Current jobs related to Financial Planner - NewtonleWillows, St. Helens - CleverHR

  • Financial Planner

    4 weeks ago

    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    4 weeks ago

    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    4 weeks ago

    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    4 weeks ago

    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a well-established and...

  • Financial Planner

    4 weeks ago

    Newton-le-Willows, St. Helens, United Kingdom CleverHR Full time

    Unlock Your Financial PotentialCleverHR is seeking a highly skilled and ambitious Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and advice to our clients, helping them achieve their long-term financial goals.About the RoleThis is a fantastic opportunity for...

  • Financial Planner

    1 month ago

    Newton Aycliffe, Durham, United Kingdom CV Library Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for providing excellent service to clients and developing business relationships.Key Responsibilities:Deliver high-quality financial planning services to...

  • Financial Planner

    2 months ago

    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...

  • Financial Planner

    2 months ago

    Newton Aycliffe, Durham, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...

  • Financial Planning Assistant

    7 days ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Our Financial Planning Team:We are seeking a Paraplanning Support Specialist to provide guidance and assistance to our experienced Financial Planners in Newton Aycliffe. This role offers a unique opportunity to join a dynamic and award-winning team at CV Elite Ltd, where you will be responsible for supporting the Directors and Financial Planners in...

  • Financial Planning Specialist

    3 days ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Job OverviewEldon Financial, a leading Chartered Financial Planning firm in the North East, is seeking an experienced Financial Planning Specialist to join their dynamic team.The successful candidate will work closely with the Directors and Financial Planners to deliver exceptional financial planning services to clients, focusing on technical research, cash...

  • Senior Transport Planner

    1 month ago

    Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Senior Transport Planner OpportunityAccess Talent Group is seeking a highly skilled Senior Transport Planner to join their team in Birmingham. As a key member of the consultancy, you will work closely with land-owners, developers, and other specialists to provide transport planning and highway advice on various projects across the UK.Key...

  • Senior Transport Planner

    1 month ago

    Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Senior Transport Planner OpportunityAccess Talent Group is seeking a highly skilled Senior Transport Planner to join their team in Birmingham. As a key member of the consultancy, you will work closely with land-owners, developers, and other specialists to provide transport planning and highway advice on various projects across the UK.Key...

  • Transport Coordinator

    5 months ago

    Newton-le-Willows, United Kingdom H&M Distribution.co.uk Full time

    **Job Title: Transport Planner** **Overview of Role** The role of Transport Co-ordinator is to execute the day to day operational and customer facing activity. The role is largely a development one in which the person will be encouraged to work at different levels, sites and functions to ensure we consistently achieve our targets, both operational and...

  • Engineering Maintenance Planner

    3 weeks ago

    Stanford-le-Hope, United Kingdom CV-Library Full time

    NEW ROLE with Tarmac !!!! Are you an experienced and dynamic Maintenance Planner or Engineering Planner looking for your permanent role? Have you worked in the heavy engineering or manufacturing sector then read on as we may just have the role for you! At Tarmac, ‘who you are’ matters.  We want to get to know you.  If you share our...

  • Senior Transport Planner

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Access Talent Group Full time

    Access Talent Group is seeking a Senior Transport Planner to join their team in Birmingham. As a key member of the consultancy, you will work alongside land-owners, developers, and other specialists to provide transport planning and highway advice on various projects across the UK.Key Responsibilities:Design and implement transportation plans and strategies...

  • Financial Services Assistant

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    About the Role:We are seeking a motivated and detail-oriented individual to join our team as a Trainee Financial Services Administrator. The successful candidate will have the opportunity to work in a fast-paced environment and gain valuable experience in the financial services sector.Key Responsibilities:Support the Directors, Financial Planners, and...

  • Financial Services Administrator

    2 weeks ago

    Newton Mearns, United Kingdom Utopian Professional Recruitment Services Ltd Full time

    Utopian Professional Recruitment Ltd is seeking a highly organized and self-motivated Financial Services Administrator to join our team. As a key member of our Client Services Department, you will play a crucial role in delivering exceptional administrative and business support services to our clients and stakeholders.Main Responsibilities:Support the...

  • Engineering Maintenance Planner

    3 weeks ago

    Stanford-Le-Hope, Essex, United Kingdom Tarmac Full time

    NEW ROLE with Tarmac !!!! Are you an experienced and dynamic Maintenance Planner or Engineering Planner looking for your permanent role? Have you worked in the heavy engineering or manufacturing sector then read on as we may just have the role for you! At Tarmac, ‘who you are’ matters. We want to get to know you. If you share our values and are proud...

  • Senior Demand Planner

    5 months ago

    Newton Aycliffe, United Kingdom Crafter's Companion Full time

    **Job Overview** We are seeking an experienced Demand Planner for a pivotal role in ensuring that our company meets customer demand efficiently while optimising inventory levels and minimising costs. As a Demand Planner, you will play a crucial role in forecasting, analyzing, and managing the demand for products or services within a company. Your primary...

  • Junior Planner

    5 months ago

    Newton Abbot, United Kingdom International Dance Supplies Full time

    Rev Up Brands is looking for a new member to join our busy Procurement Team as a Junior Planner. Sharing our passion for creative arts, the successful applicant will assist the Head of Planning with the financial planning of the business ensuring that trade actions are optimised and accurate forecasts are produced; whilst contributing to a high-performing...

  • Financial Administrator

    5 months ago

    Poulton le Fylde, United Kingdom Becketts FS Ltd Full time

    The role of the Financial Administrator is to support and ensure the smooth running of the business by providing first class client care for clients and performing general administration duties. Reports to: Senior Financial Administrator / Company Directors We do expect the applicant to have relevant experience working as an administrator within the...

  • Paraplanner (Permanent)

    5 days ago

    Newton Aycliffe, United Kingdom CV Elite Limited Full time

    Paraplanner, The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and...

  • Paraplanner

    1 week ago

    Newton Aycliffe, United Kingdom CV-Library Full time

    Paraplanner, The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and...

  • Paraplanner

    6 days ago

    Newton Aycliffe, United Kingdom CV Elite Ltd Full time

    Paraplanner, The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and...

  • Paraplanner

    6 days ago

    Newton Aycliffe, United Kingdom CV Elite Ltd Full time

    Paraplanner, The Role:I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5). Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and...

Financial Planner

2 months ago

NewtonleWillows, St. Helens, United Kingdom CleverHR Full time
Financial Adviser Opportunity

We are seeking a highly skilled and experienced Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients, helping them achieve their financial goals and objectives.

About the Role

This is a well-established and successful business that delivers high-quality financial advice to clients. As a Financial Adviser, you will be working closely with clients to understand their financial needs and provide tailored advice to meet their objectives.

Key Responsibilities
  1. Provide financial planning and advice to clients, meeting their financial goals and objectives.
  2. Undertake regular professional development to ensure clients receive up-to-date and appropriate advice.
  3. Act in a compliant manner and deliver an outstanding level of customer service while ensuring adherence to FCA rules and regulations.
  4. Service the needs of existing clients while creating new opportunities via networking and referrals.
  5. Meet planned business targets and ensure all client data, business transactions, and information are recorded in a timely manner.
About You

We are looking for an experienced Level 4 Diploma qualified Financial Adviser with a client bank and a strong track record of building long-term relationships with clients. You will have excellent knowledge of all areas of financial planning, including investments, pensions, protection, retirement options, and tax planning. You will be hard working, enthusiastic, confident, and articulate, with a commitment to delivering an excellent service.

We offer a competitive package and the opportunity to purchase equity in the business. If you are a motivated and ambitious Financial Adviser looking for a new challenge, please apply.