Consultant, Financial Planning
3 weeks ago
About the job Consultant, Financial Planning
The role Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas. The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board. What we need from you- A commercial focus, with experience in a fee based environment and working amongst professional connections
- Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
- A love of networking in order to develop the business and team
- Professionalism, and ideally experience of building relationships with introducers both inside and outside of the firm
- Presentation and public speaking skills
- Experience of using Intelligent Office (IO) client database/back office and paperless office systems
- The ability to deal with e-commerce and paperless technology
- Accounting for International Development
- Accounting for International Development
-
Financial Advisor
2 days ago
Weymouth, Dorset, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+. As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the...
-
Performance and Planning Lead
3 weeks ago
Weymouth, Dorset, United Kingdom Shorterm Group Full timeProgramme Lead (Marine/Defence) - Weymouth - Permanent We are seeking a dynamic Programme Lead to plan, lead, and report on all aspects of our clients projects. The company who composite design and manufacture parts for the shipping and submarine industry. From bid to execution and shutdown, you will be instrumental in controlling project variance against...
-
Financial Advisor
2 weeks ago
Weymouth, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+.As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the...
-
Solar Consultant
6 days ago
Dorset, United Kingdom Envo Energy Solutions Full timeJob Title: Solar Consultant **Responsibilities**: - Conduct consultations with potential customers to assess their solar energy needs and provide appropriate solutions - Educate customers on the benefits of solar energy and the financial incentives available - Perform site visits to evaluate the feasibility of installing solar panels - Prepare and present...
-
Town Planner | Dynamic Planning Consultancy
3 days ago
Bournemouth, Dorset, United Kingdom Penguin Recruitment Full timeAn excellent opportunity has opened for a Town Planner to join an independent consultancy based in the Bournemouth area. My client are currently working on a variety of projects from heritage, commercial, residential and commercial and are looking for the successful candidate to have knowledge dealing with planning applications. We are ideally looking for...
-
Finance Analyst
1 week ago
Weymouth, Dorset, United Kingdom Michael Page (UK) Full timeA recognisable brand in the retail industry Undertake a detailed review of all cost lines by function so that cost drivers are identified, and suitable financial reporting is put in place to closely track, and monitor spend. Provide the necessary inputs into the month end process to ensure accurate management accounts, this will include the calculation...
-
Senior Finance Analyst
1 week ago
Weymouth, Dorset, United Kingdom Michael Page (UK) Full timeAbout Our Client A recognisable brand in the retail industry Job Description Undertake a detailed review of all cost lines by function so that cost drivers are identified, and suitable financial reporting is put in place to closely track, and monitor spend. Provide the necessary inputs into the month end process to ensure accurate management...
-
Financial Advisor
2 weeks ago
Broadstone, Dorset, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+.As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow the...
-
Financial Advisor
Found in: Jooble UK C2 - 3 weeks ago
Broadstone, Dorset, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Adviser job in Broadstone provides the opportunity to takeover an existing client bank £10m+. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong...
-
Project Manager- Finance- FTC
3 weeks ago
Weymouth, Dorset, United Kingdom Michael Page (UK) Full timeA globally recognisable retail brand Coordinate the quarterly forecast submissions for Business Technology capital - ensuring high quality financial information, challenged appropriately, approval from Engineering & Technology Director and delivered in accordance with agreed timetable. · Submissions of all project funding requests ensuring...
-
Financial Controller
2 days ago
Ferndown, Dorset, United Kingdom CMA Recruitment Group Full timeRecruiting exclusively through CMA, our client is a well established business with impressive growth plans over the next three years, which will largely come through various planned acquisitions. They currently have an exciting opportunity for an experienced Financial Controller to join them at their head office near to Wimborne, Dorset, to play a key role...
-
Recruitment Consultant Apprenticeship
22 hours ago
Weymouth, Dorset, United Kingdom Altogether Care Full timeJoin us, an established and trusted care provider, as a Recruitment Administrator Apprentice and be part of our growing family. As a Recruitment Administrator Apprentice you will: Utilise our Applicant Tracking System to manage the contacts of applicants. Attend recruitment events. Undertake qualification as part of the apprenticeship. Building and...
-
Town Planner Town Planning Officer
2 weeks ago
Bournemouth, Dorset, United Kingdom Penguin Recruitment Full timeNegotiable depending on skills and experience Due to continued expansion, this growing planning consultancy are looking to appoint an experienced Town Planner to join their Bournemouth. The company are offering the successful candidate the opportunity to work as part of an established team, delivering expert planning advice for their clients in the...
-
Project Finance Manager
3 weeks ago
Weymouth, Dorset, United Kingdom Michael Page (UK) Full timeAbout Our Client A globally recognisable retail brand Job Description · Coordinate the quarterly forecast submissions for Business Technology capital - ensuring high quality financial information, challenged appropriately, approval from Engineering & Technology Director and delivered in accordance with agreed timetable. · Submissions of all...
-
IT Security Analyst
2 weeks ago
Weymouth, Dorset, United Kingdom ASMPT SMT Solutions Full timeJob Description Join us where we’re enabling the digital world to realise the incredible potential, and we’ll support you to realise yours too. Our technology powers EVERYTHING with a digital component: we produce innovative equipment that enables the world’s biggest names in electronics to bring their technology to market. We also enjoy a...
-
CLINICAL PROFESSIONAL DEVELOPMENT SPECIALIST
2 weeks ago
Weymouth, Dorset, United Kingdom South Shore Health System Full timeJob Description Summary Offering a comprehensive Maternal-Fetal Medicine Program and Obstetrics Emergency Department, we deliver over 3,700 infants - right here on the South Shore! We are looking to add a new member to our elite Clinical Professional Development team who will assess designs, present, coordinate and evaluate educational programs and...
-
Financial Advisor
3 weeks ago
Bournemouth, Dorset, United Kingdom Reed Full timeReed Specialist Recruitment are proud to be representing a boutique IFA firm, who are looking for driven and motivated Financial Advisers to join their team remotely, on an employed basis. Our client is a well established IFA practice, who specialise in helping medical professionals (NHS and private) achieve their financial goals, and plan for the...
-
Protection Consultant
2 weeks ago
Bournemouth, Dorset, United Kingdom LV= Full timeREMOTE WORKING - Quarterley office visits and face to face adviser events We are seeking an enthusiastic, professional individual to join our team as a Protection Consultant. You will work effectively to manage sales and relationships with a panel of Financial Advisers, on both new and existing accounts, to acquire new business and maintain profitable...
-
Clinical Professional Development Specialist
3 weeks ago
Weymouth, Dorset, United Kingdom South Shore Health System Full timeJob Description Summary We are seeking a Clinical Professional Development Specialist to join our Clinical Professional Development Department. The CPDS assesses, designs, presents, coordinates and evaluates educational programs, in-services and orientation for assigned staff within the OR, which performs all surgical services except cardiac. The CPDS...
-
Information Technology Security Analyst
3 weeks ago
Weymouth, Dorset, United Kingdom Cogito Full timeThe ASMPT team is looking to immediately fill the following position: Join us where we’re enabling the digital world to realise the incredible potential, and we’ll support you to realise yours too. Our technology powers EVERYTHING with a digital component: we produce innovative equipment that enables the world’s biggest names in electronics to...