Financial Planning Specialist
4 days ago
Our client, a reputable firm of Chartered Financial Planners, is seeking an experienced Financial Planning Specialist to join their team.
Comfortable with financial planning issues that come with higher levels of wealth, including tax allowances and business reliefs.
Benefits include pension, life insurance, online GP service, and onsite parking.
The opportunity to deliver great financial planning advice to clients, working closely with planners.
This role is full-time, based in Nottingham, with flexible working encouraged.
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Experienced Financial Planning Professional
1 month ago
Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full timeJob Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...
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Experienced Financial Planning Professional
1 month ago
Nottingham, Nottingham, United Kingdom Pearwood Financial Planning Full timeJob Title: Experienced ParaplannerWe are a dynamic and forward-thinking Senior Partner Practice of St. James's Place, seeking an experienced and enthusiastic paraplanner to join our team in Doncaster. Our philosophy is to provide jargon-free advice in a personalized way, and we're looking for someone who shares our passion for financial planning and...
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Financial Planning and Analysis Specialist
2 months ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
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Financial Planning and Analysis Specialist
2 months ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
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Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Planner
1 month ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Senior Financial Planning Administrator
4 days ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...
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Comprehensive Financial Adviser Training Program
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...
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Comprehensive Financial Adviser Training Program
4 weeks ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...
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Comprehensive Financial Adviser Training Program
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...
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Comprehensive Financial Adviser Training Program
4 weeks ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeComprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...
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Financial Planning Specialist
1 week ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at Bond Rec. As a key member of our busy team, you will be responsible for delivering exceptional financial planning advice to our clients.The ideal candidate will have a strong background in paraplanning, with a minimum of three years' experience. You should possess a Diploma...
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Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in Nottingham, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...
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Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeKey Responsibilities:As a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will work collaboratively with financial planners to provide advice to clients. You will then create a comprehensive financial plan, incorporating the company's summary advice and a suitability report for regulated recommendations.Technical Expertise:Using...
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Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Heat Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Nottingham, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis...
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Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Heat Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Nottingham, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis...
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Financial Planning and Analysis Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Specsavers Full timeWe're seeking a skilled Financial Planning and Analysis Specialist to join our Group Financial Planning and Analysis team. As a key member of our team, you'll play a crucial role in steering strategic and financial decisions across our complex structures and large business areas.Your primary responsibility will be to align financial strategies with business...
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Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team in Nottingham. The ideal candidate will have excellent communication skills and be able to provide financial planning services to clients in accordance with the company's propositions.Key Responsibilities:Prepare full and complete recommendation reports...
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Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom CleverHR Full timeRole OverviewCleverHR is seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing holistic wealth advice to new private clients and business owners.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their goals...
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Financial Planning and Analysis Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Reed Full timeReed is working with a long-established client who has a strong reputation for delivering high-quality services to clients of all sizes. This client is seeking a skilled Financial Planning and Analysis Specialist to join their team.Key responsibilities include:Reviewing and reconciling financial records and preparing annual financial statements and...