97 Senior Planning Manager Jobs

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Senior Paraplanner

Senior Paraplanner

27 June by Heat Recruitment

Role: Senior Paraplanner Location: North London (Hybrid) Salary: Circa 55,000 - 65,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking fo...

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Senior Paraplanner

Senior Paraplanner

20 June by Heat Recruitment

Role: Senior Paraplanner Location: North London Salary: Circa 55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced S...

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Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - 55k, Support 3 established advisers - Boutique IFA - Near Newbury (Berkshire) My client are a boutique independent wealth planning firm near Newbury who offer whole of market financial advice to HNW retirees, ac...

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Competence and Development Manager

Competence and Development Manager

2 days ago by MERJE Ltd

Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Competence & Development Manager to support the growth of the business. The Competence & Development Manager will work with experienced and associate fi...

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IFA ADMINISTRATION MANAGER - London - 1 to 2 days in the office - To c £40/45k

IFA ADMINISTRATION MANAGER - London - 1 to 2 days in the office - To c £40/45k

IFA ADMINISTRATION MANAGER (full involvement with additional project work and process/systems improvement) London- 1 to 2 days in the office - To c 40/45k Exceptional opportunity for an experienced IFA Administrator to join this successful boutique F...

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Senior Paraplanner/Technical Manager - £55k, Support established advisers - Boutique IFA - Newbury

Senior Paraplanner/Technical Manager - £55k, Support established advisers - Boutique IFA - Newbury

3 days ago by Financial Divisions

Senior Paraplanner/Technical Manager - 55k, Support 3 established advisers - Boutique IFA - Newbury My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, a...

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Senior Project Manager

Senior Project Manager

3 days ago by Sanderson

Senior Project Manager Who are Diligenta? Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do, and our aim is to transform ou...

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Senior Paraplanner

Senior Paraplanner

Job Title: Senior Paraplanner Salary: 38,000 - 45,000 Location: Bristol A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow. They have had a strong year within regards to new...

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Training & Competence Manager

Training & Competence Manager

Training & Competence Manager Up to 55,000 plus benefits T&C Manager required by a UK wide, wealth management firm on a fully remote basis. You will be responsible for the training and competency framework, policy and for the supervision of all regul...

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Trainee Paraplanner

Trainee Paraplanner

Hybrid working once up and running is available We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an adminis...

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Training and Competence Manager

Training and Competence Manager

2 days ago by Clayton Davies Ltd

Our client, a highly regarding financial advisory business, are looking for a T&C Manager to join the company based in the South West. The T&C Manager will work closely with advisers across the business to ensure that each individual meets their pote...

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Senior Financial Administrator/Manager - Remote- City - Up to £43k plus bonus and benefits

Senior Financial Administrator/Manager - Remote- City - Up to £43k plus bonus and benefits

Senior Financial Administrator/Manager (Wealth Management) Remote/1 Day In office The Opportunity A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a ...

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Paraplanner

Paraplanner

The role: A chartered firm of IFA’s is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Plan...

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Senior IFA Admin/Manager - London (Hybrid) - Salary up to £45k

Senior IFA Admin/Manager - London (Hybrid) - Salary up to £45k

2 days ago by Financial Divisions

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their day to day processes, improve efficiencies and be a senior support system to the Directors/Advisers. Key re...

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Investment Manager

Investment Manager

4 days ago by Synchronicity Group

Our client is seeking an experienced, qualified Investment Manager to join their highly successful, growing team. We are looking for someone who is Level 6 CISI qualified (or a Chartered Wealth Manager/Chartered Financial Analyst) with experience of ...

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Business Manager

Business Manager

Position: School Business Manager Location: Guildford, Surrey Salary: Competitive, based on experience Contract Type: Full-time, Permanent Tempest Education are looking to speak with a dynamic and experienced School Business Manager to join our well ...

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Trainee Investment Manager

Trainee Investment Manager

17 June by mbf.

We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our cl...

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Senior IFA Admin/Manager - Salary up to £43k - London (Hybrid)

Senior IFA Admin/Manager - Salary up to £43k - London (Hybrid)

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their processes, improve efficiencies and be a senior support system to the Directors/Advisers. Key responsibilit...

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Senior Paraplanner & Operations Manager

Senior Paraplanner & Operations Manager

Job Title: Senior Paraplanner & Operations Manager Salary: 35,000 - 45,000 Location: Sheffield This is a fantastic opportunity for an experienced finanical planning professional to join a forward-thinking Independent Financial Planning firm that are ...

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Senior IFA Admin/Manager - London (Hybrid) - Salary up to £45k

Senior IFA Admin/Manager - London (Hybrid) - Salary up to £45k

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their processes, improve efficiencies and be a senior support system to the Directors/Advisers. Key responsibilit...

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Senior Audit Manager

Senior Audit Manager

25 June by Cedar

Senior Audit Manager A new opportunity has arisen to join a small internal audit function as a senior audit manager. Reporting to the head of the team, you will execute planned audits as per the audit plan and will have management responsibilities. T...

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Paraplanner

Paraplanner

1 week ago by Ferguson Dean Limited

A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one ...

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Group Finance Manager

Group Finance Manager

3 days ago by Kingsley Consulting

The Group Finance Manager will play a pivotal role in shaping the financial landscape of the organisation. This strategic position involves overseeing the financial health of the group, ensuring robust financial planning, analysis, and reporting. By ...

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