Financial Planning Assistant
4 weeks ago
Role Overview
Uniting People is seeking a skilled Paraplanning Professional to support a Financial Adviser in providing comprehensive financial planning services to a wide client portfolio.
Key Responsibilities
- Assist in the development of personalised financial plans for clients
- Conduct research and interpret data to inform financial planning decisions
- Manage all documents required for various industry regulations
- Utilise various platforms to research, collate data, and produce detailed case reports
- Stay up to date with industry regulations and compliance requirements
Requirements
- Qualifications in Financial Planning are essential
- Proven background in Paraplanning is essential
- Excellent communication and numeric skills
- Strong team player with a strong work ethic
Benefits
- Company pension
- 28 days holiday inc bank holidays
- Birthday off
- Free parking
- Company events
- Healthcare after probation
- Training and qualification opportunities
About Uniting People
Uniting People is a growing firm with strong growth plans, offering a challenging and busy role with scope to develop.
-
Senior Financial Planning Manager
3 days ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAs a leading specialist in financial services recruitment, Recruit UK | Certified B Corp™ is proud to present an exceptional opportunity for a seasoned professional to join our prestigious client's team in Staffordshire.Salary: Up to £65,000 per annum (dependent on skill-set and qualifications)The role of Technical Manager is pivotal in bridging the gap...
-
Financial Services Operations Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeThis pivotal role will see you bridging the gap between senior advisers and technical planning support teams in Staffordshire. Your primary responsibility will be to ensure the smooth running and efficiency of the company.About the RoleAssist with client engagement and support team of Financial Advisers and Chartered Financial PlannersConduct data analysis,...
-
Senior Financial Services Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time**Role Overview**We are seeking a skilled Senior Financial Services Manager to lead our financial planning team in Staffordshire. As a pivotal member of our team, you will be responsible for bridging the gap between senior advisers and the technical planning support team.Key Responsibilities:Support a team of Financial Advisers and Chartered Financial...
-
Financial Director
4 weeks ago
Staffordshire, United Kingdom Universal Business Team Full time £60,000 - £75,000Financial Controller OpportunityUniversal Business Team is seeking an experienced Financial Controller to join its Senior Leadership Team. As a key member of the team, you will play a crucial role in shaping the financial direction and performance of the company and its affiliated entities.Key Responsibilities:Develop and implement financial strategies to...
-
Group Financial Controller
1 week ago
Staffordshire, Staffordshire, West Midlands, United Kingdom SF Recruitment Limited ta SF Group Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading team you will be responsible for the following: - Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve...
-
Group Financial Controller
1 week ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading team you will be responsible for the following: - Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated to achieve...
-
Group Financial Controller
2 hours ago
Staffordshire, United Kingdom SF Executive Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading the finance team you will be responsible for the following:• Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated...
-
M&a Administrator Staffordshire
5 months ago
Staffordshire, United Kingdom Perspective Financial Group Full timeAre you looking to step into or gain more experience in an administration team and ready for a challenging role that requires you to learn quickly and thrive in a fast paced environment? If you answered YES, then we have an excellent opportunity for you to work with an experienced, supportive and professional team who can advise and help train you as you...
-
Financial Controller
4 weeks ago
Hopton, Staffordshire, United Kingdom CV-Library Full timeDescription Position: Financial Controller Location: Stafford, UK (Office-based) Type: Full-Time Salary: £60,000 - £75,000 Reports To: Managing Director About the Role A fantastic opportunity has arisen with a leading UK-based environmental solutions company specialising in dust and odour suppression as well as wastewater treatment equipment....
-
General Assistant
6 months ago
Staffordshire, United Kingdom Sodexo Full timeJob Introduction As a** **General Catering Assistant **at Sodexo in **Staffordshire**, you'll help with the preparation and serving of our vibrant menu and ensuring all working areas are kept clean and tidy. Your cheerful customer service skills will put a smile on students faces and makes an impact in their everyday lives. Join Sodexo and be part of...
-
Interim Financial Accountant
3 weeks ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeSF Recruitment are currently working with a large distribution business based in East Staffordshire in the recruitment of an Interim Financial Accountant. Reporting into the Head of Finance this is an urgent requirement for a Qualified Accountant to join the team on a 6 month contract to help assist in the run up to Year End. Applicants must have...
-
Staffordshire, United Kingdom SF Recruitment Full timeAs a seasoned financial professional, you will be responsible for leading our finance team to ensure they are fully motivated and achieving the company's objectives.Key ResponsibilitiesManagement of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staffPrepare financial analysis to support key business decisions such as...
-
Defence Sector Resource Planning Specialist
1 month ago
Staffordshire, United Kingdom Matchtech Full timeThe OpportunityWe are seeking a highly skilled Defence Sector Resource Planning Specialist to join our client's dynamic and growing team. This permanent role provides an excellent opportunity for career growth within a progressive environment that utilises ground-breaking technologies and systems.Key Responsibilities Manage engineering demand data across the...
-
Financial Growth Strategist
4 weeks ago
Hopton, Staffordshire, United Kingdom Universal Business Team Full timeUniversal Business Team is a leading environmental solutions company specialising in dust and odour suppression as well as wastewater treatment equipment.**Job Title:** Financial Growth Strategist**Salary:** £62,500 - £75,000 per annum**Job Description:**As a seasoned Financial Growth Strategist, you will play a pivotal role in driving the financial...
-
Financial Controller
4 weeks ago
Stoke-On-Trent, Staffordshire, United Kingdom Doubletree by Hilton Full timeAn exciting opportunity has arisen for an experienced, driven and talented Financial Controller to join the DoubleTree by Hilton Stoke. You will be responsible for all financial operations. Supervising and supporting the finance team based in the hotel.Interested in learning more about this job Scroll down and find out what skills, experience and educational...
-
Group Financial Controller
16 hours ago
Staffordshire, UK, West Midlands, United Kingdom SF Executive Full timeGroup Financial Controller required for an established construction business based in Staffordshire. Reporting to the Group Finance Director and leading the finance team you will be responsible for the following:• Management of a team of 7; lead, motivate, communicate with, develop, appraise and performance manage staff to ensure they are fully motivated...
-
Senior Care Assistant
2 weeks ago
Staffordshire, United Kingdom HC One Full timeAs a Night Senior Care Assistant at Coopers Croft, Kindness will be at the core of everything you do. It touches upon every aspect of our care. For you, it will mean planning and implementing the kind of care that will give our residents a real sense of security, dignity and independence. You will get to know our residents and their families - helping to...
-
Night Senior Care Assistant
2 weeks ago
Staffordshire, United Kingdom HC One Full timeAs a Night Senior Care Assistant at Coopers Croft, Kindness will be at the core of everything you do. It touches upon every aspect of our care. Every single person who works here understands that our residents are people just like them with their own stories to tell. And, by joining us, you’ll have a wonderful opportunity to give something back to those...
-
Financial Controller
3 weeks ago
Newcastle-under-Lyme, Staffordshire, United Kingdom Work Lyf Group Limited Full timeAt WorkLyf Group, we are hiring a Financial Controller based in Newcastle-Under-Lyme for our client in the Automotive industry. About the role The Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company, ensuring the...
-
Technical Manager
2 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Technical ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Technical Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers and...