Financial Planning Specialist
6 days ago
At Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Conduct thorough financial analyses and provide recommendations on investment strategies, tax planning, and estate planning.
- Collaborate with our investment team to develop and implement investment plans that align with our clients' goals and risk tolerance.
- Provide ongoing support and guidance to clients, including regular reviews and updates on their financial plans.
- Bachelor's degree in a related field, such as finance, accounting, or economics.
- Professional certifications, such as CFP or ChFC, are highly desirable.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application today.
-
Financial Planning Specialist
4 days ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
-
Financial Planning Specialist
3 days ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
-
Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and draft financial planning...
-
Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and draft financial planning...
-
Financial Planning Specialist
1 week ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
-
Financial Planning Specialist
1 week ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
-
Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning Administrator, Client ServicesAt Mercer Global Advisors Inc., we're seeking a highly skilled Financial Planning Administrator to join our Client Services team. As a key member of our team, you'll play a vital role in supporting our Wealth Advisors in delivering exceptional client service and driving business growth.Key...
-
Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning Administrator, Client ServicesAt Mercer Global Advisors Inc., we're seeking a highly skilled Financial Planning Administrator to join our Client Services team. As a key member of our team, you'll play a vital role in supporting our Wealth Advisors in delivering exceptional client service and driving business growth.Key...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management RolePratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance function, you will be responsible for managing the financial operations of the manufacturing division.Key Responsibilities:Prepare accurate and timely Management Information, including monthly Management...
-
Financial Management Specialist
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management RolePratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance function, you will be responsible for managing the financial operations of the manufacturing division.Key Responsibilities:Prepare accurate and timely Management Information, including monthly Management...
-
Financial Management Specialist
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management RolePratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance function, you will be responsible for managing the financial operations of the manufacturing division.Key Responsibilities:Prepare accurate and timely Management Information, including monthly Management...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management RolePratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance function, you will be responsible for managing the financial operations of the manufacturing division.Key Responsibilities:Prepare accurate and timely Management Information, including monthly Management...
-
Financial Systems Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Hays Specialist Recruitment Limited Full timeFinance Systems Analyst About the Role We are seeking a highly skilled Finance Systems Analyst to join our team. As a key member of our IT department, you will be responsible for promoting the availability, performance, security, effective provisioning, implementation, operations, and maintenance of all our applications. Key Responsibilities Develop a...
-
Financial Systems Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Hays Specialist Recruitment Limited Full timeFinance Systems Analyst About the Role We are seeking a highly skilled Finance Systems Analyst to join our team. As a key member of our IT department, you will be responsible for promoting the availability, performance, security, effective provisioning, implementation, operations, and maintenance of all our applications. Key Responsibilities Develop a...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management SpecialistPratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance division, you will be responsible for managing the financial function of the manufacturing division, ensuring accurate and timely preparation of Management Information, including monthly Management...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management SpecialistPratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance division, you will be responsible for managing the financial function of the manufacturing division, ensuring accurate and timely preparation of Management Information, including monthly Management...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management SpecialistPratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance division, you will be responsible for managing the financial function of the manufacturing division, ensuring accurate and timely preparation of Management Information, including monthly Management...
-
Financial Management Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timeFinancial Management SpecialistPratap Partnership is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the finance division, you will be responsible for managing the financial function of the manufacturing division, ensuring accurate and timely preparation of Management Information, including monthly Management...
-
Financial Data Analyst
4 weeks ago
Chesterfield, Derbyshire, United Kingdom RGA Full timeSenior Financial Data SpecialistThe Senior Financial Data Specialist plays a critical role in enhancing reporting and insights for management by leveraging business intelligence tools, process flows, and data analysis. This position requires strong collaboration with finance teams, data modeling, and training to support financial planning and analysis.Key...
-
Financial Data Analyst
4 weeks ago
Chesterfield, Derbyshire, United Kingdom RGA Full timeSenior Financial Data SpecialistThe Senior Financial Data Specialist plays a critical role in enhancing reporting and insights for management by leveraging business intelligence tools, process flows, and data analysis. This position requires strong collaboration with finance teams, data modeling, and training to support financial planning and analysis.Key...
