Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
Join our thriving, forward-thinking firm in Birmingham, where you'll be part of a culture-centric business that prioritizes career progression, development, and outstanding client service.
Due to an internal promotion, our globally operating and industry leading client require a Finance Planning Manager to support their Senior Finance and Operations teams.
Working as part of the Regional Service Team in close cooperation with the global head office commercial controlling, this business-critical position is responsible for maintaining an accurate overview and forecast of the regional finances within the service department, creating ongoing transparency of the current financial status and regional risks and opportunities.
Also working for a Finance Director who will trust you to build, grow, and shape an FP&A function and not clip your wings.
Opportunities like this in FP&A rarely come up.
Imagine taking the best systems, models, practices, and the good of your FP&A experience from previous functions, then sprinkling your own ideas on top to create your own FP&A function from scratch for this high-growth business.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £60K/yr to £75K/yr
This Independent Wealth Manager requiries an experienced, organised, and knowledgeable FLOD Compliance Manager to join the Financial Planning Leadership Team to build and deliver oversight of our Financial Advisers within the Financial Planning division").
The role will report to the Managing Director of FP, but it is expected that the individual will work very closely with the Regional Directors, FP Training Manager and Director of Wealth Operations.
As part of the team, you will have the opportunity to work in a fast-paced, collaborative environment where you will be able to utilise your skills and expertise to help deliver amazing outcomes for our clients, by placing first line risk, compliance and adviser oversight at the heart of the clients journey with us, whether through Select or Premier.
As a Financial Planner, you will be responsible for developing and managing client relationships, analysing financial information, and creating strategies tailored to individual needs.
Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients.
This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Preparing meeting packs and client engagement letters for new clients
Acting as a first point of contact for clients and product providers
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
Posted by D&R Recruitment Limited • £80K/yr to £105K/yr
An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team.
In this role, you will provide comprehensive financial planning services to an existing book of clients, helping them navigate their financial journeys with confidence.
It is dedicated to helping its clients achieve their financial goals through expert guidance and personalised strategies.
Posted by Pavilion Recruitment Solutions • £70K/yr
Job Summary
We are seeking a motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners.
The Academy Manager will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge, skills, and qualifications necessary to become successful financial planners.