown advice, along with Inheritance Tax and Estate Planning.
  • Tax-efficient cash flow strategies using cash-flow analyses.
  • Optimise Investments – Reviewing suitability of investment wrappers and investment providers.
  • Provide advice to clients predominately face to face or via videocall.
  • A team player who works towards achieving both team and personal Key performance Indicators.
  • Will deliver a quality service to client ensuring that updates are regularly provided to client.


Experience:

  • Seeking a candidate from a strong client facing, Financial Planning background
  • Minimum of 7 years’ experience in Financial Planning
  • Used to dealing with complex transactions and Ultra High Net Worth clients
  • A Pension Transfer Specialist would be beneficial but not essential
  • Should be Chartered or working towards
  • Own client book to bring would be useful where possible
  • Book size they take on will depend on their experience/skillset
  • Ongoing fees are expected to be in excess of £350k

  • Financial Planning Administrator

    3 days ago

    City of London, Greater London, United Kingdom Augustine Financial Planning Full time

    Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply! Competitive salary. Are you the safe...

  • Financial Planning Administrator

    3 days ago

    City of London, Greater London, United Kingdom Citygate Financial Planning Full time

    Experienced employee benefits financial planning or pensions/protection administrator required. We are looking for someone who shares our values, if you think you are a good a fit for us, please apply! Would you like to work for a company that is passionate about empowering people through financial education? Would you like to have the opportunity to make a...

  • Director of Retail Financial Planning

    7 days ago

    London, United Kingdom Vitae Financial Recruitment Limited Full time

    Director of Retail Financial Planning & Analysis, London £115k - £130kpa, plus great benefits including a bonus and shares Vitae are delighted to be exclusively partnering a major international retail brand in their search for a Director of Financial Planning & Analysis, Retail. This role is responsible for the end-to-end financial management of the Retail...

  • Financial Planning Administrator home and office working

    3 days ago

    City of London, Greater London, United Kingdom Citygate Financial Planning Full time

    Experienced employee benefits financial planning or pensions/protection administrator required. Would you like to work for a company that is passionate about empowering people through financial education?

  • Director of Financial Planning

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    London Area, United Kingdom Altus Partners Full time

    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 lead for the global FP&A function, you will be at the helm of the financial strategy at C-1 level with a hands-on approach to building...

  • Senior Finance Director, Financial Planning

    5 days ago

    London, United Kingdom Vitae Financial Recruitment Full time

    Finance 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...

  • Senior Finance Director, Financial Planning

    14 hours ago

    London, United Kingdom Vitae Financial Recruitment Full time

    Finance 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....

  • Director of Financial Planning

    Found in: beBee jobs GB - 7 hours ago

    London, Greater London, United Kingdom Energy Jobline ZR Full time

    Job 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...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    Found in: Talent UK 2A C2 - 3 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    Found in: Whatjobs ES C2 - 7 days ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    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 individuals, who can...

  • Financial Advisor

    Found in: Appcast UK C2 - 2 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    Found in: Appcast UK C C2 - 2 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Planning Director

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    London Area, United Kingdom Bruin Full time

    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...

  • Financial Planning Director

    Found in: Whatjobs ES C2 - 7 days ago

    London Area, United Kingdom Bruin Full time

    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...

  • Financial Planning Director

    Found in: Appcast UK C2 - 2 weeks ago

    London Area, United Kingdom Bruin Full time

    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...

  • Financial Planning Director

    Found in: Appcast UK C C2 - 2 weeks ago

    London Area, United Kingdom Bruin Full time

    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...

  • Financial Planning Director

    Found in: beBee S GB - 2 weeks ago

    London, United Kingdom Russell Tobin Full time

    Location: LondonHybrid working: 2-3 days per week in the officeConsidering making an application for this job Check all the details in this job description, and then click on Apply.Role OverviewRussell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for...

  • Financial Planning Director

    Found in: beBee jobs GB - 2 weeks ago

    London, Greater London, United Kingdom Russell Tobin Full time

    Location: LondonHybrid working: 2-3 days per week in the officeConsidering making an application for this job Check all the details in this job description, and then click on Apply.Role OverviewRussell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for...

  • Financial Planning Director

    6 days ago

    London, United Kingdom Russell Tobin Full time

    Location: London Hybrid working: 2-3 days per week in the office Role Overview Russell Tobin have partnered with a leading, global Investment Management business in finding them a Financial Planning Director. This is the perfect opportunity for an experienced Independent Financial Adviser to join this client's successful and highly skilled London...