Current jobs related to Financial Planning Assistant - Newton Aycliffe, Durham - CV Elite Ltd

  • Financial Planning Assistant

    1 month ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Limited Full time

    Financial Planning AssistantAt CV Elite Limited, we are seeking a highly skilled Financial Planning Assistant to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth and success of our business.About the Role:We are looking for an experienced...

  • Senior Financial Planning Assistant

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    OverviewEldon, a renowned Chartered Financial Planning firm, is seeking an accomplished Senior Financial Planning Assistant to join their elite team in Newton Aycliffe. As a key player in the company's mission to provide exceptional financial services, this role demands a highly skilled professional with expertise in holistic financial planning.About the...

  • Financial Planning Specialist

    2 months ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Job OverviewEldon Financial, a leading Chartered Financial Planning firm in the North East, is seeking an experienced Financial Planning Specialist to join their dynamic team.The successful candidate will work closely with the Directors and Financial Planners to deliver exceptional financial planning services to clients, focusing on technical research, cash...

  • Financial Planning Specialist

    3 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Company Overview:Eldon, an award-winning Chartered Financial Planning firm based in the North East of England, is seeking a highly skilled Paraplanner to join its small, fast-paced team. As a leading provider of holistic financial planning services, Eldon prides itself on delivering exceptional results for clients and fostering a collaborative work...

  • Financial Planning Support Specialist

    4 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Full time

    CV Elite is an award-winning Chartered Financial Planning firm based in Newton Aycliffe, looking for a skilled Paraplanner to join our team. As a Paraplanner, you will provide technical support to our Directors and Financial Planners, working closely with them to deliver exceptional financial planning services to our clients.This is a fantastic opportunity...

  • Financial Planning Support Specialist

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    About Us:Dawn Consulting (Sw) Limited, an award-winning Chartered Financial Planning firm based in the North East of England, is seeking a highly skilled Paraplanner to join their team. The successful candidate will be working closely with the Directors and Financial Planners to deliver high-quality financial advice to clients.Role Summary:Provide support to...

  • Senior Financial Planner Assistant

    4 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Full time

    As a key member of the CV Elite team, you will be responsible for providing technical support to our Directors and Financial Planners. This includes conducting research, creating financial models, writing reports, and developing recommendations to meet clients' needs.We are seeking an experienced Paraplanner to join our award-winning Chartered Financial...

  • Holistic Financial Services Associate

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Your Career OpportunityCV Elite Ltd invites applications from talented professionals seeking to enhance their skills and contribute to our continued success. As a Senior Financial Planning Assistant, you will be part of a dynamic team driven by a passion for delivering exceptional financial services. This exciting opportunity offers a competitive salary of...

  • Financial Services Operations Coordinator

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Job DescriptionIn this role, you will provide administrative support to our Financial Planners, including:Preparing financial plans and reportsManaging client relationships and communicationsAssisting with business development activitiesYou will also have the opportunity to work on various projects, such as market research, competitor analysis, and process...

  • Supporting Financial Advisors

    3 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    About Us:Eldon is a multi-award-winning independent Chartered Financial Planning firm, committed to delivering exceptional financial planning services to individuals and families. Our dedicated team of experts provides personalized advice and guidance, helping clients achieve their financial goals and secure their future.Our Team:We are a close-knit team of...

  • Holistic Financial Services Professional

    3 weeks ago

    Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Join Our Team:Eldon is seeking a highly skilled Paraplanner to join its team, offering a competitive salary of up to £45,000 per annum, plus a range of benefits. As a leading provider of holistic financial planning services, Eldon prides itself on delivering exceptional results for clients and fostering a collaborative work environment.About the Role:As a...

  • Paraplanner and Administrative Assistant

    3 weeks ago

    Newton Aycliffe, Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    Job Description:We are recruiting a Paraplanner and Administrative Assistant to join our team at Dawn Consulting (Sw) Limited. Based in Newton Aycliffe, this role offers a unique opportunity to work in a small, fast-paced, and client-focused environment.Work collaboratively with the team to achieve client goalsSupport the Directors and Financial Planners in...

  • Senior Care Assistant Leader

    1 month ago

    Newton Aycliffe, Durham, United Kingdom HC-One Full time

    About the RoleThe Senior Care Assistant Leader is a key position within our care home. You will be responsible for planning and implementing care plans that meet the individual needs of our residents. This includes assisting with daily living tasks, such as bathing and dressing, and leading a team of care assistants.

  • Personal Care Assistant Lead

    3 weeks ago

    Newton Aycliffe, Durham, United Kingdom HC-One Full time

    Care Assistant Opportunities">We're seeking a dedicated and compassionate Care Assistant to join our team at HC-One. In this rewarding role, you'll have the opportunity to make a real difference in the lives of our residents.You'll work closely with our nursing team to deliver personalized care, focusing on the physical, emotional, and social needs of our...

  • Care Assistant Manager

    1 week ago

    Newton Aycliffe, Durham, United Kingdom HC One Full time

    Job Title: Adult Dementia SpecialistAbout HC One:At HC One, we believe that kindness is at the heart of everything we do. Our care homes provide a safe and welcoming environment for residents to live their lives to the fullest. We are committed to delivering exceptional care and creating meaningful relationships with our residents and their families.Job...

  • Residential Care Assistant Manager

    2 weeks ago

    Newton Aycliffe, Durham, United Kingdom HC-One Full time

    Job Title: Senior Care AssistantWe are seeking an experienced and compassionate Senior Care Assistant to join our team at HC-One. As a key member of our care team, you will be responsible for providing exceptional care and support to our residents, while also leading a team of Care Assistants to maintain high standards of care.About the RoleThe successful...

  • Support Worker

    1 week ago

    Newton Aycliffe, Durham, United Kingdom City and County Healthcare Group Ltd Full time

    Job Title: Support Worker - Care AssistantCity and County Healthcare Group Ltd is seeking a compassionate and dedicated Support Worker to join our team as a Care Assistant. As a key member of our healthcare team, you will play a vital role in supporting clients to live safely and independently in their own homes.About the Role:Assist clients with personal...

  • Financial Coordinator

    1 week ago

    Newton Aycliffe, Durham, United Kingdom Education Personnel Management Full time

    Do you have experience in payroll administration and want to take your skills to the next level? We are seeking a Payroll Administrator to join our team at Education Personnel Management. As a Payroll Administrator, you will be responsible for managing monthly payroll processes, including accurately inputting payroll data, reconciling reports, and delivering...

  • Teaching and Learning Support Role

    4 weeks ago

    Newton Aycliffe, Durham, United Kingdom Vision for Education -teesside Primary and York Full time

    Teaching Assistant OpportunityVision for Education - Teesside Primary and York is looking for a skilled and enthusiastic Teaching Assistant to join our team. This role presents a fantastic chance to contribute to the educational journey of young people in the DL5 area.Job DescriptionIn this role, you will work closely with the class teacher to develop lesson...

  • Homecare Assistant

    7 days ago

    Newton Aycliffe, Durham, United Kingdom City and County Healthcare Group Ltd Full time

    Homecare Assistant - Healthcare TeamCity and County Healthcare Group Ltd is seeking a highly motivated and caring Homecare Assistant to join our team. As a key member of our healthcare team, you will play a vital role in supporting clients to live safely and independently in their own homes.About the Role:Assist clients with daily living tasks, including...

Financial Planning Assistant

2 months ago

Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

Our Financial Planning Team:We are seeking a Paraplanning Support Specialist to provide guidance and assistance to our experienced Financial Planners in Newton Aycliffe. This role offers a unique opportunity to join a dynamic and award-winning team at CV Elite Ltd, where you will be responsible for supporting the Directors and Financial Planners in delivering exceptional client services. Key responsibilities include working closely with the team to maintain accurate and up-to-date client records, preparing detailed financial reports, and ensuring compliance with regulatory requirements.

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment
  • Proficiency in Microsoft Office and financial planning software
APCT1_UKTJ