Financial Planning Specialist
13 hours ago
Unlock Your Potential as a Financial Planning Specialist
Location: Hertford, Hybrid Working.
Salary: An attractive basic salary of £75,000 with a generous bonus scheme, making an achievable OTE of £150k in the first year, plus benefits.
A Rewarding Opportunity for a Forward-Thinking Financial Advisor
We are seeking a dynamic and ambitious Financial Advisor to join our established team in Hertford, covering the Herts and Essex area. Our client delivers exceptional financial planning services to their high net worth clients and will provide you with a client bank to help kick-start your journey within the group.
About the Role:
- Assess and identify financial needs for new and existing clients.
- Conduct product research and implement money laundering processes.
- Provide holistic financial planning services and conduct lifestyle planning assessments.
- Present financial recommendations to clients and conduct regular reviews.
- Maintain up-to-date knowledge of regulatory changes and network with professional partners.
- Contribute to marketing initiatives and maintain a Statement of Professional Standing.
- Participate in ongoing CPD activities and deliver lifestyle cashflow planning solutions.
Requirements:
- Level 4 qualified (Diploma in Financial Planning) with a strong ambition to become chartered.
- A minimum of 5 years' experience in an authorised financial planning role with competent adviser status.
- Expertise in cashflow planning and lifestyle planning.
- Strong communication and interpersonal skills.
-
Senior Financial Planning and Analysis Manager
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFP&A Lead Analyst Job DescriptionAbout the Role:We are looking for a highly skilled FP&A Lead Analyst to join our finance team at Vitae Financial Recruitment. As a key member of our team, you will be responsible for leading the development of financial forecasts and strategic plans that support the company's growth objectives.Key Responsibilities:Financial...
-
Strategic Financial Planning Manager
3 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeSenior Financial Analyst Position OverviewWe are seeking an experienced Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.
-
Financial Services Planning Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Brook Street Full timeJob OverviewA well-established Independent wealth firm located in Hertfordshire seeks a skilled Financial Advisor to join their team.Salary and BenefitsThe salary for this role is £52,500 - £57,500 per annum, with an annual bonus, life assurance, healthcare, progression and development opportunities, further education support, and a flexible work-life...
-
Financial Services Coordinator
1 week ago
Watford, Hertfordshire, United Kingdom Pxp Financial Full timeJob OverviewPXP Financial is a well-established and respected name within the card payment industry.We boast an impressive and diverse client database across the globe and have over 30 years of experience within the payments space.This role offers an attractive salary package, including a competitive base salary of £45,000 per annum, with benefits such as...
-
Financial Planning Director
5 days ago
Watford, Hertfordshire, United Kingdom CV-Library Full timeJob SummaryWe are seeking an experienced Financial Planning & Reporting Lead to join our vibrant finance team in Watford, Hertfordshire. As a key member of the organization, you will play a pivotal role in enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders.This is a hybrid role that requires 3-4...
-
Customer Integration Specialist
1 week ago
Watford, Hertfordshire, United Kingdom Pxp Financial Full timeAbout the RoleWe are seeking a skilled Customer Integration Specialist to join our team at PXP Financial.In this role, you will be responsible for supporting the configuration of customer processing systems and ensuring project completion to the highest standard.The ideal candidate will possess proficient Microsoft Windows/Office knowledge, professional...
-
Controller of Financial Operations
3 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeJob OverviewWe are seeking a dynamic and driven individual to cover a Maternity leave for an initial 9 Month contract. The successful candidate will be responsible for leading and developing a team of 8 staff within an established finance team to produce accurate, timely, and high-quality accounting information.About YouWe are looking for an experienced...
-
Financial Operations Manager
1 month ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeFinancial Controller OpportunityWe are seeking a dynamic and experienced Financial Controller to join our team. As Financial Controller, you will be responsible for leading and developing a team of finance professionals, producing accurate and timely accounting information, and managing financial and statutory matters.About the RoleThe ideal candidate will...
-
Financial Planning Expert
3 weeks ago
Watford, Hertfordshire, United Kingdom Marc Daniels Full timeJob Description:We are seeking a Financial Planning Expert to join our team as a Commercial Finance Manager. The role involves providing financial guidance and support to the business, with a focus on commercial operations and strategy.About the Role:Provide financial analysis and insights to inform business decisionsDevelop and maintain financial models and...
-
Financial Planning Analyst
1 day ago
Watford, Hertfordshire, United Kingdom CV-Library Full timeAbout the Role:We are seeking a highly skilled Senior Commercial Financial Analyst to join our team at CV-Library in Hemel Hempstead. As a key member of our finance department, you will play a crucial role in providing financial insights and strategic guidance to our business leaders.The ideal candidate will have previous experience in commercial finance,...
-
Financial Planning Expert
4 weeks ago
Watford, Hertfordshire, United Kingdom Blakemore Recruitment Full timeAbout the RoleWe are currently recruiting for a Financial Planning firm based in Hertford, who are looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for someone to work with a well-established business, providing holistic financial planning services to clients across the region.Key ResponsibilitiesResearch and...
-
Financial and Contractual Specialist
2 months ago
Watford, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £55,000We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals in Watford. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for construction projects...
-
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeAre you an ambitious and highly driven Financial Controller looking for a challenging role in a dynamic business environment?About the CompanyVitae Financial Recruitment is a leading recruitment agency specialising in financial placements. We exist to be different, providing tailored solutions to meet our clients' unique needs.Job SummaryWe are seeking a...
-
Chief Financial Operations Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeJob OpportunityAbout the RoleThis is a rare opportunity to join a well-established international business as a General Ledger German or French speaking accountant. The ideal candidate will be experienced in working in a busy business environment where you are expected to handle a broad range of tasks.The role is initially a 6 months contract and requires...
-
Financial Management Specialist
3 weeks ago
Watford, Hertfordshire, United Kingdom Kardex Full timeJob Title: Financial Management SpecialistThe successful candidate will be responsible for overseeing the day-to-day financial activities of the organization, ensuring accurate and timely financial reporting. Key responsibilities include:Generating weekly revenue and bookings reports to inform business decisionsPreparing month-end financial statements and...
-
Financial Management Specialist
12 hours ago
Watford, Hertfordshire, United Kingdom CV-Library Full timeJob Title: Financial Management SpecialistLocation: Watford, UKAbout the Role:We are seeking a highly skilled Financial Management Specialist to join our team in Watford. As a key member of our finance department, you will be responsible for managing and analysing financial data, ensuring accurate and timely reporting to senior management.The ideal candidate...
-
Financial Operations Specialist
13 hours ago
Watford, Hertfordshire, United Kingdom CV-Library Full timeAre you a skilled finance professional looking for a new challenge?We have an exciting opportunity for a Financial Operations Specialist to join our team in Watford, Hertfordshire.As a Financial Operations Specialist, you will be responsible for the day-to-day tasks within our finance department, including processing invoices, purchase orders, and expenses....
-
Financial Operations Specialist
1 month ago
Watford, Hertfordshire, United Kingdom West Herts College Full timeFinancial Management Role at West Herts CollegeWest Herts College is seeking a professional to work as a Financial Operations Specialist. This role involves managing the financial affairs of the organisation, working alongside accountants and other financial professionals.Key ResponsibilitiesMaintaining profit and loss accounts, budgets, cash flow forecasts,...
-
Financial Support Specialist
1 day ago
Watford, Hertfordshire, United Kingdom Austin Fraser Full timeAbout the RoleAustin Fraser is currently seeking a Financial Support Specialist to assist our accounting team. This exciting opportunity involves a range of financial tasks, including managing bank statements, processing invoices, and maintaining accurate records.Responsibilities:Check bank statements and update the cashbook for all currencies...
-
Financial Assistant Specialist
1 day ago
Watford, Hertfordshire, United Kingdom CV-Library Full timeJob Title: Financial Assistant SpecialistWe are seeking a Part-time Financial Assistant Specialist to join our organization based in the UK.This diverse role will involve working on financial duties, as well as additional tasks such as online banking, posting receipts and payments, and reconciliations. The salary for this position is estimated at £30,000...