48 Financial Planning Manager Jobs in London

MERJE are delighted to be partnered with this established Wealth Management firm in London. Working in a highly collaborative and successful environment, you will be part of a team that provides regulated financial and investment advice to clients in...

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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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The Wealth/Relationship Manager is a trusted advisor, helping clients achieve financial goals through wealth planning advice, investment and credit solutions, and banking services. The role involves understanding client needs and providing bespoke ad...

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Company Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to del...

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To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 22500 The Skills You'll Need: Fluent Cantonese and English. Solid experience in credit analysis and preparing credit proposal in UK commercial lending Your New Sala...

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NEW GROUND WON’T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Financial Services Business Risk Services practice focuses on helping organisation manage risk, improve oper...

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Job Description Responsibilities (how we will measure success) The main purpose of the role is to provide advice and guidance to a portfolio of Appointed Representatives (ARs"), and to provide leadership and management within the team. In particular:...

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Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and ...

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Responsibilities: Day to day responsibility for managing the Investment Risk function across private and public market funds, looking at fund counterparty risk, market risk, liquidity and credit risk. Overseeing fund liquidity risk, stress testing, r...

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The Financial Planning & Analysis team provide analysis and insight on the Macquarie Asset Management business, taking accountability for internal forecasting. Our Asset Management group is a full-service asset manager, providing clients with access ...

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The Role The Product Risk Manager will work closely with the Front Office Portfolio Management team acting as part of the First Line of Defence, ensuring appropriate Investment and Regulatory compliance across Investment Products and Portfolios, and ...

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Opportunity for a dynamic and analytically minded Portfolio Manager to work on the management of a complex debt and equity portfolio for one of the leading private equity firms. They manage a range of assets across Real Estate, Debt (secured, unsecur...

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Our global Credit platform offers focused expertise and solutions across liquidity, risk and return spectrums. We are organised around three primary pillars: Private Credit, Fixed Income and Leveraged Credit. At Macquarie, we are working to create la...

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Work that works for you Grant Thornton’s Agile Talent Community is a network of contract professionals, giving you the opportunity to work with our clients and alongside Grant Thornton teams on a project-by-project basis whilst being supported by our...

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POSITION PURPOSE The Investment Liaison acts as the primary point of contact between portfolio managers and all other T. Rowe Price groups. This position is responsible to manage the collection of a variety of investment related information and data ...

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The Institutional Client Account Management team support the future growth of our UK and EMEA business across both Institutional and wholesale/intermediary clients. At Macquarie, we are working to create lasting value for our communities, our clients...

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Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - amb...

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Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - amb...

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Company Description Applications close 15th May 2024 Legal & General Investment Management is one of Europe's largest asset managers and a major global investor. We work with a wide range of global clients, including pension schemes, sovereign wealth...

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Company Description Legal & General Investment Management is one of Europe's largest asset managers and a major global investor. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and ret...

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About the Role: Client Manager triResolve Associate Department: Client Services TriResolve Reporting To: Client Services Team Leader triResolve Role Summary: The candidate will have both a meticulous attention to detail and an understanding of financ...

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A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the liv...

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What the Hiring Manager Says This role is pivotal to Quilter Investors in terms of being responsible for the end-to-end transaction lifecycle as well at the investment data. I am looking for someone who has strong communication skills, who can manage...

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Fixed Term Contract Duration - 2 Months What the Hiring Manager says Summary We are looking to hire an enthusiastic and confident individual to join our team of 8 Account Opening and Transitions Analysts. The individual should be organised, have good...

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