Chartered Financial Planner Support Role
4 weeks ago
Cavendish Maine Careers has an opening for an experienced Paraplanner. This role involves working alongside our Chartered Financial Planners to deliver top-notch financial planning services to clients.
Key Tasks:
- Executing tasks based on instructions received from Advisers after client meetings.
- Evaluating and analyzing data collected by Advisers.
- Investigating and offering suggestions tailored to client requirements.
- Loading case details onto relevant systems.
- Producing thorough suitability reports with precision and care.
- Keeping abreast of industry developments, including product, legislative, and technical changes.
- A trained Paraplanner with broad expertise in Financial Planning.
- A motivation to achieve Chartered status is beneficial.
- A salary of up to £45,000 (dependent on experience) plus company benefits.
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Chartered Financial Planner
1 month ago
Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full timeThis Chartered Financial Planners provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are seeking an experienced Paraplanner.Responsibilities:Receiving and interpreting instructions from Advisers following client meetings.Carrying out research and providing recommendations based on findings.Collaborating...
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Comprehensive Financial Advisor
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Cavendish Maine is seeking a highly skilled Paraplanner to join our team. As a Diploma Qualified Paraplanner, you will be responsible for providing high-quality financial planning advice to individuals, families and businesses.You will work closely with our Chartered Financial Planners to interpret and analyse client data, and you will have the opportunity...
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Paraplanner - Financial Services
3 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full timePension Administration Role with Cavendish House RecruitmentA dynamic recruitment agency is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will be working closely with Chartered Financial Planners to deliver high-quality services to clients.Main Responsibilities:Supporting senior planners in preparing client reports and...
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Financial Planning Professional
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000The role of a Paraplanner is to provide high-quality, comprehensive financial planning advice to individuals, families and businesses. In this role, you will be working closely with Chartered Financial Planners to interpret and analyse data obtained from clients.The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge...
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Financial Services Coordinator
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Careers Full timeAbout the Role:Cavendish Maine Careers is looking for an experienced Paraplanner to join our team. The successful candidate will work closely with our Chartered Financial Planners to provide comprehensive financial planning advice to clients.Main Duties:Receiving and acting on instructions from Advisers after client meetings.Analyzing and interpreting data...
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Senior Financial Planning Assistant
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Careers Full timeJob Overview:We are seeking an experienced Paraplanner to join our team at Cavendish Maine Careers. The successful candidate will provide high-quality financial planning advice to individuals, families and businesses.Key Responsibilities:Acting on instructions from Chartered Financial Planners following client meetings.Interpreting and analysing data...
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Diploma Qualified Paraplanner
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking an experienced Paraplanner to join our team at Cavendish Maine. As a Diploma Qualified Paraplanner, you will play a key role in providing high-quality financial planning advice to our clients.In this role, you will work closely with our Chartered Financial Planners to interpret and analyse client data. You will also have the opportunity to...
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Accounting and Financial Manager Role
2 months ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeJob OverviewTrial Balance seeks a skilled Accounting and Financial Manager to lead our accounting function as a Financial Controller. This is a permanent, part-time role with 24 hours of work per week.The key responsibilities include:Managing the accounting function, including accounts payable and receivablePreparing financial reports, such as monthly...
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Financial Assistant
4 days ago
Newton Abbot, Devon, United Kingdom Hays Business Support Full timeJob OverviewWe are looking for a highly skilled Financial Assistant to join our finance team. As a Financial Assistant, you will provide administrative support to the accounting team and assist with financial record-keeping.
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Financial Leadership Role
5 days ago
Newton Abbot, Devon, United Kingdom Tameside Community Safety Partnership Full timeCompany Overview\Tameside is a local authority in Greater Manchester, nestled between the vibrant city centre and the tranquil Peak District.\We aim to create a more prosperous Tameside with improved life opportunities, higher educational attainment, better paid jobs, and scenic places to enjoy.\Salary: £68,330 - £75,197 per annum (Grade M SCP 52 - SCP...
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Financial Planning Expert
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking an experienced Financial Planning Expert to join our team at Cavendish Maine. The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning.The role involves interpreting and analysing data obtained by Advisers, providing high-quality, comprehensive financial planning...
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Senior Financial Manager
2 weeks ago
Newton Abbot, Devon, United Kingdom Kingcome Full timeJoin Our TeamWe are seeking a talented and motivated Senior Financial Manager to join our team at Kingcome Sofas. As a key member of our finance team, you will play a critical role in driving business growth and improving financial performance.About the RoleLead the finance function, including budgeting, forecasting, and financial reportingDevelop and...
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Financial Operations Specialist
4 weeks ago
Newton Abbot, Devon, United Kingdom Michael Page (UK) Full timeJob Title: Financial Operations SpecialistAbout Our CompanyWe are a leading firm of chartered accountants based in the UK, offering excellent career progression prospects and full study support.Job SummaryWe are seeking an experienced Financial Operations Specialist / AAT Technician to join our team. As a key member of our team, you will provide hands-on...
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Financial Operations Director
3 weeks ago
Newton Abbot, Devon, United Kingdom Kingcome Full timeJob SummaryWe are seeking a highly skilled Senior Financial Manager to lead our finance team at Kingcome Sofas, a renowned manufacturer of luxury sofas and chairs. As the finance lead, you will be responsible for driving business growth, improving financial performance, and ensuring compliance with regulatory requirements.About the RoleLead the finance...
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Financial Analyst
3 weeks ago
Newton Abbot, Devon, United Kingdom Michael Page (UK) Full timeAbout Our FirmWe are a well-established chartered accountancy practice based in Newton Abbot, undergoing positive growth and offering excellent career progression prospects. As a Financial Analyst, you will join our team and take on increasing responsibility for accounts preparation, tax, management accounts, VAT, bookkeeping, and more.Job OverviewYou will...
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Financial Controller
2 weeks ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeCompany Accountant Opportunity in Newton AbbotTrial Balance Consulting has been engaged to recruit a Company Accountant for a highly successful electrical and mechanical consulting business based in Newton Abbot. This part-time role offers the right candidate a permanent contract working 24 hours per week.Salary InformationThe offered salary is approximately...
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Transportation Planner Specialist
5 days ago
Newton Abbot, Devon, United Kingdom Access Talent Group Full timeJob Title: Transportation Planner SpecialistWe are seeking an experienced Transportation Planner Specialist to join our team at Access Talent Group in the United Kingdom.Role Overview:The successful candidate will be responsible for designing and implementing transportation plans and strategies for various civil engineering projects. This role will play a...
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Financial Controller Position
2 months ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeJob DescriptionThe role of Financial Controller involves managing the accounting function of a growing business. This is a permanent, part-time contract with 24 hours of work per week.The key responsibilities include:Managing accounts payable and receivablePreparing monthly management reportsManaging sub-contractor accounting activitiesConducting bank...
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Financial Assistant Role
3 weeks ago
Newton Abbot, Devon, United Kingdom Emmerson Ross Recruitment Full timeOur client, an esteemed accountancy firm, is looking for a Financial Assistant to help them thrive in Devon. As part of their dynamic team, you will play a crucial role in preparing financial statements and ensuring clients' accounting records are accurate and compliant.To succeed in this role, you'll need at least 2 years of relevant experience and a solid...
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Financial Planning Associate
4 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Role OverviewWe are seeking a highly skilled Paraplanner to join our team at Cavendish Maine. As a key member of our financial planning department, you will play a crucial role in providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.The successful candidate will be a Diploma Qualified Paraplanner with...