Senior Financial Planning Support Specialist
1 week ago
About the Role
">We are seeking a highly skilled Paraplanner to join our team in Castle Bromwich. As a key member of our financial planning department, you will provide technical support to our Financial Advisors, developing client recommendations and maintaining long-term relationships.
">- Main Responsibilities:
- Support Financial Advisors with client meetings and debriefings;
- Analyse data and create solutions using research tools;
- Produce suitability letters, illustrations, and key feature documents;
- Maintain compliance and monitor DFM performance;
- Undertake project work as required.
Requirements:
">To be successful in this role, you should have:
">- A Level 4 qualification in Financial Planning;
- 2+ years of experience within Financial Services, preferably in an IFA practice;
- Proficiency in Intelligent Office and MS Office;
- Excellent writing skills for report generation.
Benefits:
">This is an excellent opportunity to join a reputable company with a high staff retention rate. We offer a competitive salary range of £35,000 - £40,000, quarterly and annual bonuses, pension contributions, and more.
">-
Financial Planning Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team in Birmingham. In this commercially focused role, you will work closely with SME businesses to support their business decision-making.Key ResponsibilitiesPreparing financial statements and management information to inform business decisionsIdentifying commercial...
-
Financial Services Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
-
Senior Financial Planning Manager
1 day ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking an experienced Senior Financial Planning Manager to join our team at Hays Senior Finance.The successful candidate will be responsible for designing and implementing executive management incentive plans, as well as share schemes that align with our company goals.The estimated salary for this role is £80,000 - £120,000 per annum,...
-
Career Opportunities as a Financial Adviser
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeHelp Clients Achieve Their Financial GoalsQuilter Financial Advisers is seeking bright, ambitious individuals to join our full-time programme.As a financial adviser, you will have the opportunity to:Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Join Quilter...
-
Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeCompany OverviewHays Senior Finance is pleased to present an exciting opportunity for a talented financial professional to join their team in Birmingham. As a trusted advisor, you will work closely with SME businesses to support their business decision-making and drive commercial growth.SalaryWe are offering a competitive salary of £40,000-£60,000 per...
-
Financial Planning Advice Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeJob Title: Financial Planning Advice SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Advice Specialist to support the development and maintenance of Quilter Cheviot's Financial Planning Advice Standards.The successful candidate will work closely with our teams to ensure that advice standards align to strategy, service offering,...
-
Financial Planning Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Exchange Street Claims ltd Full timeFinancial Planning Specialist OpportunityYou will be working from home as a Financial Planning Specialist, servicing a book of existing clients. The focus is on retaining these clients and increasing their business, rather than prospecting or networking. You will inherit these clients from financial planners who are retiring or being acquired.The role is...
-
Financial Planning Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Henderson Scott Limited Full timeHenderson Scott Limited is a leading recruitment agency based in Birmingham City Centre.We are currently seeking an experienced Management Accountant to join our esteemed finance team on a permanent basis. As a Financial Planning Specialist, you will play a crucial role in driving the financial success of our client's organisation.**Key...
-
Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Brunelcare Full timeOverviewBrunelcare, a renowned charity providing exceptional care and support services in the South West, invites applications for a Financial Planning Specialist role.
-
Financial Planning Analyst
7 days ago
Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full timeWe are currently working in partnership with Lord Accounting & Finance to appoint an interim Financial Planning Analyst to support a key area of the group.The Role:A Business Operations Specialist will be responsible for providing insight and decision support to senior stakeholders, supporting multiple functions within the business. In an organization where...
-
Senior Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a Senior Accountant to support SME businesses in Birmingham. As a trusted advisor, you will work closely with clients to provide financial guidance and support their business decision-making. Your responsibilities will include preparing financial statements, identifying commercial opportunities, trends, and risks,...
-
Financial Planning Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to meet with clients and prospective clients to provide financial planning in accordance with the company propositions, generating compliant initial and ongoing income.Maintain and develop client relations, maximizing their potential and accurately inputting information into the...
-
Senior Financial Services Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeUnlock your full potential as a Senior Financial Services Specialist with Premier Jobs UK Limited in Birmingham. This exceptional opportunity allows you to work from home, leveraging quality leads and existing clients provided by the company.This is a unique chance to join a highly respected Independent Financial Advisory firm that consistently pushes...
-
Financial Planning and Analysis Specialist
1 month ago
Birmingham, Birmingham, United Kingdom McGregor Boyall Full timeWe are seeking a Financial Planning and Analysis Specialist to partner with our public sector client in Birmingham. As a key member of their team, you will be responsible for business partnering, monthly reporting, and overseeing financial systems.The ideal candidate will have a strong understanding of financial and accounting processes, as well as...
-
Senior Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeThe Opportunity:Hays Senior Finance is seeking a highly skilled and experienced Senior Manager to lead our Incentive Planning and Share Scheme Management function.Key Responsibilities:Develop and implement comprehensive incentive planning strategies to motivate and engage employees.Design and manage share schemes to align with business objectives and reward...
-
Senior Financial Analyst
1 week ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleThis is an exciting opportunity for a Programme Accountant to join our team and contribute to the financial success of a large transportation infrastructure scheme. As a key member of the project team, you will be responsible for ensuring the effective financial management and control of the project.Key Responsibilities:Business partnering with...
-
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeAbout Our OrganisationMichael Page (UK) is proud to partner with a public sector organisation based in the West Midlands. This large organisation delivers a diverse range of services and programmes, striving for excellence in all its endeavours.Job OverviewWe are seeking an experienced Management Accountant to join our client's finance team. As a key member,...
-
Senior Financial Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Bluewater Tax Limited Full timeAbout the RoleWe are looking for a Senior Financial Specialist to join our team at Bluewater Tax Limited in Birmingham. As a Senior Financial Specialist, you will be responsible for managing client portfolios, mentoring junior team members, and providing expert tax and accounting advice to clients in the property and construction sectors.The ideal candidate...
-
Senior Financial Support Specialist
1 week ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time**About the Role**We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports.**Key...
-
Senior Financial Auditor
4 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is delighted to be working with a public sector organisation based in Birmingham who are looking for an experienced Senior Financial Auditor to join their team on a permanent basis.Job SummaryThe successful candidate will be responsible for undertaking fieldwork to benchmark organisations, ensuring compliance and promoting...