Financial Planning Support Specialist
4 days ago
Blackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. We need to expand our support and are flexible about whether this role would be full time or part-time. The position is office based, and we're looking for someone who can not only fit into our existing team, but would love the opportunity to grow and take on more responsibilities. This would mean being involved in using back office systems to support client reviews, and new business, and with a view to being able to support our senior paraplanner with technical support. Key responsibilities include conducting research, analyzing data, and preparing financial reports. Proficiency in financial regulations and compliance standards is essential. Relevant certifications such as Certificate in Financial Planning (CFP) or Diploma in Regulated Financial Planning (DipPFS) is a plus. If you're a motivated and organized individual with a passion for financial services, we'd love to hear from you.
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Financial Planning Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals across the UK. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to...
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Financial Planning Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are 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 our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....
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Financial Planning Specialist
1 week ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob DescriptionCompany OverviewQuilter 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.Job SummaryWe are seeking a skilled Financial Planning...
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Financial Planning Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob DescriptionCompany OverviewQuilter 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.Job SummaryWe are seeking a skilled Financial Planning...
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Financial Planning Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are 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 our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....
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Financial Planning Support Specialist
5 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about working full-time or part-time and will be based in our office,...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about working full-time or part-time and will be based in our office,...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about whether this role would be full time or part-time and will be based in...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about whether this role would be full time or part-time and will be based in...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about whether this role would be full time or part-time and will be based in...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeBlackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about whether this role would be full time or part-time and will be based in...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeWe are seeking a highly skilled and dedicated individual to join our team at Blackstone Partners - Financial Planners as a Senior Paraplanner IFA. The successful candidate will be responsible for providing technical support to our senior paraplanner and assisting with client reviews and new business.About the RoleThis is an exciting opportunity for someone...
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Financial Planning Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeWe are seeking a highly skilled and dedicated individual to join our team at Blackstone Partners - Financial Planners as a Senior Paraplanner IFA. The successful candidate will be responsible for providing technical support to our senior paraplanner and assisting with client reviews and new business.About the RoleThis is an exciting opportunity for someone...
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Financial Planning Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAbout the RoleAs a Financial Advisor with Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. Our team is dedicated to providing exceptional service and expertise to our clients, and we are seeking a talented professional to join our ranks.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Services Administrator
2 days ago
Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for...
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Financial Services Administrator
2 days ago
Cardiff, Cardiff, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will provide seamless back office support to our professional team of advisors, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare for...
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Financial Planning Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Core 3 Careers Full timeFinancial Planning SpecialistCore 3 Careers is seeking a Part Qualified Financial Planning Specialist to join a Not-For-Profit organisation.About the RoleThis is an exciting opportunity for an ambitious individual to make a significant impact with a mission-led Not-for-profit, committed to environmental protection and the improvement of the management of...
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Financial Planning Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Core 3 Careers Full timeFinancial Planning SpecialistCore 3 Careers is seeking a Part Qualified Financial Planning Specialist to join a Not-For-Profit organisation.About the RoleThis is an exciting opportunity for an ambitious individual to make a significant impact with a mission-led Not-for-profit, committed to environmental protection and the improvement of the management of...
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Senior Financial Services Support Specialist
5 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeAbout the RoleWe're a dynamic financial planning firm, Blackstone Partners, seeking a skilled support professional to join our team. As a Senior IFA Support Specialist, you'll play a vital role in helping us deliver exceptional client experiences.The ideal candidate will have experience in the financial services industry, preferably in a support or...
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Senior Financial Services Support Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full timeAbout the RoleWe're a dynamic financial planning firm, Blackstone Partners, seeking a skilled support professional to join our team. As a Senior IFA Support Specialist, you'll play a vital role in helping us deliver exceptional client experiences.The ideal candidate will have experience in the financial services industry, preferably in a support or...