Experienced Financial Planner
5 days ago
**Duties will include**
- With the full support from Administrative and Paraplanning teams make recommendations for products and services, carrying out financial review, developing suitable and appropriate financial plans and making recommendations that will enable the client toachieve their financial obligations.
- This role is due to expansion and the moving around of some clients. There is a client bank.
- Maintain a relevant level of CPD to remain up to speed with developments in legislation, regulation, tax, financial service, and products and any other matters pertinent to the role of a planner.
- Perform in line with KPI’s set by the senior management team.
- Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders.
**Requirements**:
- Minimum relevant level 4 qualification
- Chartered or near to achieving Chartered status
- Effective questioning, communication, listening and empathy skills
- Convey complex information
-
Senior Financial Planner
7 months ago
Preston, United Kingdom Exchange Street Full time**Job Type**: Perm Town/City: Preston County: Lancashire Salary/Rate: £70,000 - £80,000 plus bonus and benefits Sector: Financial Services Discipline: Financial Planner Job ref: 524030 **Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example....
-
Administrative Support for Financial Planners
2 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeWe're Partnering with a Reputable FirmWe're working with a well-established Chartered Financial Planning firm to find an experienced Paraplanner.About the Role:You'll be responsible for collaborating with Financial Planners to prepare for client meetings, ensuring seamless communication and efficient planning processes.Responsibilities:Prepare for client...
-
Senior Financial Planner
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAs a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will play a vital role in providing financial planning services to clients and prospective clients in Cumbria.Your Key Responsibilities:Providing expert financial planning advice to clients and prospective clients.Researching, analyzing and interpreting data to develop client...
-
Financial Professional
4 days ago
Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full timeFinancial Planner required by JohnstonGreer Ltd, a prominent IFA that provides personal advice to HNW individuals including business owners, professionals and their families.This is an exciting opportunity for an experienced Financial Planner to operate in an environment that is advice-first, focused on the long-term financial success of the client...
-
Trainee Independent Financial Planner
4 days ago
Preston, United Kingdom Capio Recruitment Full time**Job Title: Trainee Independent Financial Planner** **Location: Preston** **Salary: £32,000 - £42,000 + Car Allowance, Bonus & Benefits** **The Company**: We are working on a brand-new position with an award-winning Financial Planning business who are highly regarded as one of the top-rated Advisory firms in the North-West. This position would be...
-
Planner
7 months ago
Preston, United Kingdom National Grid Full time**Planner**: - Location: Preston, GB, PR1 0NS- Division: VIP & Nuclear- Job Type: - Requisition Number: 51790- Department: Electricity Transmission - Non-Operations- Job Function: Capital Project Delivery**About the role**: **The plan to power our nation sustainably. We at National Grid are responsible for delivering energy to millions of homes and...
-
Financial Strategist
2 weeks ago
Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full timeAre you a motivated and experienced Investment Planner looking for a new challenge? We are seeking an Investment Planner to join our Private Client team at JohnstonGreer Ltd.In this role, you will provide independent advice to HNW individuals and their families, operating across investments, tax, cash flow, retirement planning, and protection. You will work...
-
Receptionist Administrator for Financial Firm
2 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeJob DescriptionYou will work closely with our experienced Financial Planners to provide holistic financial planning services to clients. Your responsibilities will include:Answering phone call enquiries and directing appropriately.Assisting with reporting and other ad-hoc administration duties as required.Working with Financial Planners to arrange and...
-
Planner
7 months ago
Preston, United Kingdom Fyba Talent Full timeOur client is looking to strengthen their team with an experienced Planner to work on non-infrastructure schemes within the water sector. Key Essentials: - As a Planner you will be responsible for working independently in the planning function of utility projects. This will include the production, updating and monitoring of programmes using Primavera P6 &...
-
Production Planner
3 days ago
Preston, United Kingdom Get Recruited (UK) Ltd Full time**PRODUCTION PLANNER** **PRESTON** **UP TO £40,000 + BENEFITS** **6 MONTH CONTRACT** **THE COMPANY**: We're exclusively recruiting on behalf of a highly reputable multi-million-pound FMCG business located in Preston that is looking to significantly expand their operation. They're seeking a Production Planner to join the team for a period of 6 months...
-
Transport Planner
17 hours ago
Preston, United Kingdom Jobwise Full time**Are you an experienced Transport planner looking for your next challenge? Would you like to work for a highly reputable and expanding company based in Preston? Along with a starting salary of up to £30,000 you will be joining their friendly and approachable team with excellent development opportunities along with benefits that include free parking and a...
-
Financial Adviser
4 days ago
Preston, United Kingdom Heat Recruitment Full timeOur Client is a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on providing bespoke advice to High Net Worthclients. **The Opportunity** The opportunity here is for a Financial Advisor, with a professional...
-
Town Planner
4 days ago
Preston, United Kingdom Penguin Recruitment Ltd Full time**Town Planner - Preston** **HA 9954** **Salary: negotiable depending on skills and experience** **Permanent** An excellent opportunity has become available for an experienced Town Planner to join a growing planning consultancy in Preston. The successful Planner will be responsible for their own portfolio of clients, delivering expert planning advice for...
-
Administrative Assistant
2 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeNew Career OpportunityA reputable Chartered Financial Planning firm in Penrith is seeking a highly skilled Administrative Assistant to join their team. As an integral part of the team, you will work closely with experienced professionals, including Paraplanners, Accountants, Financial Planners, and Compliance specialists, to deliver exceptional financial...
-
Senior Planner
7 months ago
Preston, United Kingdom Morgan Sindall Plc Full time**Job Title**: Senior Planner (Construction) **Location**: Preston / Warrington **Talented people are the key to our success** **About us**: **_ Would you like to work for one of the most successful construction and infrastructure companies in the UK?_** Morgan Sindall Infrastructure delivers some of the UKs most complex and critical infrastructure...
-
Engineering Planner
2 days ago
Preston, United Kingdom Roc Search Limited Full time**Engineering Planner / Maintenance Planner - Preston - 6 Month Contract - FMCG** We have an opportunity for an Engineering Maintenance Planner to work for a global brand in the FMCG industry, on an initial 6 month contract basis. You will join an on site planning team, based at the clients manufacturing facility in Lancashire. The siteis experiencing...
-
Senior Planner
7 months ago
Preston, United Kingdom Fyba Talent Full timeOur client is looking to strengthen their team with an experienced Senior Planner (P6) to work on non-infrastructure schemes within the water sector. Key Essentials: - As a P6 Planner you will be responsible for working independently in the planning function of utility projects. This will include the production, updating and monitoring of programmes using...
-
Senior Financial Planner
2 weeks ago
Preston, Lancashire, United Kingdom Axon Moore Full time**Private Equity Backed Business Seeks Experienced FD**Axion Moore is a leading private equity backed business in Lancashire, seeking an accomplished Finance Director to lead our financial strategy, implementation, and team management. This is a chance to make a significant impact on the company's financial landscape.We require a highly skilled and...
-
Financial Advisor Opportunities
4 days ago
Preston, Lancashire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited invites experienced Financial Advisors to join their team in Preston. This home-based role offers a unique opportunity to provide high-quality financial services to existing clients while generating new business opportunities. The ideal candidate will have a proven track record of converting business leads and possess excellent...
-
Financial Administrator Role
3 weeks ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeJob Overview A reputable Chartered Financial Planning firm based in Penrith seeks an experienced Paraplanner. The company prides itself on providing a supportive work environment, excellent benefits, and high-quality expertise.Key Responsibilities Collaborate with Financial Planners to prepare for client meetings.Verify the accuracy of client records,...