Financial Planning Specialist
6 days ago
We are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.
Key Responsibilities:- Work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews.
- Maintain competency through successful completion of required continuing professional development (CPD) hours.
- Develop and maintain strong relationships with clients across all wealth bands.
- Provide expert advice and guidance to clients with little to no financial knowledge.
- Qualified to a minimum of level 4 in Regulated Financial Planning.
- Experience in managing private client relationships and providing financial advice.
- Knowledge across a range of products and asset classes.
- Excellent communication and interpersonal skills.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
- Opportunities for professional development and career growth.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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Financial Planning Specialist
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeAbout NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...
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Financial Planning Specialist
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeAbout NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...
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Financial Planning Assistant
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeAbout NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...
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Financial Planning Assistant
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeAbout NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...
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Financial Planning Specialist
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Hessle and Hill Top, United Kingdom Kingswood Group Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...
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Financial Planning Specialist
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Hessle and Hill Top, United Kingdom Kingswood Group Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...
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Financial Planning Specialist
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Hessle and Hill Top, United Kingdom CV Library Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...
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Financial Planning Specialist
4 days ago
Hessle and Hill Top, United Kingdom CV Library Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...
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Financial Planning Assistant
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Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeJob DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...
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Financial Planning Assistant
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeJob DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...
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Financial Planning Assistant
3 weeks ago
Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at NGC Wealth Management, a growing and reputable Chartered Financial Planning firm based in the UK.The main purpose of the role will be to provide specialist pension and investment advice to clients, utilizing your expertise in financial planning and paraplanning to deliver exceptional...
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Chartered Financial Planning Professional
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Hessle and Hill Top, United Kingdom NGC Wealth Management Full timeJob OverviewWe are a growing financial services firm, NGC Wealth Management, providing specialist advice to clients. We are seeking an experienced professional to join our team as a Paraplanner.Main Responsibilities:Supporting financial planners in the preparation of client reports and presentationsAssisting in the analysis of client data and market...
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Financial Management Specialist
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Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll inherit a client bank to service, providing a solid foundation for...
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Financial Planning Associate
5 days ago
Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll inherit a client bank to service, providing a solid foundation for...
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Financial Planning Associate
1 week ago
Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...
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Financial Planning Associate
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Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...
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Financial Planning Associate
4 days ago
Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're looking for a talented Financial Planning Associate to join our team. As a key member of our financial planning firm, you'll have the opportunity to grow and develop your skills in a dynamic and supportive environment.What We Offer:A competitive starting salary of £65,000 -...
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Financial Planning Associate
4 days ago
Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full timeUnlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're looking for a talented Financial Planning Associate to join our team. As a key member of our financial planning firm, you'll have the opportunity to grow and develop your skills in a dynamic and supportive environment.What We Offer:A competitive starting salary of £65,000 -...
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Financial Planning Expert
7 days ago
Hessle and Hill Top, United Kingdom CV Library Full timeFinancial Planner OpportunityCV Library is seeking an experienced Financial Planner to join its expanding international wealth management company, growing its footprint across the UK.This is an exciting opportunity to join a dynamic organisation that offers an excellent working environment and is committed to its clients and employees.About the RoleAs a...