Financial Planner Jobs in the United Kingdom
Fisher Investments
London, ENG
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents. Provide ongoing financial advice covering a broad range of topics: Pensions and Retirement Planning - pension contributions, carry forward, lifetime allowance (LTA) planning & drawdown advice.
Get Staffed Online Recruitment Online Recruitment
£37670 - £45217 Per Year
Manchester, NW
Knowledge of regulation, economics, risk management, banking, or accountancy would lend itself well to this role due to the variety of work streams which exist within the creation of a financial regulation framework. This post, and its recruitment, is dependent on progress of the Bill, included in the King's Speech; to establish an Independent Football Regulator and the intention is for this role to transfer to the Regulator once it's legally established.
Get Staffed Online Recruitment Online Recruitment
£40000 - £50000 Per Year
Gerrards Cross, Southern
Expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA etc. Founded in 1983 they are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.
Gallagher Benefit Services
Manchester, NW
Developing Buck’s corporate consulting practice by providing significant contribution to new business development, attending meetings with prospects and development of tools and marketing collateral; Providing actuarial advice and consulting services to corporate clients; Advising clients on matters affecting the funding of their pension schemes, including statutory and reporting figures; Advising clients on non-actuarial issues, including legislative changes, affecting the operation of their schemes; Preparation and presentation of materials for new business/existing client pitches; Dealing with internal actuarial and general pensions queries from consultants and actuarial staff; Dealing with clients’ queries regarding the operation of their pension arrangements including funding, asset allocation and legislative changes; Attending client meetings; Speaking at marketing seminars; Peer reviewing and ensuring own work is peer reviewed as appropriate; Maintaining accurate time recording and charging to clients where applicable; About You. Following several fantastic years; within which we have significantly grown our headcount, our client book, our market presence and our trophy cabinet with all of the industry awards that we have won, we are currently recruiting for 2 Consulting Actuary positions.
GBS - Global
London, London
Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from existing clients and new client relationships through cross-selling initiatives, referrals, professional connections and leveraging AJG’s internal network. Demonstrate extensive and up-to-date technical employee benefits knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management / Compliance.
Forvis Mazars
Glasgow, Scotland
To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
Fisher Investments
London, ENG
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning.
Forvis Mazars
Edinburgh, Scotland
To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
Forvis Mazars
Glasgow, Scotland
To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.