Financial Planning Specialist

3 days ago


ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Job Summary**

We are seeking a highly skilled Financial Planning Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in assisting our Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.

**Key Responsibilities**

  • Assist in the development of financial plans, ensuring client objectives are clear, concise, and achievable in relation to their financial circumstances.
  • Conduct research and analysis of investment funds and financial products, taking into account client objectives.
  • Review asset allocation for investment and pension holdings, ensuring alignment with client goals.
  • Prepare comprehensive financial cash flow forecasts, clearly demonstrating the client's current and future financial position.
  • Collaborate with Financial Planners to create detailed financial plans, outlining the client's current situation, desired outcomes, and strategies for achieving them.
  • Develop a strong understanding of the financial planning process and stay up-to-date with industry developments.
  • Utilize excellent planning and organizational skills to manage multiple projects and deadlines.
  • Apply broad knowledge of the financial services industry and possess a high level of technical expertise.

**Requirements**

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • High level of technical knowledge and understanding of financial planning concepts.


  • Shoreham-by-Sea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Paraplanner to join our team. As a key member of our financial services team, you will play a crucial role in assisting our Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.Key Responsibilities:Client...


  • Shoreham-by-Sea, West Sussex, United Kingdom Hunters Recruitment & Training Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team on an interim basis. As a key member of our finance team, you will be responsible for providing ongoing support to our Financial Controller in the preparation of statutory and management reporting.Key ResponsibilitiesPreparation of monthly management accounts, including...


  • Shoreham-by-Sea, West Sussex, United Kingdom Ricardo Full time

    Our mission is to foster a secure and sustainable future. Ricardo plc stands as a premier global consultancy in strategic, environmental, and engineering domains. With a legacy spanning over a century and a workforce of nearly 3,000 professionals across more than 20 nations, we excel in delivering innovative and sustainable solutions across various sectors....


  • Shoreham-by-Sea, West Sussex, United Kingdom Ricardo Full time

    Our mission is to foster a secure and sustainable future. Ricardo plc stands as a premier global consultancy specializing in strategic, environmental, and engineering solutions. With a legacy of over a century in engineering excellence and a workforce of nearly 3,000 professionals across more than 20 nations, we pride ourselves on delivering outstanding...


  • Shoreham-by-Sea, West Sussex, United Kingdom Focus Group Full time

    Job Title - Apprentice IT SpecialistReports to - Senior Engineering ManagerDepartment - IT ServicesSalary - CompetitiveLocation - RemoteEstablished in 2003, Focus Group is a leading provider of business technology solutions, delivering digital workplace services to over 30,000 customers across the UK. From our small beginnings, we have grown into a...

  • Sanitation Specialist

    4 weeks ago


    Shoreham-by-Sea, West Sussex, United Kingdom TENON FM Full time

    Job Overview:We are seeking a committed and service-oriented Sanitation Specialist to support our operations.Position Type:Permanent - Part TimeCompensation:£11.44 per hourWorking Schedule:17.5 hours per week, Monday to Friday from 06:00 to 09:30Primary Duties:Maintain cleanliness and upkeep of designated areasFollow company guidelines and maintain a...


  • Shoreham-by-Sea, West Sussex, United Kingdom TENON FM Full time

    Job Overview:We are seeking a committed and service-focused Facility Cleaning Specialist to contribute to our operations.Employment Type:Permanent - Part TimeCompensation:£11.44 per hourWorking Schedule:17.5 hours per week, Monday to Friday from 06:00 to 09:30Primary Duties:Maintain cleanliness and upkeep of designated areasFollow company protocols and...


  • Shoreham-by-Sea, West Sussex, United Kingdom Focus Group Full time

    Job Title - Technical Support SpecialistReports to - Service Desk Team LeadSalary - Starting from £25,000Industry - Digital Workplace SolutionsEstablished in 2003, Focus Group is a leading provider of business technology solutions, serving over 30,000 customers across the UK. From our humble beginnings, we have grown into a nationwide company with over 1000...


  • Shoreham-by-Sea, West Sussex, United Kingdom Pareto Full time £35,000 - £40,000

    About the RoleA leading financial services organization, Pareto, is seeking a talented Junior Account Manager to join their team. As a Junior Account Manager, you will play a crucial role in handling existing accounts and cross-selling, with opportunities for new business development.Key ResponsibilitiesManage and develop existing client relationships to...


  • Shoreham-by-Sea, West Sussex, United Kingdom Focus Group Full time

    Job Title - Technical Support SpecialistReports to - Service Desk Team LeadSalary - Starting from £25,000Location - NationwideEstablished in 2003, Focus Group is a leading provider of digital workplace solutions, serving over 30,000 customers across the UK. With a strong presence in 16 offices, we have grown into a nationwide company with over 1000...


  • Shoreham-by-Sea, West Sussex, United Kingdom Focus Group Full time

    Job Title - Technical Support SpecialistReports to - Service Desk Team LeadSalary - Starting from £25,000Location - NationwideEstablished in 2003, Focus Group is a leading provider of digital workplace solutions, serving over 30,000 customers across the UK. With a strong presence in 16 offices, we have grown into a nationwide company with over 1000...


  • Shoreham-by-Sea, West Sussex, United Kingdom Pareto Full time

    Job Opportunity at ParetoAbout the RoleWe are seeking a highly motivated and ambitious Junior Financial Services Manager to join our team at Pareto. As a Junior Financial Services Manager, you will play a key role in handling existing accounts and cross-selling, with some new business development involved.Key ResponsibilitiesManage and develop existing...


  • Shoreham-by-Sea, West Sussex, United Kingdom Pareto Full time

    Job Opportunity at ParetoAbout the RoleWe are seeking a highly motivated and ambitious Junior Financial Services Manager to join our team at Pareto. As a Junior Financial Services Manager, you will play a key role in handling existing accounts and cross-selling, with some new business development involved.Key ResponsibilitiesManage and develop existing...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. In this role, you will be responsible for planning and delivering training and awareness raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver training programs for...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. In this role, you will be responsible for planning and delivering training and awareness raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver training programs for...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. In this role, you will be responsible for planning and delivering training and awareness-raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver training programs for...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. As a key member of our team, you will be responsible for planning and delivering training and awareness raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. As a key member of our team, you will be responsible for planning and delivering training and awareness raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver...


  • Shoreham-by-Sea, West Sussex, United Kingdom Victim Support Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Victim Awareness Officer - Training and Awareness Specialist. In this role, you will be responsible for planning and delivering training and awareness-raising activities in relation to victims of crime.Key ResponsibilitiesDevelop and deliver training programs for...


  • Shoreham-by-Sea, West Sussex, United Kingdom Accountancy Connections Full time

    Job Opportunity at Accountancy ConnectionsWe are seeking an experienced Tax Manager to oversee all Taxation aspects for our well-established client base.This role offers a dynamic opportunity involving a combination of advisory and compliance work in a respected accounting firm.Key Responsibilities:Provide expert tax advice to clientsOversee tax compliance...