Financial Planning Specialist

2 hours ago


Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
Financial Planning Role at Castlegate Financial Management Ltd

We are seeking a skilled Financial Planning Specialist to join our team at Castlegate Financial Management Ltd. As a key member of our team, you will play a vital role in helping us grow our presence in Louth and expand our client base.

Our team is comprised of experienced financial planners based in our main office in Grantham, with additional offices in 11 locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification in the industry.

This means that our clients in Grantham have access to a local financial professional, as well as some of the best financial advice available in the UK.

Key Responsibilities:
  • Meet with clients to understand their objectives, attitude to risk, and existing policies.
  • Discuss investment opportunities and disclose related risks.
  • Recommend strategies to achieve clients' financial goals and objectives.
  • Maintain high standards of service to clients, including conducting regular reviews and updates.
  • Develop professional connections to produce quality client introductions.
Requirements:
  • Excellent communication, interpersonal, and presentational skills.
  • Profound knowledge of the financial services market, products, and associated technical and compliance issues.
  • IT literacy, including Microsoft Office and Microsoft Teams.
  • Good organisational, administrative, and time management skills.
  • Self-discipline and motivation, with the ability to work alone or within a team environment.
  • A flexible attitude to work and willingness to travel.
  • A minimum of a Diploma in Regulated Financial Planning by the CII (or equivalent) and a current valid Statement of Professional Standing.

We are committed to further professional advancement and expect our team members to maintain their skills and knowledge up to date.

Please note that a clean UK driving licence is required for this role.



  • Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Financial Planning Role at Castlegate Financial Management LtdWe are seeking a skilled Financial Planning Specialist to join our team at Castlegate Financial Management Ltd. As a key member of our team, you will play a vital role in helping us grow our presence in Louth and expand our client base.Our team is comprised of experienced financial planners based...


  • Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Financial Planning Role at Castlegate Financial Management LtdWe are seeking a skilled Financial Planning Assistant to join our team at Castlegate Financial Management Ltd. As a key member of our team, you will play a vital role in assisting the growth of our financial management services and contributing to the success of the Duncan & Toplis Group.Key...


  • Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Financial Planning Role at Castlegate Financial Management LtdWe are seeking a skilled Financial Planning Assistant/Administrator to join our team at Castlegate Financial Management Ltd. As a key member of our team, you will play a vital role in assisting the growth of our financial management services and contributing to the success of our clients.Key...


  • Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    About the RoleCastlegate Financial Management Ltd is seeking a highly skilled Financial Planner to join our team. As a key member of our team, you will play a crucial role in assisting the growth of our financial management services and contributing to the success of the Duncan & Toplis Group.Key ResponsibilitiesMeet with clients to understand their...


  • Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    About the RoleCastlegate Financial Management Ltd is seeking a highly skilled Financial Planner to join our team. As a key member of our team, you will play a crucial role in assisting the growth of our financial management services and contributing to the success of the Duncan & Toplis Group.Key ResponsibilitiesMeet with clients to understand their...


  • Louth, Lincolnshire, United Kingdom Accountancy Search Full time

    Accounts Assistant / Finance AssistantAccountancy Search is seeking an experienced Accounts Assistant to join a small established team. The ideal candidate will have a strong background in financial transactions, budgeting, and financial reporting.Key Responsibilities:Maintain accurate financial records and reconcile banking transactions.Review and process...


  • Louth, Lincolnshire, United Kingdom Accountancy Search Full time

    Accounts Assistant / Finance AssistantAccountancy Search is seeking an experienced Accounts Assistant to join a small established team. The ideal candidate will have a strong background in financial transactions, budgeting, and financial reporting.Key Responsibilities:Maintain accurate financial records and reconcile banking transactions.Review and process...

  • Financial Planner

    3 months ago


    Louth, UK, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Senior Finance Officer OpportunityMacildowie Recruitment and Retention is supporting a Public Sector organisation in Louth to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking a challenging opportunity in a supportive environment.Key Responsibilities:Production of monthly accounts and...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Senior Finance Officer OpportunityMacildowie Recruitment and Retention is supporting a Public Sector organisation in Louth to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking a challenging opportunity in a supportive environment.Key Responsibilities:Production of monthly accounts and...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Macildowie Recruitment and Retention is currently supporting a Public Sector organisation to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking an opportunity in a friendly and supportive environment.Senior Finance OfficerSalary - £28,500 - £33,000 plus very generous pension scheme, free...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Macildowie Recruitment and Retention is currently supporting a Public Sector organisation to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking an opportunity in a friendly and supportive environment.Senior Finance OfficerSalary - £28,500 - £33,000 plus very generous pension scheme, free...


  • Louth, Lincolnshire, United Kingdom Accountancy Search Full time

    Accounting and Finance RoleWe are seeking an experienced Accounts Assistant to join our team at Accountancy Search. The successful candidate will be responsible for overseeing the company's financial transactions, developing budgets and forecasts, preparing financial reports, and monitoring all transactions.Key Responsibilities:Maintain accurate transaction...


  • Louth, Lincolnshire, United Kingdom Accountancy Search Full time

    Accounting and Finance RoleWe are seeking an experienced Accounts Assistant to join our team at Accountancy Search. The successful candidate will be responsible for overseeing the company's financial transactions, developing budgets and forecasts, preparing financial reports, and monitoring all transactions.Key Responsibilities:Maintain accurate transaction...


  • Louth, Lincolnshire, United Kingdom Accountancy Search Full time

    Job Summary:We are seeking an experienced Financial Operations Coordinator to join our team at Accountancy Search. As a key member of our finance team, you will be responsible for providing administrative support to our management team and ensuring the smooth operation of our financial processes.Key Responsibilities:Financial Transaction Management:...

  • Financial Officer

    2 weeks ago


    Louth, Lincolnshire, United Kingdom Lincolnshire And District Medical Services (LADMS) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Officer to join our team at Lincolnshire And District Medical Services (LADMS). As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial transactions, budgeting, and reporting.Key ResponsibilitiesMaintain accurate and...

  • Financial Officer

    2 weeks ago


    Louth, Lincolnshire, United Kingdom Lincolnshire And District Medical Services (LADMS) Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Officer to join our team at Lincolnshire And District Medical Services (LADMS). As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial transactions, budgeting, and reporting.Key ResponsibilitiesMaintain accurate and...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Senior Finance OfficerMacildowie Recruitment and Retention are currently supporting a Public Sector organisation with in Louth to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking an opportunity in a friendly and supportive environment.Key Responsibilities:Production of the monthly accounts...


  • Louth, Lincolnshire, United Kingdom Macildowie Recruitment and Retention Full time

    Senior Finance OfficerMacildowie Recruitment and Retention are currently supporting a Public Sector organisation with in Louth to recruit a Senior Finance Officer. This varied and hands-on role would suit an experienced finance professional seeking an opportunity in a friendly and supportive environment.Key Responsibilities:Production of the monthly accounts...


  • Louth, Lincolnshire, United Kingdom Public Practice Recruitment Ltd Full time

    Senior Accountant Job OpportunityWe are seeking a highly skilled and experienced Senior Accountant to join our team at Public Practice Recruitment Ltd. As a Senior Accountant, you will play a key role in supporting our clients with their accounting needs, providing expert advice and guidance to ensure their financial success.Key Responsibilities:Plan,...