The successful Head of Financial Planning will be responsible for evaluating and directing the firm's financial planning service to improve the productivity and profitability of the financial planning team.
The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
You will lead and develop the team of Financial Planners, ensuring they are consistently delivering exceptional client outcomes as measured by breadth and quality of advice and adherence to regulatory responsibilities.
Due to our continued growth, we have a fantastic opportunity for a Head of Production to join our expanding team.
Our vision at Hallmarq Veterinary Imaging is to improve the lives of animals, and the people who care for them.
This role will be based in Guildford, Surrey.You will join us on a full-time, permanent basisand in return, you will receive a competitive salary of £50,000 - £60,000 per annum depending on experience plus benefits.
We have an exciting role for a Planning Team Leader.
The Planning Team Leader will be responsible for a team providing expert planning and project programming services to the Project Managers and clients through all phases of planning of projects in Major Projects and Infrastructure through to project completion.
Our client offers excellent BENEFITS along with a BONUS of 15%!
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
You will support both the Head of CRO Office and the Project & Planning Lead in their respective work streams which will require flexibility within the approach to the work.
General
CRO Office Lead Contract London Hybrid £500/day
This role is an exciting opportunity for a flexible, self-starter individual who can work independently in supporting two separate work streams within the CRO Office function.
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.