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.
An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.
In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.
This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
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 is seeking an exceptional Senior FP&A Manager to lead our financial planning and analysis team.
This pivotal role involves driving strategic financial insights, managing comprehensive budgeting processes, and supporting the diocese's mission through rigorous financial leadership.
A respected diocese of the Catholic church, one of the largest in terms of Catholic population and priests.
As a Senior Finance Manager you will be responsible for liaising with various sites across the business, completing budgeting and forecasting for the sites and engaging with finance and non-finance stakeholders to discuss performance and provide advice, as well as looking at price variances, inter-company reconciliations and managing an experienced team of finance professionals.
My client is a large FMCG business based in Manchester City Centre.
Due to a secondment they are recruiting this role on a 12 month fixed term contract basis but the organisation is going through a period of rapid growth so the role could well become permanent should both parties be interested in this.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
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.