Financial Planning Specialist
4 weeks ago
We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This role will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.
About the Role:- As a Paraplanner, you will be responsible for providing high-quality technical support to our Senior Financial Planners, ensuring that client reports are accurate and well-presented.
- You will have a close working relationship with our Financial Planning Administrators, who will provide administrative support to ensure the smooth operation of the team.
- Our client is a highly reputable Wealth Manager with offices across the UK, offering a competitive salary and excellent benefits package.
- Candidates should have a minimum of 2 years' experience in Wealth Management or Financial Planning, with a strong understanding of technical paraplanning principles.
- You will hold a Diploma in Financial Planning as a minimum, with Advanced Diploma qualifications being an advantage.
- Strong technical knowledge, including experience with IHT, Cashflow, VCT's, EIS, Bonds, etc., is essential for this role.
- A competitive salary, up to £55,000, depending on experience, with opportunities for progression and professional development.
- Full support to attain further qualifications and a comprehensive benefits package.
- The opportunity to work with a highly respected organisation, with a strong focus on training and development.
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Financial Planning Specialist
2 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeJob DescriptionWe are working with a small and established firm of Independent Financial Advisers based in Manchester. The firm provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, and Personal Financial Planning.About the RoleAs a Financial Planning Specialist, you will work closely with...
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Financial Planning Specialist
2 weeks ago
Manchester, United Kingdom Ingredion Incorporated (Corporate) Full timeFinancial Planning SpecialistJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Ingredion Incorporated (Corporate). The successful candidate will be responsible for developing, maintaining, and providing financial information, planning, performance analysis, and insight to support decision-making processes within the...
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Financial Planning Specialist
3 weeks ago
Manchester, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly skilled Financial Planning Specialist to join our team in Manchester. The successful candidate will work closely with the Head of Financial Planning to provide expert advice and guidance to clients on areas such as retirement planning, tax, and investment structuring.Key Responsibilities:Act as a centre of...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom Rescourcery Group Full timeJob Search in the North WestWe are seeking an experienced Financial Planning Specialist to join our team at Rescourcery Group.Key Responsibilities:Assist in the development and implementation of financial plans for clientsProvide expert advice on financial matters, including budgeting and forecastingCollaborate with cross-functional teams to drive business...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom Rescourcery Group Full timeJob Search in the North WestWe are seeking an experienced Financial Planning Specialist to join our team at Rescourcery Group.Key Responsibilities:Assist in the development and implementation of financial plans for clientsProvide expert advice on financial matters, including budgeting and forecastingCollaborate with cross-functional teams to drive business...
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Financial Planning Specialist
2 weeks ago
Manchester, United Kingdom AFH Wealth Management Full timeRole OverviewAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping clients achieve their financial goals. You will be responsible for understanding clients' current and future financial needs and developing tailored financial strategies to guide them towards financial independence.Key ResponsibilitiesReview and...
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Business Financial Planning Specialist
3 weeks ago
Manchester, United Kingdom Ramboll Group AS Full timeAre you a financial expert looking for a new challenge? We have an exciting opportunity for a Business Financial Planning Specialist to join our Finance team at Ramboll Group A/S.About the roleWe are seeking a highly skilled and experienced financial professional to join our team as a Business Financial Planning Specialist. As a key member of our Finance...
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Financial Planning Specialist
3 weeks ago
Manchester, United Kingdom Ingredion Incorporated (Corporate) Full timeFinancial Planning SpecialistJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Ingredion Incorporated (Corporate). The successful candidate will be responsible for developing, maintaining, and providing financial information, planning, performance analysis, and insight to support decision-making processes within...
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Ifa Administrator
5 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
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Financial Planning and Analysis Specialist
2 weeks ago
Manchester, United Kingdom Adecco Full timeFinancial Planning and Analysis SpecialistAt Adecco, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our International Payments team, you will be responsible for providing financial analysis and planning support to ensure the achievement of business goals.Key Responsibilities:Develop and...
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Financial Planning and Analysis Specialist
3 weeks ago
Manchester, United Kingdom Pearson Full timeJob Summary:As a Financial Planning and Analysis Specialist at Pearson, you will play a key role in supporting the division's financial reporting and analysis needs. Your responsibilities will include:Providing financial analysis and reporting to support business decisionsDeveloping and maintaining financial models and forecastsCollaborating with...
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Financial Planning and Strategy Specialist
1 week ago
Manchester, United Kingdom NHS Full timeAs a Financial Planning and Strategy Specialist in our NHS Finance team, you will play a critical role in shaping our financial planning and decision-making processes.Main ResponsibilitiesKey duties include preparing and analysing monthly management accounts, developing and monitoring budgets, forecasts, and financial models, and supporting year-end...
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Financial Planning and Analysis Specialist
2 weeks ago
Manchester, United Kingdom MAG Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at MAG. As a key member of our FP&A team, you will be responsible for producing high-quality analysis and key financial information that provides valuable insight for customers across the Group.Key ResponsibilitiesProduce detailed financial analysis and...
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Manchester, United Kingdom Health Jobs UK Full timeJob SummaryThe Health Research Authority is seeking an experienced Financial Planning and Decision-Making Specialist to join its Finance team. As a key member of the team, you will play a critical role in our financial planning and decision-making processes. Main ResponsibilitiesAs a Financial Planning and Decision-Making Specialist, you will be responsible...
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Financial Planning Specialist
2 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeFinancial Planning ServicesOur Client provides expert advice on a wide range of areas, including Investment Management, Retirement Planning, and Inheritance Tax Planning.As a key member of our Client's team, you will be responsible for delivering high-quality financial planning services to clients, working closely with our experienced financial advisers to...
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Financial Planning Specialist
4 weeks ago
Manchester, United Kingdom IDEX Consulting Full timeKey ResponsibilitiesAs a key member of our team, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and maintaining a strong understanding of investment markets and financial planning methodologies.Main Objectives:Deliver exceptional financial planning services to clients, ensuring their...
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Financial Planning Specialist
4 weeks ago
Manchester, United Kingdom IDEX Consulting Full timeKey ResponsibilitiesAs a key member of our team, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and maintaining a strong understanding of investment markets and financial planning methodologies.Main Objectives:Deliver exceptional financial planning services to clients, ensuring their...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom abrdn Full timeAbout the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below £500k, and maintain...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom abrdn Full timeAbout the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below £500k, and maintain...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom abrdn Full timeAbout the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below £500k, and maintain...