Personalised Financial Planner
7 days ago
As a Personalised Financial Planner at Uniting People, you will be responsible for working closely with clients to understand their financial goals and objectives. You will then use this information to create tailored financial plans that meet their needs and aspirations. Your responsibilities will include researching and analyzing data, creating reports, and communicating with clients. We are looking for a highly organized, detail-oriented individual who is able to work effectively in a fast-paced environment. Our ideal candidate will have excellent communication and interpersonal skills and be able to build strong relationships with clients and colleagues. The estimated salary for this position is around £35,000 - £45,000 per annum, depending on experience.
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Senior Financial Planner
2 months ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a Senior Financial Planner to join our finance team at beBee Professionals in Stoke-on-Trent, United Kingdom. As a key member of our finance team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial...
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Financial Planning Specialist
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeAs a key member of the team at Uniting People, you will support a Financial Adviser in providing comprehensive financial planning services to a diverse client portfolio. This role involves developing personalised financial plans, utilising various platforms to research and collate data, and producing detailed case reports.Staying up-to-date with industry...
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Comprehensive Financial Planner
2 weeks ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeAre you a motivated and detail-oriented Financial Planning professional looking for a new challenge? As a Pensions Administration Professional at Uniting People, you will play a key role in supporting a Financial Adviser in delivering comprehensive financial planning services to clients.Your responsibilities will include developing personalised financial...
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Financial Services Coordinator
2 hours ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeJob SummaryWe are seeking a highly skilled Financial Services Coordinator to join our team at Uniting People. The successful candidate will be responsible for supporting a Financial Adviser in providing comprehensive financial planning services to clients.Duties and ResponsibilitiesThe ideal candidate will have a strong background in financial planning, with...
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Financial Planner for High Net Worth Clients
1 month ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Everpool Recruitment Full timeEverpool RecruitmentWe are seeking an experienced Financial Planner to join our client's successful and growing business. Based in the Midlands, this CII Chartered Firm has been helping clients achieve their life goals since 2001.With assets under management of just under £700m, they are expanding rapidly and looking for a professional to take on existing...
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Financial Services Coordinator
5 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeJob Title: Financial Services CoordinatorWe are looking for a skilled Financial Services Coordinator to join our team at CV-Library. This 6-month fixed term contract role offers a competitive salary of £32,000 per annum, plus benefits. As a Financial Services Coordinator, you will be responsible for supporting a Financial Adviser in providing comprehensive...
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Senior Financial Planning Assistant
5 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeJob Title: Senior Financial Planning AssistantAt CV-Library, we are seeking a highly skilled Senior Financial Planning Assistant to join our team. This is a 6-month fixed term contract role, working Monday to Friday from 8.30am-5.00pm/8.00am-4.30pm. The estimated salary for this position is £25,000 - £30,000 per annum, depending on experience.About the...
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Pensions Administration Professional
1 week ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeWe are seeking an experienced Financial Planning Specialist to join our team at Uniting People. In this role, you will work closely with a Financial Adviser to provide comprehensive financial planning services to clients.You will be responsible for developing personalised financial plans, researching and collating data, and producing detailed case reports....
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Financial Services Specialist
7 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeAbout the Role:As a Financial Services Specialist, you will play a vital part in supporting a Financial Advisor who takes a holistic approach to providing comprehensive financial and tax planning services to a diverse client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalized...
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Paraplanning Professional
5 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom CV-Library Full timeJob Title: Paraplanning ProfessionalWe are seeking a skilled Paraplanning Professional to join our team at CV-Library. This 6-month fixed term contract role offers a competitive salary of £28,000 per annum, plus benefits. As a Paraplanning Professional, you will be responsible for supporting a Financial Adviser in providing comprehensive financial/Tax...
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Pension Paraplanner and Planner
2 hours ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timePension Paraplanner OpportunityWe are looking for an experienced Pension Paraplanner to join our team at Uniting People. In this role, you will play a vital part in supporting a Financial Adviser in delivering comprehensive pension planning services to clients.The successful candidate will have a proven background in paraplanning and hold a relevant...
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Personal Finance Specialist
2 days ago
Stoke-on-Trent, Stoke-on-Trent, United Kingdom Uniting People Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at Uniting People. As a key member of our financial planning department, you will play a vital role in supporting our Financial Advisers and contributing to the success of our clients.In this challenging and rewarding role, you will have the opportunity to work closely with clients, conduct...
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Lifestyle Financial Planning Position
5 days ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full timeBecoming a Financial Planner at Joslin RhodesThis is an exciting opportunity to join a leading company in the field of Lifestyle Financial Planning. As a Financial Planner, your primary responsibility will be to deliver high-quality financial planning services to clients.The ideal candidate will have excellent communication and interpersonal skills, as well...
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Financial Planner Role
5 days ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full timeFinancial Planning at Joslin RhodesYou'd be responsible for delivering a fantastic Lifestyle Financial Planning experience for clients. This involves demonstrating our unique PlanHappy Lifestyle Financial Planning Process and how it differs from traditional financial advice.The role requires building positive working relationships with clients and colleagues...
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Asset Management Career Opportunity
5 days ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full timeJoin Joslin Rhodes Lifestyle Financial Planning Limited as a Financial PlannerWe're seeking an experienced and skilled Financial Planner to join our team at Joslin Rhodes Lifestyle Financial Planning Limited. As a key member of our team, you'll be responsible for delivering high-quality financial planning services to our clients.The successful candidate will...
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Trainee Lifestyle Planner
5 days ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full timeOur MissionAt Joslin Rhodes Lifestyle Financial Planning Limited, we strive to provide unparalleled financial guidance and support to our clients. With a focus on delivering real advice for real people, we aim to make a lasting impact on our community.
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Transport Planner
4 weeks ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Stockton Council Full time**Make a Difference in Travel Choices**We are seeking a Transport Planner to join our Highways, Transport & Design service at Stockton-on-Tees Borough Council. As a forward-thinking and innovative organization, we are working in partnership with Tees Valley Combined Authority and other partners to deliver a programme of transport schemes that enable...
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Urban Mobility Planner
3 weeks ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Stockton Council Full timeAbout Us">At Stockton-on-Tees Borough Council, we are passionate about creating a better future for our residents and visitors. Our Highways, Transport & Design service is at the forefront of developing innovative solutions to improve transportation options and reduce congestion.">Job Summary">We are seeking an experienced Sustainable Travel Solutions...
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Residential Care Home Supervisor
5 days ago
Southend-on-Sea, Southend-on-Sea, United Kingdom CV-Library Full timeLeadership Role in Residential CareWe are currently seeking an experienced Care Home Manager to lead our team and oversee the daily operations of our residential care home.About Us:Rewind Homes is a leading provider of residential care services, established in 1987. Our commitment to delivering personalised care is at the core of our mission.The Ideal...
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Sustainable Travel Solutions Manager
3 weeks ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Stockton Council Full timeAbout the Job">We are seeking an experienced Urban Mobility Planner to join our Highways, Transport & Design service and contribute to the development and implementation of transportation strategies that promote sustainable travel options.">Key Responsibilities">">Develop and implement transportation strategies that promote sustainable travel...