Current jobs related to Financial Planning Specialist - Carlisle, Cumbria - Six Degrees Recruitment Limited

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Carlisle, Cumbria, United Kingdom ROC Recruitment Full time

    Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our expanding Finance department at ROC Recruitment. As a key member of our team, you will play a crucial role in the creation and development of our Company strategic plan, as well as analysis and reporting of performance within the...

  • Financial Planning Assistant

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time

    Financial Planning Support OpportunityWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide comprehensive support to our financial planners, ensuring the smooth delivery of our services to clients.About the Role:Provide administrative support to our financial...

  • Financial Planning Assistant

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time

    Financial Planning Support OpportunityWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide comprehensive support to our financial planners, ensuring the smooth delivery of our services to clients.About the Role:Provide administrative support to our financial...

  • Financial Planning Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED.As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key responsibilities include:Developing and implementing personalized...

  • Financial Planning Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at CITRUS ELITE RECRUITMENT LIMITED.As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key responsibilities include:Developing and implementing personalized...

  • Financial Planning Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Citrus Elite Recruitment Ltd Full time

    Unlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at Citrus Elite Recruitment Ltd. As a Financial Planner, you will play a vital role in helping our clients achieve their financial goals and aspirations.About the Role:Provide expert financial planning advice to clients, helping them make...

  • Financial Planning Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Citrus Elite Recruitment Ltd Full time

    Unlock Your Potential as a Financial PlannerWe are seeking an experienced Financial Planner to join our dynamic team at Citrus Elite Recruitment Ltd. As a Financial Planner, you will play a vital role in helping our clients achieve their financial goals and aspirations.About the Role:Provide expert financial planning advice to clients, helping them make...

  • Economist with expertise in financial planning

    2 weeks ago

    Carlisle, Cumbria, United Kingdom Evri Full time

    About This OpportunityWe are seeking an experienced Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for analyzing and managing our budget to ensure the company's financial stability and growth.ResponsibilitiesDevelop and implement comprehensive budget plans and forecastsMonitor and analyze...

  • Accountant – Financial Planning Specialist

    2 weeks ago

    Carlisle, Cumbria, United Kingdom Locum People Full time

    Key Responsibilities:Develop and implement financial planning strategies to drive business growth and profitability. Collaborate with cross-functional teams to identify areas for cost reduction and optimize resource allocation.Requirements:5+ years of experience in financial planning and analysisStrong analytical and problem-solving skillsAbility to...

  • Financial Planning Support Specialist

    2 weeks ago

    Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time

    Fram Executive Search Limited is seeking a highly motivated and organized individual to join their Financial Planning team as a Paraplanner / Trainee. The ideal candidate will possess excellent communication skills and a strong attention to detail.The successful candidate will provide comprehensive support to the Financial Planning team,...

  • Financial Planning Assistant

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Fram Executive Search Limited Full time

    Financial Planning OpportunityFram Executive Search Limited is seeking a skilled Paraplanner or Trainee to join their Financial Planning team.The ideal candidate will provide comprehensive support to the team, contributing to the delivery of excellent customer service and fostering a collaborative and rewarding workplace.Key responsibilities will...

  • Financial Planning Assistant

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    Join Our Team as a Financial Planning AdministratorWe are seeking a highly motivated and organized individual to join our team as a Financial Planning Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.Key...

  • Financial Planning Assistant

    4 weeks ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    Join Our Team as a Financial Planning AdministratorWe are seeking a highly motivated and organized individual to join our team as a Financial Planning Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.Key...

  • Financial Planning Assistant

    1 month ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and a clear path for advancement? Look no further than Exchange Street Claims ltd.As a Financial Planning Administrator, you will be responsible for developing your skills and knowledge in financial planning, with a focus on client...

  • Financial Planning Assistant

    1 month ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAre you looking for a career that offers a strong foundation in financial planning and a clear path for advancement? Look no further than Exchange Street Claims ltd.As a Financial Planning Administrator, you will be responsible for developing your skills and knowledge in financial planning, with a focus on client...

  • Financial Planning and Reporting Specialist

    2 weeks ago

    Carlisle, Cumbria, United Kingdom Carrs Billington Agriculture Full time

    About UsCarr's Billington Agriculture is a leading provider of rural and agricultural support. Our goal is to empower our customers to achieve success, whether it's improving herd health, increasing yields, or growing their business.We have a diverse range of products and services that cater to different needs, and our team of experts is dedicated to helping...

  • Financial Planning Assistant

    3 weeks ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    **Unlock Your Potential in Financial Planning**At Exchange Street Claims ltd, we're committed to helping you develop a successful career in financial planning. As an Apprentice Financial Planning Administrator, you'll have the opportunity to work with experienced professionals and gain hands-on experience in client acquisition and retention.**Our Business...

  • Financial Services Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£55,000 to £65,000 plus bonus and benefitsJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.The successful candidate will work with the company's existing client portfolio and introductions made by...

  • Financial Services Specialist

    4 weeks ago

    Carlisle, Cumbria, United Kingdom JohnstonGreer Ltd Full time

    Job Title: Independent Financial Advisor£55,000 to £65,000 plus bonus and benefitsJohnstonGreer Ltd is seeking a Financial Advisor to provide individual advice to high net worth private clients across a wide spectrum of tax and investment planning.The successful candidate will work with the company's existing client portfolio and introductions made by...

  • Financial Planning Assistant

    5 days ago

    Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential with Exchange Street Claims LtdAs a member of our dynamic team, you'll embark on an exciting journey as an Apprentice Financial Planning Administrator. Our company, Exchange Street Claims Ltd, offers a unique opportunity to develop your skills in financial services. We'll provide you with comprehensive training, equipping you to advise...

Financial Planning Specialist

2 months ago

Carlisle, Cumbria, United Kingdom Six Degrees Recruitment Limited Full time
Unlock Your Potential as a Financial Planning Specialist

At Six Degrees Recruitment Limited, we're seeking a talented Financial Planning Specialist to join our team. As a key member of our team, you'll play a vital role in delivering exceptional client experiences and driving business growth.

About the Role

We're looking for someone who thrives on building strong, lasting relationships with clients. You'll work closely with our clients to understand their financial needs and objectives, providing expert advice and guidance to help them achieve their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, both in person and remotely
  • Provide specialist advice and technical support to clients
  • Collaborate with our marketing team to develop and implement effective marketing strategies
  • Work closely with our administration team to ensure seamless client onboarding and servicing
What We Offer

We're committed to supporting your career growth and development. As a Financial Planning Specialist with our team, you'll receive:

  • Comprehensive training and development opportunities
  • Access to industry-leading tools and technology
  • A collaborative and supportive team environment
  • Opportunities for career advancement and professional growth

We're looking for someone who is passionate about delivering exceptional client experiences and driving business growth. If you're a motivated and results-driven individual with a strong background in financial planning, we'd love to hear from you.