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.
The Senior People Consultant will be highly proactive with a commitment to continuous improvement and a driver for change.
This will include co-design of the packages of employment relation support to the organisation, ensuring a consistent and positive experience for all stakeholders.
They will contribute to the design and ongoing transformation of the HR People Consultancy team and its offer to services.
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.
HEAD OF PROJECTS c£85,000 COMMISSION BENEFITS FLEXIBLE ON LOCATION
Private Equity backed, the business is rapidly growing.
Our client is a genuine market-leading software business with a range of relatively complex Cloud-based solutions they deploy into companies ranging in scale from SMB to Enterprise.
Posted by Cavendish Maine Recruitment • £50K/yr to £60K/yr
The Head of HR position is responsible for overseeing all HR processes for my client including procedures across global offices in London, Dubai, Bangkok, India and Singapore.
My client is a growing business who operate globally within the high-end luxury interiors market.
Specialists in bespoke lighting solutions for customers in the Luxury hospitality, Marine and hi-end residential sectors.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
A Financial Planning firm located in Crawley 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.
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.