Financial Planning Associate
18 hours ago
Recruit UK | Certified B Corp® is working with a Financial Planning firm in Swansea to find a skilled Paraplanner. The firm is expanding its client outreach and needs to grow its Paraplanning team. Key responsibilities include building cashflow models, working with a competitive salary of up to £40,000, discretionary bonus, 5% pension contribution, hybrid working, 28 days annual leave, private medical, and a Level 4 diploma in financial planning or equivalent. If you have a passion for financial planning and are looking for a new challenge, please apply.
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Financial Planning Associate
4 weeks ago
Swansea, City and County of Swansea, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a Financial Planning Associate presents an exciting opportunity to join a dynamic and expanding financial advisory firm.In this position, you will deliver comprehensive paraplanning assistance to our Financial Advisors, ensuring that exceptional client service and regulatory compliance are upheld at all times. Your key...
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Financial Planning Specialist
1 week ago
Swansea, City and County of Swansea, United Kingdom Quilter Financial Advisers Full timeJob DescriptionQuilter Financial Advisers is a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping clients achieve their financial goals.We pride ourselves on our face-to-face approach, with a large team of Advisers...
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Financial Planning Assistant
3 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK Full timeJob Title: Paraplanner Industry: Financial Services Location: Not Specified Salary: £30,000 - £40,000 Job Type: Full-time Job Description: Recruit UK is seeking a skilled Paraplanner to join a reputable Financial Planning firm. This successful firm provides comprehensive financial advice, tailoring services to meet the unique needs of each client. As their...
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Financial Planning Assistant
5 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK Full timeJob Title: Paraplanning Professional Industry: Financial Services Location: Not Specified Salary: £30,000 - £40,000 Job Description: Recruit UK is working with a reputable Financial Planning firm to find a skilled Paraplanning Professional to join their team. This successful firm provides comprehensive financial advice to clients, tailoring their services...
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Financial Planning Assistant
5 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK Full timeJob Title: Paraplanning Professional Industry: Financial Services Location: Not Specified Salary: £30,000 - £40,000 Job Description: Recruit UK is working with a reputable Financial Planning firm to find a skilled Paraplanning Professional to join their team. This successful firm provides comprehensive financial advice to clients, tailoring their services...
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Financial Planning Assistant
2 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK Full timeJob Title: Paraplanner Industry: Financial Services Location: Not Specified Salary: £30,000 - £40,000 Job Type: Full-time Job Description: Recruit UK is seeking a skilled Paraplanner to join a reputable Financial Planning firm. This successful firm provides comprehensive financial advice, tailoring services to meet the unique needs of each client. As their...
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Financial Planning Assistant
1 week ago
Swansea, City and County of Swansea, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis Paraplanner role in a growing financial planning firm provides an opportunity to join a dynamic team and contribute to delivering exceptional client service and compliance.As a Paraplanner, you will be responsible for providing full paraplanning support to the Financial Advisers, ensuring that client needs are met and exceeded.Key...
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Financial Planning Specialist
1 week ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OpportunityRecruit UK, a Certified B Corp™, is seeking a skilled Paraplanner to join their team at a Financial Planning firm in the UK. This successful IFA firm offers clients comprehensive advice, recognizing that each client is unique and therefore tailors each service accordingly. As their client outreach continues to grow, they are looking to...
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Paraplanner (Financial Planning Specialist)
5 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeWe are working with a leading Financial Planning firm in Swansea to find a skilled Paraplanner to join their team. As their client outreach continues to grow, they are looking to expand their Paraplanning team to meet the increasing demand.The ideal candidate will have experience in building cash flow models and possess a strong understanding of financial...
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Paraplanner (Financial Planning Specialist)
5 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeWe are working with a leading Financial Planning firm in Swansea to find a skilled Paraplanner to join their team. As their client outreach continues to grow, they are looking to expand their Paraplanning team to meet the increasing demand.The ideal candidate will have experience in building cash flow models and possess a strong understanding of financial...
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Paraplanner - Financial Planning Support
21 hours ago
Swansea, City and County of Swansea, United Kingdom Premier Jobs UK Limited Full timeJob SummaryWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will provide full support to our Financial Advisers, ensuring excellent client service and compliance are consistently delivered.Key ResponsibilitiesClient File Management: Prepare and maintain client files and reviews, ensuring all necessary...
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Paraplanner - Financial Planning Support
18 hours ago
Swansea, City and County of Swansea, United Kingdom Premier Jobs UK Limited Full timeJob SummaryWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will provide full support to our Financial Advisers, ensuring excellent client service and compliance are consistently delivered.Key ResponsibilitiesClient File Management: Prepare and maintain client files and reviews, ensuring all necessary...
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Paraplanner (Financial Planning Specialist)
1 week ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeWe are working with a leading Financial Planning firm in the UK to find a skilled Paraplanner to join their team. The company, a certified B Corp, is committed to making a positive impact in the industry.The ideal candidate will have a strong background in financial planning and a Level 4 diploma in financial planning or equivalent. They will be responsible...
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Financial Planning Paraplanner
2 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are working with a reputable Financial Planning firm in Swansea to recruit a skilled Paraplanner to join their team. As their client outreach continues to grow, they are looking to expand their Paraplanning team to meet the increasing demand.Key ResponsibilitiesPrepare suitability reports and recommendations for clientsBuild and maintain...
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Financial Planning Paraplanner
2 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are working with a reputable Financial Planning firm in Swansea to recruit a skilled Paraplanner to join their team. As their client outreach continues to grow, they are looking to expand their Paraplanning team to meet the increasing demand.Key ResponsibilitiesPrepare suitability reports and recommendations for clientsBuild and maintain...
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Paraplanner - Financial Planning Specialist
6 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full time**About the Role**Recruit UK, a Certified B Corp™, is working with a successful Financial Planning firm in the UK to find a skilled Paraplanner to join their team.This firm offers holistic advice to their clients, recognizing that each client is unique and requires tailored services. As their client base continues to grow, they are expanding their...
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Paraplanner - Financial Planning Specialist
6 days ago
Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full time**About the Role**Recruit UK, a Certified B Corp™, is working with a successful Financial Planning firm in the UK to find a skilled Paraplanner to join their team.This firm offers holistic advice to their clients, recognizing that each client is unique and requires tailored services. As their client base continues to grow, they are expanding their...
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Financial Planning and Analysis Manager
21 hours ago
Swansea, City and County of Swansea, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our ClientA dynamic and ambitious business with a global footprint is seeking a skilled Management Accountant to join their fast-paced and friendly team. This is a newly created role that offers a challenging and varied opportunity for an experienced professional to hit the ground running.Key ResponsibilitiesPreparation of monthly management accounts...
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Financial Planning and Analysis Manager
23 hours ago
Swansea, City and County of Swansea, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our ClientA dynamic and ambitious business with a global footprint is seeking a skilled Management Accountant to join their fast-paced and friendly team. This is a newly created role that offers a challenging and varied opportunity for an experienced professional to hit the ground running.Key ResponsibilitiesPreparation of monthly management accounts...
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Financial Controller
1 week ago
Swansea, City and County of Swansea, United Kingdom Rockfield Specialist Recruitment Full timeJob DescriptionFinancial ControllerAbout the RoleWe are seeking a highly skilled and experienced Financial Controller to join our team at Rockfield Specialist Recruitment. As a key member of our finance team, you will be responsible for providing financial leadership and guidance to support the growth and development of our business.Key...