Financial Services Analyst

6 days ago


Bournemouth, Bournemouth, United Kingdom CleverHR Full time

CleverHR's Financial Paraplanning Role

We are currently seeking a highly skilled Financial Paraplanner to join our team and support our mission to deliver exceptional services to our clients.

Responsibilities:

  • Produce high-quality suitability reports and cash flow models for clients.
  • Analyse client information and existing investments/policies to construct suitable solutions.
  • Communicate effectively with clients and advisers to provide excellent service.
  • Participate in training other members of the team and contribute to project work to improve systems and processes.

Requirements:

  • Strong technical knowledge of financial products and regulatory requirements.
  • Hold a level 4 diploma qualification and be working towards Chartered status.
  • At least 3 years' experience in a paraplanning role.
  • Excellent communication and interpersonal skills.

Salary and Benefits:

  • A competitive salary range of £35,000 - £45,000 depending on experience.
  • A comprehensive benefits package including lifetime assurance, income protection, and a pension scheme.


  • Bournemouth, Bournemouth, United Kingdom JPMorganChase Full time

    At JPMorganChase, we're seeking a highly skilled Financial Services Analyst to join our KYC Operations Team. This role involves performing end-to-end quality reviews of KYC profiles to ensure compliance with corporate and local regulatory standards.This includes reviewing KYC records for accuracy, completeness, and validity, ensuring adherence to stringent...


  • Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full time

    Job SummaryThis Financial Analyst Leader position offers a competitive day rate and is based in Bournemouth. The successful candidate will lead all financial reporting, budgeting, forecasting, and financial analysis processes for the group.About Our ClientOur client is a growing organisation with a base in Bournemouth, backed by private equity. They are...


  • Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full time

    Job Title: Financial Analyst ApprenticeAbout the Role:The CMA Recruitment Group is seeking a highly skilled Financial Analyst Apprentice to join their team. As a key member of the finance team, you will be responsible for supporting high-volume reconciliations, monitoring accounts, chasing payments, and providing up-to-date reporting on ledgers.Key...


  • Bournemouth, Bournemouth, United Kingdom MyWork Full time

    MyWork Remote Income Verification SpecialistWe are seeking a meticulous and detail-oriented Financial Data Analyst to join our team at MyWork. As an experienced professional, you will be responsible for ensuring the accuracy and integrity of customer income data against loan applications.In this role, you will play a pivotal part in validating and...

  • Financial Specialist

    1 month ago


    Bournemouth, Bournemouth, United Kingdom Foresters Financial Full time

    We are seeking a highly motivated and confident Financial Adviser to become part of our successful team at Foresters Financial. You will be provided with a customer database, which you will grow and enhance. Throughout your journey, you will receive ongoing support, guidance, training, and development in our processes, systems, and products to help you excel...


  • Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is partnering with a well-established company in the property industry, based near New Milton, Dorset. They are seeking a Senior Financial Analyst to join their fast-paced finance function on a permanent basis.The role is essential for managing a busy period of growth, offering a competitive salary range of £43,000 to £49,000 plus...


  • Bournemouth, Bournemouth, United Kingdom Grupo Mantra Full time

    Accor - A World Leader in HospitalityAs a world leader in the hotel industry, Accor has an unparalleled portfolio of brands, with more than 5,000 hotels and 10,000 restaurants and bars across 110 countries. The company's integrated hotel ecosystem is one of the most diversified in the sector, offering luxury and high-end brands, mid-range and economic...


  • Bournemouth, Bournemouth, United Kingdom Countrywide Mortgage Services Full time

    Become a key player in our success story as a Financial Services Advisor - Trainee at Countrywide Mortgage Services, one of the largest and most successful estate agency and property services providers in the UK.This role offers an estimated OTE of £35K and requires a motivated individual who can build lasting relationships with estate agency teams, attract...


  • Bournemouth, Bournemouth, United Kingdom Countrywide Mortgage Services Full time

    Take your career to new heights as a Trainee Financial Services Professional with Countrywide Mortgage Services, a pioneering force in the UK estate agency and property services sector.As a key member of our team, you will be responsible for delivering exceptional customer experiences, building strong relationships with estate agency teams, and driving...


  • Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full time

    Job OverviewWe are seeking a highly skilled Pricing & Underwriting Governance Analyst to join our team in Bournemouth. As a key member of our corporate services division, you will play a critical role in ensuring the quality and accuracy of our underwriting processes.


  • Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full time

    Job OpportunityWe are recruiting for a Group Financial Reporting Director to lead our financial reporting and analysis function. This role will be responsible for managing all financial reporting, budgeting, forecasting, and financial analysis processes for the group.About Our ClientOur client is a growing organisation with a strong presence in Bournemouth,...


  • Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Planner Manager to lead our financial planning and analysis function. This role will be responsible for managing all financial reporting, budgeting, forecasting, and financial analysis processes for the group.About Our ClientOur client is a dynamic organisation with a strong presence in...

  • Financial Analyst

    3 weeks ago


    Bournemouth, Bournemouth, United Kingdom CV-Library Full time

    Job SummaryCV-Library is seeking an experienced Assistant Management Accountant to join their finance function on a 12-month contract basis. The ideal candidate will have a proven track record of providing financial reports, assisting in statutory accounts production, and maintaining fixed asset registers.This is a varied role that requires strong analytical...

  • Actuarial Expert

    5 days ago


    Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Full time

    About the RoleVitality Corporate Services is seeking a highly skilled Senior Actuarial Analyst to support various actuarial reporting requirements. This role offers a unique opportunity to gain hands-on experience in key actuarial areas and develop technical skills.Key ResponsibilitiesImplement the Actuarial Control Cycle, including data management,...


  • Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full time

    About the OpportunityWe are seeking a skilled Pricing & Underwriting Systems Analyst to join our team at Vitality Corporate Services Limited. This exciting opportunity will enable you to utilize your analytical skills and knowledge of Microsoft Excel to deliver key pricing changes and implement innovative pricing strategies across our specialized pricing...


  • Bournemouth, Bournemouth, United Kingdom Course Full time

    About Us:Banqer is New Zealand's leading financial EdTech company, dedicated to promoting financial literacy among students and individuals.Job Description:We are seeking a highly motivated Junior Business Analyst to join our Product Development team. As a key member of our team, you will work closely with the Product Owner to execute innovative financial...


  • Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full time

    About Vitality Corporate Services Limited">Vitality Corporate Services Limited is a renowned company based in Bournemouth, providing exceptional services to its clients. We are committed to delivering high-quality solutions that meet the needs of our customers.As a Financial Underwriter Specialist, you will play a crucial role in implementing VitalityLife's...


  • Bournemouth, Bournemouth, United Kingdom Pertemps Network Group Full time

    Job Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to join our team at Pertemps Network Group. As a key member of the leadership team, you will be responsible for driving financial excellence across the organization.**Company Overview:**Our client is a leading business in the UK, backed by private equity...


  • Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full time

    About the RoleVitality Corporate Services Limited is seeking a skilled Financial Protection Specialist to join their Underwriting & Claims - Life team.Working Pattern: This is a remote full-time role, requiring 37.5 hours of work per week. The company is open to discussing flexible working arrangements.Top Skills Required:Strong background in financial...


  • Bournemouth, Bournemouth, United Kingdom Course Full time

    Company Overview:Banqer is a leading financial EdTech company in New Zealand, serving over half of all schools and having helped over half a million students throughout Australasia.We are committed to education and people, seamlessly integrated with cutting-edge technology. Our mission is to drive commercial success while making a positive impact on...