Financial Planning Specialist
2 weeks ago
We are seeking a highly skilled Financial Planner to join our team at CV Elite Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.
Key Responsibilities:- Client Advisory: Provide expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.
- Client Analysis: Assess clients' financial situations, identifying their needs and goals, and develop tailored lifetime financial plans, utilising Voyant for cashflow modelling.
- Compliance and Regulation: Ensure adherence to all Compliance, Legal, Statutory, and Regulatory requirements relevant to financial planning.
- Professional Development: Stay current with industry standards and regulations, committing to continuous professional development.
- 3 years' + client-facing experience, gained as a Financial Planner / Financial Adviser or a Senior Paraplanner.
- Experience of all areas of financial planning - cashflow forecasting, tax-efficient investment planning, pensions and retirement planning, protection and estate planning etc.
- Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (support with this will be provided).
- Emotionally intelligent, a keen listener and strong communicator, capable of articulating complex financial concepts clearly and a warm relationship builder, demonstrating a caring, client-centric approach.
- Flexible, adaptable to change and happy to travel to client meetings as required.
- Quality focused, analytical with excellent attention to detail.
CV Elite Limited is an award-winning boutique financial planning firm committed to delivering exceptional client service. Our approach is centred around simplifying our clients' lives with a simple investment proposition and a focus on quality over quantity. We prioritise lifetime financial planning, ensuring that the client remains at the heart of everything we do.
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Financial Planning Specialist
3 weeks ago
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Financial Planning Specialist
3 weeks ago
Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full timeAdviser Support RoleRandalls Financial Advice and Wealth Management is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for retirement, business...
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Financial Planning Specialist
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Financial Planning Specialist
2 months ago
Exeter, Devon, United Kingdom AMG Search Full timeAbout the Role:AMG Search is seeking a highly skilled Financial Planning Specialist to join our team of experts in the financial services industry.Key Responsibilities:Provide financial planning advice to a portfolio of high net worth clients.Develop and maintain strong relationships with clients to understand their financial goals and objectives.Work...
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Financial Planning Specialist
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1 week ago
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Financial Planning Specialist
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Exeter, Devon, United Kingdom https:www.energyjobline.comsitemap Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled and experienced Financial Planner to join our team at Yellowtail, a leading Financial Planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate...
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2 weeks ago
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Financial Planning Specialist
2 weeks ago
Exeter, Devon, United Kingdom CV Library Full timeFinancial Planner Job DescriptionAbout the Role: We are seeking a highly skilled Financial Planner to join our team at Yellowtail, a leading financial planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions, and retirement planning.Key...
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Financial Planning Specialist
2 weeks ago
Exeter, Devon, United Kingdom CV Elite Limited Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at CV Elite Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice...
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Financial Planning Specialist
2 weeks ago
Exeter, Devon, United Kingdom CV Elite Limited Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at CV Elite Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice...
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Financial Planning Specialist
2 weeks ago
Exeter, Devon, United Kingdom CV Library Full timeFinancial Planner Job DescriptionAbout the Role: We are seeking a highly skilled Financial Planner to join our team at Yellowtail, a leading financial planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions, and retirement planning.Key...
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Financial Planning Specialist
2 weeks ago
Exeter, Devon, United Kingdom CV Library Full timeFinancial Planner Job DescriptionAbout the Role: We are seeking a highly skilled Financial Planner to join our team at Yellowtail, a leading financial planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions, and retirement planning.Key...
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Financial Planning Specialist
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