Financial Planning Specialist
2 days ago
We are seeking a skilled Financial Planning Specialist to join our team at Wapiti. This role involves working with clients in the Sheffield area to understand their financial goals and develop tailored plans to achieve them.
Key Responsibilities- Review and respond to clients' changing needs and financial circumstances, keeping introducers and clients up to date with new financial products or changes to legislation that may affect their clients' pensions, savings, investments, and financial plans.
- Acquire and develop new business from new/existing clients and professional introducers via personal business planning, referrals, and company lead generation programmes.
- Optimise the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business.
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with FCA regulations.
- Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and build relationships with affinity groups, business owners, entrepreneurs, professional and retail clients.
- Support to build your client base and future value.
- End-to-end in-house client journey and back-office support with full DIS, admin, and paraplanning support.
- Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
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Financial Planning Specialist
1 day ago
Sheffield, Sheffield, United Kingdom myGwork Full timeJoin a progressive and customer-centric team as a Financial Planning Specialist in Sheffield. This role offers an exciting opportunity to work with a leading LGBTQ+ inclusive employer, myGwork.About the RoleThis position is part of the Finance Business Partner team, which provides financial planning advice to support strategic growth plans. As a Financial...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeJoin Clayton Davies as a Financial Planning Specialist and take advantage of a rewarding career opportunity. This role offers a competitive salary of £60,000 - £80,000 per annum, plus benefits. As a specialist in your field, you will have the chance to work with a growing wealth management firm, providing expert financial advice to clients nationwide.Your...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeOverviewWe are a growing wealth management firm seeking an experienced Financial Planning Specialist to join our team in Yorkshire. As an Independent Advice Provider, you will be responsible for dispensing high-quality financial advice to clients across the UK.Salary and BenefitsThe estimated salary for this role is £50,000 - £70,000 per annum, depending...
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Financial Planning Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full timeAbout Pratap Partnership LtdA forward-thinking legal firm in Hull is seeking a skilled Financial Planning Specialist. With a strong commitment to innovation and excellence, they have established themselves as a leading player in the UK.The successful candidate will enjoy a range of benefits including:Hybrid working arrangement for maximum flexibilityBonus...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Churchill Executive Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Churchill Executive. As a key member of our financial advisory services, you will be responsible for delivering exceptional client experiences through tailored financial planning and investment management advice.About the RoleProvide comprehensive financial...
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Financial Planning Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Sheffield Children's NHS Foundation Trust Full timeJob DescriptionWe are committed to being an inclusive employer and strive to ensure that all applicants can see themselves in the available categories on our application form. We offer encouragement and active support to applicants with additional needs and aim to promote Equality, Diversity, and Inclusion within our organization.As a Financial Planning...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Health Jobs UK Full timeJob OverviewWe are seeking a highly skilled Financial Planning Specialist to join our finance team at Health Jobs UK.The successful candidate will have experience in financial planning and budgeting, with a strong background in accounting and finance. They will be responsible for creating financial plans and forecasts, and providing high-quality reporting...
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Financial Planning Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob Title: Financial Planning SpecialistNJR Recruitment is a leading recruitment agency specializing in finance and accounting jobs. We are currently working with a reputable Wealth Management Company that provides financial advice to clients across the UK.The company has an excellent opportunity for a Junior Financial Adviser to join their team and service...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom IDEX Consulting Ltd Full time**About the Opportunity:**We are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd.The ideal candidate will have expertise in providing financial advice to clients across the UK, with a focus on Yorkshire-based clients who are set to inherit due to upcoming retirements.You will be working closely with a strong...
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Financial Planning Specialist
7 days ago
Sheffield, Sheffield, United Kingdom Mitchell Maguire Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Mitchell Maguire. As a key member of our team, you will be responsible for estimating costs for architectural metal projects and collaborating with project managers to ensure successful project delivery.Responsibilities:Estimate costs for architectural metal...
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Senior Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Twinkl Educational Publishing Full timeAbout the RoleTwinkl Educational Publishing is seeking an experienced Commercial Finance/FP&A Analyst to join our team. As a senior financial planning specialist, you will play a crucial role in shaping the financial trajectory of our company.With a strong background in financial modelling and commercial strategy, you will provide valuable insights to...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Churchill Executive Full timeAbout Churchill ExecutiveWe are a leading independent financial planning firm specialising in providing tailored financial advice to individuals, families, and businesses.Job DescriptionThis role involves providing comprehensive financial planning and investment management advice to new and existing clients, ensuring compliance with FCA rules and...
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Financial Planning Specialist
3 weeks ago
Sheffield, Sheffield, United Kingdom Robert Walters UK Full timeKey RequirementsWe are seeking a highly skilled Business Finance Manager to join our team at Robert Walters UK. The successful candidate will be responsible for driving forward successful decision making and ensuring monthly accounts production for operation and construction areas of the contract.About the RoleLead the development and implementation of...
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Financial Planning Specialist
2 months ago
Sheffield, Sheffield, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. As a key member of our team, 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...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeAbout Clayton DaviesWe are a growing wealth management firm based in Yorkshire.Salary: £45,000 + BenefitsJob Description:Undertake thorough and accurate research to support Financial Advisers in recommending suitable solutions for clients.Conduct cash-flow modelling and calculations as required to inform recommendations.Prepare clear and comprehensive...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Be-IT Ltd Full timeJob TitleManagement Accountant">">Company OverviewWe are a reputable entity in the industrial and manufacturing sector, boasting a large dedicated group of employees across the UK. Our company is committed to sustainability and innovation, continuously seeking to improve its processes and products.">SalaryA competitive salary ranging from £45,000 to...
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Financial Planning Specialist
4 days ago
Sheffield, Sheffield, United Kingdom RNN Group Full timeSenior Financial Accountant RoleRNN Group, a renowned education and training provider, seeks a highly skilled Senior Financial Accountant to join their finance team. This rewarding role offers an opportunity to work closely with senior finance leaders, ensuring the financial stability of the organization.As Senior Financial Accountant, you will be...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob OverviewNJR Recruitment is proud to partner with a reputable financial planning firm to find a skilled and ambitious Financial Adviser to join their team in Barnsley.About the RoleWe are seeking a dedicated professional to deliver tailored financial advice, build strong client relationships, and stay up-to-date with industry trends and compliance...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeOur client, a reputable wealth management practice based in Sheffield, is seeking an experienced Financial Adviser to support their continued growth. This role offers an excellent opportunity for a skilled professional to work with high net worth individuals and businesses, providing trusted financial solutions.The successful candidate will enjoy a...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeEstimated salary: £25,000-£30,000 per annum.About NJR RecruitmentNJR Recruitment is a leading recruitment agency specialising in financial services. We are pleased to be working with an established Independent Financial Advisory Firm based in Hull.The firm is seeking an experienced and talented Report Writer to join their team. As a Report Writer, you will...