Assistant Financial Planner
3 weeks ago
**Assistant Financial Planner - Private Client**
At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, Mazars is an engine for rapid and consistent career progression.
**About the team/business unit**
- This is what Marie Calvin, Head of People/ Private Client has to say about Mazars _
- ‘I have been with Mazars for just over 2 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. ‘_
To provide seamless, effective and proactive support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable.
This is predominantly an office-based role.
**About the role**
- We have a newly created Assistant Financial Planner role due to the success of the Mazars Financial Planning team
- You will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
- We will fund your study towards the Chartered Institute of Insurance Professional qualification.
- For the rest of your training you will be striving to build your skillset in order to be a financial planner at Mazars in your own right
**What are we looking for?**
- A 2:1 or above in any degree discipline
- Level 4 Diploma in Financial Planning
- Minimum of 112 UCAS points. _This is based on the new 2017 UCAS Tariff. You can calculate your UCAS points _here_._
- Grade B or above in GCSE English Language and Maths.
**Mazars & Me**
We want everyone to be rewarded and enriched by their professional life. So we come together to pioneer new ways of working; promoting psychological safety, flexibility with how you work - trusting you to make the right choices for the team, clients and the business - and balance in stimulating modern workspaces. We offer core benefits and then give people the opportunity to tailor extra benefits to suit their individual needs.
Being inclusive is core to our culture at Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self and provided with a level playing field.
**Benefits**:
Annual Leave +
Charitable Giving
Dental Insurance
Wellbeing Benefits
Virtual GP
Cycle to Work
Gym Discounts
Life Assurance
Pension
Flexible Benefits +
**Meet the recruiter**:
Oliver Benbow
-
Financial Planner
2 days ago
Nottingham, Nottingham, United Kingdom Heat Recruitment Ltd Full timeSenior Financial Planner **Location:** Nottingham, UK **Job Conditions:** Full-time, Permanent **Benefits Include:** - Group benefits: pension, death in service, income protection, and private medical insurance. - Discretionary bonus. - City centre location with car parking provision. - Agile and home working policies. - Study leave and exam support. -...
-
Financial Planner
11 hours ago
Nottingham, United Kingdom mbf Full time €80,000 - €120,000Job Description Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tailored financial solutions for their UHNW client base....
-
Financial Service Planner
11 hours ago
Nottingham, United Kingdom mbf Full time €80,000 - €120,000Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tailored financial solutions for their UHNW client base. They are seeking an...
-
Financial Planning Assistant
1 month ago
Nottingham, United Kingdom Brevere Group Full time**Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and...
-
Senior Financial Planner
1 month ago
Nottingham, United Kingdom IDEX Consulting Full timeMy client is seeking an experienced Senior Financial Planner to join their growing team. You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. You will play a significant role in steadily growing our client group, primarily through building a network of professionals...
-
Independent Financial Adviser
1 month ago
Nottingham, United Kingdom Heat Recruitment Full timeJob Opportunity: Independent Financial Adviser Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Potential client leads generated via company website and Unbiased Convenient large office space for office-based or remote working Access to third-party support tools such as FE Analytics, Cashcalc,...
-
Assistant Town Planner
14 hours ago
Nottingham, United Kingdom Penguin Recruitment Full timeREF: NE(phone number removed)Job Title: Assistant Town PlannerLocation: NottinghamOur client is a dynamic and forward-thinking town planning firm dedicated to creating vibrant, sustainable communities. They specialise in urban planning, land development, and zoning solutions that enhance the quality of life for residents and businesses alike. Join their team...
-
Assistant Town Planner
2 days ago
Nottingham, United Kingdom Penguin Recruitment Full timeREF: NE(phone number removed) Job Title: Assistant Town Planner Location: Nottingham Our client is a dynamic and forward-thinking town planning firm dedicated to creating vibrant, sustainable communities. They specialise in urban planning, land development, and zoning solutions that enhance the quality of life for residents and businesses alike. Join...
-
Senior Financial Planner
2 days ago
Nottingham, Nottingham, United Kingdom Idex Full timeMy client is seeking an experienced Senior Financial Planner to join their growing team.You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service.This will be met through regular review meetings and proactive contact with clients, their families and the other professionals who...
-
Assistant Town Planner
1 day ago
Nottingham, United Kingdom Penguin Recruitment Full timeREF: NE(phone number removed)Job Title: Assistant Town PlannerLocation: NottinghamOur client is a dynamic and forward-thinking town planning firm dedicated to creating vibrant, sustainable communities. They specialise in urban planning, land development, and zoning solutions that enhance the quality of life for residents and businesses alike. Join their team...
-
Independent Financial Adviser
1 month ago
Nottingham, United Kingdom Heat Recruitment Full timeJob Opportunity: Independent Financial Adviser Location: Nottinghamshire, UK Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Full admin and paraplanning support Potential client leads generated via company website and Unbiased Whole of market advice firm with preferred providers Convenient large...
-
Financial Planner
1 month ago
Nottingham, United Kingdom CleverHR Full timeProvide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...
-
Transport Planner
18 hours ago
Nottingham, United Kingdom More Rec Full timeJob Title - Transport Planner Location - Nottingham Contract - Temp to perm Days required - Monday to Friday, every 3rd Saturday More recruitment are actively looking to recruit a Transport Planner for a contact based in Nottingham. Duties for the Transport Planner will be - Report any safety concerns, hazard observations, accidents and incidents in a...
-
Transport Planner
1 month ago
Nottingham, United Kingdom Proactive Personnel Full timeAre you a transport planner looking for your next great opportunity? I am currently working with several clients across the area who are looking to add transport planners to their teams and would love to hear from yourself. Our clients tend to recruit for established transport planners as well as those looking to take the next step in their...
-
Financial Service Planner
1 month ago
Nottingham, United Kingdom CleverHR Full timeProvide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...
-
Transport Planner
1 week ago
Nottingham, United Kingdom Enva Full time**Location**: Nottingham, England **Transport Planner** location Nottingham location Collections - Skips Are you a motivated, organised individual seeking an exciting and rewarding opportunity in a fast-paced environment? Do you have excellent knowledge of the local area? An exciting opportunity has arisen within our collections department for a...
-
Planner
1 month ago
Nottingham, United Kingdom Kier Group Full timeWe're looking for a **Planner **to join Kier Regional Civil Engineering and help deliver a sustainable drainage project in Mansfield. Within this role you can enjoy 26 days annual leave, sharesave scheme, family friendly policies and even more. **Location**: Mansfield **Contract**: Permanent **Salary**: Competitive + benefits **Responsibilities** Kier has...
-
Demand Planner
7 days ago
Nottingham, United Kingdom Macildowie Recruitment and Retention Full timeJob Title: Demand Planner Location: Nottingham **Salary**: £28,000-£36,000 Working Hours: Standard Start Date: ASAP An amazing opportunity has come for a Demand Planner to join a successful Procurement team in Nottingham. This opportunity is with one of the biggest European manufacturers in their sector, with over 100 years of expertise! They are now...
-
Supply Planner
17 hours ago
Nottingham, United Kingdom Pentland Brands UK Limited Full timePentland Brands are actively looking for an exceptional individual to join our growing supply chain team. As a supply planner you will be assigned on special projects working closely with internal stakeholders to make strategic brand and commercial opportunitiescome to life with external vendors. The role is to ensure that the special projects are...
-
Transport Planner
1 month ago
Nottingham, United Kingdom Response-Able Solutions Ltd Full timeYou will be assisting a team of planners, responsible for planning our team of drivers. Utilising your knowledge and our internal systems you will plan the most efficient routes for the drivers to collect and deliver vehicles for our customers. Experience is preferred, ideally in a similar role. - Working a 4-day week between Monday to Friday (8am/5pm -...