Senior Financial Planning Specialist
1 week ago
CleverHR: A Leader in Financial Planning
We are seeking a highly skilled Financial Paraplanner to join our team. As a key member of our paraplanning team, you will play a critical role in producing high-quality suitability reports and cash flow models for our clients.
Key Responsibilities:
- Analyse client information and existing investments/policies to construct suitable solutions.
- Perform tax calculations to ensure compliance with regulatory requirements.
- Communicate with clients and advisers to provide exceptional service.
- Run cash flow models to identify potential issues and opportunities.
- Conduct peer reviews to maintain the highest standards within the team.
Requirements:
- Demonstrate a strong technical knowledge of financial products.
- Hold a level 4 diploma qualification and be working towards Chartered status.
- Possess at least 3 years' experience in a paraplanning role.
- Be proficient in using industry software such as FE Analytics, Voyant, and Curo.
- Exhibit excellent communication and interpersonal skills.
Benefits:
- A competitive salary of £35,000 - £45,000 depending on experience.
- Lifetime assurance, income protection, and a pension scheme.
-
Financial Planning Specialist
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeRole OverviewWard Goodman Ltd is seeking an experienced Para Planner to join our team at our head office. The successful candidate will work with our Financial Planners on their high net worth client bank, covering a wide range of issues including investment planning, trusts, and estate planning, retirement planning, and equity release.We offer a competitive...
-
Financial Planning Director
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Pertemps Network Group Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to join our team at Pertemps Network Group. As a key member of the leadership team, you will be responsible for driving financial excellence across the organization.**Company Overview:**Our client is a leading business in the UK, backed by private equity...
-
Senior Financial Planning and Analysis Leader
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full timeRole OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Leader to join our team at Michael Page (UK). This is an excellent opportunity for a talented individual to take on a leadership role and drive financial growth within the company.
-
Senior Financial Planning and Analysis Manager
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full timeAbout Michael Page (UK)Estimated Salary: £80,000 - £110,000 per annumThis is a senior-level position that involves leading the financial planning and analysis function within our client's organization. The successful candidate will be responsible for managing all financial reporting, budgeting, forecasting, and financial analysis processes across the...
-
Strategic Financial Planning Director
4 weeks ago
Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full timeCMA Recruitment Group is seeking an experienced Senior FP&A professional to join their team in Bournemouth, Dorset.Job OverviewThe ideal candidate will have a strong background in financial planning and analysis, with experience in managing financial reporting, budgeting, forecasting, and financial modeling. They will also have excellent analytical skills...
-
Head of Financial Planning and Analysis
2 months ago
Bournemouth, Bournemouth, United Kingdom beBee Professionals Full time £45,000 - £65,000Head of Financial Planning and AnalysisWe are seeking a highly experienced Finance Manager to lead our financial planning, reporting, and analysis efforts in Bournemouth, UK. As a key member of our finance team, you will be responsible for ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
-
Senior Financial Strategist
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Pertemps Network Group Full timePertemps Network Group is seeking a highly skilled Senior Financial Strategist to join their team. The ideal candidate will have extensive experience in Financial Planning & Analysis (FP&A) and a proven track record of driving financial excellence.**Job Responsibilities:**As Senior Financial Strategist, you will lead the development and implementation of...
-
Financial Management Specialist
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Bournemouth, Christchurch and Poole Council Full timeJob Summary:We are seeking a skilled Financial Management Specialist to join our team at Bournemouth, Christchurch and Poole Council. As an Adult Social Care Accountant, you will play a crucial role in undertaking management accounting activities for adult social care commissioning services.Main Responsibilities:Budget setting, monitoring, and...
-
Financial and Contractual Specialist
2 months ago
Bournemouth, Bournemouth, United Kingdom beBee Professionals Full time £35,000 - £45,000We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals in Bournemouth. In this role, you will play a crucial part in managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction...
-
Senior Financial Officer
2 months ago
Bournemouth, Bournemouth, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a skilled Financial Manager to lead our finance team in the UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits and compliance.Build and maintain relationships with external...
-
Senior Financial Manager Role
2 months ago
Bournemouth, Bournemouth, United Kingdom beBee Professionals Full time £45,000 - £65,000Senior Financial Manager RoleWe are seeking a highly experienced Finance Manager to join our finance team in Bournemouth, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
-
Senior Financial Planner Manager
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Michael Page (UK) Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Planner Manager to lead our financial planning and analysis function. This role will be responsible for managing all financial reporting, budgeting, forecasting, and financial analysis processes for the group.About Our ClientOur client is a dynamic organisation with a strong presence in...
-
Senior Financial Accountant
1 month ago
Bournemouth, Bournemouth, United Kingdom Bournemouth, Christchurch and Poole Council Full timeJob Title: Senior Financial AccountantRole Overview: We are seeking a highly skilled Senior Financial Accountant to join our team at Bournemouth, Christchurch and Poole Council. As a Senior Financial Accountant, you will be responsible for undertaking management accounting activities for adult social care commissioning services. Main...
-
Financial Planning Assistant Manager
1 week ago
Bournemouth, Bournemouth, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you an experienced Paraplanner looking for a new challenge? Artemis Recruitment Consultants Ltd is seeking a highly skilled individual to join our team as a Paraplanning Professional. In this role, you will be responsible for providing high-level technical paraplanning services to our clients, including cash flow models and suitability...
-
Financial and Contractual Specialist
2 months ago
Bournemouth, Bournemouth, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets, ensuring costs are controlled and budgets are met.Negotiate...
-
Para Planning Specialist
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeJob DescriptionWe are looking for a highly skilled para planner to join our team at Ward Goodman Ltd. As a key member of our financial services team, you will be responsible for providing expert advice and support to our clients.You will work closely with our financial planners to deliver high-quality support services, including investment planning, trusts...
-
Financial Conduct Specialist
2 days ago
Bournemouth, Bournemouth, United Kingdom Connells Group Full timeJob Title: Financial Conduct SpecialistWe are seeking a skilled Financial Conduct Specialist to join our team at Connells Group. As a Financial Conduct Specialist, you will play a pivotal role in ensuring regulatory excellence and delivering top-notch outcomes for customers.About Our BusinessConnells Group is a leading mortgage and insurance network and...
-
Senior Financial Controller
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Command Full timeJob OverviewWe are seeking a highly skilled Senior Financial Controller to join our team at Command. The successful candidate will be responsible for the smooth running of our accounts function, delivering timely and accurate management accounts.Key ResponsibilitiesMaximizing Returns and Cash Flow: Develop and implement financial controls to drive business...
-
Financial Underwriter Specialist
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full timeAbout Vitality Corporate Services Limited">Vitality Corporate Services Limited is a renowned company based in Bournemouth, providing exceptional services to its clients. We are committed to delivering high-quality solutions that meet the needs of our customers.As a Financial Underwriter Specialist, you will play a crucial role in implementing VitalityLife's...
-
Senior Financial Planner
1 week ago
Bournemouth, Bournemouth, United Kingdom Ward Goodman Ltd Full timeRole OverviewWard Goodman Ltd, a leading financial planning company, is seeking an experienced Para Planner to join our team. This role offers the opportunity to work with high net worth clients, providing expert advice on investment planning, trusts, estate planning, retirement planning, and equity release.The ideal candidate will have at least 5 years of...