16 financial planner jobs found

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including...

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment. Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent. The Role: This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports and...

Tax Manager - Hybrid working Personal Tax Luton, Bedfordshire £Competitive salary The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting to the Head of Personal Tax, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self-assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm's reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a...

Elevate Your Career in a High-Performing Wealth Management Environment Are you a detail-driven, solutions-focused Paraplanner who thrives in a fast-paced, client-centric environment? Do you want to work alongside experienced Financial Planners, contribute to high-quality advice, and genuinely influence client outcomes? If so, this role will give you the platform to shine. Why This Role Stands Out You won't be a back-office box-ticker here. You'll be a core part of the advice process , owning cases from research through to implementation, shaping client recommendations, and helping drive continuous improvement across the team. Attending client meetings and present cashflow modelling. This is a role for someone who wants impact, autonomy, and progression with a reputable IFA in London. What You'll Be Doing Supporting the full client lifecycle , including: Producing high-quality, FCA-compliant suitability reports across a wide range of advice areas Conducting...

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment. Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent. The Role: This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports and...

A prestigious and fast-growing wealth management division, operating within a well-respected mid-tier professional services firm, is seeking a talented Investment Manager to play a central role in shaping and strengthening its investment proposition. This is not a traditional client relationship role. It is an investment-first position for someone who is genuinely passionate about research, portfolio construction, and strategic thinking - and who wants to make a meaningful impact on how a high-quality firm serves its high-net-worth client base. The Firm The firm currently oversees circa £400 million in Assets Under Management and is on a strong growth trajectory, with long-term investment in its people, proposition, and technology. You will be joining a highly skilled team and working closely with the Chief Investment Officer and senior leadership, as well as a team of experienced Financial Planners who rely on the quality of the investment function to deliver exceptional...

Financial Accountant - Central London Hybrid Up to £65k per annum "A good accountant is a good poet. He appreciates the true value of things." - Robert Frost Sheridan Maine is recruiting on behalf of a growing and dynamic organisation for a Financial Accountant to join its central London finance team.This is a challenging and rewarding position within a fast-paced and evolving environment, offering excellent opportunities for progression, development and exposure across a wider group structure. Key responsibilities of the Financial Accountant include: Preparing weekly fixture reports, as well as month-end and year-end summary reporting Supporting the continuous improvement of processes, systems and operational efficiencies Assisting with financial reporting and analysis, including preparation of monthly board packs, in conjunction with the Group Finance Manager Reviewing VAT returns across the group Acting as the primary contact for the audit of Head Office entities and...

Retail Merchandiser Helping Brands & Retailers Sell More! 30 Hours a week Monday to Friday with occasional weekends if necessary Paid Travel Time Driver with access to own car Regional cover will include postcodes OX28, OX29, OX20, OX5 and other areas when required. Home Delivery of Point of sale when covering Boots and Sainsburys Covering all brands and retailers including Sainsburys, Boots, Tesco, Asda and Coop What's in it for you? Training, support and ongoing development provided Instantly withdraw up to 40% of your earned wages at any time Access to discounts and money off vouchers at over 900+ UK retailers Flexible holiday scheme- Including extra days for long service Contributory pension scheme (If you are over 22 and earn at least £10,000 per year) What we're looking for: The ability to travel around a set area, working to a pre-planned call file Excellent communication skills, working closely with the Retail area...

Accounts Payable Assistant (Hybrid) Glasgow 28,000 - 30,000 + Bonus & Excellent Benefits Are you an experienced Accounts Payable professional looking for your next challenge within a growing and forward-thinking business? We're recruiting on behalf of a fantastic client seeking a proactive and detail-oriented Accounts Payable Assistant to join their expanding finance team. This is an exciting opportunity to play a key role in a busy finance function while contributing to finance transformation and process improvement projects that will shape the future of the department. Offering hybrid working, free on-site parking, a monthly bonus scheme and excellent benefits, this role is perfect for someone who enjoys working in a collaborative environment where their ideas and contributions are genuinely valued. What's on Offer? Monthly bonus scheme Hybrid working - up to 2 days working from home each week once established in the role Free on-site parking Private health...

Complaints Handler - Remote Banking & Financial Services Salary: From 30,000 per annum Location: Fully Remote - Work from Home from Day One Hours: Full-time (40 hours), shifts between 8am-8pm, Monday-Saturday Start Dates: Multiple intakes from June onwards Why Join? This is an excellent opportunity to join a Great Place to Work UK (2025) recognised organisation that is committed to delivering outstanding customer experiences. You will be part of a supportive and high-performing team within a growing financial services environment, with genuine opportunities for development and progression. About the Role As a Complaints Handler, you will take ownership of customer concerns, managing and resolving complex and regulated complaints with professionalism, empathy, and efficiency. This is a fast-paced and rewarding role where you will be responsible for making fair, well-reasoned decisions and ensuring customers receive clear and effective communication...

Complaints Handler - Financial Services (Remote) Salary: From 30,000 per annum Location: Remote (must be UK-based) Contract: Permanent, Full-Time Shifts: Mon-Sat, 8am - 8pm, 40 hours per week Start Dates: Various throughout 2026 Must have minimum 6 months end-to-end complaints experience in a financial services environment. About the Role We are seeking highly motivated and customer-focused individuals to join our team as Complaints Handlers within a regulated financial services environment. This is a fully remote opportunity offering stability, structured training, and long-term career development. You will be responsible for managing and resolving customer complaints, including moderately complex and regulated cases, ensuring fair outcomes and excellent service delivery at every stage. Training & Development 2 weeks initial training 2 weeks Grad Bay supported environment Ongoing development through structured training and coaching Key...

RG Consultancy are working with a fantastic company in Bury who are seeking a detail-oriented and organised Purchase Ledger Clerk to join the finance team. This role is essential in ensuring the accurate and timely processing of supplier invoices, maintaining strong relationships and supporting the overall efficiency of the accounts payable function. Key Responsibilities: Processing high volumes of purchase invoices accurately and efficiently Matching, batching, and coding invoices correctly Reconciling supplier statements and resolving discrepancies Preparing and processing payment runs Handling supplier queries in a professional and timely manner Maintaining up-to-date and accurate financial records Assisting with month-end procedures and reporting Supporting the finance team with ad hoc duties as required Benefits 25 days holiday plus bank Flexible working Company Pension scheme Private healthcare Study support

Join Our Team as a Commercial Insurance Administrator! Do you have experience working in the Insurance industry? Are you an organised and proactive individual with a passion for delivering exceptional support in the insurance sector? If you have a minimum of 2 years of experience in insurance administration and have a knack for problem-solving, we want to hear from you! About the Role: As a Commercial Insurance Administrator, you will be an integral part of our Before the Event Team. Your primary focus will be on supporting Account Handlers and facilitating smooth operations through a range of administrative tasks, including: Coordinating diaries and scheduling internal/external meetings. Assisting with management meetings by preparing agendas and taking notes. Ensuring accurate data entry and maintaining client and partner records. Liaising with business partners to assist with day-to-day account administration and underwriting referrals. Producing reports and...