The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
One of the best Asset Managers in the UK is hiring a Financial Planner.
We are looking for a dedicated Financial Planner to join our team, providing technical support and report writing services for client work in financial planning and advisory.
Day-to-day of the role
Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services.
Our client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.
To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.
Responsible for supervising team motivation, work allocation, performance and recruitment, providing on-going training and personal development.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service.
We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team.
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
As the new FP&A Manager you will be part of a collaborative and progressive team, working closely with the Financial Controller and CFO.
A rare opportunity to work within an International Professional Services company as their FP&A Manager.
This role provides broad responsibilities including involvement with forecasting, financial modelling to support decision making, analysis of WIP and variances against budget.