Senior Financial Planning Assistant
2 weeks ago
We are seeking an experienced Paraplanner to join our team at Cavendish Maine Careers. The successful candidate will provide high-quality financial planning advice to individuals, families and businesses.
Key Responsibilities:
- Acting on instructions from Chartered Financial Planners following client meetings.
- Interpreting and analysing data obtained by Advisers.
- Conducting research and providing recommendations to meet client needs.
- Loading cases onto relevant platforms.
- Promoting the preparation of suitability reports with a focus on accuracy and care.
- Maintaining up-to-date knowledge of relevant product, legislative and technical changes.
- A Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning.
- A desire to obtain Chartered Status is ideal.
- A competitive salary of up to £45,000 (dependent on experience) plus company benefits.
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Financial Planning Paraplanner
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full timeCareer Opportunity at Cavendish House RecruitmentWe are looking for a highly skilled Financial Planning Paraplanner to join our team. As a Financial Planning Paraplanner, you will play a crucial role in supporting our Advisers in delivering high-quality comprehensive financial planning advice to clients.Key Responsibilities:Assisting Advisers in researching...
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Senior Financial Planning Specialist
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Company OverviewCavendish Maine is a leading provider of financial planning services, dedicated to delivering high-quality advice to individuals, families, and businesses.
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Financial Planning Expert
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking an experienced Financial Planning Expert to join our team at Cavendish Maine. The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning.The role involves interpreting and analysing data obtained by Advisers, providing high-quality, comprehensive financial planning...
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Financial Planning Specialist
1 month ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full timeThis High-Value role is seeking a skilled and experienced Paraplanner to provide expert financial planning advice to clients.The ideal candidate will have strong technical knowledge across all aspects of Financial Planning, with a desire to obtain Chartered Status.Key Responsibilities:Interpreting and analysing data obtained by Advisers.The role is...
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Financial Planning Specialist
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Company Overview:Cavendish Maine is a leading financial services firm that provides high-quality, comprehensive financial planning advice to individuals, families and businesses. We are seeking an experienced Paraplanner to join our team.Role Summary:We are looking for a skilled Diploma Qualified Paraplanner with strong technical knowledge across all aspects...
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Financial Planning Professional
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000The role of a Paraplanner is to provide high-quality, comprehensive financial planning advice to individuals, families and businesses. In this role, you will be working closely with Chartered Financial Planners to interpret and analyse data obtained from clients.The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge...
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Financial Planning Professional
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking an experienced Paraplanner to join our team at Cavendish Maine. The successful candidate will be a Diploma Qualified Paraplanner with strong technical knowledge across all aspects of Financial Planning, ideally with a desire to obtain Chartered Status.The role involves interpreting and analysing data obtained by Advisers, providing...
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Senior Financial Director
1 week ago
Newton Abbot, Devon, United Kingdom Kingcome Careers Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Director to join our team at Kingcome Sofas, a leading manufacturer of luxury sofas and chairs. As a key member of our finance department, you will play a critical role in driving financial growth and stability.Key Responsibilities:Lead the development and implementation of financial strategies...
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Financial Planning Associate
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Role OverviewWe are seeking a highly skilled Paraplanner to join our team at Cavendish Maine. As a key member of our financial planning department, you will play a crucial role in providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.The successful candidate will be a Diploma Qualified Paraplanner with...
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Financial Assistant
1 month ago
Newton Abbot, Devon, United Kingdom Oldcastle Inc. Full timeJob Title: Financial AssistantAbout the Role:We are seeking a highly skilled Financial Assistant to join our team at Oldcastle Inc. as part of the CRH Infrastructure Products division. As a key member of our finance team, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and...
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Senior Financial Professional
1 month ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeWe are seeking a skilled Financial Accountant to join our team at Trial Balance, where you will have the opportunity to kick start your career in a friendly and supportive environment with fast track career progression.This role is ideal for an experienced Accounts Senior who has become frustrated by the hierarchy of a larger firm or a Client Manager with...
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Financial Planning Manager
2 weeks ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeJob Title: Financial Planning ManagerAt Trial Balance Consulting, we are delighted to have been exclusively re-engaged by a past client, a recognised local employer and highly successful e-commerce business trading internationally. This Management Accountant role will be predominantly based from the company's headquarters in Newton Abbot, but with potential...
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Senior Financial Advisor
2 weeks ago
Newton Abbot, Devon, United Kingdom Trial Balance Full time**Job Title:** Senior Financial Advisor**Company Overview:** Trial Balance, a leading provider of financial services, offers a unique opportunity for a skilled Senior Financial Advisor to join our team.**Salary:** The estimated annual salary for this role is £30,000 - £45,000 depending on experience.We are seeking an experienced Senior Financial Advisor to...
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Senior Financial Director
5 days ago
Newton Abbot, Devon, United Kingdom Kingcome Full timeJob Title: Senior Financial DirectorEstimated Salary: £80,000 - £110,000 per annumThe role of a Senior Financial Director at Kingcome Sofas involves overseeing the company's financial strategy and operations. As a hands-on SME Financial Controller with strong commercial acumen, you will be responsible for driving business growth through effective financial...
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Senior Financial Analyst
6 days ago
Newton Abbot, Devon, United Kingdom Kingcome Careers Full timeAbout the Role: Kingcome Sofas is seeking an experienced Financial Controller to join its finance team. As a key member of our team, you will be responsible for leading financial operations and providing strategic guidance to senior management.The successful candidate will have a strong background in finance, with experience in managing financial teams and...
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Senior Financial Manager
3 days ago
Newton Abbot, Devon, United Kingdom Kingcome Full timeJoin Our TeamWe are seeking a talented and motivated Senior Financial Manager to join our team at Kingcome Sofas. As a key member of our finance team, you will play a critical role in driving business growth and improving financial performance.About the RoleLead the finance function, including budgeting, forecasting, and financial reportingDevelop and...
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Senior Bookkeeping and Tax Assistant
2 weeks ago
Newton Abbot, Devon, United Kingdom Michael Page (UK) Full timeJob Title: Senior Bookkeeping and Tax AssistantAbout Our BusinessWe are a well-established firm of chartered accountants based in the UK, offering excellent career progression prospects and full study support.Job DescriptionWe are seeking an experienced Senior Bookkeeping and Tax Assistant / AAT Technician to join our team. As a key member of our team, you...
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Financial Planning Specialist
1 month ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeEstablished in the industry, Trial Balance continues to expand its market share. The company has a vacancy for an experienced Accountant to join its dynamic business services team.This is an excellent opportunity for a fully qualified professional looking to take their career to the next level. As a Senior Accountant, you will be responsible for managing a...
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Senior Financial Strategist
4 weeks ago
Newton Abbot, Devon, United Kingdom CV-Library Full timeAbout the Role:DK Recruitment is seeking an experienced Group Financial Controller to join our client, a leading PLC house builder in the South West. As a seasoned finance professional, you will play a pivotal role in shaping the financial strategy and ensuring robust financial governance across the organisation.Key Responsibilities:Lead the preparation of...
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Senior Financial Leader
1 week ago
Newton Abbot, Devon, United Kingdom DK Recruitment Full timeWe are seeking an experienced financial leader to join our team as Group Financial Controller. This is an exciting opportunity to shape the financial strategy of a leading PLC house builder based in the South West.Main ResponsibilitiesTo lead the preparation of consolidated group accounts, budgets, and forecasts, ensuring accuracy and efficiency.To ensure...