Financial Planner

6 days ago


Hampshire, United Kingdom OneDome Full time

{"h2": "About the Role", "p": "As a Financial Planner at OneDome, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community. Your expertise will help clients navigate various areas, including life insurance, investment advice, pensions, and estate planning.

Your role will involve contacting clients, analyzing information, and liaising with a Paraplanner to prepare recommendations. You will also research approved product providers, design financial strategies, and keep up-to-date with financial products and legislation.

Key responsibilities include contacting clients, booking meetings, analyzing information, and preparing recommendations. You will also research product providers, design financial strategies, and review financial reports.

To succeed in this role, you will need a Diploma Level 4 qualification or equivalent, a comprehensive knowledge of Pension and Investment products, and excellent communication skills.

In return, you can expect a competitive salary, bonus, and hybrid working arrangement. You will also receive income protection and life insurance benefits, a biennial eye test, and access to a salary sacrifice scheme.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

"}


  • Financial Planner

    3 weeks ago


    Hampshire, United Kingdom Quilter Financial Planning Full time

    Job OverviewQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area. As a Financial Adviser, you will play a crucial role in providing expert financial guidance to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for...

  • Financial Planner

    3 weeks ago


    Hampshire, United Kingdom Quilter Financial Planning Full time

    Job OverviewQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area. As a Financial Adviser, you will play a crucial role in providing expert financial guidance to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for...

  • Financial Planner

    7 days ago


    Hampshire, United Kingdom Quilter Financial Planning Full time

    Job OpportunityQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area.We offer a fantastic opportunity for career growth and a competitive starting salary of at least \u00a340,000. If you are interested in learning more about this opportunity, please contact us to discuss further.Key ResponsibilitiesProvide...

  • Financial Planner

    7 days ago


    Hampshire, United Kingdom Quilter Financial Planning Full time

    Job OpportunityQuilter Financial Planning is seeking a skilled Financial Adviser to join our team in the Hampshire area.We offer a fantastic opportunity for career growth and a competitive starting salary of at least \u00a340,000. If you are interested in learning more about this opportunity, please contact us to discuss further.Key ResponsibilitiesProvide...

  • Financial Planner

    2 weeks ago


    Hampshire, United Kingdom OneDome Full time

    {"h2": "About the Role", "p": "As a Financial Planner at OneDome, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community. Your expertise will help clients navigate complex financial situations, including life insurance, investment advice, pensions, and retirement planning.Key...

  • Financial Planner

    2 weeks ago


    Hampshire, United Kingdom OneDome Full time

    {"h2": "About the Role", "p": "As a Financial Planner at OneDome, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community. Your expertise will help clients navigate complex financial situations, including life insurance, investment advice, pensions, and retirement planning.Key...


  • Stockbridge, Hampshire, United Kingdom Life and Careers Recruitment Full time

    Our client is a fast-growing IFA practice that adds value through a detailed and comprehensive financial planning and investment process. They are looking for a Senior Financial Planner to join them in their office at Stockbridge, Hampshire.They would like someone with a Chartered status and minimum 5 years experience with a proven track record in business...


  • Hampshire, United Kingdom Financial Divisions Full time

    Financial Planner Role at Financial DivisionsOversee current clientele and enhance your portfolio Provide guidance on retirement plans, asset management, tax strategies, and more Focus on high-net-worth clients, including business owners and finance professionals Flexible work-from-home options with periodic office interactionsJoin a financial advisory firm...

  • Financial Advisor

    1 day ago


    Hampshire, United Kingdom OneDome Full time

    Job Title: Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at OneDome. As a Financial Planner, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key Responsibilities:Contact clients to book meetings for in-depth reviews of their...

  • Financial Advisor

    1 day ago


    Hampshire, United Kingdom OneDome Full time

    Job Title: Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at OneDome. As a Financial Planner, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key Responsibilities:Contact clients to book meetings for in-depth reviews of their...


  • Hampshire, United Kingdom Carbon 60 Full time

    Our client is looking for a principal transport planner to join their team on a short term contract until 7th November 2024.This will be to assist them on their project in Fareham. This role will be remote working for the majority, attendance of the appeal (likely in Fareham) will be required. Key responsibilities: Write the Highway Authority's Proof of...


  • Hampshire, United Kingdom Everise Full time

    About the RoleThe Senior Vice President of Financial Planning and Analysis will play a critical role in driving the company's financial strategy by ensuring robust analysis, documentation, and execution of processes related to revenue forecasting, pricing strategies, and long-term financial planning.Key ResponsibilitiesDevelop and implement financial...


  • Hampshire, United Kingdom Everise Full time

    About the RoleThe Senior Vice President of Financial Planning and Analysis will play a critical role in driving the company's financial strategy by ensuring robust analysis, documentation, and execution of processes related to revenue forecasting, pricing strategies, and long-term financial planning.Key ResponsibilitiesDevelop and implement financial...


  • Portsmouth, Hampshire, United Kingdom Franklin Fitch Full time

    Position: Senior IT Program Planner Industry: Technology Consultation & Managed Services Location: Hybrid - Portsmouth Join a leader in digital transformations, playing a critical role in large-scale IT transformation initiatives, focusing on the planning, coordination and management of complex projects aimed at fundamentally changing the...


  • Portsmouth, Hampshire, United Kingdom Franklin Fitch Full time

    Position: Senior IT Program Planner Industry: Technology Consultation & Managed Services Location: Hybrid - Portsmouth Join a leader in digital transformations, playing a critical role in large-scale IT transformation initiatives, focusing on the planning, coordination and management of complex projects aimed at fundamentally changing the...


  • Portsmouth, Hampshire, United Kingdom Franklin Fitch Full time

    Position: Senior IT Program Planner Industry: Technology Consultation & Managed Services Location: Hybrid - Portsmouth Join a leader in digital transformations, playing a critical role in large-scale IT transformation initiatives, focusing on the planning, coordination and management of complex projects aimed at fundamentally changing the...


  • Portsmouth, Hampshire, United Kingdom Franklin Fitch Full time

    Position: Senior IT Program Planner Industry: Technology Consultation & Managed Services Location: Hybrid - Portsmouth Join a leader in digital transformations, playing a critical role in large-scale IT transformation initiatives, focusing on the planning, coordination and management of complex projects aimed at fundamentally changing the...


  • Thruxton, Hampshire, United Kingdom Odd Shoes Full time £40,000

    About the RoleWe are seeking an experienced IT Support Analyst to join our team at Odd Shoes, a leading provider of financial crime prevention solutions. As an IT Support Analyst, you will play a critical role in ensuring the smooth operation of our IT systems and providing exceptional support to our internal teams and software end-users.Key...


  • Thruxton, Hampshire, United Kingdom Odd Shoes Full time £40,000

    About the RoleWe are seeking an experienced IT Support Analyst to join our team at Odd Shoes, a leading provider of financial crime prevention solutions. As an IT Support Analyst, you will play a critical role in ensuring the smooth operation of our IT systems and providing exceptional support to our internal teams and software end-users.Key...


  • Thruxton, Hampshire, United Kingdom Odd Shoes Full time £40,000

    About the RoleWe are seeking an experienced IT Support Analyst to join our team at Odd Shoes, a leading provider of financial crime prevention solutions. As an IT Support Analyst, you will play a critical role in ensuring the smooth operation of our IT systems and providing exceptional support to our internal teams and software end-users.Key...