Financial Planning Expert
1 day ago
Meraki Talent Limited is seeking a highly skilled Chartered Financial Adviser to join their growing team at a leading wealth management firm. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities:
- Deliver bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
- Develop and maintain strong relationships with clients, offering a holistic approach to financial planning.
- Conduct thorough fact-finding to understand client needs and objectives.
- Prepare and present detailed financial plans and recommendations.
- Stay up-to-date with market developments, regulatory changes, and best practices in financial advice.
- Maintain compliance with all industry regulations and company policies.
Key Requirements:
- Chartered Financial Planner status (CII or equivalent).
- Proven track record of managing a client portfolio and delivering high-quality advice.
- In-depth knowledge of pensions, investments, tax planning, and protection products.
- Strong communication and interpersonal skills, with the ability to build trust with clients.
This is a permanent position offering a competitive salary and the opportunity to work with a reputable wealth management firm.
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Financial Planning Expert
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a highly skilled Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.Key Responsibilities:* Provide bespoke financial advice to a portfolio of...
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Financial Planning Expert
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd is seeking a highly skilled Chartered Financial Adviser to join their growing team. This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.Key Responsibilities:* Provide bespoke financial advice to a portfolio of...
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Financial Planning Expert
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeJob OpportunityMeraki Talent Ltd is seeking a highly skilled Chartered Financial Adviser to join their growing team.This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.Key Responsibilities:Provide bespoke financial advice to a...
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Financial Planning Expert
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full timeJob OpportunityMeraki Talent Ltd is seeking a highly skilled Chartered Financial Adviser to join their growing team.This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.Key Responsibilities:Provide bespoke financial advice to a...
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Financial Management Expert
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KCR Full timeJob Summary:KCR Solutions is seeking a highly skilled and experienced Financial Management Expert to join our team in Newcastle. As a key member of our finance department, you will be responsible for leading our financial planning and strategy, ensuring the company's financial health and stability.Key Responsibilities:Financial Planning and Strategy: Develop...
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Financial Planning Specialist
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Vision-FS Recruitment Full timeUnlock Your Earning Potential as a Financial AdvisorJoin a leading national Financial Planning and Wealth Management Business as a Financial Advisor, where you'll have the opportunity to grow your career and earn a competitive income.About the Role:As a Financial Advisor, you'll be responsible for providing expert financial planning and wealth management...
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Financial Planning Specialist
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Vision-FS Recruitment Full timeUnlock Your Earning Potential as a Financial AdvisorJoin a leading national Financial Planning and Wealth Management Business as a Financial Advisor, where you'll have the opportunity to grow your career and earn a competitive income.About the Role:As a Financial Advisor, you'll be responsible for providing expert financial planning and wealth management...
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Senior Financial Planning Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Nigel James Associates Ltd. As a key member of our financial planning team, you will be responsible for managing a significant client portfolio, consisting of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Key...
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Senior Financial Planning Manager
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Nigel James Associates Ltd. As a key member of our financial planning team, you will be responsible for managing a significant client portfolio, consisting of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Key...
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Financial Planning and Analysis Manager
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IronMarket Talent Full timeJob OverviewFinance ManagerIronMarket Talent is seeking a proactive and results-oriented finance expert to become a vital part of our organization as a Finance Manager. If you are driven by a passion for enhancing business performance and possess strong financial acumen, this role may be an excellent fit for you. Oversee comprehensive financial planning,...
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Financial Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full timeWe are proud to be a leading financial services firm, renowned for our client-centric approach and commitment to excellence.The qualities we look for in individuals who wish to join our team include a passion for delivering exceptional results, a focus on continuous learning and development, and a strong desire to make a meaningful contribution to our...
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Financial Planning Assistant
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Assistant at Evelyn Partners. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in providing exceptional client service and achieving their financial objectives.Key...
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Financial Planning Assistant
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Assistant at Evelyn Partners. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in providing exceptional client service and achieving their financial objectives.Key...
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Financial Planning Assistant
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Assistant at Evelyn Partners. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in providing exceptional client service and achieving their financial objectives.Key...
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Financial Planning Assistant
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Assistant at Evelyn Partners. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in providing exceptional client service and achieving their financial objectives.Key...
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Financial Planning Professional
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a rewarding career with Evelyn Partners, a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service to individuals and businesses.As a Trainee, Financial Planning, you will join our team of passionate professionals united by a shared...
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Financial Planning Professional
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeUnlock your potential in a rewarding career with Evelyn Partners, a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service to individuals and businesses.As a Trainee, Financial Planning, you will join our team of passionate professionals united by a shared...
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Financial Planning Paraplanner
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full timeJob OverviewCompany Overview:At Rathbones, we are dedicated to investing in the future of our clients and our employees. We strive to cultivate talent and provide a fulfilling career path with opportunities for advancement and shared success.Position Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole Summary:As a Paraplanner, you...
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Financial Planning Paraplanner
1 month ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Rathbones Group Plc Full timeCompany Overview:At Rathbones, we are dedicated to investing in the future of our employees. We provide a fulfilling work environment and are committed to nurturing talent, offering clear pathways for career advancement and opportunities to share in our success.Position Overview:Title: ParaplannerDepartment: Financial PlanningContract Type: PermanentRole...
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Financial Planning Assistant
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...