Employment Type : Full-Time
South of England (flexible within M3/M4 corridor) Self-Employed / Partner-Level Equity Client Bank ( 10m- 15m) Leads Ongoing Revenue The Opportunity A family-run, client-centric wealth planning firm is seeking a senior financial planner to join the business in a senior capacity. This is not a traditional employed role. Instead, it’s a true opportunity to build capital value , write business into your own book, and shape the future of a profitabl...
Employment Type : Full-Time
Salary/ bonus – competitive market rate salary bonus Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) About the Independent Financial Adviser role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experie...
Employment Type : Full-Time
Independent Financial Adviser (Self-Employed) – South West About the Independent Financial Adviser role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses. We have an exciting opp...
Employment Type : Full-Time
Financial Planning Administrator Salary: Up to 30,000 Company Benefits Location: Perth Job Type: Permanent, Full-Time About the Company A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values: Be the best we can be Do the right thing Free to be different With a strong focus on professional growth, employees are enco...
Employment Type : Full-Time
Financial Planning Administrator Salary: Up to 30,000 Company Benefits Location: Edinburgh Job Type: Permanent, Full-Time About the Company A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values: Be the best we can be Do the right thing Free to be different With a strong focus on professional growth, employees are ...
Employment Type : Full-Time
Financial Planning Administrator - Financial Services Location: Belfast (Hybrid Working Available) Salary: Competitive, dependent on experience Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Belfast is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administ...
Employment Type : Full-Time
Financial Planning Administrator Location: Meriden, West Midlands Salary: Competitive Excellent Benefits A respected and growing financial planning firm is seeking a highly capable Financial Planning Administrator to join their collaborative and client-focused team. The company have recently been acquired by a National Investment Management organisation who will provide extra security and funding for their exciting growth plans. This is a hands-...
Employment Type : Full-Time
My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices. They are currently looking for a Financial Planning Support to join their dynamic team in either their Exeter or Plymouth offices. As an experienced Financial Planning Support you will play a pivotal role in their success by collaborating with their Financial Planners to manage client relationships, work as a team, administer ...
Employment Type : Full-Time
Join Our Clients Team as a Financial Planning Administrator – Temporary Role with Potential! Location: Edinburgh Duration: Up to 3 months (Temp-to-Perm Opportunity!) Start Date: ASAP Are you an organised, detail-oriented professional with a passion for financial services? We’re looking for a proactive Financial Planning Administrator to support our dynamic advisory team in Edinburgh. This is a fantastic opportunity ...
Employment Type : Full-Time
Independent Financial Adviser (Self-Employed) – East Anglia About the Independent Financial Adviser role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses. We have an exciting opp...