Current jobs related to Investment Planning Specialist - Chester, Cheshire - Hays Specialist Recruitment Limited

  • Financial Planning Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom Schroders Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Benchmark Capital in Chester. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.Key ResponsibilitiesAnalyse clients' financial...

  • Wealth Planning Support Specialist

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    About SchrodersSchroders is a leading global asset management company that provides investment solutions to individuals, companies, and institutions. We are committed to delivering excellent investment performance to our clients through active management.Job SummaryWe are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to...

  • Business Support Specialist

    4 weeks ago

    Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...

  • Business Support Specialist

    4 weeks ago

    Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...

  • Financial Planning Administrator

    3 weeks ago

    Chester, Cheshire, United Kingdom Heat Recruitment Full time

    IFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...

  • Financial Planning Administrator

    3 weeks ago

    Chester, Cheshire, United Kingdom Heat Recruitment Full time

    IFA Administrator OpportunityHeat Recruitment is seeking an experienced IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital part of the financial planning process, you will support several highly successful advisers and their HNW clientele.Key Responsibilities:Provide administrative support to...

  • Business Support Specialist

    4 weeks ago

    Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Administrator / ParaplannerAbout the Role:We are seeking an experienced Administrator/Paraplanner to join our team at Hays Specialist Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisers and clients, ensuring high standards of service.Your Key Responsibilities:Provide administrative...

  • Business Support Specialist

    4 weeks ago

    Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Administrator / ParaplannerAbout the Role:We are seeking an experienced Administrator/Paraplanner to join our team at Hays Specialist Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisers and clients, ensuring high standards of service.Your Key Responsibilities:Provide administrative...

  • Financial Planning Support Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Role OverviewWe are seeking a skilled Financial Planning Support Specialist to join our Paraplanning team at Close Brothers Asset Management. As a key member of our team, you will play a vital role in supporting Advisers and clients in the advice giving process.Key ResponsibilitiesDiscuss client objectives with the Adviser during debriefs, identifying any...

  • Financial Planning Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time £38,000

    Job Title: Financial Planning SpecialistAt Lime People Search & Select Ltd, we are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with our Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Your key...

  • Chartered Financial Planner

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    About UsSchroders is a leading global asset management company that provides high-quality investment solutions to clients around the world.Our BusinessWe are a pioneer in providing proprietary solutions that encompass regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers...

  • Chartered Financial Planner

    2 months ago

    Chester, Cheshire, United Kingdom Schroders Full time

    About UsSchroders is a leading global asset management company that provides high-quality investment solutions to clients around the world.Our BusinessWe are a pioneer in providing proprietary solutions that encompass regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers...

  • Urban Planning Specialist

    1 week ago

    Chester, Cheshire, United Kingdom Find Apprenticeships Full time

    **Job Title:** Urban Planning Specialist**Location:** Remote Opportunity**Salary:** £26-32K**Job Type:** Full-Time, Permanent (Part-time may be considered)**What's on offer?**A competitive salaryA supportive office environmentOpportunities for career progressionInteresting and unique work projectsSupport to obtain chartered statusAnnual bonus**About the...

  • Financial Planning Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom CleverHR Full time

    Self Employed Financial Adviser, Chester£ - £ excellent financial support package and paraplanning & admin providedThis is a well-established and successful Corporate Chartered Practice that delivers comprehensive and holistic advice to HNW clients and Business Owners across Chester.With a focus on developing and maintaining long-term, trusted...

  • Financial Planning Administrator

    4 weeks ago

    Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Role:As a Financial Planning Administrator, you will play a vital role in supporting a team of highly successful advisers and their high net worth clientele in a dynamic and award-winning financial planning and investment company.The company, with over 30 years of experience, specializes in providing a wide range of services to private clients, corporations,...

  • Financial Planning Administrator

    4 weeks ago

    Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Role:As a Financial Planning Administrator, you will play a vital role in supporting a team of highly successful advisers and their high net worth clientele in a dynamic and award-winning financial planning and investment company.The company, with over 30 years of experience, specializes in providing a wide range of services to private clients, corporations,...

  • Controller - Investment Banking

    2 months ago

    Chester, Cheshire, United Kingdom Bruin Full time

    Bruin is partnering with a top-tier investment bank to find a skilled product controller to join their team for a contract position. The ideal candidate will be responsible for managing the financial performance of the bank's equities trading desks.Key Responsibilities:Validate and reattribute explanations of P&L for various equities trading desks.Conduct...

  • Financial Planning Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a qualified Financial Planning Specialist to join their team. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant initial and ongoing income for the company. This self-employed opportunity offers a guaranteed income from...

  • Wealth Planning Support Specialist

    1 month ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Join Our Team as a Client Support AdministratorWe are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Benchmark. As a key member of our Financial Planning team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Provide exceptional...

  • Wealth Planning Support Specialist

    4 weeks ago

    Chester, Cheshire, United Kingdom Schroders Full time

    Join Our Team as a Client Support AdministratorWe are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Benchmark. As a Client Support Administrator, you will play a vital role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Provide exceptional client service by...

Investment Planning Specialist

2 months ago

Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

Job Summary

We are seeking a highly skilled and experienced Financial Adviser to join our team at Hays Specialist Recruitment Limited. As a Financial Adviser, you will be responsible for providing independent advice to clients across a range of financial planning areas.

About the Role

This is an employed position that offers a client-facing role, providing financial planning services to existing clients. You will be provided with administration and paraplanning support to ensure you can focus on delivering excellent client service.

Key Responsibilities

  • Provide independent financial advice to clients across a range of financial planning areas
  • Build and maintain strong relationships with clients to deliver excellent service
  • Work closely with the administration and paraplanning team to ensure seamless support
  • Stay up-to-date with industry developments and best practices to maintain high technical knowledge

Requirements

To be successful in this role, you will need:

  • Proven experience as a Financial Adviser
  • Strong client servicing skills and ability to build relationships
  • Good technical knowledge, particularly in investments and pensions
  • Strong communication and interpersonal skills

What We Offer

We offer a highly competitive basic salary, performance-related bonus, and a good benefits package, including support towards Chartered status if desired.