Financial Planning Expert

4 weeks ago


Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking a highly skilled Financial Planning Expert to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.

Key Responsibilities
  • Manage a portfolio of clients, providing tailored financial advice and guidance.
  • Develop and maintain strong relationships with accountancy partners and professional connections to identify new business opportunities.
  • Work closely with a team of Paraplanners and Sales Support Administrators to deliver exceptional client service.
  • Stay up-to-date with industry developments and best practices to ensure the highest level of expertise.
Requirements
  • Chartered status or ability to achieve within 12-18 months.
  • Experience in a fee-based environment and working with professional connections.
  • Strong networking skills and ability to develop business relationships.
  • Professionalism and excellent communication skills.
  • Experience with Intelligent Office (IO) client database/back office and paperless office systems.
What We Offer

We offer a competitive package, including a salary, benefits, and opportunities for professional development. If you are a motivated and experienced Financial Planning Expert looking for a new challenge, please apply.



  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our client's Financial Planning team, based in Yeovil/Weymouth offices, covering the South West region. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice across all areas.Key ResponsibilitiesDevelop and maintain...


  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the roleWe are seeking a Financial Planning Expert to join our client's Financial Planning team, based in Yeovil/Weymouth offices. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling the...


  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...


  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...


  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...


  • Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...


  • Weymouth, Dorset, United Kingdom Fram Executive Search Limited Full time

    Compliance Assistant or File Reviewer OpportunityWe are working with an established financial planning firm in the Southeast of England who are seeking a Compliance Assistant or File Reviewer to join their team. This is a remote role with occasional office attendance, making it an ideal opportunity for those living in the Southern Home Counties.The firm is...


  • Weymouth, Dorset, United Kingdom Fram Executive Search Limited Full time

    Compliance Assistant or File Reviewer OpportunityWe are working with an established financial planning firm in the Southeast of England who are seeking a Compliance Assistant or File Reviewer to join their team. This is a remote role with occasional office attendance, making it an ideal opportunity for those living in the Southern Home Counties.The firm is...


  • Weymouth, Dorset, United Kingdom beBee Professionals Full time £35,000 - £45,000

    We are seeking a Cost Estimation and Management Expert to join our construction team at beBee Professionals in Weymouth. In this role, you will play a crucial part in 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...

  • Financial Director

    1 month ago


    Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Weymouth, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Financial Planning...

  • Financial Director

    1 month ago


    Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Weymouth, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Financial Planning...

  • Financial Controller

    1 month ago


    Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Weymouth, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Financial Planning...

  • Financial Controller

    1 month ago


    Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Weymouth, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Financial Planning...


  • Weymouth, Dorset, United Kingdom Rise Technical Recruitment Limited Full time

    Job Title: Planning and Estimating EngineerWe are seeking a skilled Planning and Estimating Engineer to join our team at Rise Technical Recruitment Limited. As a Planning and Estimating Engineer, you will be responsible for determining material and labour costs, monitoring and evaluating performance, and ensuring good communication with clients in a...


  • Weymouth, Dorset, United Kingdom Rise Technical Recruitment Limited Full time

    Job Title: Planning and Estimating EngineerWe are seeking a skilled Planning and Estimating Engineer to join our team at Rise Technical Recruitment Limited. As a Planning and Estimating Engineer, you will be responsible for determining material and labour costs, monitoring and evaluating performance, and ensuring good communication with clients in a...


  • Weymouth, Dorset, United Kingdom London Bridge Hospital Full time

    **About the role**We are seeking an Advanced Dietician to join our Dietetics team at The London Bridge Hospital. The successful candidate will provide expert assessment, management and education for paediatric patients requiring specialist dietetic and nutrition intervention.**Key responsibilities**Provide expert assessment, management and education for...


  • Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a Senior Financial Planner to join our finance team in Weymouth, UK. The ideal candidate will have:Proven experience in financial planning, reporting, and analysis.Strong understanding of financial management, budgeting, and forecasting.Excellent analytical and problem-solving skills.Proficiency in financial software and...


  • Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Operations Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Weymouth, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...


  • Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Manager to join our finance team in the UK. Key responsibilities include:Developing and implementing financial plans, forecasts, and budgets.Managing the company's cash flow and ensuring financial stability.Overseeing financial processes, including audits and compliance with tax laws and regulations.Building and...


  • Weymouth, Dorset, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Corporate Financial Director to lead our finance team in Weymouth, UK. Key responsibilities include:Overseeing financial planning, reporting, and analysis.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end and year-end financial processes, including audits.Ensuring compliance with tax laws and...