Financial Planning Specialist
3 weeks ago
We are seeking an experienced Senior Paraplanner to join our team at Heat Recruitment Ltd. The successful candidate will be responsible for assisting the Paraplanning Manager with technical cases, process improvements, and team development.
Key Responsibilities:- Provide technical support to the Paraplanning Manager and team members
- Contribute to the development and implementation of process improvements
- Assist with the preparation of technical cases and reports
- Collaborate with the team to achieve business objectives
- Several years of experience in a Paraplanning position with strong technical knowledge
- Level 4 Diploma qualification as a minimum
- Excellent compliance knowledge and experience with cashflow modelling
- Strong leadership skills and entrepreneurial spirit
- Hybrid working arrangement with 3 days in the office
- Ongoing professional development and training opportunities
- Generous annual leave allowance and company bonus
- Support with exams to become Chartered
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Financial Planning Specialist
3 weeks ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to work with their team of experienced professionals. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients.Key Responsibilities:Develop and maintain client relationships, providing tailored financial...
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Financial Planning Specialist
3 weeks ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. The ideal candidate will have experience in managing wealth for private clients, families, and institutions, providing a highly personal service and offering advice across the full range of Private Client Investment Tax and Retirement Planning.The...
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Financial Planning Specialist
2 weeks ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to manage wealth for private clients, families, and institutions. The ideal candidate will have experience in the technical aspects and administration of IHT and/or Pension and/or Investment products.The key responsibilities of this role include:Collating client...
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Senior Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionBlakemore Recruitment is seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a critical role in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide support to financial planners in completing non-client facing tasks,...
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Senior Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionBlakemore Recruitment is seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a critical role in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide support to financial planners in completing non-client facing tasks,...
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Senior Financial Planning Specialist
1 month ago
Weybridge, Surrey, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionAt Blakemore Recruitment, we are seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a crucial role in delivering high-quality financial planning services to our clients.Key Responsibilities:Financial Planner Support: Provide support to financial planners in...
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Senior Financial Planning Specialist
1 month ago
Weybridge, Surrey, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionAt Blakemore Recruitment, we are seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a crucial role in delivering high-quality financial planning services to our clients.Key Responsibilities:Financial Planner Support: Provide support to financial planners in...
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Financial Planning Specialist
1 month ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client AdviserType of Position: Private Client AdviserSalary: £50k - £65kArtemis Recruitment Consultants Ltd is seeking a Private Client Adviser to work with an existing bank of recurring income clients and address their financial planning needs. This will be a home/office/hybrid based role.Key Responsibilities:Maintain and develop client...
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Financial Planning Specialist
1 month ago
Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client AdviserType of Position: Private Client AdviserSalary: £50k - £65kArtemis Recruitment Consultants Ltd is seeking a Private Client Adviser to work with an existing bank of recurring income clients and address their financial planning needs. This will be a home/office/hybrid based role.Key Responsibilities:Maintain and develop client...
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Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our successful Financial Planning and Investment Management practice in Weybridge. As a key member of our team, you will be responsible for providing technical support and assistance to our Paraplanning Manager, helping to drive business growth and improvement.Key Responsibilities*...
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Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases,...
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Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases,...
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Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases,...
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Financial Planning Specialist
4 weeks ago
Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases,...
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Financial Planning Specialist
3 weeks ago
Weybridge, Surrey, United Kingdom SRM RECRUITMENT LIMITED Full timeSRM Recruitment Limited is seeking a highly skilled Group Financial Analyst / Accountant to join their client's Plc headquarters in Surrey. This role offers a great balance between technical and external reporting, as well as significant exposure to key analytical work. The ideal candidate will be an ACA trained professional, either looking for their 1st or...
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Senior Financial Planning Support Specialist
2 weeks ago
Weybridge, Surrey, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is supporting a forward-thinking and vibrant IFA in Weybridge in their search for a Senior Paraplanner. This company offers ethical and honest solutions to help clients achieve their financial goals. With extensive experience built over many years, they have earned themselves a strong reputation in the market.Key...
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Senior Financial Planning Specialist
2 weeks ago
Weybridge, Surrey, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in need of an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team...
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Financial Reporting Specialist
3 weeks ago
Weybridge, Surrey, United Kingdom Hays PLC Full timeFinancial Reporting Specialist OpportunityJoin a growing international brand in Weybridge as a Financial Reporting Specialist. Reporting into the Financial Controller, you will oversee several key entities for the Group, preparing month-end financial reporting and being a key point of contact during the audit process. As a small finance team, your role will...
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Financial Accounting Specialist
5 days ago
Weybridge, Surrey, United Kingdom Prax Group Full timeFinancial Accounting Specialist Role DescriptionWe are seeking a skilled Financial Accounting Specialist to join our department as Financial Accountant. The role will involve taking ownership of the financial accounting for the Midstream Refinery.Main ResponsibilitiesFinancial Close Process Management: Work in close partnership with the offshore team to...
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Senior Financial Accountant
3 weeks ago
Weybridge, Surrey, United Kingdom TPF Recruitment Full timeAccounting and Financial Reporting Specialist Key Responsibilities • Supervise and review financial accounts work, manage a portfolio of entities, and produce financial reports (end to end). • Advise on basic tax planning and supervise corporation tax submissions to HMRC and filing financial reports to Companies House. • Demonstrate excellent...