Financial Planning Specialist

24 hours ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Role Overview
Evelyn Partners Fund Solutions Limited is seeking a talented Financial Planning Specialist to join their team. As a key member of the financial planning department, you will be responsible for providing expert advice and guidance to clients on managing their wealth. This role offers a unique opportunity to develop your skills and knowledge in financial planning and work with a reputable firm in the industry.

About the Role
The successful candidate will have a strong academic background and excellent communication skills. They will be required to complete a professional qualification in financial planning and gain hands-on experience in front office tasks. The ideal candidate will be committed to delivering exceptional client service and have a passion for building long-term relationships with clients.

Key Responsibilities
- Assist qualified financial planners with new and existing client work
- Support the preparation of new financial plans and monitor existing plans
- Conduct research and analysis to ensure that client plans are tailored to their individual needs

Requirements
- GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
- Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner

Benefits
- Fully funded training towards professional qualifications
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Cycle to work scheme
- Season ticket loan
- Shared parental leave

Estimated Salary: £25,000 - £35,000 per annum (dependent on experience)

  • Bracknell, Bracknell Forest, United Kingdom Orka Financial Full time

    Job Description: Commercial Finance Specialist - Orka FinancialJob Type: Full-timeAbout Us: Orka Financial is an exciting European operation with its HQ in Bracknell. We are seeking a Commercial Finance Specialist to join our team and contribute to our continued growth and success.Key Responsibilities:The Commercial Finance Specialist will be responsible...


  • Bracknell, Bracknell Forest, United Kingdom Orka Financial Full time

    Orka Financial is a growing sustainable technology company accelerating the journey to net zero. The company has a newly created Financial Controller role for their fastest growing divisions, which are experiencing exponential growth in the solar and EV market.About the RoleThe Financial Controller will report to the Finance Director and manage 1 report. The...


  • Bracknell, Bracknell Forest, United Kingdom Orka Financial Full time

    Orka Financial is a pioneering sustainable technology company that's helping accelerate the journey to net zero. We're seeking an experienced Financial Controller to join our team and help drive business performance in our fastest-growing divisions.About the RoleThis is a unique opportunity to take ownership of delivering business and financial targets as...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Expert Financial Planning RoleWe are seeking a talented and ambitious individual to join our Financial Planning team in Bracknell. This is an exciting opportunity for someone looking to start their career in financial planning and gain hands-on experience working with clients.About Evelyn Partners Fund Solutions LimitedWe have over 180 years of experience...


  • Bracknell, Bracknell Forest, United Kingdom Honda Motor Europe Full time

    Company OverviewHonda Motor Europe is a leading European automotive manufacturer with a rich history of innovation. Our company culture emphasizes inclusion, flexibility, and teamwork.SalaryWe offer a competitive salary for this role, estimated to be around £28,000 - £35,000 per annum, depending on qualifications and experience. This figure is based on the...


  • Bracknell, Bracknell Forest, United Kingdom JLP Insights & Media website Full time

    Job Title: Commercial Financial Analysis SpecialistAbout the Role:We are seeking a highly skilled and experienced Commercial Financial Analysis Specialist to join our Waitrose Commercial Finance team on a 12-month fixed-term contract/secondment basis. As a Commercial Financial Analysis Specialist, you will play a key role in driving business performance by...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals is looking for a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation, project management, and contract negotiation, with excellent communication and negotiation skills.Key Responsibilities:Estimate costs for construction projects and prepare...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Role OverviewEvelyn Partners Fund Solutions Limited is seeking a skilled Financial Planning Team Supervisor to join our team. The successful candidate will have a strong background in financial planning, excellent leadership skills, and the ability to work effectively in a team.The ideal candidate will be responsible for supervising a team of financial...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the JobWe are looking for an experienced Financial Planning Operations Manager to join our team at Evelyn Partners Fund Solutions Limited. This is a fixed-term contract for 18 months with an estimated salary of £55,000 - £75,000 per annum.You will be responsible for maintaining accurate records, processing business according to required processes,...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    About the Role:beBee Professionals is looking for a highly skilled Financial Control Specialist to manage the financial aspects of our construction projects in Bracknell.Key Responsibilities:Manage construction budgets and monitor expenses.Negotiate contracts with clients and suppliers.Estimate costs for construction projects and prepare detailed quantity...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • Bracknell, Bracknell Forest, United Kingdom Honda Motor Europe Full time

    We're seeking an ambitious and detail-oriented Undergraduate Financial Planning & Analysis professional to join our team at Honda Motor Europe. In this exciting role, you'll play a vital part in supporting the Business Management team and European branches' financial operations. You'll work closely with our experienced professionals to analyze and report on...


  • Bracknell, Bracknell Forest, United Kingdom Honda Motor Europe Full time

    As a European Network Planning Specialist at Honda Motor Europe, you will play a crucial role in supporting the Franchise Planning Department with project coordination, market research, and data analysis. This exciting opportunity is part of our one-year undergraduate placement program, offering invaluable experience in the automotive industry. With a strong...


  • Bracknell, Bracknell Forest, United Kingdom TEKsystems Full time

    Job TitleWe are seeking a detail-oriented and analytical Financial Support Specialist to join our team at TEKsystems. This is an excellent opportunity for a driven individual to grow with the company as we rapidly expand our services initiative projects.The successful candidate will serve as the direct communication link between sales, delivery teams, and...


  • Bracknell, Bracknell Forest, United Kingdom Connect44 GmbH Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at Connect44 GmbH in Bracknell. This is a permanent, hybrid role that requires strong analytical skills, attention to detail, and excellent communication abilities.About the Role:The successful candidate will be responsible for ledger maintenance and financial...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We are seeking an ambitious individual to join our Client Administration team in Bracknell. As a Financial Planner Support Specialist, you...


  • Bracknell, Bracknell Forest, United Kingdom Orka Financial Full time

    We're Orka Financial, a leading sustainable technology company committed to accelerating the journey to net zero. Our fastest-growing divisions require a highly skilled Financial Controller to drive business performance and lead our team to success.About the RoleThis exciting opportunity offers a chance to make a real impact on our business while developing...


  • Bracknell, Bracknell Forest, United Kingdom Marc Daniels Specialist Recruitment Ltd Full time

    A leading global business in the Bracknell area is seeking an experienced professional to lead their European accounting operations.About the RoleThis is a fantastic opportunity for a skilled accountant looking to take on a senior leadership position in a fast-paced European finance team.Lead the accounting function, ensuring accurate and timely financial...


  • Bracknell, Bracknell Forest, United Kingdom Page Personnel Sales Full time

    Company OverviewAt Page Personnel Sales, we are committed to delivering innovative solutions that drive our clients' success globally.Job SummaryWe are seeking a skilled Financial Management Specialist to join our team. As an Account Payable Clerk Hybrid, you will be responsible for managing accounts payable, ensuring accurate and timely payment of invoices,...


  • Bracknell, Bracknell Forest, United Kingdom Honda Motor Europe Full time

    Job OverviewWe are seeking a motivated and detail-oriented IT Support Specialist to join our team at Honda Financial Services. As the primary point of contact for business users, you will play a crucial role in ensuring the stability and efficiency of our operational applications.About the RoleThe successful candidate will be responsible for investigating...