financial planner team leader Jobs - 43


CV Elite Ltd - W1U7EN

Employment Type : Full-Time

The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1. The successful Head of Financial Planning will be responsible for evaluating and directing the firm’s financial planning service to improve the productivity and profitability of the financial planni...

WTW - LS14AP

Employment Type : Full-Time

As a leader in the marketplace, WTW offers an excellent opportunity for experienced pension professionals. As part of our projects team you will work within a dynamic pensions administration function servicing both internal and external clients. Initially, the successful candidate will provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing ...

WTW - RH11WS

Employment Type : Full-Time

As a leader in the marketplace, WTW offers an excellent opportunity for experienced pension professionals. As part of our projects team you will work within a dynamic pensions administration function servicing both internal and external clients. Initially, the successful candidate will provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing ...

mbf. - GU11AA

Employment Type : Full-Time

We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations. Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team. Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK. Renowned for their expertise an...

Kelly Services - Warwickshire

Employment Type : Full-Time

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Adm...

Recruit Wealth - Swanley

Employment Type : Full-Time

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent repu...

Recruit Wealth - Borehamwood

Employment Type : Full-Time

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent ...

Kelly Services - Warwickshire

Employment Type : Full-Time

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Adm...

Heat Recruitment - MK403JY

Employment Type : Full-Time

There is a fantastic opportunity here for an experienced Paraplanner to join a well-established Financial Services Practice in the heart of Bedfordshire. The company we are assisting is a growing practice with a great industry name, focused on providing a highly personalised financial planning and investment management service with their clients at the heart of everything they do. You will have the opportunity to work in a supportive team enviro...

mbf. - EC4N7BP

Employment Type : Full-Time

Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (...