Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Are you ready to work with cutting-edge SaaS and life sciences clients? Your new company Our client is a progressive and fast-growing firm that blends deep financial expertise with a personal, client-focused approach. Their talented team brings a wealth of experience and accessibility, enabling them to truly understand their clients' ambitions and support them in achieving their goals.They offer a comprehensive suite of integrated, innovative, and value-driven services across accounting, tax, and corporate finance. These solutions empower businesses, investors, and private clients to make smarter, more informed decisions. Your new role This is a fantastic opportunity to join a vibrant team working with high-growth start-ups, seed-stage ventures, and entrepreneurial clients in the tech sector-including software, SaaS, and life sciences. In this role, you will: Collaborate within the accounts team to deliver high-quality work and provide an advisory-led service to clients.Take ownership of preparing complex accounts under UK GAAP for review by partners and directors.Support clients with funding applications, due diligence processes, and business valuations.Prepare financial statements, reports, and other assignments as required.Build and maintain strong relationships with clients and third parties.Contribute to business development by promoting the firm's services to existing and prospective clients What you'll need to succeed Strong experience in preparing accounts under UK GAAP.A background in working with start-ups or entrepreneurial clients, ideally within the tech or life sciences sectors.Excellent communication and relationship-building skills.A proactive and advisory-led mindset.ACA/ACCA qualification (or equivalent) is preferred but not essential. What you'll get in return Hybrid working - enjoy flexibility with a mix of office and remote work.Flexible hours - designed to support work-life balance.Fast-paced, collaborative culture - with no expectation of overtime.Generous holiday allowance• What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Sep 02, 2025
Full time
Are you ready to work with cutting-edge SaaS and life sciences clients? Your new company Our client is a progressive and fast-growing firm that blends deep financial expertise with a personal, client-focused approach. Their talented team brings a wealth of experience and accessibility, enabling them to truly understand their clients' ambitions and support them in achieving their goals.They offer a comprehensive suite of integrated, innovative, and value-driven services across accounting, tax, and corporate finance. These solutions empower businesses, investors, and private clients to make smarter, more informed decisions. Your new role This is a fantastic opportunity to join a vibrant team working with high-growth start-ups, seed-stage ventures, and entrepreneurial clients in the tech sector-including software, SaaS, and life sciences. In this role, you will: Collaborate within the accounts team to deliver high-quality work and provide an advisory-led service to clients.Take ownership of preparing complex accounts under UK GAAP for review by partners and directors.Support clients with funding applications, due diligence processes, and business valuations.Prepare financial statements, reports, and other assignments as required.Build and maintain strong relationships with clients and third parties.Contribute to business development by promoting the firm's services to existing and prospective clients What you'll need to succeed Strong experience in preparing accounts under UK GAAP.A background in working with start-ups or entrepreneurial clients, ideally within the tech or life sciences sectors.Excellent communication and relationship-building skills.A proactive and advisory-led mindset.ACA/ACCA qualification (or equivalent) is preferred but not essential. What you'll get in return Hybrid working - enjoy flexibility with a mix of office and remote work.Flexible hours - designed to support work-life balance.Fast-paced, collaborative culture - with no expectation of overtime.Generous holiday allowance• What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
Sep 01, 2025
Full time
TPF Recruitment is recruiting for a Private Client Tax Senior Manager on behalf of a fantastic large, top 10, Kent based firm of chartered accountants. This is a fantastic career opportunity for a Private Client Tax Senior Manager to join a highly reputable accountancy practice in an autonomous and exciting career. You can be based in multiple locations across Kent. Our client is a highly reputable and well known top 10 firm of chartered accountants based in Kent with offices across the UK and a national, and international reach. They have a fantastic reputation, excellent culture and have seen significant growth over the last 5 years. They are now looking for a Private Client Senior Manager to join their team in a highly rewarding position. They prioritise their staff's welfare and offer a great flexible working environment. Joining the firm as a Private Client Tax Senior Manager, with a clear path to progress, you will deliver personal tax and advisory services to a wide ranging client base of directors of owner-managed businesses, property clients, wealthy individuals and private clients. You will be supported by a medium size, and very experienced tax team. You will take a client facing position, overseeing the provision of advisory services across a wide spectrum of personal tax issues, IHT, CGT, trusts estates etc. You will lead and influence your team and look to drive the development of the private client tax services in this leading Top1firm. You will be responsible for developing client relationships, maintaining and bringing in new business to bolster the businesses private client offering, and play a lead role in the growth and development of the Kent office's private client offering. Requirements ATT and CTA, ACA, ACCA or STEP qualified Previous experience operating at a senior level within Private Client Tax Proven experience in client handling - ability to provide a high level of client relationship that is vital to this role Proven tax experience in producing high quality work on complex UK private client matters, within budget Tax experience from a practice background would be a distinct advantage preferably within a top 100/ large independent firm Benefits Private Client Tax Senior Manager - Top 10 Accountants in Tunbridge Wells Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave Please apply for the vacancy or contact Tristan Finch for a confidential conversation regarding this position, and similar opportunities. (url removed) (phone number removed)
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Sep 01, 2025
Full time
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies. Role Summary Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity and the motivation to develop market opportunities. As an Investment Specialist, you will actively engage in maintaining and developing relationships between the investment desks and distribution teams. You will represent your investment team on business related matters, including, but not limited to marketing, product development and sales/retention strategy. Most importantly, we believe in doing 'first class business in a first class way'. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way. Job Responsibilities You will be responsible for Unconstrained Fixed Income EMEA and will work closely with the CIO, portfolio managers and other Investment specialist in London, Mumbai and New York to coordinate the efforts across the global team Work closely with our client advisors across channels to represent Unconstrained Fixed Income strategies and develop business across EMEA Collaborate with product development You will engage with key clients around macro views and represent the Credit investment team in various forums You will know the portfolios you represent as if you are the Portfolio Manager ("PM"). You will be fully integrated with the investment team to ensure that as much of the PM's time as possible is devoted to investing. Be accountable for client and RFP materials as well as internal marketing tools, and to promote the strategies we represent internally and externally. Engagement with the sales teams across distribution channels is essential to jointly develop distribution strategy, targets and tactical plans. Required qualifications, capabilities and skills Extensive knowledge and experience in Global fixed income markets and a knowledge across a number of different fixed income sectors given the nature of Unconstrained Fixed Income Demonstrated track record in developing business across a range of investor segments, including retail, institutional and sovereign. Developed interpersonal, presentation skills and ability to deal with clients and colleagues at all levels Proven leadership skills Excellent time management - able to prioritise issues and respond in a timely manner Strong communication skills, both written and oral Preferred qualifications, capabilities and skills Degree, preferably in Finance, Economics or related subjects CFA would be additive Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
