financial planning advice team leader, private banking Jobs - 690
Group Head of Financial Planning and Analysis
CMC Markets - EC3A7BX
Employment Type : Full-Time
We are looking to hire a Group Head of Financial Planning & Analysis (FP&A) to lead the FP&A function, delivering insightful financial analysis and strategic advice to guide the company’s financial health and strategic growth. This role will partner closely with senior management, including the Chief Financial Officer, to drive data-led decision-making, oversee all aspects of financial forecasting, budgeting, and performance reportin...
Portfolio Officer
Virgin Money - Leeds
Employment Type : Full-Time
Business Unit: COO, Strategic Planning & Portfolio Management Salary range: 47,200 - 60,000 depending on experience Location: UK Hybrid with travel to a local hub (Glasgow, Newcastle or Leeds) roughly once per quarter Live to inspire change. Live a life more Virgin. Our Team Reporting to the Portfolio Office Manager, you'll be responsible for developing and maintaining strong relationships with a wide range of stakeholder...
Financial Services Administration Team Leader
Service Service Employment Agency Limited - NR24SG
Employment Type : Full-Time
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administration Team Leader. Job summary You will manage a team of experienced financial planning administrators, motivating and inspiring the team to work together to deliver an excellent customer service, whilst adhering to company processes and pr...
Paraplanner Team Leader
Recruit UK - East Sussex
Employment Type : Full-Time
Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to 65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex. Due to continued business growth, our client is expanding their team and is seeking an exp...
IFA Administration Team Leader
Lime People Search & Select Ltd - WF41AA
Employment Type : Full-Time
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and ...
Advice Operations Manager
MERJE Ltd - B33DQ
Employment Type : Full-Time
MERJE is seeking an experienced Advice Operations Manager for a leading life & pensions company. This role offers an exciting opportunity to lead and develop a financial advice team, ensuring high-quality service delivery and innovative proposition development. The successful candidate will play a crucial role in the company's Advice & Direct Senior Leadership team with the role being certified under SM&CR.. 70,000 - 80,000 Location:...
Advice Operations Manager
MERJE Ltd - Manchester
Employment Type : Full-Time
MERJE is seeking an experienced Advice Operations Manager for a leading life & pensions company. This role offers an exciting opportunity to lead and develop a financial advice team, ensuring high-quality service delivery and innovative proposition development. The successful candidate will play a crucial role in the company's Advice & Direct Senior Leadership team with the role being certified under SM&CR.. 70,000 - 80,000 Location:...
Advice Operations Manager
MERJE Ltd - LS14BX
Employment Type : Full-Time
MERJE is seeking an experienced Advice Operations Manager for a leading life & pensions company. This role offers an exciting opportunity to lead and develop a financial advice team, ensuring high-quality service delivery and innovative proposition development. The successful candidate will play a crucial role in the company's Advice & Direct Senior Leadership team with the role being certified under SM&CR.. 70,000 - 80,000 Location:...
Assistant Financial Planner (Paraplanner)
mbf. - EC4N1SA
Employment Type : Full-Time
Assistant Wealth Planner (Paraplanner) Permanent Role London Team About the Role: We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services. Company Overview: This organisation has a long-standing reputation as a global leader in private banking and weal...
School Finance Leader
Tradewind Recruitment - London
Employment Type : Full-Time
School Finance Leader Salary: Up to 65,000 (depending on experience) Start Date: ASAP Are you an experienced and strategic financial leader ready to make an impact in education? SANZA Teaching Agency is seeking a skilled School Finance Leader to oversee the financial operations of two to three schools in North West London. This is an exceptional opportunity for a talented individual to join a forward-thinking and ambitious team. The Role As a Sc...