Investment Planning Professional
5 days ago
We are seeking a skilled paraplanner to join our team at Pavilion Recruitment Solutions in Hampshire or a Hybrid setup. This exciting opportunity offers a competitive salary of £45,000 - £60,000, aligned with industry standards.
About the RoleThis role involves working closely with our Head of Paraplanning to develop comprehensive suitability reports for clients, focusing on investments, pensions, protection, and inheritance tax planning. The ideal candidate will possess strong analytical skills, with the ability to evaluate complex data and provide actionable insights.
Key Responsibilities:- Design and implement investment strategies tailored to individual client needs.
- Conduct thorough research and analysis to identify optimal investment opportunities.
- Collaborate with financial advisers to ensure seamless implementation of client solutions.
- Stay up-to-date with industry developments and regulatory changes.
- Communicate effectively with clients to understand their goals and objectives.
- Liaise with third-party providers to secure product information and quotes.
- Optimize back-office systems to enhance efficiency.
- Support other office tasks as needed.
We offer a range of benefits and training opportunities, including:
- Minimum 33 days of annual leave.
- Private medical insurance.
- Life insurance.
- Pension contributions.
- Access to industry-specific training and development programs.
- Opportunities for career advancement and growth.
-
Financial Planning Professional
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full time**Company Overview:**We are a leading provider of financial services in the Hampshire area.We have an exciting opportunity for a skilled and experienced Financial Adviser to join our team. As a Financial Planning Professional, you will be responsible for providing expert advice to clients on a range of financial matters, including investments, pensions, and...
-
Investment Consultant
6 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeInvestment Consultant OpportunityWe are seeking skilled Investment Consultants to join our team at Quilter Financial Planning in Hampshire.The successful candidate will have excellent analytical and communication skills, with the ability to provide expert investment advice to clients.As a key member of our team, you will be responsible for building strong...
-
Financial Planning Specialist
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob Opportunity: Financial AdviserA rare opportunity has arisen for an experienced Financial Adviser to join Quilter Financial Planning in the Hampshire area.This role offers excellent prospects for client growth, with a starting salary of £40,000 and opportunities to increase earnings through performance-related bonuses.We are seeking a highly skilled and...
-
Financial Planning Specialist
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OverviewWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning. As a leading provider of financial services, we offer a unique opportunity for career growth and development in the Hampshire area.The successful candidate will have excellent communication skills and be able to build strong relationships with clients. With...
-
Quilter Financial Planning Careers
19 hours ago
Hampshire, United Kingdom Quilter Financial Planning Full timeCareer OpportunityWe are currently seeking a skilled Financial Adviser to join our team at Quilter Financial Planning. This is an excellent opportunity to launch your career in financial planning and work with a leading provider of financial services.The successful candidate will have a strong understanding of financial planning principles and be able to...
-
Quilter Financial Specialist
6 days ago
Hampshire, United Kingdom Quilter Financial Planning Full time**Key Responsibilities:**In this role, you will:Provide comprehensive financial planning services to clients, including investment management and pension administration;Develop and implement effective strategies to grow client portfolios and increase revenue;Maintain strong relationships with clients through excellent communication and customer service...
-
Hampshire Financial Services Professional
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeFinancial Services PositionWe are seeking an experienced Financial Services Professional to join Quilter Financial Planning in Hampshire.This is an exciting opportunity to work with a leading financial services company and contribute to the growth and success of our team.The successful candidate will have a strong background in financial services, excellent...
-
Financial Planner
5 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeJob OverviewA highly sought-after opportunity has arisen for skilled Financial Planners to join our team at Quilter Financial Planning in the Hampshire area.We are seeking ambitious individuals who can provide exceptional investment advice and build strong client relationships, with a competitive starting salary of £40,000 per annum.The successful candidate...
-
Investment Support Analyst
2 days ago
Hampshire, United Kingdom Pavilion Recruitment Solutions Full timeKey ResponsibilitiesCreate comprehensive suitability reports for Investments, Pensions, Protection, and Inheritance Tax Planning.Conduct thorough research and performance analysis using industry-standard tools.Provide technical support to IFAs to enable them to write business compliantly, including conducting research, gap analysis, and reviewing existing...
-
Financial Planning Analyst
2 days ago
Hampshire, United Kingdom Pavilion Recruitment Solutions Full timeJob OverviewWe are seeking a highly skilled Financial Planning Analyst to join our growing paraplanning team. Based in Hampshire, this role offers the flexibility of working full-time or part-time, allowing you to choose a schedule that suits your needs.As a key member of our team, you will work closely with financial advisers and support staff to deliver...
-
Hampshire Area Financial Adviser
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a talented Financial Adviser to join our team at Quilter Financial Planning. This is an exciting opportunity to work with a leading provider of financial services and contribute to the growth and success of our business.The successful candidate will have a passion for delivering exceptional customer service and building strong...
-
Senior Wealth Management Consultant
2 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeSenior Financial Advisor RoleWe are recruiting for a Senior Financial Advisor to join our team at Quilter Financial Planning in Hampshire.This is an excellent opportunity for an experienced financial professional to take on new challenges and grow their career with a leading financial services company.The successful candidate will have a strong track record...
-
Paraplanning Professional
2 days ago
Hampshire, United Kingdom Pavilion Recruitment Solutions Full timeAbout the RoleIn this role, you will be responsible for creating suitability reports for investments, pensions, protection, and inheritance tax planning. You will conduct research and performance analysis using provided tools and collaborate with financial advisers and support staff to ensure compliance with regulatory standards and firm procedures.You will...
-
Planning Director
1 week ago
Hampshire, United Kingdom Matchtech Full timeOur client, is seeking a Planning Director to spearhead their town planning initiatives.Key Responsibilities:Generating new business opportunities and expanding the client baseDeveloping and executing strategic plans for town planning projectsOverseeing and guiding the planning team to ensure excellent project deliveryMaintaining high standards of work...
-
Planning Director
2 weeks ago
Hampshire, United Kingdom Matchtech Full timeOur client, is seeking a Planning Director to spearhead their town planning initiatives. Key Responsibilities: Generating new business opportunities and expanding the client base Developing and executing strategic plans for town planning projects Overseeing and guiding the planning team to ensure excellent project delivery Maintaining high standards of...
-
Planning Consultant
4 weeks ago
Hampshire, United Kingdom Penguin Recruitment Full timePenguin Recruitment invites experienced planners to apply for a challenging role in our busy Planning Department. As a key member of the team, you will be responsible for managing the planning process, including site inception, securing permissions, and land promotion projects.The successful candidate will possess minimum 2 years of planning experience,...
-
Children's Services Professional
1 week ago
Hampshire, United Kingdom Hampshire County Council Full timeCompany OverviewHampshire County Council is one of the few local authorities in the country rated Outstanding by Ofsted. We are committed to providing regular, reflective, and effective supervision to support our social workers, while enabling them to work flexibly.Our social workers are an asset to us, and we encourage our workforce to be creative and...
-
Planning & Analysis Senior Manager
3 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Full timeA global telecommunications firm, is looking for a Senior Radio Planning Manager with proven experience working within the Telecommunications Industry. The ideal candidate would need to have worked as a Radio Planning Manager work at a high level, and be involved in making strategic decisions. The Mobile Network Strategic Planning Team is responsible for...
-
Planning & Analysis Senior Manager
3 weeks ago
Basingstoke, Hampshire, United Kingdom Hays Full timeA global telecommunications firm, is looking for a Senior Radio Planning Manager with proven experience working within the Telecommunications Industry. The ideal candidate would need to have worked as a Radio Planning Manager work at a high level, and be involved in making strategic decisions. The Mobile Network Strategic Planning Team is responsible for...
-
Lead Product Developer
2 months ago
Basingstoke, Hampshire, United Kingdom Lavazza Professional UK Full time €55,000as a brand we have grown over the last 120 years from a small Italian artisanal company to an industrial giant. We remain family owned and our passion for quality coffee is coupled with a spirit of entrepreneurship, defined by innovation and a sense of responsibility. We bring high performance vending technologies to offices and factory floors across the...