Financial Planning Support Specialist

We are seeking a skilled Financial Planning Specialist to support our Financial Adviser in Hove.The successful candidate will have a strong background in pensions, investments, and protection products, with excellent report writing skills and a keen eye for detail.Key responsibilities include:Assisting the Financial Adviser in establishing new client...

Key ResponsibilitiesThe successful candidate will assist the Financial Planner in formulating advice to clients, providing technical support and guidance where necessary.Key ObjectivesTo ensure client objectives are clear, concise, and achievable in relation to their financial circumstances.To provide research and analysis of investment funds and financial...

We are seeking a highly skilled Financial Support Specialist to join our client's team in Brighton. As a key member of the Finance team, you will provide vital financial support using your expertise and knowledge.Key ResponsibilitiesReconciliations and expense accountsStrong proficiency in Excel and Xero accountsQualified at AAT Level 4 or CIMAImmediate...

Job SummaryEvelyn Partners is seeking a highly skilled Financial Planning Director to join our team. As a key member of our financial planning department, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement financial plans tailored to individual client needsProvide...

About the RoleWe're seeking a highly skilled and empathetic Financial Customer Support Specialist to join our team at American Express. As a key member of our Consumer Credit department, you will play a vital role in ensuring our customers receive exceptional support and guidance during challenging times.Key ResponsibilitiesProvide empathetic and...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Evelyn Partners. As a key member of our financial planning team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement financial plans that meet the needs of our...

Job Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we're seeking a talented Financial Planning Director to join our team.Key...

Empower Customers, Empower YouAt American Express, we're committed to delivering exceptional customer experiences. As a Financial Customer Support Specialist, you'll play a vital role in helping our customers navigate financial difficulties, providing empathy and support to those who need it most.About the RoleThis is a challenging yet rewarding role that...

About the RoleWe are seeking an experienced Environmental Planning Specialist to join our team. As a key member of our planning team, you will be responsible for supporting the planning and delivery of energy and infrastructure projects, advising clients throughout the development lifecycle.Your tasks will include managing EIA screening and scoping...

Financial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Evelyn Partners. As a key member of our financial services team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key Responsibilities:Develop and maintain trusted relationships with clients to deliver...

Role OverviewEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.The ideal candidate will have a proven track record of success in...

Job SummaryEvelyn Partners is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our financial planning department, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesAssign tasks and responsibilities to team membersMonitor team...

At Evelyn Partners, we are seeking a skilled Financial Planning Manager to join our team. This role is critical in delivering financial planning and wealth management advice to our clients. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, executing the annual business plan, and...

About the RoleEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive.We are seeking a highly skilled Financial Planning Director to join our team, who will be responsible for driving our financial planning and advisory services forward.The ideal candidate...

We are currently recruiting for a dynamic Financial Planning practice who are looking to recruit a Paraplanner to support their growing business.The successful candidate will have the right mix of technical skills and personality to thrive within this forward-thinking IFA business, working closely with the Financial Adviser and the rest of the Administration...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...

Role OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...

Key Responsibilities:To deliver financial planning and wealth management advice to clients, working within an agreed business plan. All advice given must be suitable, tailored, and personalized to the client and in line with advice and control policies.Some Key Tasks:Assign tasks and responsibilities to team membersMonitor team performance, mentor, manage,...

Job OverviewGrafton Banks Finance Ltd is seeking a skilled Financial Planning and Analysis (FP&A) Analyst to join their team. As a key member of the Senior Finance team, you will be responsible for planning, reporting, and analysis of various programs and central functions of the business.This diverse role requires providing insightful reporting to senior...