Financial Planning Specialist
23 hours ago
Financial Planning Specialist Position
Fareham or Dorchester or Chiswick (West London)
Hybrid or Office Based Work Arrangement
Estimated Salary: £80,000+
An award-winning Chartered independent financial planning firm seeks a highly skilled financial adviser to join their team. With over 20 years of experience, they provide holistic advice to a diverse range of personal and corporate clients.
The role can be office-based, hybrid, or remote, with offices in Fareham, Dorchester, and Chiswick available for client meetings. The administration and management team are based at the head office in Fareham.
In return for your expertise, you will receive a competitive, negotiable package that reflects your high level of service.
To be successful in this role, you will require a minimum Diploma and relevant experience as a Financial Adviser/Planner. This opportunity may suit a Mortgage Adviser looking to transition into Wealth Planning and has started working through the DipFA exams.
-
Financial Planning Specialist
7 days ago
Fareham, Hampshire, United Kingdom Wild Recruitment Full timeWe are seeking a skilled Financial Planning Specialist to join our dynamic team at Wild Recruitment in Fareham. In this role, you will manage key financial processes, provide detailed financial reports, and support strategic decision-making across the business.Key Responsibilities:Monthly Reporting: Prepare and produce detailed monthly management accounts,...
-
Senior Financial Planning Specialist
4 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timePinstripe Personnel, a renowned recruitment agency, is seeking an accomplished Senior Financial Planning Specialist to join their team. This highly sought-after role offers a competitive salary, which we estimate to be in the range of £60,000 - £80,000 per annum, depending on experience.The ideal candidate will have a minimum of Diploma level education and...
-
Financial Planning Specialist
7 days ago
Fareham, Hampshire, United Kingdom Page Personnel Full timeJob SummaryThe Financial Planning Specialist will play a pivotal role in shaping the financial future of our client. This key position requires an individual with strong analytical skills and the ability to provide strategic guidance on budget management.Key ResponsibilitiesPreparation of Revenue Budget: Develop and maintain the Group revenue budget,...
-
Financial Planning Support Specialist
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a seasoned Financial Planning Support Specialist to enhance our team's capabilities. This role offers a unique blend of challenge and opportunity for professional growth.Responsibilities of this position include:Collaborating with Financial Planners to develop well-structured advice and provide specialized...
-
Senior Financial Planning Specialist
23 hours ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAt Pinstripe Personnel, we are seeking a Senior Financial Planning Specialist to join our team of experts in Fareham or Dorchester or Chiswick (W. London).The role is available on a hybrid or office-based basis and offers an estimated annual salary of £80,000+.About the Role:We are looking for a Holistic Wealth Management Expert who can provide...
-
Financial Planning Specialist
9 hours ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the Role:An award-winning Chartered Independent Financial Planning firm is seeking a highly skilled financial adviser or IFA to join their team.The ideal candidate will have a minimum of a Diploma in Financial Planning and experience as a Financial Adviser/Planner. This role may also suit a Mortgage Adviser looking to transition into Wealth Planning...
-
Senior Financial Planning Consultant
3 days ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the Role: We are seeking a highly skilled Senior Financial Planning Consultant to join our team at Pinstripe Personnel. As an experienced Holistic Wealth Management Specialist, you will be responsible for providing expert financial advice to a wide range of personal and corporate clients.The ideal candidate will have excellent communication skills,...
-
Pension Planning Specialist
2 weeks ago
Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full timeKey Responsibilities:Provide expert retirement planning advice to existing clients entering decumulation.Develop bespoke plans to support clients near, in, or retiring.Work closely with Financial Advisors to analyse client financial pictures and assess needs.Requirements:3+ years' experience as a Financial Advisor, preferably in retirement planning.Full...
-
Financial Planning Manager
3 weeks ago
Fareham, Hampshire, United Kingdom CMA Recruitment Group Full timeAbout the Role: We are currently looking for a highly skilled Financial Planning Manager to join our team at CMA Recruitment Group. As a key member of our team, you will be responsible for leading our financial planning and budgeting processes. This is a unique opportunity to make a significant impact on our business, driving growth and success through...
-
Financial Planning Expert
2 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeRole OverviewPinstripe Personnel is working with an award-winning Chartered Independent Financial Planning firm to find a financial adviser or IFA.The ideal candidate will be able to provide holistic advice to a wide range of personal and corporate clients.Job DescriptionThe role can be office based, hybrid or remote. The successful candidate will be...
-
Financial Planning Support Specialist
23 hours ago
Fareham, Hampshire, United Kingdom mbf. Full timembfWe are a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Our innovative approach and commitment to providing exceptional client outcomes have earned us a unique reputation in the industry.
-
Financial Planning Associate
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewA financial planning opportunity has arisen at Artemis Recruitment Consultants Ltd for a detail-oriented and well-organized individual to support Financial Advisers in preparing recommendations and suitability reports. The ideal candidate will have experience in maintaining client records, gathering data, and ensuring compliance with company...
-
Financial Planning Expert
5 days ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Careers Full timeCompany OverviewAward-winning Chartered Independent Financial Planning firm seeks a financial adviser or IFA. With over 20 years of experience, they provide holistic advice to personal and corporate clients.
-
Financial Planning Assistant
7 days ago
Fareham, Hampshire, United Kingdom mbf Full timeAbout the RoleAs a Financial Planning Assistant at mbf, you will play a pivotal role in supporting our financial planners by delivering high-quality reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.Key Responsibilities:Preparing detailed suitability reports for...
-
Financial Operations Specialist
1 day ago
Fareham, Hampshire, United Kingdom Page Personnel Finance Full timeJob OverviewPage Personnel Finance is partnering with an exciting business in Fareham to find a Financial Operations Specialist for their accountancy team on a full-time permanent basis. This role requires strong analytical skills, financial planning experience, and excellent communication abilities to partner with management and drive strategic...
-
Financial Planning Consultant
1 day ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeThis hybrid or office based role offers the chance to join a highly respected financial planning firm in Fareham, Dorchester, or Chiswick (W. London).The successful candidate will be responsible for delivering exceptional customer service, building long-term relationships with clients, and staying ahead of industry trends.We are looking for a skilled...
-
Financial Management Specialist
24 hours ago
Fareham, Hampshire, United Kingdom Page Personnel Finance Full timePage Personnel is partnering with an exciting business in Fareham to find a skilled Financial Management Specialist for their accountancy team.The company has seen rapid growth over the past year and requires someone to join them on a full-time, permanent basis.The ideal candidate will have experience in financial management and be able to lead budgeting,...
-
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the RolePinstripe Personnel is seeking a skilled Financial Adviser / Planner to join their award-winning team. As a key member of the team, you will be responsible for delivering high-level service to clients and contributing to the firm's growth.Key Responsibilities:• Deliver exceptional financial planning services to clients• Develop and maintain...
-
Independent Financial Support Specialist
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a highly skilled and motivated individual to join our team at Artemis Recruitment Consultants Ltd as an Independent Financial Support Specialist. This is an exciting opportunity to work in a dynamic and fast-paced environment, supporting Financial Advisers in delivering high-quality client services.The successful candidate will...
-
Regulatory Compliance Professional
1 month ago
Fareham, Hampshire, United Kingdom Saltus Full timeAbout UsSaltus is a leading provider of high-quality financial planning and discretionary investment management services to private clients, trusts, and smaller institutions.We are committed to delivering exceptional results and building long-lasting relationships with our clients.Job DescriptionThis role offers the opportunity to work in a dynamic...