472 group financial planner jobs found

Location: Cowley, Oxfordshire Contract Type: Permanent Hours: Full Time, 40 per week Monday - Friday Salary: Up to £45,000 per annum Benefits: 30 days holiday including bank holidays, car allowance, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme. About the Role Relationships mean everything to us, and this one is particularly special. You’ll have an important part to play as Group Financial Planner within the Group Financial Planning func… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Location: Cowley, Oxfordshire Contract Type: Permanent Hours: Full Time, 40 per week Monday - Friday Salary: Up to £45,000 per annum Benefits: 30 days holiday including bank holidays, car allowance, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme. About the Role Relationships mean everything to us, and this one is particularly special. Youll have an important part to play as Group Financial Planner within the Group Financial Planning funct… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Location: Cowley, Oxfordshire Contract Type: Permanent Hours: Full Time, 40 per week Monday - Friday Salary: Up to £45,000 per annum Benefits: 30 days holiday including bank holidays, car allowance, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme. About the Role Relationships mean everything to us, and this one is particularly special. Youll have an important part to play as Group Financial Planner within the Group Financial Planning funct… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Location: Cowley, Oxfordshire Contract Type: Permanent Hours: Full Time, 40 per week Monday - Friday Salary: Up to £45,000 per annum Benefits: 30 days holiday including bank holidays, car allowance, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme. About the Role Relationships mean everything to us, and this one is particularly special. You’ll have an important part to play as Group Financial Planner within the Group Financial Planning func… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Location: Cowley, Oxfordshire Contract Type: Permanent Hours: Full Time, 40 per week Monday - Friday Salary: Up to £45,000 per annum Benefits: 30 days holiday including bank holidays, car allowance, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme.  About the Role  Relationships mean everything to us, and this one is particularly special.  You’ll have an important part to play as Group Financial Planner within the Group Financial Planning function (GFP). GFP is a Financial, Planning & Analysis team that supports the Group Finance Directors in the delivery of outputs to internal and external stakeholders and is responsible for the preparation, review and assessment of all consolidated financial information for the Group.  As a forward thinking company, this is an exciting and challenging opportunity for a motivated candidate. You will drive continuous improvement across the department...

Sewell Wallis are delighted to be partnering with a hugely successful firm of Accountants in Leeds who are looking to recruit a Compliance Senior Accountant into their team. Our client is looking for an ambitious individual with a background within Practice and ideally you will be ACA / ACCA qualified with a strong background in statutory accounts preparation. Working closely with the year end Accounts Manager and Directors, your responsibilities will include:- Preparing year end accounts for Sole Traders, Partnerships and Limited Companies Assisting in the training and development of junior staff members through mentoring, coaching and providing technical guidance Reviewing the work of junior staff members and ensure that review points are clearly fed back Contributing to weekly team meetings to discuss client deadlines, workload/planner and billing targets Attending client meetings, building excellent working relationships and actively highlighting any cross-selling...

Sewell Wallis are working with a fast growing and successful Practice in London who are looking to recruit an experienced Private Client Manager. Our client offers a range of services including Accounting, Corporate Finance, Audit, Tax and R&D and this is a pivotal role within the firm. Working alongside the Head of Private Clients, you will have a experience of management accounts, VAT and compliance, as well as having a strong managerial background and your role will include managing the London portfolio of high net worth and high-profile clients. The client base is diverse and really exciting, including well-known sports personalities, musicians, TV/film actors, hospitality/fashion clients, Art Galleries and creative industries. The successful applicant will have the autonomy to shape their own career within a tight-knit, innovative, start-up style environment, but with the support and guidance of the wider Compliance, Tax and Wealth Management teams of a top 50 firm....

An exciting opportunity has arisen for a diploma qualified Paraplanner to join a busy city centre office at one of Scotland's leading chartered financial planning practices. The successful applicant will need previous paraplanning experience and be level 4 qualified, with an aspiration to achieve chartered status. Key Responsibilities * Prepare suitability reports in accordance with the agreed recommendations. * Undertake research to identify suitable solutions to meet the client’s needs and objectives. * Prepare information for analysis by the adviser. * Review investment portfolio, asset allocation, risk profiles etc. What's on offer? * Group Pension Scheme – 5% employer and 5% employee contributions * performance-related bonus scheme * 24 Days holiday and statutory holidays (11) * Private Medical Insurance * Group Critical Illness 2 x salary * Group Income Protection * Annual review of salary and bonus package * element...

Are you looking for a number 1 finance role for a small but growing group of companies? If so, Athwal Resourcing is recruiting exclusively for a newly created Financial Controller role to join an exceptional, fast-paced retail and distribution business in the Automotive sector based in Birmingham. The small but dynamic Group of companies have enjoyed rapid growth over the last few years, organically and via acquisition. Over the past few years, their growth in the UK has meant the organisation needs an aspiring high-calibre Financial Controller to join the leadership team and work closely with the Managing Director and Board. As Head of Finance, you will be instrumental in ensuring the financial controls are in place to help drive the business forward and springboard the Group and its companies in the UK. The Board is committed to continued growth and investment. As Financial Controller and reporting to the Managing Director, you will be responsible for taking on the finance...

BUSINESS ASSURANCE / COMPLIANCE ADVISER (Diploma qualified) Competitive Salary + Up to 25% Performance Bonus + Superb Benefits – Amazing package Bristol and Home Working (minimum 2 days office based) Bristol or Gloucester offices Due to growth my client is looking to recruit “Diploma” qualified “Financial Services Professionals” who are interested in a securing a permanent role in Compliance / Quality Review / Business Assurance…..   A superb opportunity exists to join a leading wealth management specialist based in several UK locations. As a Business Assurance / Compliance Officer you’ll play an important part in the outstanding level of service that the IFA’s deliver to their clients. This is a key role and for that reason you need to be a dedicated, knowledgeable financial services professional who has achieved “Diploma” status. In this role you will be responsible for compliance auditing a full range of...

Job Description Location: London Hybrid, remote working considered Hours: Full-time Introduction TMP Worldwide deliver outstanding, award winning employer branding and recruitment communications. As well as this, we provide attraction, sourcing and candidate management solutions for both commercial, third party and public sector recruitment. We believe that employer brand underpins the whole candidate experience through the hiring process. Now is a perfect time to join us – we have a fantastic growing portfolio of clients. That means big opportunities for you to drive growth across our EMEA markets, forge brilliant partnerships and shape an exciting future with us while you build an outstanding career. The Role We're looking for an Account Director to create opportunities across our Employer Branding and Talent Advisory offering. You will be responsible for growing our diverse client base, building exceptional stakeholder relationships, and providing solutions that...

Paraplanner/ Report writer/ Senior Paraplanner/ Junior Paraplanner/ IFA/ Wealth Management / Financial Services We are working with an established IFA practice who have a great reputation in Cheshire and are now looking to bring on a new Paraplanner. It is an exciting time to join the business as they have recently been taken over by a large national law firm, who are looking to increase their Wealth Management offering, so there is plenty of scope for further development. As a Paraplanner your duties will include · To log and manage paraplanning requests from advisers. · To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments. · To assist Pension Switch Team as needed. · To ensure the adviser has sufficient know your client information recorded within the back-office...

This employed Financial Advisor job in High Wycombe provides opportunity to join a highly successful wealth management business, supporting HNW clients. You will be provided with an existing client bank, which will include HNW clients for you to service. You will be focussed on providing quality financial planning and wealth management advice to these clients. You will be joining a busy office. The business is continuing to grow at a healthy rate, with no signs of slowing down. Financial Advisor Requirements * You must be an experienced Financial Advisor * You must hold full Level 4 Diploma in Financial Planning (or equivalent) * Previous success working alongside accountants or other professional introducers would be ideal. * You should be local to High Wycombe. Due to the location of the office being rural you must be able to drive. The Company This independent financial advisory firm has proudly celebrated over 25 years in business and has held a consistent ethos...

My clients are looking for an experienced Corporate Benefits Administrator to join their growing company. The Corporate Benefits Administrator will provide full comprehensive administration support to Consultants and Advisors, administering Group Risk and Medical Insurance. This will be a remote position. Salary/ Benefits for this Corporate Benefits Administrator: £24,000 - £28,000 Basic Attractive benefits package An extra day off for your birthday Shopping discounts Death in Service 24/7 GP Responsibilities of this Corporate Benefits Administrator: Renewal and Broking of Group Schemes. Liaising with product providers, obtaining quotes, and negotiating preferred terms. Input plan details into Client Database. Prepare relevant documentation and suitability reports. Scan all documents and emails provided into the Client Database. Add activity entries and workflows. Check all Anti Money Laundering information is current and relevant checks have...

BUSINESS ASSURANCE / COMPLIANCE ADVISER (Diploma qualified) Competitive Salary + Up to 25% Performance Bonus + Superb Benefits – Amazing package Edinburgh & Home Working (minimum 2 days office based)  Due to growth my client is looking to recruit “Diploma” qualified “Financial Services Professionals” who are interested in a securing a permanent role in Compliance / Quality Review / Business Assurance…..   A superb opportunity exists to join a leading wealth management specialist based in several UK locations. As a Business Assurance / Compliance Officer you’ll play an important part in the outstanding level of service that the IFA’s deliver to their clients. This is a key role and for that reason you need to be a dedicated, knowledgeable financial services professional who has achieved “Diploma” status. In this role you will be responsible for compliance auditing a full range of wealth management...

Paraplanner/ Senior Paraplanner/ Report Writer/ Adviser Support/ Senior IFA Administrator/ IFA/ Financial Services / Wealth Management We are working with an established IFA In Plymouth, who due to business growth are looking for an experienced Paraplanner. As a Paraplanner your key responsibilities will include: * To log and manage paraplanning requests from advisers. * To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments. * To provide paraplanning support in specialist advice areas as defined by qualifications. * To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information. * To liaise with advisers where information is...

Sewell Wallis are working with a fast growing and successful Practice in London who are looking to recruit an experienced Private Client Manager. Our client offers a range of services including Accounting, Corporate Finance, Audit, Tax and R&D and this is a pivotal role within the firm. Working alongside the Head of Private Clients, you will have a experience of management accounts, VAT and compliance, as well as having a strong managerial background and your role will include managing the London portfolio of high net worth and high-profile clients. The client base is diverse and really exciting, including well-known sports personalities, musicians, TV/film actors, hospitality/fashion clients, Art Galleries and creative industries. The successful applicant will have the autonomy to shape their own career within a tight-knit, innovative, start-up style environment, but with the support and guidance of the wider Compliance, Tax and Wealth Management teams of a top 50 firm....

Company Description Salary: up to £65,000 per annum, plus performance bonus & benefits Part time would be considered. We’re Together – the market leading property finance experts with an entrepreneurial spirit. Based in Cheadle, South Manchester, we’ve been established since in 1974 and have built a team of over 750 colleagues who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for them. We pride ourselves on our common sense approach to lending and offer a range of mortgage and secured loan products to individuals and businesses who are typically underserved by mainstream lenders. Our customers are central to everything we do and we work hard to support them to turn challenges into opportunities which make our customers' property ambitions a reality. This role leads the annual budget and forecast cycles for the PF division and PF entities (TPF and Blemain), driving the process...

Our partner is a bespoke Chartered Financial Planners with an exceptional industry reputation, who are looking to bring in new talent. They are now looking to bring in an experienced financial planner, building and developing a client bank and network. The main focus is on providing bespoke advice to High Net Worth clients and ensuring a consistent level of superb service, so the successful candidate will have to be of the highest calibre. What’s on offer? * Career Advancement Programme * Competitive holiday entitlement increasing after 5 years’ service including your birthday off. * Enhanced Family Friendly Policy * Generous Training & Development support and financial assistance * Group Income Protection * Group Life Assurance * matched employer pension contributions * Private Medical Insurance What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the...

My client is recruiting for a Audit and Accounts - Client Services Manager to join their team in Beaconsfield in Buckinghamshire. Job Purpose: Provide accounting, auditing and taxation services to clients accurately and to budget and time deadlines 1. Responsible for compliance with policies and procedures to enable the Audit and Accounts Department (“the department”) to work productively and efficiently 2. Allocate work appropriately to ensure the team is fully utilised and their skills developed 3. Monitor subordinates’ job performance providing professional coaching and support where required and addressing areas for improvement Principal duties and Activities: Team management • Develop Audit and Accounts seniors and trainees in respect of technical competence • Ensure compliance with approved company policies and facilitate compliance amongst Audit and accounts seniors and trainees • Provide professional coaching and support to seniors and...