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 IQ Talent Solutions • £60K/yr to £113K/yr
IQ Talent Solutions are delighted to be recruiting a Finance Manager for one of our most prestigious clients who are a global industry leader in the software sector.
The role will pay a competitive basic salary, bonus, car allowance and industry leading benefits.
The role is based in Central London where there is a hybrid working policy in place.
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role?
We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months.
This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management firm.
To be considered for this role you will need to be Diploma qualified, have competent adviser status and currently working in the financial services sector at a financial planning or wealth management business.
Job Description
Our client is a growing wealth management firm who are looking for a Financial Adviser.
The Financial Adviser will take full responsibility for the preparation of client reports, preparation and implementation of recommendations and financial plans and the on-going review of client financial goals.
As the FP&A Manager, you will take a lead on preparing forecasts, budgets and business plans for the firm as well as playing a pivotal role in driving firm performance.
Specific duties include
Support fee earner department rolling forecast and budgets over extended periods.
Run fee earner department 'bottom up' budget process helping Department Heads agree income forecasts and budgets which generate required levels of profit.
The Group Financial Planning & Analysis (FP&A) Manager is part of a small team, which creates a broad role driving the development of the organisation's short and long-term financial plans, shaping management reporting.
Group FP&A Manager required for multi-site, mid-sized FMCG business undergoing an exciting period of Transformation and Investment.
This is a highly visible role and a key part of the finance management team, working with the Group Financial Controller, with regular interactions with the Group CFO and business unit Finance Directors.
Our client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions.
Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.
They offer comprehensive wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, all backed by industry expertise and advanced technology.