Financial Planning Jobs

Featured Jobs

20/05/2022

Full time

£50,000 - £60,000 yearly

Penney London, UK

Main responsibilities will be as follows: • Working with the directors of the company to support the onboarding of new clients and ongoing reviews for existing clients to ensure accurate, compliant, timely information and advice is provided • When requested attending client meetings with the directors to record key data and discussions to enable follow up work to be scheduled and completed, working alongside the directors and other team members as necessary to ensure successful delivery • Preparing cashflow modelling scenarios • Preparing client risk reports using output from risk profiling and cashflow modelling • Conducting analysis and research, requesting additional information as necessary to enable detailed presentation and analysis of a client’s financial situation and options • Undertaking charging comparisons and obtain as necessary confirmation of platform deals • Setting up investment platform records and running and collating illustrations and documentation as...

13/05/2022

Full time

Financial Adviser - Sheffield - £35k-£55k

£35,000 - £55,000 yearly

Recruit UK Sheffield, UK

Job Title: Financial Adviser Industry: Financial Services Location: Sheffield Salary: £35,000 - £55,000 Job Ref: 15990 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Sheffield to join a well-established UK Financial Advice firm. Company: This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. Role: You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the...

13/05/2022

Full time

Financial Adviser - Coventry - Upto £90k (negotiable)

£70,000 - £90,000 yearly

Recruit UK Coventry, UK

Job Title: Financial Adviser Industry: Financial Planning Location: Coventry Salary: Up to £90,000 (Negotiable Dependent On Experience) Job Reference: 15908 Job Description: Recruit UK are working on an excellent opportunity for an experienced Financial Adviser near Coventry to join a well-established Independent Financial Advice practice. My client gives advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments and more. They strive to understand clients’ needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service. A couple of the experienced Financial Advisers are at capacity with their workloads, they tend to focus on complex, HNW clients, therefore they are looking for an additional Financial Planner who is confident and experienced at this end of the market. The role will involve covering North Birmingham,...

13/05/2022

Full time

Associate Financial Planner

£32,000 - £40,000 yearly

Recruit UK Bristol, UK

Job Title: Associate Financial Planner Industry: Financial Planning Location: Bristol Salary: £32,000 – £40,000 Job Reference: 15678 Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...

Latest Jobs

20/05/2022

Full time

Senior Paraplanner - £50k-£60k - London

£50,000 - £60,000 yearly

Penney London, UK

13/05/2022

Full time

Associate Financial Planner

£32,000 - £40,000 yearly

Recruit UK Bristol, UK

13/05/2022

Full time

Financial Adviser - Midlands - Upto £70k

£65,000 - £70,000 yearly

Recruit UK Leamington Spa, UK

Job Title: Financial Adviser Industry: Financial Planning Location: Leamington Spa Salary: Up to £70,000 Job Reference: 15757 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa. This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically. This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads. In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the...

13/05/2022

Full time

Paraplanner - Herts - To £55k

£40,000 - £55,000 yearly

Recruit UK Hertfordshire, UK

Job Title: Paraplanner Industry: Financial Services Location: Hertfordshire Salary: up to £55,000 Job reference: 16227 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Hertfordshire. Our client is a successful Independent Financial Advice practice, working with high-net-worth clients across the UK. They also have a highly successful sister company in North London meaning there is lots of room for development and progression. They are looking for an experienced Paraplanner to join their team. Ideally you will have your Level 4 qualification but knowledge and a solid skillset in the role is key. In return, they will offer you a highly competitive salary, hybrid working and a growing and progressive working environment. Your role will include, but not be limited to: Understanding and analyzing new and existing client’s information Creating...