Financial Planning Specialist
2 months ago
This is an exciting opportunity for a Financial Adviser to join a multi-award winning national financial advice business. The role involves taking over an existing client bank covering Hampshire and Surrey, with the aim of growing this through proactive business development activities.
Key Responsibilities- Provide holistic financial planning advice to existing clients
- Proactively generate new business and grow the client bank through referrals
- Work closely with a qualified and effective team of Paraplanners to ensure quality advice is provided
- Hold a minimum Level 4 Diploma in Financial Advice
- Be holding or working towards Chartered status, preferably with AF7
- Be a current Financial Adviser with experience in business development activities
- Salary of £55,000 - £70,000 dependent upon experience plus bonuses
- Company benefits including PMI, income protection, 4x DIS, critical illness, pension, and car allowance of £4,400 pa
- Home based role covering clients across Hampshire and Surrey
This is a fantastic opportunity to work for a highly respected name within Financial Services and to be part of a diverse workforce that supports equal opportunities and community involvement.
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Financial Planning and Analysis Specialist
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Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis SpecialistYour new company is a dynamic and established international group with a strong presence in the UK. We are seeking a talented Financial Planning and Analysis Specialist to join our team in Basingstoke.Your New RoleAs a Financial Planning and Analysis Specialist, you will be responsible for preparing and analyzing...
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Financial Planning and Analysis Specialist
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Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join their team in Basingstoke. As a key member of the finance team, you will be responsible for preparing and analyzing financial reports, budgets, and forecasts. You will also monitor financial performance, identify trends and variances, and support the...
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Basingstoke, Hampshire, United Kingdom ITSS Recruitment Ltd Full timeJob OverviewITSS Recruitment Ltd is seeking an experienced Financial Planning Specialist to join its finance team. The ideal candidate will have a strong background in financial reporting, budgeting, and analysis, with the ability to work closely with the Finance Controller to ensure financial accuracy and compliance. Key responsibilities will...
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Financial Planning and Analysis Specialist
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Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through cutting-edge financial analysis.Analyse key KPIs, providing...
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Financial Planning and Analysis Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through cutting-edge financial analysis.Analyse key KPIs, providing...
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Financial Planning Specialist
1 week ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob Summary: We are seeking a Chartered Financial Services Professional to join our team at Premier Jobs UK Limited. This employed, home-based role will involve managing an existing client bank in Hampshire and Surrey, with the goal of growing this further.About the Role: As a Financial Planning Specialist, you will be responsible for providing holistic...
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Financial Planning and Analysis Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through the delivery of cutting-edge financial analysis.Analyse key...
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Financial Planning and Analysis Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are partnering with Hays Specialist Recruitment Limited to source a talented FP&A Analyst with strong analytical capabilities and commercial judgement.Key ResponsibilitiesSupport a diverse stakeholder group to ensure monthly performance reports are understood and acted upon through the delivery of cutting-edge financial analysis.Analyse key...
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Financial Reporting Specialist
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Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team in Basingstoke. As a key member of our international group, you will be responsible for preparing and analysing financial reports, budgets, and forecasts. You will also monitor financial performance, identify trends and variances, and support the month-end and...
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Basingstoke, Hampshire, United Kingdom Hays Specialist Recruitment Limited Full timeYour new role at Hays Specialist Recruitment Limited involves supporting a diverse stakeholder group within your portfolio to ensure that monthly performance reports are both understood and acted on through the delivery of cutting-edge financial analysis.You will analyse key KPIs, providing commentary and feed into periodic meetings with a range of internal...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
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Financial Planning Specialist
1 month ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
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Financial Planning Specialist
1 week ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeThis employed, home-based Financial Adviser position covers an existing client bank in Hampshire and Surrey, with the aim of growing this portfolio.Our client is seeking an individual with Chartered status or working towards it.You will be provided with an existing client base generating recurring income, allowing you to focus on providing holistic financial...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Full timeFinancial Adviser OpportunityThis is an exciting opportunity for a skilled Financial Adviser to join a multi-award winning national financial advice business. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to clients across Hampshire and Surrey.Key Responsibilities:Provide financial planning advice to...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Full timeFinancial Adviser OpportunityThis is an exciting opportunity for a skilled Financial Adviser to join a multi-award winning national financial advice business. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to clients across Hampshire and Surrey.Key Responsibilities:Provide financial planning advice to...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time{"Financial Adviser Role": "Financial Adviser RoleWe are seeking a skilled Financial Adviser to join our team in a home-based role, covering clients across Hampshire and Surrey. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank through referrals, and working closely with...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time{"Financial Adviser Role": "Financial Adviser RoleWe are seeking a skilled Financial Adviser to join our team in a home-based role, covering clients across Hampshire and Surrey. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our clients, growing their client bank through referrals, and working closely with...
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Financial Planning Specialist
1 month ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...
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Financial Planning Specialist
2 months ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdviserJob Type: Full-timeLocation: Home-based, covering clients across Hampshire and SurreyJob Description:We are seeking a highly skilled and experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will be responsible for providing holistic financial planning advice to our...