Senior Financial Planner

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom meraki talent ltd Full time

Job Title: Chartered Financial Planner

Company: Meraki Talent Ltd

Job Type: Permanent

Salary: Competitive

Location: Remote (Newcastle)

About the Role:

We are seeking a highly skilled and experienced Chartered Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management firm, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.

Key Responsibilities:

  • Financial Planning: Develop and implement comprehensive financial plans for clients, covering investments, pensions, tax planning, and estate planning.
  • Client Relationships: Build and maintain strong relationships with clients, providing a holistic approach to financial planning and delivering exceptional customer service.
  • Fact-Finding: Conduct thorough fact-finding to understand client needs and objectives, ensuring that financial plans are tailored to meet their individual requirements.
  • Financial Planning and Recommendations: Prepare and present detailed financial plans and recommendations to clients, ensuring that they are clear, concise, and easy to understand.
  • Industry Knowledge: Stay up-to-date with market developments, regulatory changes, and best practices in financial advice, ensuring that clients receive the highest level of expertise.
  • Compliance: Maintain compliance with all industry regulations and company policies, ensuring that financial advice is delivered in a transparent and ethical manner.

Requirements:

  • Chartered Financial Planner Status: CII or equivalent qualification.
  • Proven Track Record: Demonstrable experience in managing a client portfolio and delivering high-quality financial advice.
  • Industry Knowledge: In-depth knowledge of pensions, investments, tax planning, and protection products.
  • Communication Skills: Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Teamwork: Ability to work independently and as part of a collaborative team.
  • Continuous Professional Development: Demonstrable commitment to continuous professional development and maintaining industry knowledge.

What We Offer:

As a Chartered Financial Planner at Meraki Talent Ltd, you will have the opportunity to work with a leading wealth management firm, delivering high-quality financial advice to a portfolio of high-net-worth clients. We offer a competitive salary, a collaborative and dynamic work environment, and opportunities for continuous professional development.



  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management team, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with clients, offering...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Meraki Talent Ltd Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Meraki Talent Ltd. As a key member of our wealth management team, you will be responsible for providing bespoke financial advice to a portfolio of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with clients, offering...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Penguin Recruitment Ltd Full time

    About the Company Penguin Recruitment Ltd is a leading multidisciplinary Engineering Consultancy based in the UK, seeking a skilled Senior Town Planner to join their rapidly expanding team. This position offers an excellent opportunity for the successful candidate to work on diverse and high-profile projects, with opportunities for professional growth, a...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Penguin Recruitment Ltd Full time

    About the Company Penguin Recruitment Ltd is a leading multidisciplinary Engineering Consultancy based in the UK, seeking a skilled Senior Town Planner to join their rapidly expanding team. This position offers an excellent opportunity for the successful candidate to work on diverse and high-profile projects, with opportunities for professional growth, a...

  • Senior Urban Planner

    2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Penguin Recruitment Ltd Full time

    About the RolePenguin Recruitment Ltd is seeking a highly skilled Senior Town Planner to join their team. As a Senior Town Planner, you will be responsible for supporting the senior members of the team in the delivery of a wide range of projects, assisting with advice, planning applications, and appeals.Key ResponsibilitiesSupport senior team members in...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom 1st Select Full time £50,000

    Position Type: Permanent1st Select is collaborating with a diverse consultancy firm in the North East seeking to enhance their team with a Senior Holiday Planner.Qualifications Required:NEBOSH Construction certificateKey Benefits: Flexible working arrangementsRole Overview:The Senior Holiday Planner will be responsible for designing and implementing...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Carrington West Full time

    Job Title: Senior Town PlannerLocation: Private sectorSalary: Up to £45,000 p/aAbout the Role:We are seeking an experienced and highly motivated Town Planner to lead and contribute to our diverse range of projects. As a Senior Town Planner, you will have the opportunity to work on exciting and challenging projects, collaborate with a talented team, and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Carrington West Full time

    Job Title: Senior Town PlannerLocation: Private sectorSalary: Up to £45,000 p/aAbout the Role:We are seeking an experienced and highly motivated Town Planner to lead and contribute to our diverse range of projects. As a Senior Town Planner, you will have the opportunity to work on exciting and challenging projects, collaborate with a talented team, and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Zodiac Recruitment Full time

    Job Title: Senior PlannerCompany: Zodiac RecruitmentLocation: NationwideSalary: £35k-£45kZodiac Recruitment is seeking a highly skilled Senior Planner to join our team. As a Senior Planner, you will be responsible for leading projects, developing strategic plans, and engaging with stakeholders to ensure the successful delivery of planning initiatives.Key...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Zodiac Recruitment Full time

    Job Title: Senior PlannerCompany: Zodiac RecruitmentLocation: NationwideSalary: £35k-£45kZodiac Recruitment is seeking a highly skilled Senior Planner to join our team. As a Senior Planner, you will be responsible for leading projects, developing strategic plans, and engaging with stakeholders to ensure the successful delivery of planning initiatives.Key...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KAP Recruitment Ltd Full time £38,000 - £42,000

    About the RoleA competitive salary and flexible working arrangements are on offer for this exciting opportunity to join KAP Recruitment Ltd as a Senior Town Planner. As a key member of our team, you will have the chance to progress your career and work on interesting and unique projects.Key ResponsibilitiesOversee and manage a variety of urban and regional...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom KAP Recruitment Ltd Full time £38,000 - £42,000

    About the RoleA competitive salary and flexible working arrangements are on offer for this exciting opportunity to join KAP Recruitment Ltd as a Senior Town Planner. As a key member of our team, you will have the chance to progress your career and work on interesting and unique projects.Key ResponsibilitiesOversee and manage a variety of urban and regional...

  • Senior Town Planner

    12 hours ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Carrington West Full time

    Job Title: Senior Town PlannerLocation: NewcastleIndustry: Private sectorSalary: Up to £45,000 p/aAbout the Role:Carrington West is seeking an experienced Town Planner to lead and contribute to their diverse range of projects. As a Senior Town Planner, you will have the opportunity to work on exciting and challenging projects, collaborate with a talented...

  • Senior Town Planner

    10 hours ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Carrington West Full time

    Job Title: Senior Town PlannerLocation: NewcastleIndustry: Private sectorSalary: Up to £45,000 p/aAbout the Role:Carrington West is seeking an experienced Town Planner to lead and contribute to their diverse range of projects. As a Senior Town Planner, you will have the opportunity to work on exciting and challenging projects, collaborate with a talented...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity: We are seeking a highly skilled Paraplanner/Junior Financial Planner to join our team at mbf. as a key member of our Financial Planning division.About the Role:We are a highly regarded wealth manager with a strong presence in the industry. Our Financial Planning division is a specialized arm of the firm dedicated to providing comprehensive...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity: We are seeking a highly skilled Paraplanner/Junior Financial Planner to join our team at mbf. as a key member of our Financial Planning division.About the Role:We are a highly regarded wealth manager with a strong presence in the industry. Our Financial Planning division is a specialized arm of the firm dedicated to providing comprehensive...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ramboll Group AS Full time

    Opportunity for a Senior Environmental ProfessionalRamboll Newcastle is seeking a highly skilled and experienced Senior Environmental Scientist/Planner to join our Impact Assessment Team. As a key member of our team, you will play a crucial role in developing and implementing environmental strategies for various projects.Your Key Responsibilities:Lead and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Ramboll Group AS Full time

    Opportunity for a Senior Environmental ProfessionalRamboll Newcastle is seeking a highly skilled and experienced Senior Environmental Scientist/Planner to join our Impact Assessment Team. As a key member of our team, you will play a crucial role in developing and implementing environmental strategies for various projects.Your Key Responsibilities:Lead and...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity at mbf.About the Role:We are seeking a highly skilled and motivated Paraplanner/Junior Financial Planner to join our team at mbf. As a key member of our Financial Planning division, you will play a vital role in providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:Assist in the preparation of...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom mbf. Full time

    Job Opportunity at mbf.About the Role:We are seeking a highly skilled and motivated Paraplanner/Junior Financial Planner to join our team at mbf. As a key member of our Financial Planning division, you will play a vital role in providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:Assist in the preparation of...