Current jobs related to Financial Planning Assistant - Watford, Hertfordshire - Search
-
Financial Planning Assistant
4 weeks ago
Watford, Hertfordshire, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, and take on a challenging role as a Paraplanner. As a key member of our team, you will assist in providing financial plans and advice to private clients, working closely with our Private Client Financial Planners.Job Purpose:To provide high-quality financial planning support to our clients,...
-
Financial Planning Assistant
4 weeks ago
Watford, Hertfordshire, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, and take on a challenging role as a Paraplanner. As a key member of our team, you will assist in providing financial plans and advice to private clients, working closely with our Private Client Financial Planners.Job Purpose:To provide high-quality financial planning support to our clients,...
-
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFP&A Lead Analyst Job DescriptionAbout the Role:We are looking for a highly skilled FP&A Lead Analyst to join our finance team at Vitae Financial Recruitment. As a key member of our team, you will be responsible for leading the development of financial forecasts and strategic plans that support the company's growth objectives.Key Responsibilities:Financial...
-
Senior Financial Analyst
3 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinancial Consolidation & ReportingWe are seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Manage the preparation and consolidation...
-
Financial Services Coordinator
4 weeks ago
Watford, Hertfordshire, United Kingdom Financial Divisions Full timeJoin Our Team as a Client Relations ManagerWe are seeking a highly motivated and organized Client Relations Manager to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients across Hertfordshire and London.About the Role:Provide administrative support to...
-
Financial Services Coordinator
4 weeks ago
Watford, Hertfordshire, United Kingdom Financial Divisions Full timeJoin Our Team as a Client Relations ManagerWe are seeking a highly motivated and organized Client Relations Manager to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients across Hertfordshire and London.About the Role:Provide administrative support to...
-
Senior Financial Analyst
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeSenior Financial AnalystVitae Financial Recruitment is seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial Consolidation &...
-
Senior Financial Analyst
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeSenior Financial AnalystVitae Financial Recruitment is seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial Consolidation &...
-
Financial Planning Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Brook Street UK Full timeJob DescriptionBrook Street UK is seeking a highly organized and skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with financial planning and advice.Key Responsibilities:Contacting clients and setting up meetingsProviding...
-
Financial Planning Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Brook Street UK Full timeJob Title: Financial Planning SpecialistJob Summary:We are seeking a highly organized and skilled Financial Planning Specialist to join our team at Brook Street UK. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with expert financial advice.Key Responsibilities:Contacting clients...
-
Senior Financial Analyst
5 days ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeRole Overview:We are seeking a Senior Financial Analyst to contribute to the success of our finance team at Vitae Financial Recruitment. This role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with stakeholders.Key Responsibilities:Financial Consolidation & Reporting:Manage the preparation and...
-
Senior Financial Analyst
4 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Limited Full timeSenior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our vibrant finance team at Vitae Financial Recruitment Limited. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial...
-
Financial Business Partner
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...
-
Financial Business Partner
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...
-
Financial Business Partner
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...
-
Financial Operations Specialist
6 days ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeJob Title: Financial Operations SpecialistAbout the Role:As a Financial Operations Specialist, you will be instrumental in supporting the commercial teams in achieving their key goals and financial targets. Your key responsibilities will include:•Annual Budget and Forecast Process: Assist with the annual budget and quarterly forecast process, presenting...
-
Financial Planning Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Tate Recruitment Full time £75,000Financial Planning SpecialistAre you a forward-thinking dynamic Financial Advisor looking for a new challenge? Our client delivers exceptional financial planning services to their HNW clients, and they will provide you with a client bank to help kick-start your journey within the group. Key Responsibilities: Assessing & identifying financial needs for new...
-
Financial Planning Specialist
4 weeks ago
Watford, Hertfordshire, United Kingdom mbf. Full timeAbout the FirmOur Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice....
-
Financial Planning Specialist
4 weeks ago
Watford, Hertfordshire, United Kingdom mbf. Full timeAbout the FirmOur Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice....
-
Financial Operations Specialist
2 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinance Business Partner - A Key Role in Driving Business GrowthWe are seeking a highly skilled Finance Business Partner to join our team at Vitae Financial Recruitment. This exciting opportunity will involve working closely with our clients to provide financial guidance and support, helping to drive business growth and success.Key ResponsibilitiesDevelop...
Financial Planning Assistant
2 months ago
Join Search, a leading recruitment agency, in our mission to find the best talent for our clients.
Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.
Key Responsibilities- Assist in the preparation of financial plans and reports to meet and exceed activity targets.
- Develop and maintain technical and market awareness knowledge to provide effective advice to clients.
- Ensure compliance with internal and regulatory standards, including CPD requirements.
- Negotiate and agree contract terms with clients on behalf of our Financial Planners.
- Compile and complete new applications and schemes in accordance with internal and regulatory standards.
- Record and maintain information on Intelligent Office to track work and manage internal records.
- Filing and storing records and files in accordance with internal standards.
- Develop and maintain report writing and communication skills to effectively communicate with clients.
- Undertake project-based work as required.
- Experience in Financial Services, preferably in a financial planning, research, or technical capacity.
- Diploma qualified.
- Excellent listening and communication skills (written and verbal).
- Technical competence.
- Professional appearance.
- Adaptable to changing demands and priorities.
- IT skills, including Microsoft Office and database management.
- Commitment to own development.
- Able to prioritize workload and meet deadlines.
Search is an equal opportunities recruiter, committed to finding the best talent for our clients. We welcome applications from all suitably skilled or qualified applicants, regardless of their background.
