Current jobs related to Home-based Financial Planner - Bournemouth Dorset - Nationwide Building Society


  • Bournemouth, United Kingdom QED Recruit Full time

    **Financial Planner/Wealth Planner** **Salary to £75,000 plus regular ongoing reviews and exceptional incentives!** **Limitless further personal development!** **Absolutely fantastic opportunity for a seasoned, experienced and polished financial services professional looking to gain the recognition they deserve!** Based within this potentially...

  • Financial Planner

    3 months ago


    Bournemouth, United Kingdom AMG Search Full time

    Are you an experienced Financial Planner looking for your next challenge? We are looking for an ambitious and motivated individual to join our team as a Financial Planner. This is an excellent opportunity to work with a multi-award winning wealth management organisation. You must have experience in working with high net worth clients, and ideally be...

  • Financial Planner

    2 weeks ago


    Bournemouth, United Kingdom AMG Search Full time

    AMG Search is currently looking for a Financial Planner & Director to join a major Wealth Management business.Outstanding package – salary, bonus, benefits.The OpportunityAs Financial Planner & Director you will mentor and support your Financial Planner colleagues and manage your own portfolio of clientsYou will effectively lead a team of advisers to...

  • Financial Planner

    2 months ago


    Bournemouth, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...


  • Bournemouth, United Kingdom AMG Search Full time

    About the RoleAMG Search is currently seeking a highly skilled and experienced Financial Planner and Director to join a leading Wealth Management business.Key Responsibilities:Mentor and support a team of Financial Planners to achieve their personal and team targetsManage a portfolio of high net worth clients and develop trusted relationships with new and...


  • Bournemouth, United Kingdom AMG Search Full time

    About the RoleAMG Search is currently seeking a highly skilled and experienced Financial Planner and Director to join a leading Wealth Management business.Key Responsibilities:Mentor and support a team of Financial Planners to achieve their personal and team targetsManage a portfolio of high net worth clients and develop trusted relationships with new and...


  • Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job SummaryWe are seeking a highly skilled Paraplanning Professional to join our dynamic team at mbf, a leading Wealth Management organization. As a key player in our forward-thinking company, you will have the opportunity to contribute to the success of both our firm and our clients.Key ResponsibilitiesDeliver full, end-to-end paraplanning support,...


  • Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job SummaryWe are seeking a highly skilled Paraplanning Professional to join our dynamic team at mbf, a leading Wealth Management organization. As a key player in our forward-thinking company, you will have the opportunity to contribute to the success of both our firm and our clients.Key ResponsibilitiesDeliver full, end-to-end paraplanning support,...


  • Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job DescriptionLocation: Hybrid (1 day a week in the office)Salary: Up to £45,000 basic + 10% bonus + excellent benefits packageWe are proud to represent one of the UK's largest and most respected Wealth Management organisations, renowned for its success, innovation, and commitment to excellence. This industry-leading firm is seeking a highly skilled...


  • Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job DescriptionLocation: Hybrid (1 day a week in the office)Salary: Up to £45,000 basic + 10% bonus + excellent benefits packageWe are proud to represent one of the UK's largest and most respected Wealth Management organisations, renowned for its success, innovation, and commitment to excellence. This industry-leading firm is seeking a highly skilled...


  • Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner and Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner and Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner and Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead...


  • Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner and Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner and Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner and Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead...

  • Financial Planner

    3 months ago


    Bournemouth, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bournemouth, United Kingdom AMG Search Full time

    MG Search is currently looking for a Financial Planner to join a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions. - In this important Financial Planner role you will be home based and in complete control of your working pattern. - Our client will offer you a client base in a trusted...

  • Financial Director

    22 hours ago


    Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner & Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead a...

  • Financial Director

    19 hours ago


    Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.The OpportunityAs a Financial Planner & Director, you will be responsible for mentoring and supporting a team of Financial Planners, while managing your own portfolio of clients.You will lead a...


  • Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job OpportunityWe are seeking a highly skilled Paraplanner to join our dynamic team at MBF, a leading Wealth Management organisation. As a key player in our forward-thinking company, you'll have the opportunity to contribute to the success of both our firm and our clients.Key Responsibilities:Deliver comprehensive technical support to our financial planners,...

  • Home Health Aide

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom Home Instead Full time

    Job SummaryAs a Live-in Care Assistant with Home Instead, you will be supporting clients in their own homes, providing companionship, personal care, and assistance with daily tasks. This is a rewarding role that requires a professional approach, a positive attitude, and excellent communication skills.Key ResponsibilitiesAssist clients with medication,...

  • Home Health Aide

    2 weeks ago


    Bournemouth, Bournemouth, United Kingdom Home Instead Full time

    Job SummaryAs a Live-in Care Assistant with Home Instead, you will be supporting clients in their own homes, providing companionship, personal care, and assistance with daily tasks. This is a rewarding role that requires a professional approach, a positive attitude, and excellent communication skills.Key ResponsibilitiesAssist clients with medication,...

  • Financial Planner

    3 months ago


    Bournemouth, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Home-based Financial Planner

4 months ago


Bournemouth Dorset, United Kingdom Nationwide Building Society Full time

Reporting team in Financial Crime.
In addition, you will have an understanding of data, processes as well as Financial Crime regulations and controls. You will also be a key member of the team on hand to support a team of experienced analysts/consultants with reports they build and manage, to provide both regular and ad-hoc reporting inside Economic Crime, to the wider Society and to external regulatory bodies.
You must have a strong analytical background and a track record of building high quality reporting outputs, with a knowledge of the Financial Crime regulatory landscape.
This role is within the Financial Crime Analytics team, sitting within the broader Protect team. Our team is responsible for providing internal and external management information/reports that ensure the correct decisions can be made to protect our members from the potential impacts of Economic Crime. The team have a broad remit, covering outputs for internal teams, industry regulators, boards/committees and ad hoc consulting on projects.
At Nationwide we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected.
For this job you'll spend at least two days per week, or if part time you'll spend 40% of your working time, at one of our offices. You can also find out more about our approach to hybrid working here .
You will use your data expertise and experience to hit the ground running and build a deep understanding of the data sources we use and the outputs they feed. You will always be looking for ways in which we can improve accuracy, resilience and efficiency with our data.
Industry regulators are showing an increasing interest in Financial Crime and require accurate and regular reporting. You will play a key role in understanding evolving regulatory reporting requirements and ensuring our data suite is equipped to service these demands.
Supporting team members with data issues that arise with existing outputs and coaching and guiding the team with new outputs they are working on i.e. upskilling the team to be able to automate their reports.
Responsible for inputting into the society change and risk management frameworks to ensure alignment to the Data Governance Framework e.g. for data ownership, standards, quality and criticality requirements.
Advising on data availability/gaps for project, regulatory, ad hoc and cyclical reporting and creating outputs/recommendations which vary from minimising fraud losses to supporting the business with key changes and projects.
A proven track record of working with analytical tools, dealing with a large range of data sources.
A data background with strong commercial awareness, enabling you to use your data knowledge to provide valuable insight to senior management and the business.
An understanding of Financial Crime and relevant corporate governance processes. This includes data quality principles/frameworks internally and externally, such as - but not limited to - BCBS239.
Experience of financial services or similarly complex or large organisations working in a Data/Analytics or M.Excellent MS Excel, PowerPoint, and Word Skills, with experience of analytical tools (e.g. SAS, SQL, etc.).
Good planning, delivery, task and time management skills, and good attention to detail.
It’s also about being clear, precise, and using language that we and, importantly, our customers and members can understand.
Push for better - Thisisabout aiming high and constantly looking for better in how we work together and serve our customers and members.
A personal pension – if you put in 7% of your salary, we’ll top up by a further 16%
~ Life assurance worth 8x your salary
~ A great selection of additional benefits through our salary sacrifice scheme
~ Access to an annual performance related bonus
~ Access to training to help you develop and progress your career
~25 days holiday pro rata

Nationwide is the world’s largest building society. We’ve got the scale to compete with the big banks, but we’re not a bank .
As a building society, we’re owned by our members – that’s our customers who have their current account, mortgage or savings with us. It means we can do things differently to deliver our Purpose – Banking – but fairer, more rewarding, and for the good of society.
We want everyone in the UK to know that they don’t have to bank with a bank.