Financial Planning Support Director
1 day ago
We are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.
The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.
The ideal candidate will have:
- Strong technical paraplanning skills
- Excellent communication and leadership skills
- Experience in managing teams and projects
Requirements:
- CF30 qualification or willingness to become CF30 qualified
- Previous experience as a Paraplanner, ideally 5+ years'
- Ability to motivate and coach a team
Salary: Up to £65,000 (dependent on skill-set and qualifications)
Benefits:
- Pension scheme
- Flexible working arrangements
- 25 days holiday plus bank holidays
-
Financial Planning Support Director
1 day ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Summary:Recruit UK | Certified B Corp` is seeking a highly skilled Financial Planning Support Director to lead our financial planning support team. As a key member of our team, you will be responsible for providing technical paraplanning support and assisting with client engagement.Key Responsibilities:LEAD A TEAM OF FINANCIAL ADVISERS AND CHARTERED...
-
Financial Planning Manager
1 day ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewWe are seeking a skilled Financial Planning Manager to join our team in Staffordshire.This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure...
-
East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together.For over 50 years, we've helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to lending.That means we take the time to understand our customers and find a property finance solution that works for them.Our door is always open, so we can often help when other...
-
Senior Financial Planning Manager
4 weeks 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 Planning Team Lead
1 day ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeKey ResponsibilitiesAs a Financial Planning Team Lead, you will be responsible for managing the financial planning support team.Key responsibilities will include streamlining and implementing new processes to enhance efficiency and productivity.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years.The salary range for this...
-
Financial Director
6 days ago
Staffordshire, United Kingdom Winsearch Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team. As a key member of our Senior Management team, you will play a crucial role in driving financial strategy and governance across the business.The successful candidate will be responsible for managing all aspects of the Finance team, ensuring tasks are effectively allocated,...
-
Senior Financial Director
4 weeks ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeJob OverviewSF Recruitment Limited t/a SF Group is seeking a Senior Financial Director to join their team. This is an excellent opportunity for a qualified accountant with significant experience at Financial Controller level.
-
Senior Financial Planning Manager
1 week ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...
-
Senior Financial Planning Coordinator
1 day ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description:Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.About the Job:The job involves providing technical...
-
Technical Planning Support Manager
1 week ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionAs a Technical Planning Support Manager, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners, assisting with client engagement, conducting data analysis and research, providing technical paraplanning support, and managing the financial planning support team.You will play a key role in...
-
Corporate Sales Director
1 week ago
East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together.For over 50 years, we've helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to lending.That means we take the time to understand our customers and find a property finance solution that works for them.Our door is always open, so we can often help when other...
-
Group Financial Controller
1 month 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...
-
Financial Services Director
1 week ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTechnical Paraplanning Support RoleA leading wealth management firm based in Lichfield seeks an experienced Paraplanner Manager to support their team in Staffordshire. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, and exposure to managing clients of all varieties within wealth planning. Ability to coach and...
-
Group Financial Controller
4 weeks ago
Staffordshire, United Kingdom SF Recruitment 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 month 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...
-
Technical Planning Support Team Lead
1 day ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout Recruit UK | Certified B Corp™:We are a specialist recruitment agency in the financial services sector, providing expert advice and guidance to our clients and candidates. Our reach is over 100,000 financial services connections, making us the perfect partner for your next career move or staffing solution.About the Opportunity:We are seeking a...
-
Senior Financial Leadership Position
5 days ago
Staffordshire, United Kingdom SF Executive Full timeWe are seeking a highly skilled Group Financial Controller to join SF Executive, reporting directly to the Group Finance Director.This is an exciting opportunity for a qualified accountant (ACA/ ACCA/ ACMA or equivalent) with significant experience at Financial Controller level. Our ideal candidate will have a strong background in finance, ideally within the...
-
Group Financial Controller
3 weeks 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...
-
Group Financial Controller
4 weeks ago
Staffordshire, United Kingdom SF Executive Full timeJob Description Group 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...
-
Group Financial Controller
4 weeks 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...