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Financial Planner (Director level).Equity, 7% matched pension, PHI, PMI, 25 days holidays plus BH and option to buy 5 days.A truly independent Chartered Financial Planning firm that is.Fixed fees and a rigorous investment proposition.Supported by leading technology and exceptional back-office sup...

Office Locations: Leeds, Manchester, Harrogate, Liverpool.As one of the UK’s largest independent investment management and stockbroking firms, we now have a growing financial planning division that is already being recognised in industry awards.Our independence and bespoke approach to client serv...

Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office.

Experienced Financial Planner and Wealth Manager for Central Europe.Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Budapest office.If you are passionate about growing your career, and willing to relocate to Hungar...

Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning. The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a...

Uncapped earning potential: £150k - £300k+ with periodic capital events. You will initially receive 40% of all income you generate, and you will have a "partnership" with the business and benefits from capital events/payouts.

NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert ...

Position: Paraplanner Location: Edgbaston, Birmingham (office-based) Benefits: Hybrid working Parking Lunch Pension plan Examination support Sick pay 25 days holiday, plus bank holidays Salary: £40,000 - £45,000 depending on experience and qualifications About the Company: We are currently seekin...

The ideal candidate will be a Chartered Financial Planner or close to Chartered status. Our client is looking to hire a Chartered or close to Financial planner to join their established team. Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex.

You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice. Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Are you an experienced Financial Advisor near Swindon, seekin...

Paraplanning Manager Role Are you an experienced Paraplanner looking to elevate your career? This Paraplanning Manager role offers a unique blend of leadership, strategy, and client-focused responsibilities, designed to enhance your professional journey. Why Consider This Role? This position prov...

Role Nigel James Associates is thrilled to partner with a leading national wealth manager to recruit for an experienced Financial Planner for their Birmingham office. This role offers an exciting ...

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a ...

Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status. We know that the role of a Financial Adviser is more than just the qualification

Knowledge of financial planning processes, including forecasting and project accounting principles. * Experience with program and project management methodologies (e.g., MSP, PMI, Prince2

Financial Planner (Director level) 📍 Birmingham 💷 £90,000 - £130,000, Equity, 7% matched pension, PHI, PMI, 25 days holidays plus BH and option to buy 5 days. About the Firm ✅ * A truly ...

We are currently seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, ... ZIPC1_UKTJ

Lead the financial planning and budgeting process, providing accurate forecasts and analysis * Support senior management in strategic decision-making by delivering key financial insights * Conduct ...

... financial planning, quality control and overall technical leadership. Senior/Managing Health and Safety Consultant competency checklist: * Succeeding in a H&S consulting environment, with a track ...

Drive financial planning by analysing the company's performance * Oversee all audit and internal controls operations * Partner with the Managing Director on potential buy-side M&A to assist the ...

... Planner whose strong academic and technical skills are coupled with a proven track record in ... Ensure financial and client onboarding compliance is being carried out for your clients and ...

RQF level 4 Diploma in Regulated Financial Planning (or equivalent) * Experience in a Paraplanner role within a wealth management business.

Employee mentoring programme * Financial planning services * Flexitime * Health & wellbeing programme * Life insurance * On-site parking * Private dental insurance * Private medical insurance

In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning ...