Current jobs related to Financial Planning Specialist - Newton Abbot, Devon - Office Angels

  • Financial Planning Specialist

    3 weeks ago

    Newton Abbot, Devon, United Kingdom MERJE Full time

    Role OverviewWe are seeking a skilled Financial Planning Specialist to join our team at MERJE. As a key member of our Wealth Management team, you will play a vital role in supporting our advisers in delivering exceptional client experiences.Key ResponsibilitiesReceive instructions from advisers following client meetings and interpret data obtained during...

  • Financial Planning Specialist

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Office Angels Full time

    Job Title: ParaplannerLocation: RemoteHours: Full-time, 37.5 hours, Monday-Friday, flexible workingSalary: £40,000 to £45,000 DOEBenefits: 25 days holiday not including Bank Holidays, Company Pension Scheme, Opportunities for progression, Friendly and supportive working environment, good transport links, Free parkingThe Company: We are excited to be...

  • Financial Support Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial Support SpecialistWe are seeking a highly skilled Financial Support Specialist to join our team at Trial Balance. As a key member of our team, you will provide expert financial support to our clients, ensuring their financial needs are met with precision and care.Key Responsibilities:Prepare and submit VAT returns and year-end...

  • Financial Support Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial Support SpecialistWe are seeking a highly skilled Financial Support Specialist to join our team at Trial Balance. As a key member of our team, you will provide expert financial support to our clients, ensuring their financial needs are met with precision and care.Key Responsibilities:Prepare and submit VAT returns and year-end...

  • Financial Planning Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Merje Full time

    Job Title: ParaplannerMerje is seeking an experienced Paraplanner to join their team on a permanent basis.Key Responsibilities:Collaborate with advisers to receive instructions and interpret data obtained during client meetings.Analyse data and utilise research tools to provide solutions that meet client needs and objectives.Prepare records to support...

  • Financial Planning Assistant

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Merje Careers Full time

    We are seeking a skilled Financial Planning Assistant to support our Wealth Management team in delivering exceptional client experiences. The ideal candidate will have a strong understanding of financial planning principles and be able to interpret data to provide tailored solutions for clients.Key Responsibilities:Receiving instructions from advisers...

  • Financial Support Specialist

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Financial Support SpecialistWe are seeking a skilled Financial Support Specialist to join our team at Trial Balance. As a Financial Support Specialist, you will provide meaningful financial support to our clients, from bookkeeping and VAT preparation, through to year-end financial statements and tax return preparation.You will work with a variety of digital...

  • Financial Support Specialist

    1 month ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our TeamFinancial Support SpecialistWe are seeking a highly skilled Financial Support Specialist to join our team at Trial Balance. As a key member of our team, you will provide financial support to our clients, including bookkeeping, VAT preparation, and tax return preparation.About the RoleAs a Financial Support Specialist, you will work closely with...

  • Financial Support Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial Support Specialist and take the first step towards a rewarding career in accounting and tax. Our client, Trial Balance, is a dynamic and innovative company that offers a range of exciting opportunities for professionals looking to grow and develop their skills.About the RoleWe are seeking a highly motivated and organized...

  • Financial Support Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial Support Specialist and take the first step towards a rewarding career in accounting and tax. Our client, Trial Balance, is a dynamic and innovative company that offers a range of exciting opportunities for professionals looking to grow and develop their skills.About the RoleWe are seeking a highly motivated and organized...

  • Paraplanner - Financial Planning and Strategy

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Office Angels Full time

    Job Summary:We are seeking a skilled Paraplanner to join our expanding team at Office Angels. As a Paraplanner, you will play a crucial role in providing a fully comprehensive service across all aspects of business planning and strategy, as well as day-to-day financial management.Key Responsibilities:Interpreting data obtained by advisers during client...

  • Senior Planning Specialist

    2 weeks ago

    Newton Abbot, Devon, United Kingdom E3 Recruitment Full time

    Job Title: Senior Planning SpecialistE3 Recruitment is seeking a highly skilled Senior Planning Specialist to join our client's team. As a Senior Planning Specialist, you will be responsible for developing tender programmes to assist in winning new work, working collaboratively with Procurement, Project Management, Contract Management, Operations and Supply...

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Are you looking to advance your career in a supportive environment with opportunities for rapid growth? We are seeking a skilled Financial Professional to join our team at Trial Balance. As an Accounting Specialist, you will be responsible for preparing statutory accounts, managing VAT, and providing financial insights to non-financial staff. Your strong...

  • Financial Management Specialist

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Mark Skinner and Associates Full time

    Job DescriptionWe are seeking a highly skilled financial management specialist to join Mark Skinner and Associates team.The ideal candidate will have a minimum AAT qualification of Level 2 and experience with Xero.Key responsibilities include working directly with company directors and external accountants to ensure accurate record keeping.Based between...

  • Financial Reporting Specialist

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Additional Resources Full time

    An exciting opportunity has arisen for a skilled Financial Reporting Specialist to join a well-established accountancy firm, renowned for managing audits, taxation, and payroll for a varied client base throughout the UK.In this role, you will prepare statutory year-end accounts for sole traders, partnerships, and limited companies, utilizing your expertise...

  • Financial Operations Specialist

    2 weeks ago

    Newton Abbot, Devon, United Kingdom Mark Skinner and Associates Full time

    We are seeking a seasoned Financial Operations Specialist to join our team at Mark Skinner and Associates. Located in a convenient location between Plymouth and Exeter, this role offers a unique opportunity to work directly with company directors and external accountants to ensure seamless financial record-keeping.The ideal candidate will have a minimum AAT...

  • Management Accountant

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Reed Full time

    Financial Operations SpecialistWe are seeking an experienced Management Accountant to oversee the financial operations of our well-established company. The successful candidate will be responsible for managing a full-time bookkeeper and handling a wide range of financial tasks, including monthly management accounts, budget forecasting, and financial...

  • Financial Management Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Career Progression: This employer prioritizes the growth and development of their staff, providing exceptional training and a diverse range of responsibilities. As a key member of the finance team, you will work alongside 13 experienced colleagues to deliver first-class education and training.Key Responsibilities:Financial planning and analysisExternal...

  • Financial Support Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Financial Support RoleWe are seeking a skilled and experienced professional to provide financial support to our clients. The successful candidate will be responsible for providing bookkeeping and VAT preparation services, as well as year-end financial statements and tax return preparation.Key ResponsibilitiesProvide financial support to clients, including...

  • Financial Professional

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income...

Financial Planning Specialist

2 months ago

Newton Abbot, Devon, United Kingdom Office Angels Full time
Financial Planning and Business Development Opportunity

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Specialist. As a key member of our team, you will be responsible for providing comprehensive financial planning and business development services to our clients.

Key Responsibilities:
  • Receiving instructions from senior team members and interpreting data to provide solutions to meet client needs and objectives
  • Analysing data and using research tools to develop tailored financial solutions and support packages
  • Providing records to support research undertaken and consolidating client needs and objectives
  • Liaising with senior team members on the development of suitability reports and templates
  • Loading cases onto relevant platforms and ensuring compliance with company procedures
  • Ensuring all client files are compliant and referring significant risk issues to senior team members
  • Making a constructive contribution to the development of the team and company
Requirements:
  • Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
  • Practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations
  • Analytical skills with a keen attention to detail and excellent organisational and time management skills
  • Effective communication and IT skills, with a positive and proactive approach to work
  • Able to work under pressure and prioritise tasks to meet deadlines
About Us:

We are a dynamic and forward-thinking company, providing financial planning and support to businesses and families. We offer a supportive and inclusive work environment, with opportunities for development and growth.

If you are a motivated and skilled individual looking for a challenging and rewarding role, please get in touch to progress your application.