Financial Planning Assistant
4 weeks ago
Lime People Search & Select Ltd is seeking an experienced Paraplanner to support the principal Adviser of the firm. The successful candidate will be responsible for client suitability reports, technical research, record keeping, and processing new business.
Key Responsibilities:- Client suitability reports and analysis, technical research, record keeping, and processing new business, illustrations, risk profiling, and cashflow forecasts;
- Assisting in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports, and attitude to risk profiling;
- Building relationships with clients through phone, email, and face-to-face meetings.
- Level 4 qualified with 2-3 years of experience;
- Strong product knowledge and good understanding of FCA rules and regulations;
- Excellent report writing skills and experience working across Pensions, Investments, and Tax Planning.
- Salary of c£30-37k + benefits including a company bonus scheme, company pension, and flexible working;
- Home-working possibility for this role.
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Financial Planning Specialist
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Heat Recruitment Full timeWe are seeking a skilled Financial Planning Specialist to join our reputable financial services team in Lincoln. The ideal candidate will have experience in providing financial planning advice and solutions, working with an existing client bank to develop new business, and supporting clients in achieving their financial goals.Key ResponsibilitiesProvide...
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Financial Planning Specialist
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and draft comprehensive...
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Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Develop and implement comprehensive...
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Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Develop and implement comprehensive...
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Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
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Financial Planning Specialist
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
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Financial Planning Specialist
4 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
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Financial Planning Specialist
4 weeks ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and interpret financial data to...
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Financial Planning Specialist
1 month ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and draft financial planning...
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Financial Planning Specialist
1 month ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning SpecialistAt Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Analyze and draft financial planning...
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Financial Planning Manager
2 weeks ago
Chesterfield, Derbyshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning ManagerBeBee Professionals is seeking a detail-oriented and experienced Financial Planning Manager to join our finance team in the UK. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports,...
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Financial Planning Specialist
1 month ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning Administrator, Client ServicesAt Mercer Global Advisors Inc., we're seeking a highly skilled Financial Planning Administrator to join our Client Services team. As a key member of our team, you'll play a vital role in supporting our Wealth Advisors in delivering exceptional client service and driving business growth.Key...
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Financial Planning Specialist
1 month ago
Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full timeJob Title: Financial Planning Administrator, Client ServicesAt Mercer Global Advisors Inc., we're seeking a highly skilled Financial Planning Administrator to join our Client Services team. As a key member of our team, you'll play a vital role in supporting our Wealth Advisors in delivering exceptional client service and driving business growth.Key...
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Financial Planning Specialist
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Heat Recruitment Full timeJob TitleFinance AssociateJob DescriptionWe are seeking a highly skilled Finance Associate to join our team at Heat Recruitment. The ideal candidate will have a strong background in financial planning and a proven track record of providing expert advice to clients.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Planning Manager
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Ernest Gordon Recruitment Limited Full timeJob Title: Financial Planning Manager Job Summary: We are seeking a highly skilled Financial Planning Manager to join our team at Ernest Gordon Recruitment Limited. As a key member of our finance department, you will be responsible for managing the company's accounts function within the Chesterfield site, ensuring the smooth operation of financial projects,...
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Financial Controller Assistant
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Elevation Recruitment Group Full timeElevation Recruitment Group is seeking a highly skilled Assistant Financial Controller to join their team in Chesterfield. As a key member of the finance team, you will be responsible for producing year-end statutory accounts, leading the annual audit, and assisting with new system implementations and financial consolidation.Key responsibilities...
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Financial Operations Assistant
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Elevation Recruitment Group Full timeAccounts Assistant OpportunityElevation Recruitment Group is seeking an experienced Accounts Assistant to join their team on a permanent, full-time basis. As a key member of the finance team, you will contribute to the smooth and efficient running of day-to-day operations.Key Responsibilities:Process and allocate daily cash receiptsManage accounts payable...
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Financial Operations Assistant
3 weeks ago
Chesterfield, Derbyshire, United Kingdom Elevation Recruitment Group Full timeAccounts Assistant OpportunityElevation Recruitment Group is seeking an experienced Accounts Assistant to join their team on a permanent, full-time basis. As a key member of the finance team, you will contribute to the smooth and efficient running of day-to-day operations.Key Responsibilities:Process and allocate daily cash receiptsManage accounts payable...
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Financial Analyst
4 weeks ago
Chesterfield, Derbyshire, United Kingdom Elevation Recruitment Group Full timeAssistant Accountant Job OpportunityElevation Recruitment Group is seeking a highly skilled and detail-oriented Assistant Accountant to join their team. As a key member of the finance team, you will be responsible for producing accurate and timely financial reports, reconciliations, and analyses.Key Responsibilities:Prepare and review financial statements,...
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Financial Director
2 weeks ago
Chesterfield, Derbyshire, United Kingdom Pratap Partnership Full timePratap Partnership is seeking a seasoned Financial Director to spearhead the finance function and drive company growth. The ideal candidate will possess strong financial and business management skills, with a proven track record in strategic planning and implementation.Key Responsibilities:Oversee all aspects of financial management, including cash flow,...