Current jobs related to Financial Planning Specialist - Preston, Lancashire - Artemis Recruitment Consultants Ltd

  • Senior Financial Planning and Strategy Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Finance Business Partner Role OverviewAt Hays Specialist Recruitment Limited, we're committed to fostering a diverse and inclusive culture, welcoming individuals from all backgrounds to contribute to our ongoing growth and development. As a Finance Business Partner, you will work closely with senior stakeholders, providing influential financial insights to...

  • Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full time

    JohnstonGreer Ltd is seeking a skilled Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.The ideal candidate will have experience in providing holistic financial planning, operating across...

  • Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...

  • Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to provide financial planning services to clients in accordance with the company's propositions. The ideal candidate will have a Chartered or working towards qualification and be able to meet with clients and prospective clients to provide financial planning advice.The job...

  • Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing monthly management accounts, assisting with budgets and forward financial planning, and providing a monthly KPI reporting pack for senior management.The ideal candidate will have excellent Excel skills...

  • Senior Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Spencer Clarke Group Ltd. Full time

    About the roleAs a Senior Financial Planning Specialist at Spencer Clarke Group Ltd., you will play a vital role in supporting the Finance, Operations, and Sales Teams on a day-to-day basis, providing detailed analysis across the business to facilitate continuous improvement, growth, and much more.Key responsibilities include:Manage and report on the...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Private Client AdvisorArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Cumbria.Job Purpose: The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Provide...

  • Financial Planning Specialist

    1 month ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Private Client AdvisorArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Cumbria.Job Purpose: The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Provide...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Financial Planning Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...

  • Management Accountant

    3 weeks ago

    Preston, Lancashire, United Kingdom Lancashire County Council Full time

    Job Title: Management Accountant - Financial Planning SpecialistJob Summary:We are seeking a highly skilled Management Accountant to join our Financial Management team at Lancashire County Council. As a key member of the team, you will be responsible for monitoring the finances of various services, including savings, reserves, and contributing factors...

  • Production Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: Production Planning SpecialistJob Summary: We are seeking an experienced Production Planning Specialist to join our team in Preston. As a key member of our operations team, you will be responsible for supporting everyday planning and stock control, as well as assisting the Demand Planning Manager in implementing a new software package.Key...

  • Financial Planning Specialist

    2 months ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Private Client AdvisorArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Cumbria.Job Purpose: The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Provide...

  • Financial Planning and Analyst

    4 weeks ago

    Preston, Lancashire, United Kingdom BAE Systems (New) Full time

    Job Title: Financial Planning and Analyst - Cost Performance SpecialistBAE Systems Digital Intelligence is a leading provider of digital, cyber, and intelligence solutions. We are seeking a highly skilled Financial Planning and Analyst - Cost Performance Specialist to join our team.Job SummaryThe successful candidate will be responsible for delivering...

  • Production Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job DescriptionOur client, a leading manufacturer in their field, is seeking an experienced Production Planning Specialist to join their team in Preston. This is a fantastic opportunity to work in a dynamic and growing company that offers flexible working arrangements and a competitive salary.Key Responsibilities:Support daily planning and stock control...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Westmorland and Furness Council Full time

    Westmorland and Furness Council is a forward-thinking authority that prioritizes the needs of its customers and communities. We strive to deliver exceptional public services, leveraging our strengths to drive transformation and improvement.The Finance Team is a collaborative and supportive environment that fosters growth and development. We are seeking a...

  • Strategic Financial Planning Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    This is an exciting opportunity to work closely with the Senior Leadership Team in their strategic financial planning, ensuring the company's fiscal stability and driving its profitability and continued expansion.You will be instrumental in providing financial expertise to Management to inform effective strategies and gain clearer directional insights.In...

  • Financial Services Specialist

    3 weeks ago

    Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to provide expert guidance to clients on financial products and services. The ideal candidate will have a proven track record of successful financial guidance and be able to analyse market data to provide data-based advice.Key Responsibilities:Provide strategic advice on financial...

Financial Planning Specialist

2 months ago

Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Planning Specialist

**Job Purpose:**

As a Private Client Advisor with Artemis Recruitment Consultants Ltd, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company.

**Key Responsibilities:**

* Maintain and develop client relationships, maximizing their potential
* Accurately input information into the CRM system in a timely manner
* Ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards
* Adhere fully to the company's Private Client Proposition

**Requirements:**

* Research, analysis, and interpretation skills
* File preparation and report writing skills
* Strong communication and interpersonal skills

**What We Offer:**

* Competitive salary of £50k - £70k
* Opportunity to work with a reputable company in the financial industry
* Chance to develop your skills and advance your career

**About Us:**

Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial industry. We are committed to providing our clients with the best possible service and our candidates with the best possible opportunities.