Current jobs related to Financial Services Specialist - Devon - Cathedral Appointments | South West Recruitment

  • Financial Services Specialist

    1 month ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Paraplanner OpportunityCathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join our client's team in the South West region.Key Responsibilities:Receive instructions from advisers following client meetings and analyze data to provide solutions that meet client needs and objectives.Load cases onto relevant platforms and ensure...

  • Financial Services Specialist

    1 month ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Paraplanner OpportunityCathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join our client's team in the South West region.Key Responsibilities:Receive instructions from advisers following client meetings and analyze data to provide solutions that meet client needs and objectives.Load cases onto relevant platforms and ensure...

  • Financial Services Specialist

    4 weeks ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at Cathedral Appointments | South West Recruitment.Key Responsibilities:Receive instructions from advisers following client meetings and analyze data to provide solutions that meet client needs and objectives.Provide records to support research undertaken and load cases onto relevant...

  • Financial Services Specialist

    4 weeks ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at Cathedral Appointments | South West Recruitment.Key Responsibilities:Receive instructions from advisers following client meetings and analyze data to provide solutions that meet client needs and objectives.Provide records to support research undertaken and load cases onto relevant...

  • Financial Support Specialist

    3 weeks ago

    Devon, United Kingdom Wise Employment Careers Full time

    We are seeking a skilled Financial Support Specialist to join our team at Wise Employment Careers. The ideal candidate will have experience in finance and accounting, with a strong understanding of financial procedures and regulations.Key Responsibilities:Assist with financial planning and budgetingManage financial records and reportsProvide financial...

  • Financial Operations Specialist

    2 weeks ago

    Devon, United Kingdom Devon County Council Full time

    As a Financial Operations Specialist at Devon County Council, you will play a vital role in supporting the Finance Team in managing the financial data of our three primary schools and Chulmleigh Community College. Your responsibilities will include overseeing and supporting the functions of the Finance Team, contributing to a positive ethos in the College,...

  • Financial Services Manager

    4 weeks ago

    Devon, United Kingdom Positive Employment Full time

    Accountant RoleWe are seeking an experienced Accountant to join our team at Positive Employment. The successful candidate will be responsible for providing financial advice and support to the Housing Service, ensuring compliance with the Housing Revenue Account accountancy regime and business Financial Regulations and Contract Standing Orders.Key...

  • Financial Services Manager

    3 weeks ago

    Devon, United Kingdom Positive Employment Full time

    Accountant Role OverviewWe are seeking an experienced Accountant to join our team at Positive Employment. The successful candidate will be responsible for providing financial advice and support to our clients, ensuring compliance with the Housing Revenue Account accountancy regime and business Financial Regulations and Contract Standing Orders.Key...

  • Financial Services Manager

    1 month ago

    Devon, United Kingdom Positive Employment Full time

    Accountant Job DescriptionPositive Employment is seeking an experienced Accountant to join our team on a permanent basis.Key Responsibilities:Support the Financial Services Manager in delivering a finance function to achieve the priorities and objectives of the business.Provide financial advice and support to the Service, ensuring compliance with the Housing...

  • Financial Services Manager

    1 month ago

    Devon, United Kingdom Positive Employment Full time

    Accountant Job DescriptionPositive Employment is seeking an experienced Accountant to join our team on a permanent basis.Key Responsibilities:Support the Financial Services Manager in delivering a finance function to achieve the priorities and objectives of the business.Provide financial advice and support to the Service, ensuring compliance with the Housing...

  • Financial Services Manager

    3 weeks ago

    Devon, United Kingdom Positive Employment Full time

    Positive Employment is seeking a highly skilled Financial Services Manager to join their team. The successful candidate will be responsible for delivering a finance function to achieve the priorities and objectives of the business.The post will report to the Finance Service Manager to ensure professional and corporate financial standards and processes are...

  • Financial Services Professional

    4 weeks ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Cathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will be responsible for receiving instructions from advisers, analysing data, and providing solutions to meet client needs. You will also be required to load cases onto relevant platforms and provide records to support research...

  • Financial Services Professional

    3 weeks ago

    Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    We are seeking a skilled Paraplanner to join our prestigious Financial Services firm based in the South West of England. The successful candidate will be responsible for receiving instructions from advisers, analysing data, and providing solutions to meet client needs.Key Responsibilities:Receiving instructions from advisers following client...

  • Financial Service Planner

    2 weeks ago

    Exeter, Devon, United Kingdom CV Elite Ltd Full time €60,000 - €80,000

    Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to...

  • Financial Operations Manager

    1 month ago

    West Devon, United Kingdom Blusource Professional Services Ltd Full time

    Head of FinanceBlusource Professional Services Ltd is seeking a highly skilled Head of Finance to lead the financial operations of a manufacturing business in the Midlands, England.The successful candidate will be responsible for driving efficiency, cost control, and strategic growth within the company. This role requires a deep understanding of...

  • Financial Analyst

    3 weeks ago

    Devon, United Kingdom Butler Rose Full time

    Job SummaryWe are seeking a highly motivated Interim Project Accountant to support our dynamic growing business in mid Devon. This role is hybrid working (2 or 3 days a week in the office) and is crucial in supporting the Head of Finance with Group reporting activities and stakeholder management, as well as providing insightful financial analysis to drive...

  • Senior Financial Analyst

    4 weeks ago

    Devon, United Kingdom Butler Rose Full time

    Job SummaryWe are seeking a highly motivated Senior Financial Analyst to join our dynamic finance team at Butler Rose Ltd. As an integral part of our team, you will be responsible for supporting the Head of Finance with Group reporting activities and stakeholder management, as well as providing insightful financial analysis to drive business performance.Key...

  • Interim Financial Director

    4 weeks ago

    Devon, United Kingdom EKIM Consulting Full time

    Job Title: Interim Financial ControllerOur client, a leading provider of infrastructure support services, is seeking an experienced Interim Financial Controller to join their team. As a key member of the finance department, you will report directly to the Chief Financial Officer and be responsible for leading the financial control and reporting function.Key...

  • Interim Financial Director

    4 weeks ago

    Devon, United Kingdom EKIM Consulting Full time

    Job Title: Interim Financial ControllerOur client, a leading provider of infrastructure support services, is seeking an experienced Interim Financial Controller to join their team. As a key member of the finance department, you will report directly to the Chief Financial Officer and be responsible for leading the financial control and reporting function.Key...

  • Interim Financial Director

    4 weeks ago

    Devon, United Kingdom EKIM Consulting Full time

    Financial Controller OpportunityOur client, a leading provider of infrastructure support services, is seeking an experienced Interim Financial Controller to join their team. As a key member of the finance leadership team, you will be responsible for leading the financial control and reporting function, working closely with the Chief Financial Officer.We are...

Financial Services Specialist

2 months ago

Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
{"title":"Paraplanner Role","subtitle":"Financial Services Specialist","content":"

Cathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join their team in the South West region.

The successful candidate will be responsible for:

  • Receiving instructions from advisers following client meetings
  • Analysing data and providing solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Loading cases onto relevant platforms and debriefing the administrator and consultant

The ideal candidate will possess:

  • A Level 4 Diploma in Financial Services and ideally working towards Level 6
  • Practical awareness and up-to-date knowledge of retail financial products
  • Effective communication skills
  • Competent use of IT

The Paraplanner will enjoy a competitive salary of up to \u00a345k DOE, 25 days annual leave, and a pension scheme with 3% employer contribution.

","benefits":"
  • Up to \u00a345k DOE
  • 25 days annual leave + bank holidays
  • Pension Scheme 3% employer contribution
  • SSP
  • DIS x 2 salary
","contact":"Clodagh Murphy"}