Financial Planning Expert
10 hours ago
This hybrid-based Paraplanner position in the Wirral offers an excellent opportunity for a skilled professional to provide exceptional financial planning solutions. The role involves assisting a team of Financial Advisors in delivering holistic financial planning services to clients.
The successful candidate will possess experience as a Paraplanner and a good knowledge of financial planning, with the ability to write bespoke advice for complex cases. Confidence in undertaking research and financial calculations is also essential. Holding a Level 4 Diploma in Financial Planning (or equivalent) and/or working towards Chartered status is preferred.
Key Responsibilities:
- Prepare pre-approval documents prior to report writing, ensuring recommendations are suitable.
- Provide accurate, timely, and compliant suitability reports.
- Utilize technology to produce precise solutions.
- Perform financial calculations, including CGT and annual allowances.
- Ensure all advice documentation is compliant.
- Effectively communicate internally and externally.
- Collaborate closely with Financial Advisers to gather sufficient information.
- Provide clear instructions to Administrators to ensure proposals and documents are completed correctly.
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Strategic Financial Planning Expert
3 weeks ago
East Liverpool, Ohio, United Kingdom EFE Personnel Limited Full timeJob OverviewEFE Personnel Limited seeks a seasoned Independent Financial Adviser to provide expert guidance on investments, pensions, and insurance in North West England.Key ResponsibilitiesAnalyse financial information to recommend suitable products and services.Develop and implement comprehensive financial plans for clients.RequirementsStrong knowledge of...
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Strategic Financial Planning Expert
1 month ago
East Liverpool, Ohio, United Kingdom EFE Personnel Full timeJob OverviewEFE Personnel is seeking a highly skilled Independent Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients in North West England.This is a permanent, full-time opportunity offering a competitive salary of circa £50,000 per annum + bonus,...
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Financial Planning Expert
3 weeks ago
East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Private Client Advisor to join their team in Merseyside. The successful candidate will be responsible for providing financial planning services to clients, generating compliant initial and ongoing income for the company.Key Responsibilities:Maintain and develop strong relationships with clients,...
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Financial Planning Professional
3 days ago
East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Purpose:We are seeking a Private Client Financial Advisor to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.To meet this purpose, the role requires the ability to develop...
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Financial Planning Consultant
12 hours ago
East Liverpool, Ohio, United Kingdom Prestige Recruitment Group Full timeAbout the JobAs a Home Based Employed Financial Advisor with Prestige Recruitment Group, you will deliver tailored financial advice to clients from the comfort of your own home. This role offers a competitive employed basic salary and bonus scheme.The ideal candidate is a qualified Financial Advisor who holds a Level 4 Diploma in Financial Planning or...
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Planned Works Housing Expert
3 weeks ago
East Liverpool, Ohio, United Kingdom CV-Library Full timeHousing Expert for Planned WorksCV-Library is looking for an experienced Housing Expert to lead our planned works team in Liverpool, Merseyside. The role offers a salary of £45,000 per annum, including a company van or car allowance, and benefits such as Akea Life private healthcare and employee of the month recognition.The successful candidate will have a...
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Financial Planning Analyst
3 weeks ago
East Liverpool, Ohio, United Kingdom Marks Sattin (UK) Ltd Full timeCompany Overview:Marks Sattin (UK) Ltd is an award-winning progressive group of businesses, seeking a Financial Planning Analyst to play a pivotal part in their growth journey.
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Control and Planning Expert
3 days ago
East Liverpool, Ohio, United Kingdom Turner & Townsend Full timeJoin our talented team of Control and Planning Experts at Turner & Townsend Group, where you will have the opportunity to work with a wide range of clients to deliver high-quality project management services.About the RoleWe are seeking a skilled Project Controls Engineer with a planning bias to join our Manchester office. As a key member of the team, you...
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Financial Planning Professional
3 days ago
East Liverpool, Ohio, United Kingdom Agility Resoucing Full timeRole OverviewWe are seeking a highly skilled Financial Planning Professional to join our team at Agility Resoucing. This role involves assisting in the preparation of monthly management accounts, balancing sheet reconciliations, and supporting month-end processes.About the JobThe successful candidate will have AAT Level 3 qualifications or higher, strong...
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East Liverpool, Ohio, United Kingdom IT Bods Ltd Full timeWe are seeking an experienced IFA/Financial Adviser Administrator to support our team in providing exceptional client service. As an integral part of our team, you will handle various administrative tasks to ensure smooth operations.Job DescriptionProcess applications for Investment, Pensions and Protection products in collaboration with Financial...
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Senior Financial Planning Manager
3 weeks ago
East Liverpool, Ohio, United Kingdom Hays Senior Finance Full timeYour new firmAn esteemed accounting and audit practice based in the North West is seeking to appoint a Senior Financial Planning Manager to join their growing team.This is an excellent opportunity to work with a high-profile client base, developing strong relationships to ensure a unique and business-specific approach.The clients this firm services are...
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Chartered Financial Planner Role
3 days ago
East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full timeThe Job:Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Financial Advisor to join our team. As a Private Client Financial Advisor, you will play a vital role in helping our clients achieve their financial goals by providing expert advice and guidance on financial planning.Your main responsibilities will include meeting with clients...
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Business Planning Expert
3 weeks ago
East Liverpool, Ohio, United Kingdom Yodel Full timeAbout YodelWe deliver more than just parcels, we deliver a great experience when it comes to your career too. With our fantastic opportunity for a Business Analyst in the Commercial and Network Planning team based in the Northwest, you'll be part of driving business success.Job OverviewSalary: Up to £42k + Great BenefitsThis permanent role involves running...
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Financial Planning Assistant
10 hours ago
East Liverpool, Ohio, United Kingdom NMS Recruit Full timeKey Highlights:NMS Recruit is partnering with a leading Financial Services firm based in Liverpool to secure a Paraplanner.Job Description:Role OverviewThis is a full-time opportunity for a strategic financial leader who will be responsible for assisting in the preparation of investment portfolios, providing administrative support to financial planners and...
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Public Sector Financial Advisor
3 weeks ago
East Liverpool, Ohio, United Kingdom Sellick Partnership Full timeAbout the RoleWe are seeking a highly skilled Finance Business Partner to join our client's finance team. As a Finance Business Partner, you will be responsible for delivering robust challenge and support to proposals in development, ensuring value for money and effective and efficient working practices are delivered.ResponsibilitiesCollaborate with budget...
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Financial Services Director
2 weeks ago
East Liverpool, Ohio, United Kingdom Michael Page Full timeJob SummaryWe are seeking a skilled Financial Services Director to lead and manage audit and accounting projects, providing expert financial advice to clients, and overseeing financial reports for a respected professional services firm in the Northwest.Key Responsibilities:Leading and managing audit and accounting projectsProviding expert financial advice to...
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Bookkeeping Expert
3 weeks ago
East Liverpool, Ohio, United Kingdom Agility Resoucing Full timeAbout the RoleWe are seeking a highly skilled Bookkeeper to join our team at Agility Resoucing. As a Bookkeeping Expert, you will be responsible for:Maintaining accurate and detailed financial records, including accounts payable and receivable.Preparation and balancing of accounts on a daily basis, ensuring all transactions are properly recorded.Development...
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Operations Financial Specialist
15 hours ago
East Liverpool, Ohio, United Kingdom Humdinger Full timeHumdinger's snacking factory in Bromborough requires a skilled Site Accountant to manage the site's financial performance and contribute to the company's overall success.This role involves working closely with the Finance Business Partner (Operations, Snacking) to develop and implement financial strategies that drive business growth and improvement.Main...
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Financial Expert to Support Strategic Growth
3 weeks ago
East Liverpool, Ohio, United Kingdom SATIS EDUCATION LTD Full timeThe Heath Family Multi Academy Trust is seeking high-calibre individuals to support the delivery of its strategy. As a key member of the Trust Board, you will play a vital role in overseeing the financial performance of the organisation and ensuring effective use of resources.About The RoleThis is an exciting opportunity for a seasoned finance professional...
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Valuation and Compliance Expert
11 hours ago
East Liverpool, Ohio, United Kingdom LHH Recruitment Full timeBecome a Valuation Expert and Drive Business SuccessLHH Recruitment is seeking an experienced Tax Valuation Professional to join our team. As a key player in tax valuation, you will conduct robust technical valuation analyses and work closely with clients to deliver high-quality results.Key ResponsibilitiesTax Valuation and ComplianceDevelop and implement...