To see more Chinese jobs please follow us on WeChat: teamchinapf AND pfteamchina Ref: 22920 The Skills You'll Need: Mandarin and English fluent. Solid banking experience in Project Finance sector and can bring in new local contacts. Your New Salary: £85-135k depending on seniority (candidates from middle to senior level are being considered) Job status: Permanent. Hybrid working, with 1 day WFH Location: London Report to: Head of Corporate Banking Project Finance Manager - Summary: The role's primary responsibility is to lead/head up Project Finance deals The position will look to grow a project finance book sourcing transactions from the primary and secondary market. Project Finance Manager - What You'll be Doing: Strategic Leadership To develop and implement the branches project finance strategy aligned with the branch goals To provide guidance on project feasibility, funding structure and investment opportunities Financing and Investment...

Senior Finance Business Partner £60.00 P/hr Umbrella Co. Berkshire For a government organisation based in Berkshire, we are recruiting a Senior Finance Business Partner for 12-months. This role is key in building strong working relationships across the business to provide insightful management information, and decision-making analysis to drive financial performance. This role will leave on budgeting, forecasting, business case development, and procurement planning. Main Duties: Lead business planning and forecasting processes, providing assurance to stakeholders around cost management Review and challenge forecasts, and monitor against spending review Challenge stakeholders to achieve workforce objectives and optimise resources Support and lead on resource planning activities and in the review of business cases Work closely with stakeholders to provide decision-making insightful information to drive financial performance Produce robust forecasts, budgets,...

Self-Employed Mortgage Advisor / Life & Protection Financial Adviser This is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a modern advisory organisation. If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Broker, Mortgage Consultant, Life & Protection Adviser, Financial Adviser REMUNERATION Self-Generated Business: 75% broker and procuration fees and 80% protection and GI commission Introduced Business: 55% across broker, procuration, protection, and GI Monthly membership fee: £99 (first 6 months free) Guarantee (Subject to Eligibility) £3,000 per month for the first 6 months Top-up if earnings fall below the guarantee Unearned guarantee recoverable from month 7 Equity: Equity...

Are you looking for a career move that will put you at the heart of a global financial institution? By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Role Overview Citi is seeking an analyst within Markets Operations supporting our Exchange Traded Derivatives, OTC Clearing, and FX Prime Brokerage business. Specifically, the role will have a high degree of focus on the tracking and resolving of exchange fees for Exchange Traded products (Listed Futures - ETD) on markets where CITI has memberships. This includes markets in North America, EMEA and APAC regions. The role requires some knowledge in ETD products and experience on how these products are correctly reconciled across cash types. The candidate will assist in the reconciliation of breaks using CITI internal platforms and partner with internal teams to...

Are you looking for a career move that will put you at the heart of a global financial institution? By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview The Markets Program Execution & Transformation team works with all Markets businesses, Operations and Citi functions (including Legal, Compliance, Finance, Risk and Technology) to identify, mobilize and execute responses to regulatory and cross-business transformational projects. The primary mission of the team is to design and implement integrated business solutions and sustainable capabilities in the most efficient and effective way for Markets and its clients.   What you’ll do Support the end-to-end Investment Planning Lifecycle:  Providing comprehensive guidance and support to Markets-wide teams on the IT and Business Project...

We're looking for an experienced Financial Advisor to join our desk-based advice team, focused on building lasting client relationships and delivering high-quality, compliant advice.You'll play a key role in retaining existing clients, identifying new opportunities and providing expert financial guidance that drives both client satisfaction and business growth. You must be regulated via FCA and have competent Advisor status. What You'll Be Doing Deliver annual client reviews to a high professional standard Provide tailored financial advice and generate new business from existing clients Manage client enquiries and build strong, trust-based relationships Maintain accurate client records and ensure all interactions are fully documented Handle queries and complaints efficiently, ensuring positive outcomes Work towards individual and team performance targets Promote our full range of services to maximise opportunities Compliance & Standards Operate in line with FCA...

We are looking for a driven and personable Financial Adviser to join a small, friendly and collaborative advisory business based near Coventry. This role focuses on developing new business and building long-term client relationships. It's a great opportunity for someone who enjoys the commercial side of advice - generating opportunities, converting prospects and growing their own client bank - while being supported by an experienced team.You will also be able to leverage existing professional connections and leads within the firm, giving you a strong platform to build your client base. Role Responsibilities Proactively generate new business through networking, introducers and referrals Convert enquiries and leads into ongoing client relationships Deliver high-quality, holistic financial advice (pensions, investments, protection) Build and maintain your own client bank over time Work closely with internal teams including paraplanning and administration Maintain compliant...

We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business supporting the Managing Director directly. Key responsibilities: You will provide technical and research support across the full client journey, helping to shape high quality, tailored advice Produce clear, compliant and technically accurate suitability reports Build detailed cashflow models and planning scenarios Carry out research to support client recommendations Prepare client review packs, presentations and post meeting documentation Work closely with the Managing Director on complex client cases Attend client meetings where required and support follow up activity Ensure all...

Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. What You'll Do Prepare high-quality, compliant financial planning reports Conduct detailed product, fund, and market research Collaborate with advisers to deliver bespoke, client-focused solutions Manage, train, and mentor a local technical team Contribute to continuous process and reporting improvements What We're Looking For Studying towards or achieved Level 4 Diploma status Strong technical expertise across pensions,...

A Platform Worth Joining One of the UK's most ambitious and well-capitalised broking groups is strengthening its Edinburgh commercial team - and they're looking for an experienced Commercial Insurance Broker who wants more than just a job title change.This is a business that has grown rapidly, invests seriously in its people, and has the insurer relationships and infrastructure to back it up.If you're a broker who wants scale without bureaucracy, and autonomy without isolation, this is worth a conversation. The Business This is a broking group operating at genuine scale - with the market access, technology, and financial backing to compete at the top end, but a culture that still feels local, collaborative, and people-first. Key strengths: Deep, long-standing insurer relationships and strong market credibility Consistent organic growth with low attrition and high internal promotion Decentralised model - teams own their clients, their decisions, and their careers A...

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients....

Role Description Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Key Responsibilities As well as providing professional financial planning advice, you will be responsible for attracting and on-boarding new clients, and delivering an outstanding customer experience to our established client base. Build and maintain long-term relationships with clients, understanding their current and future financial goals Meet new and existing clients face-to-face and over the phone/video, conducting meetings and providing holistic financial advice to meet their immediate and ongoing financial goals. Complete comprehensive client meetings and use available tools and cash flow modelling knowledge, to analyse...

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships. The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include: Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning Conducting in-depth client conversations to fully understand financial goals and personal ambitions...

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals on the Fylde Coast. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets. Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions. Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan. Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits. Continue to develop and forge strong relationships with clients,...

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits Continue to develop and forge strong relationships with clients, maintaining them to the...

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention,...

Role Description As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place. Key Accountabilities Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals Build client relationships to identify and address clients' financial needs Own the client relationship - in...

We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. As our Senior Paraplanner, you will typically: Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary Ensure back-office systems are up to date with client information, provider contacts, case...

IDEX Consulting are proud to be representing an award-winning parametric MGA that is redefining how organisations protect themselves from catastrophic flood risk. With a diverse and highly collaborative team spanning two continents, the business supports organisations across the UK, US and international markets, providing innovative insurance solutions that respond quickly and effectively when flooding occurs. As the business continues to grow, they are looking to appoint a Trading Underwriter with a specific focus on developing and strengthening relationships with key London Market brokers. About the Company This specialist MGA focuses on parametric flood insurance, offering clients fast and transparent payouts triggered by predefined parameters such as rainfall levels or water depth. Their innovative approach enables organisations to recover quickly from catastrophic flooding while improving resilience in an increasingly volatile climate environment. The Role - Trading...

Specialist Tax Advisor Chester £45,000 - £55,000 An exciting opportunity has arisen to join a respected and growing tax consultancy based in Chester as a Specialist Tax Advisor , working across a diverse portfolio of corporate and private clients.This role is ideal for a technically strong tax professional looking to deepen their advisory exposure across inheritance tax, trusts, restructuring, and international tax planning.With a supportive leadership team, clear progression pathways, and a varied client base, this is a fantastic next step for someone seeking a long-term career move in tax advisory. As a Specialist Tax Advisor, you will: Advise SME clients, property businesses, farms, and individuals on corporate restructures, trust planning, inheritance tax, and employee incentive schemes. Work closely with solicitors, clients, and stakeholders to manage complex tax projects from planning through to implementation. Handle specialist compliance matters including...