Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
As the Senior Paraplanner, your role is to provide vital support that encompasses research, report writing, quotations, and preparation of suitability reports for the financial advisers you assist.
With a minimum of 2-3 years of experience in a Paraplanning role at an IFA (Independent Financial Adviser) environment, you will demonstrate exceptional technical knowledge across all financial planning areas.
Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual objectives.
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
Senior / Technical Paraplanner
Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media.
There team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
The Senior Paraplanner will provide support to their assigned Financial Advisers.
Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media.
There team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team
The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients.
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team.
Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions.
Posted by Alderley Park Recruitment • £90K/yr to £120K/yr
As a Senior Manager Finance Transformation Consultant, you will be responsible for guiding and supporting clients through the deployment of new technology.
Alderley Park Recruitment are currently recruiting a Senior Manager Finance Transformation Consultant for our notable Transformation client based in London.
The role is permanent, hybrid working model and is paying a salary of £90,000 - £100,000 per annum DOE.
Posted by Synchronicity Group • £100K/yr to £120K/yr
General
Our client, an independent Chartered financial planning firm with a strong growth strategy is seeking a senior Chartered Financial Planner to join their growing team.
This role will report directly into the Head of Financial Planning and will be client facing, managing a book of mainly inherited HNW complex clients, whilst also supporting with the management of the rest of the team.