Financial Planning Specialist

2 weeks ago


Bristol, Bristol, United Kingdom CleverHR Full time
Job Overview:
At CleverHR, we are seeking a skilled Financial Planning Specialist to join our team. This is an excellent opportunity for individuals who are passionate about providing high-quality financial solutions to clients.

About the Role:
The successful candidate will be responsible for producing comprehensive cash flow models and suitability reports. Key responsibilities include analysing client information, performing tax calculations, and recommending suitable solutions to clients. The role also involves writing detailed suitability reports, running complex cash flow models, and communicating with clients on research and report timelines. Additionally, you will be a point of contact for technical queries, attend client meetings, and assist in training team members.

About You:
We are looking for a highly skilled individual with strong technical knowledge and understanding of all financial products. A Level 4 diploma qualification, preferably working towards Chartered status, is essential. Minimum of three years' experience within a paraplanning role is required. Strong IT skills, including experience with industry software such as FE Analytics, Voyant, and Curo, are necessary. Good attention to detail and excellent communication skills, both verbally and in writing, are also crucial. Comfortable working in a fast-paced environment and organised, able to manage a busy workload.

What We Offer:
We offer a competitive salary of £35,000 - £45,000 depending on experience. Our benefits package includes life assurance, income protection, and a pension scheme. If you are a motivated and experienced professional looking to take your career to the next level, please apply.



  • Bristol, Bristol, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...


  • Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full time

    Job Title: Estate Planning SpecialistWe are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.This is an exciting opportunity for...


  • Bristol, Bristol, United Kingdom Lord Accounting & Finance Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at Lord Accounting & Finance.The estimated salary for this role is £55,000 - £75,000 per year.The Financial Planning Specialist will be responsible for providing financial expertise and support to the business, including:Developing and implementing financial plansBudgeting and...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    Job DescriptionThis is a new opportunity to join Rockfield Specialist Recruitment as a Commercial Financial Planning and Analysis Manager. We are looking for an experienced professional who can provide financial insight to support business decision-making.The company is a Private Equity-backed, international business with impressive growth levels and a...


  • Bristol, Bristol, United Kingdom SF Recruitment Full time

    Financial Planning SpecialistSF Recruitment is working with a manufacturing business to fill a key role in their finance team.About the RolePrepare accurate and timely financial reports, including monthly management accounts, quarterly forecasts, and annual budgets.Develop actionable insights and recommendations for senior management based on financial...


  • Bristol, Bristol, United Kingdom Cavendish Maine Full time

    Cavendish Maine, a renowned Financial Planning firm, is seeking a skilled Financial Planning Specialist to join their office on the outskirts of Bristol.This rare opportunity offers a chance for a career transition into an employed Advisory position with an established client base and ongoing training and development.Gain experience in Financial Planning...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    At University Hospitals Bristol and Weston NHS Foundation Trust, we are seeking a skilled Financial Planning Specialist to join our team. This is an excellent opportunity for a qualified accounting professional to leverage their expertise in financial planning and contribute to the success of our organization.">About Us: We are one of the largest acute...


  • Bristol, Bristol, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals is seeking a highly skilled Financial Planning Specialist to lead our finance team in Bristol, UK. The ideal candidate will have a strong background in financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Monitor and manage cash flow to...


  • Bristol, Bristol, United Kingdom Michael Page Full time

    Embark on a fulfilling career as a Financial Planning Specialist in Bristol.We are seeking an experienced Accountant to provide accounts, tax and audit services to our growing OMBs, SMEs and limited company clients.- Enjoy a mix of home to office working with flexible hours and competitive salaries and benefits.- Progress with increasing responsibility,...


  • Bristol, Bristol, United Kingdom Focus Resourcing Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning and Control Specialist to join our team at Focus Resourcing Group. This role reports directly to the Finance Director and involves overseeing the day-to-day execution of financial tasks.The ideal candidate will have a strong understanding of strategic planning, budgeting, and forecasting, with...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    Pegasus Planning Group is a leading consultancy in the UK, delivering results-driven planning solutions to clients across various sectors. We are seeking a skilled Development Planning Specialist to join our team in Bristol.About the RoleThis is an excellent opportunity for a talented Development Planning Specialist to work with our team of experts on a...


  • Bristol, Bristol, United Kingdom Solos Consultants Ltd Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Solos Consultants Ltd. The ideal candidate will have experience in financial planning, budgeting, and analysis.The successful candidate will be responsible for preparing financial plans, forecasting revenue and expenses, and analyzing financial data to...


  • Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full time

    Job Title: Financial Planning Support SpecialistTitan Wealth Holdings Limited is seeking an experienced Financial Planning Support Specialist to join our team in Bristol, UK. As a key member of our financial planning department, you will play a vital role in supporting our financial planners with research and report writing tasks.About the Role:The...


  • Bristol, Bristol, United Kingdom Pratap Partnership Ltd Full time

    Pratap Partnership Ltd, a dynamic legal firm based in Hull, is recruiting for a Financial Planning and Reporting Specialist. This exciting opportunity involves working closely with the Financial Planning and Analysis Manager to deliver high-quality financial reports and analyses.The successful candidate will be a qualified or part-qualified Accountant with...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    About the RoleUniversity Hospitals Bristol and Weston NHS Foundation Trust is seeking an experienced Financial Planning and Reporting Specialist to join their finance team. As a key member of the corporate finance team, you will provide support for the Trust's financial planning, reporting, and performance function.The ideal candidate will have experience of...


  • Bristol, Bristol, United Kingdom AtkinsRéalis Full time

    AtkinsRéalis is seeking a highly skilled Estimating and Financial Planning Specialist to join our team. As a key member of our Major Projects team, you will be responsible for developing and implementing effective estimating strategies to ensure accurate cost estimates.The estimated salary for this role is £70,000 - £90,000 per annum, depending on...


  • Bristol, Bristol, United Kingdom Pegasus Planning Group Full time

    We are a reputable consultancy in the UK, dedicated to delivering high-quality planning solutions to clients across various sectors. As a key member of our Planning team, you will be responsible for working on a wide range of planning projects, from public consultations to development proposals.About the JobThis is an exciting opportunity for a skilled...


  • Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job TitleFinancial ParaplannerAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for an individual with strong technical skills and attention to detail to provide high-level support in formulating advice, producing cash flow models and suitability reports.Key...


  • Bristol, Bristol, United Kingdom edyn Full time

    We are seeking a skilled Senior Financial Planning and Analysis Specialist to join our team in Bristol. This is a fantastic opportunity for a talented individual to drive business growth and success.The successful candidate will be responsible for providing high-quality financial analysis, insights, and recommendations to inform strategic decisions. They...


  • Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full time

    About the RoleWe are seeking a highly skilled Commercial Financial Planning and Analysis Manager to join our team at Rockfield Specialist Recruitment. As a key member of the finance team, you will provide financial insight and analysis to support business decision-making.The successful candidate will have experience in financial planning and analysis, with a...