associate director, financial planning Jobs - 5449

Pertemps Birmingham Industrial - Birmingham

Employment Type : Full-Time

Financial Planning Assistant Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required) Salary: 30,000 per annum Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm Join a Leading Wealth Management Firm We're working with a highly respected, national financial services firm to find a Financial Planning Administrator who thrives in a professional, fast-paced environment. This is a fantastic opportunity for someone with...

Robert Half - Milton Keynes

Employment Type : Full-Time

Robert Half is exclusively partnering on a retained basis with a dynamic and fast-growing company based in Milton Keynes to recruit a Financial Planning & Analyst. This is a hybrid role, offering a blend of remote and office-based work. This is an excellent opportunity to join a forward-thinking business experiencing sustained growth. The successful candidate will play a pivotal role in providing strategic financial insights and supporting k...


Service Service Employment Agency Limited - NR24SG

Employment Type : Full-Time

My client is looking for an experienced Financial Planning Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this is a new vacancy and has arisen through growth. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will al...

Lime People Search & Select Ltd - HG11AA

Employment Type : Full-Time

My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakehold...

Ortus PSR - Winchester

Employment Type : Full-Time

Financial Planning Manager — Help Build and Lead a UK Wealth Management Business (Equity Opportunity) We are recruiting on behalf of a well-established wealth management business who are now focused on developing its UK wealth management proposition as part of its next phase of growth. This is a rare opportunity for a skilled and ambitious Financial Planning Manager to take ownership of the UK proposition, with a clear pathway to directorship in...

Eden Rose - LE160EF

Employment Type : Full-Time

Financial Services Administrator - Market Harborough - up to 30,000 The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial ...

Recruit Wealth - Newcastle Upon Tyne

Employment Type : Full-Time

Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Newcastle team, one of 50 offices nationally. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients, relating to their pensions & investments and working towards ensuring financial sec...

Recruit Wealth - Lincoln

Employment Type : Full-Time

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Lincoln team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their ex...

Recruit Wealth - Bracknell

Employment Type : Full-Time

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their ...

Castlefield Recruitment - PE11QL

Employment Type : Full-Time

Castlefield are partnering with a well established Peterborough based housing association, who are on a journey of transformation, in order to recruit a Financial Planning Manager into the team on a permanent basis. This role has no line management, offers flexible working (1 day a week onsite) and a salary of 55,000 - 61,000 dependant on experience.  Duties include; Develop and maintain the 30-year business plan within BRIXX modelling...