Posted by BWD Search & Selection • £95K/yr to £100K/yr
Managing and developing a team of highly qualified Financial Planners, you will lead by example by advising some clients yourself, and be responsible for developing the presence of the wealth planning business both internally and externally.
An excellent opportunity for a current Player/Manager to progress their career within a growing firm, or for an experienced, senior level Financial Planner looking to move into leadership.
The Personal Wealth Planning division of a fast-growing Pensions, Investment & Employee Benefits Consultancy is looking to appoint a Player/Manager to head its team in London and the Home Counties.
Posted by Recruitment Solutions (Folkestone) Limited • £65K/yr to £75K/yr
General
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated, Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning.
Very competitive package including uncapped on-target earnings
Head of Paraplanning Role
This position would encompass both elements of paraplanning and management as you would be working with the paraplanning team to provide a high level of technical support to the firm's clients.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Posted by PEOPLE2PEOPLE RECRUITMENT (UK) LIMITED • £1/yr to £100K/yr
Responsibilities
Provide expert legal advice on a wide range of planning and environmental matters.
General
This well renowned firm is seeking an Planning Associate / Senior Associate to come on board.
Join a global law firm in their dynamic Planning Associate / Senior Associate team and be part of an innovative firm with a focus on helping clients overcome complex problems and achieve extraordinary results.
This includes, but not limited to administration of the project plan, project documentation, time reporting and financial controls; assist in maintaining project schedules, develop and maintain project control processes and also facilitating and coordinating the delivery of design deliverables.
Working across a range of sectors within the business, responsible for assisting senior team members of the teams with start-up, administering and controlling all aspects of a number of projects.
This role is also responsible for producing month-end project financial reports as required by the Accounts department.
Posted by London Stock Exchange • £20K/yr to £100K/yr
Risk Intelligence is seeking a dynamic and experienced Director of Strategy to support the Head of Strategy in managing mergers and acquisitions (M&A), developing strategic initiatives, and setting and analysing pricing strategies.
The ideal candidate will bring a robust analytical skill set, strong leadership capabilities, and a proven track record in strategic planning and execution.
This role is crucial in driving the company's growth and competitive positioning in the market.
Reporting to the COO / CEO the Head of HR, as part of Sagacity's Senior Leadership Team, will work closely with other senior team members, our investors and the Board to ensure Sagacity is structured, right sized, and skilled to support the delivery of our Business Plan.
Our Head of HR will be responsible for ensuring that we are attracting, developing and retaining highly talented people to meet our business needs through the development, implementation and ongoing delivery of our People Strategy.
Ownership of Sagacity's HR function
Managing and working closely with the HR Manager you will be accountable for the ownership and ongoing management of Sagacity's HR function as part of the Senior Leadership Team.
Posted by Allerton Park Recruitment Solutions • £55K/yr to £60K/yr
Working within an established Financial Planning team, key responsibility will be to actively support a Director and the HNW Clients.
Senior Paraplanner - Basic to £60k KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy.
A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Senior Paraplanner to join their business.
Due to internal promotions, our client is seeking a dynamic and experienced Head of Delivery to join their leadership team and drive the successful delivery of Oracle-based projects across a diverse client portfolio.
Levick Stanley is proud to partner with a global consultancy firm who are at the forefront of innovation.
As a leading firm, they pride themselves on their commitment to excellence, helping organisations transform their business processes through cutting-edge technology solutions.