Current jobs related to Financial Planning Specialist - Grimsby, North East Lincolnshire - NJR Recruitment

  • Financial Planning Specialist

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom kingswood-group Full time

    We are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients.Key Responsibilities:Work directly with clients to understand their financial goals and objectives.Develop and implement...

  • Financial Planning Specialist

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...

  • Financial Planning Specialist

    1 month ago

    Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...

  • Financial Planning Specialist

    1 month ago

    Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...

  • Financial Planning Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: GrimsbySalary: Up to £29,000 + bonusJob Reference: 9273We are seeking an experienced financial services administrator to join our team. As a financial planning administrator, you will be responsible for providing administrative support to our financial planning team.Key...

  • Financial Planning Coordinator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: GrimsbySalary: Up to £29,000 + bonusJob Reference: 9273We are seeking an experienced financial services administrator to join our team. As a financial planning administrator, you will be responsible for providing administrative support to our financial planning team.Key...

  • Financial Planning Accountant

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom BTA Full time

    Commercial Accountant OpportunityHays Accountancy is delighted to partner with a family-owned manufacturing SME in Grimsby, seeking a Commercial Accountant to support their continued growth. This dynamic role involves close collaboration with sales, purchasing, and operations teams, using developed cost structures to support quoting processes for new and...

  • Wealth Planning Specialist

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full time

    Join Our Team as a Wealth Planning SpecialistWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Kingswood Group. As a key member of our team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...

  • Wealth Planning Specialist

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full time

    Join Our Team as a Wealth Planning SpecialistWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Kingswood Group. As a key member of our team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...

  • Wealth Planning Specialist

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Kingswood Group Full time

    We are seeking a skilled Wealth Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will work directly with clients to provide tailored financial planning solutions and conduct annual reviews. Your expertise will be essential in maintaining competency through successful completion of CPD hours and...

  • Financial Planning Assistant

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit Wealth Ltd Full time

    Join Our Team as a Financial Planning AssistantWe are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.Our client provides a truly holistic service across financial planning, wealth management, investment management and...

  • Financial Planning Assistant

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...

  • Financial Planning Assistant

    4 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...

  • Financial Planning Assistant

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom Recruit Wealth Ltd Full time

    We are seeking a skilled Paraplanner to join our team at Recruit Wealth Ltd. As a Paraplanner, you will play a vital role in supporting our financial planners in providing a holistic service to clients.Key Responsibilities:Assist in writing financial planning reports for clients.Conduct research on financial products to find suitable solutions for...

  • Financial Planning Administrator

    2 months ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...

  • Financial Planning Administrator

    2 months ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...

  • Financial Planning Assistant

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is pleased to be partnering with a leading Financial Planning firm to recruit an ambitious Administrator to join their team based in Grimsby.About the RoleSupport Financial Planners and the Senior Paraplanner with all aspects of administrationProcess new business, deal with client queries, and manage an Adviser's diaryAssist the...

  • Financial and Contractual Specialist

    2 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...

  • Financial Planning Administrator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK. Due to expansion, they are now seeking a motivated and detail-oriented Administrator to join their team based in Grimsby. What's on offer: * 22 days' holiday + Bank Holidays * Flexible...

  • Financial Planning Administrator

    3 weeks ago

    Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK. Due to expansion, they are now seeking a motivated and detail-oriented Administrator to join their team based in Grimsby. What's on offer: * 22 days' holiday + Bank Holidays * Flexible...

Financial Planning Specialist

2 months ago

Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time
About NJR Recruitment

We are proud to partner with a highly successful and innovative IFA Practice based in the UK, renowned for providing unique financial solutions to High Net Worth individuals and businesses across the country.

Job Description

We are seeking an experienced Financial Adviser to join their team, supporting the growth and expansion of their business.

Key Responsibilities:
  • Provide expert financial planning and advisory services to clients
  • Develop and maintain strong relationships with clients and stakeholders
  • Contribute to the development of business strategies and initiatives
  • Stay up-to-date with industry trends and regulatory requirements
Requirements:
  • Proven experience as a Financial Adviser or in a related field
  • Strong knowledge of financial planning and investment products
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines