Current jobs related to Legacy Planning Advisor - Newcastle upon Tyne, Newcastle upon Tyne - CITRUS CONNECT LTD
-
Financial Planning Assistant
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full timeMeraki Talent Limited is seeking a skilled Financial Planning Assistant to support our financial advisors in delivering high-quality services to our clients.The ideal candidate will have a strong knowledge of financial planning tools, products, and compliance standards, and be able to prepare comprehensive financial plans that align with clients' goals and...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will embark on a well-structured journey to become a Chartered Financial Planner. You will work closely with experienced colleagues to build relationships, assess clients' financial positions, and create tailored...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a rewarding career with Evelyn Partners, a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service to individuals and businesses.As a Trainee, Financial Planning, you will join our team of passionate professionals united by a shared...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will embark on a well-structured journey to become a Chartered Financial Planner. You will work closely with experienced colleagues to build relationships, assess clients' financial positions, and create tailored...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a rewarding career with Evelyn Partners, a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service to individuals and businesses.As a Trainee, Financial Planning, you will join our team of passionate professionals united by a shared...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will be part of a well-established team that delivers exceptional service and good advice to individuals, trusts, and businesses. Your role will involve building relationships, assessing clients' financial...
-
Financial Planning Professional
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will be part of a well-established team that delivers exceptional service and good advice to individuals, trusts, and businesses. Your role will involve building relationships, assessing clients' financial...
-
Financial Planning Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeJoin Our Financial Planning TeamEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses.As a Trainee Financial Planning professional, you will be...
-
Financial Planning Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeJoin Our Financial Planning TeamEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses.As a Trainee Financial Planning professional, you will be...
-
Financial Planning Professional
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will embark on a well-structured learning journey at a firm renowned for its expertise in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional...
-
Financial Planning Professional
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a dynamic and respected profession with Evelyn Partners.About the RoleAs a Trainee Financial Planning professional, you will embark on a well-structured learning journey at a firm renowned for its expertise in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional...
-
Financial Planning Specialist
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeParaplanner RoleWe are seeking a skilled and detail-oriented Paraplanner to support our financial planning team at Meraki Talent Ltd.Key Responsibilities:Financial Planning: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.Research and Analysis: Conduct in-depth research on investment...
-
Financial Planning Specialist
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeParaplanner RoleWe are seeking a skilled and detail-oriented Paraplanner to support our financial planning team at Meraki Talent Ltd.Key Responsibilities:Financial Planning: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.Research and Analysis: Conduct in-depth research on investment...
-
Financial Planning Associate
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full timeParaplannerWe are seeking a skilled and detail-oriented Paraplanner to support our financial planning team at Meraki Talent Limited.Key Responsibilities:Financial Planning: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.Research and Analysis: Conduct in-depth research on investment...
-
Financial Planning Associate
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Limited Full timeParaplannerWe are seeking a skilled and detail-oriented Paraplanner to support our financial planning team at Meraki Talent Limited.Key Responsibilities:Financial Planning: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.Research and Analysis: Conduct in-depth research on investment...
-
Financial Planning Assistant
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job DescriptionThis is a fantastic opportunity to join a growing company in Newcastle as a Paraplanner, where you will play a key role in providing excellent financial planning solutions to clients.As a Paraplanner, you will be responsible for providing research, analysis, and report writing support to Financial Advisors, ensuring they deliver...
-
Financial Planning Assistant
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job DescriptionThis is a fantastic opportunity to join a growing company in Newcastle as a Paraplanner, where you will play a key role in providing excellent financial planning solutions to clients.As a Paraplanner, you will be responsible for providing research, analysis, and report writing support to Financial Advisors, ensuring they deliver...
-
Safety and Environmental Advisor
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Vistry Group Full timeSafety, Health & Environment AdvisorWe are seeking a highly skilled Safety, Health & Environment Advisor to support Vistry Group in the safe planning, delivery, and review of complex projects across the construction and maintenance industry.Key Responsibilities:Support the safe planning, delivery, and review of projects across all areas of the construction...
-
Safety and Environmental Advisor
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Vistry Group Full timeSafety, Health & Environment AdvisorWe are seeking a highly skilled Safety, Health & Environment Advisor to support Vistry Group in the safe planning, delivery, and review of complex projects across the construction and maintenance industry.Key Responsibilities:Support the safe planning, delivery, and review of projects across all areas of the construction...
-
Premier Financial Advisor
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom FirstRand Bank Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Premier Advisor to join our team at FirstRand Bank Limited. As a Premier Advisor, you will be responsible for delivering exceptional experience and education to a portfolio of clients, with a focus on wealth creation, accumulation, and protection.Key ResponsibilitiesApply appropriate sales...
Legacy Planning Advisor
2 months ago
About CITRUS CONNECT LTD
CITRUS CONNECT LTD is a leading provider of Will Writing and Estate Planning services in the UK, with over 50 years of experience in the financial services industry.
With a strong focus on helping individuals secure their assets, our client has established a reputation for excellence in the field.
The Opportunity
In this role as an Estate Planning Consultant, you will have the freedom to work independently, with a flexible schedule that suits your needs.
You will be responsible for providing expert advice and guidance to clients on estate planning and wealth management, helping them to achieve their financial goals.
Key Responsibilities
- Provide expert advice on estate planning and wealth management
- Work with clients to understand their financial goals and objectives
- Develop and implement personalized estate planning strategies
- Stay up-to-date with industry developments and best practices
What We Offer
CITRUS CONNECT LTD offers a competitive salary and benefits package, as well as opportunities for professional growth and development.
If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
