Financial Planning Consultant
1 day ago
Harper Finance is a leading Financial Services firm based in Nottingham, providing expert advice on personal finance and wealth management.
Job DescriptionWe are looking for a skilled Paraplanner to join our team in Nottingham. As a key member of our team, you will be responsible for creating accurate client data records, developing financial planning solutions, and conducting client reviews.
Key Responsibilities- Create client data records accurately and efficiently.
- Develop financial planning solutions using computer models and reports.
- Conduct regular client reviews and update cash flow models as needed.
To succeed in this role, you should have a strong background in Paraplanning within an IFA or Wealth Management firm, proficiency in financial analytics software and processes, and excellent communication skills. You should also have experience with investment products and major research systems.
BenefitsThe successful candidate will receive a salary of £35,000 per annum, access to ongoing training and professional development opportunities, and the chance to work with a talented team in a dynamic and supportive environment.
-
Financial Planning Advisor
7 days ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany OverviewArtemis Recruitment Consultants Ltd is a leading firm in the financial planning industry. We are seeking a highly skilled Financial Planning Advisor to join our team.
-
Financial Planning Expert
1 month ago
Nottingham, Nottingham, United Kingdom IDEX Consulting Full timeAt IDEX Consulting Ltd, we are seeking a highly skilled Senior Financial Planner to join our growing team in Nottingham.This opportunity will allow you to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients who require exceptional financial planning services.You will be supported by a team of experienced technicians and administrators in...
-
Planning Consultant
7 days ago
Nottingham, Nottingham, United Kingdom Penguin Recruitment Full timeExciting OpportunityPenguin Recruitment is seeking an experienced Senior Town Planner to join our expanding planning team in Nottingham. As a leading independent planning consultancy, we provide expert advice across residential, commercial, and mixed-use sectors.The RoleWe are looking for a highly skilled and motivated individual to manage a variety of...
-
Financial Planning Specialist
24 hours ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany OverviewThe Artemis Recruitment Consultants Ltd is a professional services firm that specializes in providing high-quality recruitment solutions to the financial services industry.
-
Financial Planning Manager
3 weeks ago
Nottingham, Nottingham, United Kingdom Robert Walters UK Full timeRobert Walters UK is seeking a skilled Financial Planning Manager to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of delivering high-quality financial reporting and analysis.Job DescriptionThe Financial Planning Manager will be responsible for developing and...
-
Financial Planning Manager
6 days ago
Nottingham, Nottingham, United Kingdom Michael Page (UK) Full timeMichael Page (UK) is seeking a qualified Financial Planning and Analysis professional to join their team as a Financial Planning Manager.The successful candidate will have a strong background in financial planning and analysis, with experience gained within an international business. They will lead the preparation of monthly, quarterly, and annual financial...
-
Financial Planning Professional
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planning Professional to join our team at North Oak Recruitment. This is a fantastic opportunity to work with a multi-award-winning IFA and contribute to delivering holistic, goals-led financial plans.As a Paraplanner, you will work closely with our financial planners and clients to provide expert advice...
-
Financial Planning Assistant
3 days ago
Nottingham, Nottingham, United Kingdom Bruin Full timeJob DescriptionWe are seeking an experienced Paraplanner to join our Nottingham office. As a key member of our Financial Planning team, you will provide support to our Financial Advisers/Planners in the production of high-quality financial plans and solutions.Your responsibilities will include:Analyzing client needs and constructing tailored solutions for...
-
Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeOverviewInvest in your career with Express Recruitment and embark on a rewarding journey as a Financial Planning Specialist.Salary and BenefitsWe offer an attractive salary of £35,000 per annum, plus quarterly bonuses, private health insurance, state-of-the-art office facilities, and hybrid working capacities.Job DescriptionAs a Financial Planning...
-
Financial Planning Expert
5 days ago
Nottingham, Nottingham, United Kingdom Michael Page (UK) Full timeAbout the OpportunityThis Public Sector Advisor will contribute to financial planning and budget management, ensuring compliance with financial regulations and standards. The successful candidate will have expertise in financial management and planning, with experience working in a similar environment.
-
Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Nexus Talents Full timeJob Title:Financial Planning SpecialistAbout Us:Nexus Talents is a leading recruitment agency that specializes in connecting top talent with exceptional companies through tailored solutions.Job Overview:We are seeking an experienced Financial Planning Specialist to join our team. This role involves conducting comprehensive financial research, market...
-
Financial Planning Specialist
23 hours ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our financial services division, you will play a crucial role in providing expert advice to corporate clients and individuals.About the RoleThe successful candidate will have a strong background in financial planning, with...
-
Financial Planning Assistant
3 days ago
Nottingham, Nottingham, United Kingdom Bruin Full timeAre you looking for a challenging role in wealth management? Bruin Financial is seeking a skilled Paraplanning Professional to join their team in Nottingham.This position involves providing support to financial advisers and planners, facilitating the processing of new and existing business. Daily tasks include:Analyzing client goals and needs to develop...
-
Financial Consultant
3 days ago
Nottingham, Nottingham, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis employed opportunity is an excellent chance to work for a leading company in the industry, continuously growing and developing.We are looking for a skilled Financial Consultant to join our team. The successful candidate will be responsible for:Leads from our in-branch Estate Agency team who aim to maximise all potential...
-
Financial Planning Consultant
4 weeks ago
Nottingham, Nottingham, United Kingdom mbf Full timeRole OverviewWe are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to provide technical paraplanning support to a team of Senior Financial Planners.This 100% home-based role offers a competitive salary, full support to attain further qualifications, and an excellent benefits package.The organisation is...
-
Financial Planning Associate
1 day ago
Nottingham, Nottingham, United Kingdom Brewin Dolphin Full timeWe are looking for a skilled and experienced Financial Planning Associate to join our Nottingham office on a permanent basis. As a key member of our team, you will be responsible for supporting our Financial Advisers and Planners in managing client relationships and delivering exceptional service.Responsibilities:Provide administrative support to our...
-
Financial Planning Specialist
11 hours ago
Nottingham, Nottingham, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals Seeks Financial ExpertWe require an experienced Finance Manager to lead our finance team in Nottingham, UK. The ideal candidate will possess excellent financial planning, reporting, and analysis skills.Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Manage cash flow to ensure the...
-
Town Planning Consultant
6 days ago
Nottingham, Nottingham, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeJob Title: Town Planning Consultant"p>Town PlannerAbout Us:Carrington West are pleased to partner with a leading private planning consultancy based in Nottinghamshire. Our client prides itself on delivering high-quality planning solutions tailored to clients' needs.Main Responsibilities:Lead and manage planning projects from inception to completion, ensuring...
-
Financial Planning Specialist
3 days ago
Nottingham, Nottingham, United Kingdom mbf Full timeCompany OverviewOur client is an International Wealth & Investment Management organisation who operates at the highest level.The company has significant financial backing, enabling them to carry out exciting plans which will place them at the forefront of the Financial Planning sector.
-
Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout Capio RecruitmentWe're a leading UK-wide independent financial advice business. In complex markets, our team helps clients make informed decisions through tailored advice.Job SummaryWe have an exciting opportunity for a skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert...