We're currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.
Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice.
Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team.
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.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Reporting directly into the CFO you will be responsible for leading complex Finance Transformation initiatives focusing on Finance Operating Model (Finance TOM) design, shared service centre (SSC) design and re-scoping.
C. £800 P/D outside IR35
As a key advisor you will help them to design a new Finance function, helping to streamline operations and drive efficiency through strategic solutions.
Posted by Financial Divisions • £45K/yr to £55K/yr
Due to continued organic growth, this is an exciting opportunity for an experienced, Diploma-qualified Senior Paraplanner to work closely with a team of Financial Planners.
Join an established, highly reputable firm of Advisers that has been providing independent, personal financial planning services for over 40 years, built on professionalism and integrity.
Excellent Benefits Package, Hybrid working, Study Support
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months.
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role?
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.