Financial Planning Specialist

3 hours ago


Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Role

We are seeking an experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, utilizing your expertise to design strategies that meet their objectives.

Key Responsibilities:
  • Deliver financial planning advice to clients through a combination of in-person meetings, virtual sessions, and phone calls.
  • Service existing client relationships, including reviewing and updating financial plans as needed.
  • Identify and pursue new business opportunities through company marketing initiatives and proactive activities.
  • Collaborate with internal teams, including Administrators, Paraplanners, and Compliance Managers, to ensure seamless support and back-office services.
Requirements:
  • Level 4 Diploma qualification in Financial Planning and CAS status for financial planning advice.
  • Proven track record of converting business opportunities and a strong understanding of financial planning principles.
  • Chartered status or close to achieving it is preferred.
Benefits:
  • Competitive salary of £40,000 - £75,000, depending on experience and qualifications.
  • Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
  • Home-based role with travel to meet clients in person and use of regional offices if preferred.
  • Self-employed option available for those who prefer.


  • Newbury, West Berkshire, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Newbury, West Berkshire, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Newbury, West Berkshire, United Kingdom IN2 Consult Full time

    FP&A Analyst OpportunityWe are partnering with a high-growth client to recruit a fully qualified FP&A Analyst to join their commercial finance division. The purpose of this role is to drive long-term financial planning and analysis while partnering with key stakeholders to aid decision-making.Key Responsibilities:Develop and maintain comprehensive financial...


  • Newbury, West Berkshire, United Kingdom IN2 Consult Full time

    FP&A Analyst OpportunityWe are partnering with a high-growth client to recruit a fully qualified FP&A Analyst to join their commercial finance division. The purpose of this role is to drive long-term financial planning and analysis while partnering with key stakeholders to aid decision-making.Key Responsibilities:Develop and maintain comprehensive financial...


  • Newbury, West Berkshire, United Kingdom mbf Full time

    Job DescriptionJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its...


  • Newbury, West Berkshire, United Kingdom mbf Full time

    Job DescriptionJob Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its...


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    Job Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With...


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    Job Title: Financial Planning AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With...


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    Job Title: Financial Planning Administrator Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week) Salary: Up to GBP35,000 + Bonus and Company Benefits About the Company: Our client is a boutique, highly successful financial services organization that prides itself on providing exceptional service to its clients....


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    Job Title: Financial Planning Administrator Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week) Salary: Up to GBP35,000 + Bonus and Company Benefits About the Company: Our client is a boutique, highly successful financial services organization that prides itself on providing exceptional service to its clients....


  • Newbury, West Berkshire, United Kingdom mbf Full time £35,000

    About the Role:We are seeking an experienced IFA Administrator to join our team at mbf, a boutique financial planning practice. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key Responsibilities:Deliver high-quality administrative support to our financial planners and clientsMaintain...


  • Newbury, West Berkshire, United Kingdom Gamma Recruitment Team Full time

    {"title": "Financial Planning Analyst", "content": "Financial Planning AnalystGamma Recruitment Team is seeking a skilled Financial Planning Analyst to join our FP&A team. As a Financial Planning Analyst, you will be responsible for reporting and control of UK sales commission schemes, as well as delivering FP&A activities for the Commercial SMB business...


  • Newbury, West Berkshire, United Kingdom Gamma Recruitment Team Full time

    {"title": "Financial Planning Analyst", "content": "Financial Planning AnalystGamma Recruitment Team is seeking a skilled Financial Planning Analyst to join our FP&A team. As a Financial Planning Analyst, you will be responsible for reporting and control of UK sales commission schemes, as well as delivering FP&A activities for the Commercial SMB business...


  • Newbury, West Berkshire, United Kingdom mbf Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at MBF. As a key member of our support team, you will play a crucial role in delivering exceptional administrative support to our financial planners and their clients.Key ResponsibilitiesAdministrative Support: Provide high-quality...


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    {"title": "IFA Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our close-knit support team. As an IFA Administrator, you will play a crucial role in supporting a team of successful financial planners and their clients.Key ResponsibilitiesProviding full administrative support to a...


  • Newbury, West Berkshire, United Kingdom mbf. Full time

    {"title": "IFA Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our close-knit support team. As an IFA Administrator, you will play a crucial role in supporting a team of successful financial planners and their clients.Key ResponsibilitiesProviding full administrative support to a...


  • Newbury, West Berkshire, United Kingdom IN2 Consult Full time

    Job Title: Financial Planning and Analysis ProfessionalJob Type: PermanentLocation: HybridJob Description:IN2 Consult is partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis Professional to join their growing commercial finance division. The purpose of this role is to drive long-term financial planning and...


  • Newbury, West Berkshire, United Kingdom IN2 Consult Full time

    Job Title: Financial Planning and Analysis ProfessionalJob Type: PermanentLocation: HybridJob Description:IN2 Consult is partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis Professional to join their growing commercial finance division. The purpose of this role is to drive long-term financial planning and...


  • Newbury, West Berkshire, United Kingdom Teledyne UK Limited Full time

    About Us:Teledyne UK Limited is a leading manufacturer of custom Interconnect Solutions for high-tech applications. Our team works with top Defence Prime contractors in Europe to ensure the safety and performance of advanced technologies used in critical missions. We are at the forefront of innovation, with our products being used in space exploration and...


  • Newbury, West Berkshire, United Kingdom Teledyne UK Limited Full time

    About Us:Teledyne UK Limited is a leading manufacturer of custom Interconnect Solutions for high-tech applications. Our team works with top Defence Prime contractors in Europe to ensure the safety and performance of advanced technologies used in critical missions. We are at the forefront of innovation, with our products being used in space exploration and...