Current jobs related to Senior Financial Planner - Chelmsford - mbf.
-
Trainee Financial Planner
4 months ago
Chelmsford, United Kingdom RecruitUK Full time**Job Title**: Trainee Financial Planner **Industry**: Financial Services **Location**:Chelmsford **Salary**:£35,000 - £50,000 (doe) **Job reference**:8195 Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Chelmsford. Duties include: - Collaboration with Senior Financial Planners - Attending meetings - Preparing...
-
Junior Financial Planner
1 month ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timePosition OverviewCompany: TEMPLEGATE RECRUITMENT LIMITEDRole: Junior Financial PlannerCompensation: £22,000 to £28,000Perks and Benefits:Annual Leave: 23 daysAdditional Holiday Purchase OptionsVision CareHealth Insurance for EmployeesEmployee Support Program (EAP)Pension ContributionsLife Insurance/Death in Service BenefitsPerformance BonusYearly Salary...
-
Town Planner Or Senior Town Planner
2 weeks ago
Chelmsford, United Kingdom Penguin Recruitment Full timeJob Title: Town Planner or Senior Town Planner Location: Chelmsford Are you an experienced Town Planner looking to advance your career in a dynamic and forward-thinking property consultancy? My client is based in the bustling city of Chelmsford and is seeking talented professionals at various levels, such as Town Planner or Senior Town Planner, to join...
-
Town Planner Or Senior Town Planner
7 days ago
Chelmsford, United Kingdom Penguin Recruitment Ltd Full timeJob Title: Town Planner or Senior Town Planner Location: Chelmsford Are you an experienced Town Planner looking to advance your career in a dynamic and forward-thinking property consultancy? My client is based in the bustling city of Chelmsford and is seeking talented professionals at various levels, such as Town Planner or Senior Town Planner, to join an...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom tdm recruitment Full timeSenior PlannerChelmsford£55k - £65kI am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in the managing director whilst working alongside the head of land. At the moment the business is buying a lot of...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom tdm recruitment Full timeSenior PlannerChelmsford£55k - £65kI am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in the managing director whilst working alongside the head of land. At the moment the business is buying a lot of...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom tdm recruitment Full timeSenior PlannerChelmsford£55k - £65kI am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in the managing director whilst working alongside the head of land. At the moment the business is buying a lot of...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom tdm recruitment Full timeSenior PlannerChelmsford£55k - £65kI am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in the managing director whilst working alongside the head of land. At the moment the business is buying a lot of...
-
Senior Urban Planner
2 days ago
Chelmsford, Essex, United Kingdom CV Library Full timeJob Title: Senior Town PlannerLocation: ChelmsfordWe are seeking an experienced Town Planner to join our dynamic team at CV Library. As a Senior Town Planner, you will play a key role in delivering innovative planning and development solutions to our diverse range of clients.About the Company:Our client is a leading property consultancy dedicated to...
-
Senior Urban Planner
2 days ago
Chelmsford, Essex, United Kingdom CV Library Full timeJob Title: Senior Town PlannerLocation: ChelmsfordWe are seeking an experienced Town Planner to join our dynamic team at CV Library. As a Senior Town Planner, you will play a key role in delivering innovative planning and development solutions to our diverse range of clients.About the Company:Our client is a leading property consultancy dedicated to...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom Tdm Recruitment Full timeSenior PlannerChelmsford£55k - £65kIs this your next job Read the full description below to find out, and do not hesitate to make an application.I am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in...
-
Senior Planner
2 weeks ago
Chelmsford, United Kingdom Tdm Recruitment Full timeSenior PlannerChelmsford£55k - £65kIs this your next job Read the full description below to find out, and do not hesitate to make an application.I am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager.You would work closely with the rest of the team and report directly in...
-
Administrative Support for Financial Planners
3 weeks ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeJob Summary: We are seeking an experienced Financial Administrator to join our client's team in the Chelmsford area. As a Financial Administrator, you will be responsible for providing administrative support to our client's leading Financial Planners. Key Responsibilities: Process new business applications and assist with suitability reports Book client...
-
Town Planner Or Senior Town Planner
4 weeks ago
Chelmsford, United Kingdom Penguin Recruitment Ltd Full timeJob Title: Planner/Senior Planner - Development and Planning Location: Chelmsford The Company: Penguin Recruitment is delighted to be supporting a national development & planning team that advises clients across the UK on a wide range of development opportunities, catering to both public and private sectors, including house builders and developers. The team...
-
Chelmsford, United Kingdom Penguin Recruitment Full timeJob Title: Senior Town Planner | Associate Town Planner | Director of Planning Location: Chelmsford Are you an experienced Town Planner looking to advance your career in a dynamic and forward-thinking property consultancy? My client is based in the bustling city of Chelmsford and is seeking talented professionals at various levels, from Senior Town...
-
Senior Urban Planner
1 month ago
Chelmsford, Essex, United Kingdom Penguin Recruitment Full timeAbout the Role: Penguin Recruitment is seeking a skilled and knowledgeable Senior Urban Planner to enhance our growing Planning division. This is an excellent opportunity for individuals who are passionate about urban development and have a strong background in planning. Key Responsibilities: Manage and oversee planning applications independently, ensuring...
-
Senior Planner
2 weeks ago
Chelmsford, Essex, United Kingdom tdm recruitment Full time €55,000 - €65,000Senior Planner Chelmsford £55k - £65k I am working with a privately owned house builder in Chelmsford that is looking to strengthen its team with an experienced planning manager. You would work closely with the rest of the team and report directly in the managing director whilst working alongside the head of land. At the moment the business is buying a...
-
Planner
2 months ago
Chelmsford, United Kingdom Adecco Full timeJob title: Planner Our client is seeking a talented Planner to join their dynamic team. As a Planner, you will play a crucial role in coordinating resources, scheduling works, and providing administrative support to ensure the smooth operation of all Operations teams. If you are a proactive and organised individual with a passion for customer service and...
-
Town Planner Or Senior Town Planner
4 weeks ago
Chelmsford, United Kingdom Penguin Recruitment Full timeJob Title: Planner/Senior Planner - Development and Planning Location: Chelmsford The Company: Penguin Recruitment is delighted to be supporting a national development & planning team that advises clients across the UK on a wide range of development opportunities, catering to both public and private sectors, including house builders and developers. The...
-
Planner
2 months ago
Chelmsford, United Kingdom Adecco Full timeJob title: PlannerOur client is seeking a talented Planner to join their dynamic team. As a Planner, you will play a crucial role in coordinating resources, scheduling works, and providing administrative support to ensure the smooth operation of all Operations teams. If you are a proactive and organised individual with a passion for customer service and...
Senior Financial Planner
4 months ago
Our client 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. They offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
This role can be based from anywhere in the East Anglia region, although you will need to visit the Cambridge office 2-3 times each week.
Job Description
The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients
- To look after and support client needs
- To plan, implement and execute the annual Business Plan in line with agreed individual expectations
- To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
- To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
- To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
Qualifications- Diploma qualified and working towards Chartered status
- Experience of working as a Financial Planner for 4+ years
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
- Proven ability to deal with new and existing clients on a fee basis
Package- Competitive salary up to £130,000
- Annual bonus
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday