Financial Planning Specialist

3 days ago


Bristol, Bristol, United Kingdom CFP JOBS Full time
Job Description

Job Title: Financial Planning Specialist

Company: CFP Jobs

Job Type: Full-time

Location: Remote (with occasional travel)

Job Summary:

We are seeking a highly skilled Financial Planning Specialist to join our team at CFP Jobs. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to clients, cultivating and maintaining ongoing relationships, and planning and implementing annual business plans.

Key Responsibilities:

  • Deliver high-quality financial planning and investment advice to clients
  • Cultivate and maintain ongoing relationships with clients through regular reviews and communication
  • Plan, implement, and execute annual business plans to acquire new clients and grow initial revenues and cumulative assets under management
  • Ensure all periodic client reviews are completed in line with client expectations and changing circumstances
  • Remain compliant with business quality assurance, continuing professional development, and maintaining SPS

Requirements:

  • Diploma or equivalent Level 4, and having or working towards Chartered status
  • Ideal experience in Pension Transfer
  • Excellent relationship developer through networking, leveraging existing contacts, referrals, and incremental business from existing clients
  • Ability to deliver a holistic client financial planning experience
  • Highly motivated self-starter and a strong team player

What We Offer:

Our company offers a polished and successful work environment where our people feel valued and respected. Your clients' needs come first, and for our company, your needs really matter too. This is a marvellous opportunity in a growing and already very successful company.



  • Bristol, Bristol, United Kingdom Resource Matters Ltd Full time

    Competitive Salary Package + Paraplanning + Business Development OpportunitiesResource Matters Ltd have been retained by a well-established Accountancy firm to recruit a Financial Planning Specialist for their Wealth Division. Due to significant growth and expansion plans, this large Accountancy firm is looking to recruit a Financial Planning Specialist to...


  • Bristol, Bristol, United Kingdom Resource Matters Ltd Full time

    Competitive Salary Package + Paraplanning + Business Development OpportunitiesResource Matters Ltd have been retained by a well-established Accountancy firm to recruit a Financial Planning Specialist for their Wealth Division. Due to significant growth and expansion plans, this large Accountancy firm is looking to recruit a Financial Planning Specialist to...


  • Bristol, Bristol, United Kingdom CFP JOBS Full time

    Job DescriptionJob Title: Financial Planning SpecialistCompany: CFP JobsJob Type: Full-timeLocation: Remote (with occasional travel)Job Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at CFP Jobs. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to...


  • Bristol, Bristol, United Kingdom CFP JOBS Full time

    Job DescriptionJob Title: Financial Planning SpecialistCompany: CFP JobsJob Type: Full-timeLocation: Remote (with occasional travel)Job Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at CFP Jobs. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to...


  • Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: ParaplannerLocation: BristolSalary: £35,000 - £45,000This is an opportunity to join a fast-paced and growing Independent Financial Advice firm based in the heart of the city.We are seeking an experienced Paraplanner to join our vibrant and friendly team. This is a varied Paraplanning position allowing you to develop your technical knowledge and...


  • Bristol, Bristol, United Kingdom Burges Salmon Full time

    Position OverviewWe are excited to announce an opening for a Financial Planning Specialist to become a vital part of our Financial Planning & Analysis team. This role presents an excellent opportunity to contribute to a dynamic organization that is committed to growth and excellence. Key Responsibilities:Support the finance business partners and the Head of...


  • Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time

    Join Our Team as a Financial Planning Support SpecialistWe are pleased to announce an opportunity for a talented Financial Planning Support Specialist to become part of a distinguished Chartered Financial Advisory firm.In this position, you will integrate into a committed support team at our head office, collaborating with seasoned Financial Planning...


  • Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full time

    Job SummaryWe are seeking a talented Financial Planning Specialist to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in supporting our financial planning hub, working on a remote/hybrid basis.About the RoleThis is an excellent opportunity for a career-driven individual to join a highly respected financial...


  • Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full time

    Job SummaryWe are seeking a talented Financial Planning Specialist to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in supporting our financial planning hub, working on a remote/hybrid basis.About the RoleThis is an excellent opportunity for a career-driven individual to join a highly respected financial...


  • Bristol, Bristol, United Kingdom CFP JOBS Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at CFP Jobs. As a key member of our team, you will be responsible for building and developing trusted relationships with clients, servicing an existing client base, and acquiring new clients and assets.Key Responsibilities:Deliver seminars face-to-face...


  • Bristol, Bristol, United Kingdom CFP JOBS Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at CFP Jobs. As a key member of our team, you will be responsible for building and developing trusted relationships with clients, servicing an existing client base, and acquiring new clients and assets.Key Responsibilities:Deliver seminars face-to-face...


  • Bristol, Bristol, United Kingdom evelyn Partners Full time

    Join Our Team as a Financial Planning Support SpecialistAre you looking to advance your career in financial services? At Evelyn Partners, we are on the lookout for a dedicated individual to become an integral part of our Financial Planning team.About UsEvelyn Partners stands as the premier integrated wealth management and professional services firm in the...

  • Financial Partner

    6 days ago


    Bristol, Bristol, United Kingdom Planning Inspectorate Full time

    About the RoleWe are seeking an experienced Finance Business Partner to join our team at the Planning Inspectorate. As a key member of our Finance Business Partnership Team, you will play a crucial role in shaping the future of our organization.Key ResponsibilitiesMeet with business area managers to provide strategic financial guidance and support their...

  • Financial Partner

    1 week ago


    Bristol, Bristol, United Kingdom Planning Inspectorate Full time

    About the RoleWe are seeking an experienced Finance Business Partner to join our team at the Planning Inspectorate. As a key member of our Finance Business Partnership Team, you will play a crucial role in shaping the future of our organization.Key ResponsibilitiesMeet with business area managers to provide strategic financial guidance and support their...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Position: Financial AdviserLocation: BathCompensation: Up to £70,000Reference: 9182Overview: Financial AdviserRecruit UK is excited to present a remarkable opportunity for a Financial Adviser to join a reputable UK Financial Advisory firm with a presence in Bath, catering to clients throughout the South West region.Company Overview: This organization...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you aspiring to advance your career in Financial Planning?Recruit UK | Certified B Corp™ is on the lookout for a diligent and detail-focused individual to take on the role of Financial Planning Support Specialist. In this position, you will provide essential assistance to a prominent UK Wealth Management firm's Advisors and clients, facilitating the...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you aspiring to build a career in Financial Planning?Recruit UK | Certified B Corp™ is on the lookout for a dedicated and meticulous individual to take on the role of Financial Planning Support Specialist. In this position, you will assist prominent UK Wealth Management firms in guiding their Advisers and clients through the intricacies of financial...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Job DescriptionCompany OverviewRockfield Specialist Recruitment is proud to partner with a Private Equity backed, international business that has experienced impressive growth and developed as a leader in their sector.Job SummaryWe are seeking a high-calibre Finance Business Partner to join our team. As a key member of the finance function, you will play a...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Job DescriptionCompany OverviewRockfield Specialist Recruitment is proud to partner with a Private Equity backed, international business that has experienced impressive growth and developed as a leader in their sector.Job SummaryWe are seeking a high-calibre Finance Business Partner to join our team. As a key member of the finance function, you will play a...


  • Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanning Professional Location: Bristol Salary: £35,000 - £45,000 This is an opportunity to join a fast-paced and growing Independent Financial Advice firm based in the heart of Bristol. They are looking for an experienced Paraplanning Professional to join their vibrant and friendly team. This is a varied Paraplanning position allowing you...