estate planner Jobs - 72
Financial Planner
CB3 Associates Ltd - Sheffield
Employment Type : Full-Time
The Company: A very established and growth orientated IFA firm based in Sheffield who are now looking to add a Financial Planner to their team as we head into 2025. The need to hire is focused on the initial inheritance, and subsequent servicing of an initial private wealth focused client bank; with experience managing HNW, private clientele key. Office Location: Sheffield Hybrid/Home Working: Yes - Flexible Package: 50-60k base DOE 5k car allow...
Financial Planner
CB3 Associates Ltd - Royston
Employment Type : Full-Time
The Company: This is a very exciting Financial Planner opportunity working for an excellent IFA firm based in Barnsley who are looking for someone to come in and inherit an existing client bank of circa 80 HNW private clients. Advice specialisms for the firm sit within retirement and pension planning, mortgages, investments and financial protection; with the role very service led and client relationship focused. Office Location: Barnsley Hybrid/...
Wealth Planner
mbf. - EC2R5AN
Employment Type : Full-Time
A leading financial services firm is seeking a dedicated and knowledgeable Wealth Planner to join their team. The successful candidate will report to the Head of Wealth Planning and will be responsible for providing comprehensive financial planning advice to clients, with a strong focus on retirement and estate planning. Key Responsibilities: Deliver superior Wealth Planning advice to clients. Exceed client expectations with professional and cap...
Financial Planner
Ortus PSR - WC2A1LS
Employment Type : Full-Time
"Shape the Future of Wealth Management While Managing a Thriving Client Base" Are you a highly technical Financial Planner looking for an exceptional opportunity to manage an established client base? A prestigious Wealth Management firm based in London is seeking a skilled and analytical professional to join their expert team. This role offers an exciting blend of client relationship management and technical planning in a dynamic and s...
Employed Financial Planner
Cameron James - GU71AA
Employment Type : Full-Time
Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role will be office based. Our Clients, Independent Wealth Managers based in Surrey provide friendly and highly professional financial advice to HNW Private Clients and businesses in the local area and London. Areas of advice are retirement planning, inv...
Graduate Town Planner
Penguin Recruitment Ltd - Shropshire
Employment Type : Full-Time
The Company: My client, a private multi-disciplinary consultancy based in Shropshire, is looking for a local an ambitious Graduate Town Planner to join the team! The company operates in the real estate sector and has expanded its planning and development team to meet high demand, reflecting its active involvement in property development projects. The Role as a Graduate Town Planner: As a Graduate Town Planner, you will: Assist in the preparation...
Assistant Town Planner
Penguin Recruitment Ltd - Bristol
Employment Type : Full-Time
REF: NEBNB Assistant Town Planner Opportunity Location: Bristol Salary: Competitive, based on experience Are you a passionate and ambitious Town Planner looking to build your career with a prestigious consultancy? We are recruiting on behalf of an industry-leading real estate consultancy, established for over 150 years, with a strong presence across Europe and beyond. This is your chance to join a respected organisation that combines global reac...
Senior Town Planner
Penguin Recruitment Ltd - Sheffield
Employment Type : Full-Time
The Company Join a highly respected UK-based consultancy specializing in law, planning, real estate, and environmental law. This forward-thinking firm excels in delivering sustainable, innovative, and policy-compliant solutions across residential, commercial, and mixed-use sectors. Collaborating with developers, landowners, and local authorities, the company is at the forefront of shaping dynamic and thriving communities. The Role: Senior Town P...
Administration Assistant
Key Group - Preston
Employment Type : Full-Time
Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK's leading later life lending company. We are hiring for an Administrator to join our business. If you love dotting the i's and crossing the t's, checking for accuracy and quality, then this is an opportunity to start your career within a busy Estate Planning tea...
Project Manager - Occupier Strategic Advisory Services
Savills - W1G0JD
Employment Type : Full-Time
Role Overview We have a fantastic opportunity for an experienced Project Manager to join the PMO team within our Global Occupier Services division. The Project Manager will coordinate a disposal team, comprising architects, town planners, stakeholders, surveyors and external technical consultants to identify the optimum disposal strategy and facilitate the sale of disposal sites. This role involves being the main point of contact for the client ...