senior financial planner Jobs - 180
Lead Planner
Brush Group - NP122EU
Employment Type : Full-Time
The Lead Planner plays a pivotal role within the PMO department, ensuring the successful planning, scheduling, and execution of projects. Responsible for developing, maintaining, and communicating project schedules, identifying critical path activities, and proactively managing risks and opportunities to ensure the project is delivered on time, in full and within budget. Main Responsibilities Collaborate with project teams to develop and maintai...
Senior Accountant
Sedulo - M32EN
Employment Type : Full-Time
About Us At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by: Working with our clients to transform their business and personal finances Connecting and contributing to the business community in the cities we are located in Working with charities by fundraising and influencing change both now and in the future through the Sedulo Foundation Being a great place to ...
Senior Financial Planner
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided. Key Responsibilities You will meet with clients o...
Financial Planner
Exchange Street Claims & Financial Services - ST41HP
Employment Type : Full-Time
You can have a good job but it doesn't mean you've found your home. That feeling that you're on the same page as everyone else when it comes to how you work and the values you hold. You're either swimming against the tide or working for a business that puts profits first, clients second and their staff third. It doesn't have to be like that. To borrow Tony Wilson's classic line, they do things differently at this firm. They're hiring for two rea...
Trainee Financial Planner
mbf. - W1T1BA
Employment Type : Full-Time
Are you an experienced Paraplanner ready to take the next step into a client-facing advisory role? Our client, a leading Fintech firm specialising in bespoke financial advice for Ultra-High Net Worth (UHNW) clients, offers a rare opportunity to fast-track your career. This role is ideal for ambitious individuals with a first-class academic background, significant experience in a Paraplanning capacity, and exposure to UHNW clients. With a clear p...
Chartered Financial Planner
Taylor Hawkes Ltd - W1W5PQ
Employment Type : Full-Time
Overview Our client is a financial advisory firm offering bespoke financial planning for senior medical professionals. They are currently looking for a Chartered Financial Planner. The Financial Planner is responsible for giving financial planning advice to clients. They are the primary relationship manager for all company interactions with their clients, and they are responsible for the quality and accuracy of all client advice. The role also e...
Financial Planner Junior
Adecco - Stockport
Employment Type : Full-Time
Job Title: Junior Financial Planner Location: Stockport Contract Type: Permanent Annual Salary: 40,000 - 45,000 Bonus Working Pattern: Full Time Are You Ready to Launch Your Career in Financial Planning? Join our client, a dynamic and forward-thinking organisation in the finance industry, as a Junior Financial Planner! This is an exciting opportunity for motivated individuals eager to kick-start their financial planning journey. If you're passio...
Trainee Financial Planner
mbf. - EC3A1AT
Employment Type : Full-Time
MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and unique working environment, fostering both professional growth and personal well-being. About the Company: Our client is a renowned Fintech firm known for its innovative approach to financial plannin...
Senior Technical Paraplanner / Financial Planner
Synchronicity Group - EC4N1SA
Employment Type : Full-Time
Our client is a fast-growing fintech aiming to revolutionize the way financial advice is delivered in the UK. We are seeking a highly qualified, technical Paraplanner / Financial Planner to join their growing team. About the Role: This role is an integral part of the specialist planning team and goes beyond traditional paraplanning as you will own the end-to-end advice process, make recommendations, and curate financial plans for our customers. ...
Senior Assistant Financial Planner (Senior Paraplanner) - Financial Advisors
Taylor Hawkes Ltd - W1W5PQ
Employment Type : Full-Time
Overview Our client is a financial advisory firm offering bespoke financial planning for senior medical professionals. They are currently looking for a Assistant Financial Planner (Paraplanner). The Senior Assistant Financial Planner (SAFP) works closely with the Financial Planner and is core to the advisory process for clients. The SAFP provides essential administrative and technical support as required to ensure client advice is accurate and a...