Current jobs related to Financial Planning Specialist - Fareham, Hampshire - Recruit UK

  • Financial Planning Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom CMA Recruitment Group Full time

    Temporary Management Accountant RoleCMA Recruitment Group is partnering with a dynamic tech organisation to recruit a temporary Management Accountant. In this role, you will collaborate closely with the Financial Controller, Finance Director, and wider team to provide insights for decision-making and contribute to the development and implementation of...

  • Financial Planning Specialist

    2 months ago

    Fareham, Hampshire, United Kingdom beBee Professionals Full time

    Financial Analysis Role at beBee Professionals **Job Summary** We are seeking a skilled Financial Analyst to join our team at beBee Professionals. As a Financial Analyst, you will play a critical role in supporting business decision-making through financial analysis and reporting. **Responsibilities** - Conduct in-depth financial analysis to identify...

  • Financial Planning Specialist

    2 months ago

    Fareham, Hampshire, United Kingdom beBee Professionals Full time

    Financial Analysis Role at beBee Professionals **Job Summary** We are seeking a skilled Financial Analyst to join our team at beBee Professionals. As a Financial Analyst, you will play a critical role in supporting business decision-making through financial analysis and reporting. **Responsibilities** - Conduct in-depth financial analysis to identify...

  • Financial Planning Specialist

    2 months ago

    Fareham, Hampshire, United Kingdom beBee Professionals Full time

    Financial Analysis Role at beBee Professionals **Job Summary** We are seeking a skilled Financial Analyst to join our team at beBee Professionals. As a Financial Analyst, you will play a critical role in supporting business decision-making through financial analysis, report preparation, and budgeting. **Key Responsibilities** - Conduct in-depth financial...

  • Financial Planning Specialist

    2 months ago

    Fareham, Hampshire, United Kingdom beBee Professionals Full time

    Financial Analysis Role at beBee Professionals **Job Summary** We are seeking a skilled Financial Analyst to join our team at beBee Professionals. As a Financial Analyst, you will play a critical role in supporting business decision-making through financial analysis, report preparation, and budgeting. **Key Responsibilities** - Conduct in-depth financial...

  • Support Administrator for Financial Planning

    2 weeks ago

    Fareham, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and delivery-orientated Support Administrator to join our team at Blakemore Recruitment. The ideal candidate will have experience in a financial planning environment, preferably with CII or RO part qualifications. Key responsibilities will include effectively onboarding new clients, servicing existing clients, and building...

  • Client Planning Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom Atomos Investments Limited Full time

    About the RoleWe're a growing wealth management firm that believes in delivering exceptional client service. If you're a self-motivated individual looking to grow with our company, we'd love to hear from you.As a Client Planning Specialist, you'll be joining our Hub team in Fareham, where no two days will be the same. You'll support our Financial Planners,...

  • Financial Management Specialist

    2 weeks ago

    Fareham, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Financial Management Specialist RoleWe're partnering with a professional services-based business that's undergoing vigorous growth and seeking a qualified Financial Management Specialist to play a key role in their expansion plans.This position would suit a highly motivated manager who offers experience within Fund Accounting and Private Equity. The...

  • Financial Planning Assistant

    4 weeks ago

    Fareham, Hampshire, United Kingdom Finlink Ltd Full time

    Job Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking an experienced Paraplanner to join our...

  • Financial Planning Assistant

    4 weeks ago

    Fareham, Hampshire, United Kingdom Finlink Ltd Full time

    Job Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking an experienced Paraplanner to join our...

  • Financial Planning Administrator

    2 weeks ago

    Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full time

    We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Deliver excellent service to our clients, providing timely and efficient supportLearn about our core values,...

  • Financial Planning Specialist

    7 days ago

    Fareham, Hampshire, United Kingdom Page Personnel Sales Full time

    We are seeking an experienced Paraplanning Professional to join our team at Page Personnel Sales. The successful candidate will be responsible for providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.Key Responsibilities:Analyse client information and existing investments/policiesTax...

  • Chartered Financial Planning Expert

    2 weeks ago

    Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at Pinstripe Personnel. As a leading recruitment agency, we have a strong reputation for providing exceptional service to our clients and candidates alike.The successful candidate will have a minimum of a Diploma in Financial Planning and...

  • Financial Planning Academy Director

    4 weeks ago

    Fareham, Hampshire, United Kingdom mbf. Full time

    Academy Manager - Financial PlanningLocation: WhiteleySalary: Basic salary up to £70,000 + bonus and company benefitsAbout the RoleWe are seeking a dynamic and skilled Academy Manager to join our leading financial services firm and play a pivotal role in the growth and development of Trainee Financial Planners.Key Responsibilities:Program Development &...

  • Financial Planning Academy Director

    4 weeks ago

    Fareham, Hampshire, United Kingdom mbf. Full time

    Academy Manager - Financial PlanningLocation: WhiteleySalary: Basic salary up to £70,000 + bonus and company benefitsAbout the RoleWe are seeking a dynamic and skilled Academy Manager to join our leading financial services firm and play a pivotal role in the growth and development of Trainee Financial Planners.Key Responsibilities:Program Development &...

  • Financial Management Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is seeking a highly skilled Financial Management Specialist to join their team in Portsmouth, Hampshire. The ideal candidate will have experience in financial management and be able to work effectively with the Finance Director to ensure the success of the business.The Financial Management Specialist will be responsible for producing...

  • Financial Planning Administrator

    2 weeks ago

    Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full time

    We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional customer service to our clients, supporting the growth and development of our business.The ideal candidate will have a strong background in financial services,...

  • Financial and Contractual Specialist

    3 weeks ago

    Fareham, Hampshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is seeking a Financial and Contractual Specialist to join our construction team. 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 and prepare detailed...

  • Financial Planning and Analysis Accountant

    4 weeks ago

    Fareham, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Financial Planning and Analysis AccountantWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at Venture Recruitment Partners. As a key member of our team, you will play a crucial role in supporting the growth and success of our clients.Key Responsibilities:Support the preparation of the budget and 3-year forecast,...

  • Financial Planning and Analysis Accountant

    4 weeks ago

    Fareham, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Financial Planning and Analysis AccountantWe are seeking a highly skilled Financial Planning and Analysis Accountant to join our team at Venture Recruitment Partners. As a key member of our team, you will play a crucial role in supporting the growth and success of our clients.Key Responsibilities:Support the preparation of the budget and 3-year forecast,...

Financial Planning Specialist

2 months ago

Fareham, Hampshire, United Kingdom Recruit UK Full time
Paraplanning Role in Whiteley

We are working with a leading private wealth management company in Whiteley to find a skilled Paraplanner to join their team.

This is an excellent opportunity for a motivated individual to work with a dynamic and innovative company that advises on over 3 billion of client assets.

Key Responsibilities:
  • Develop and implement cashflow models for clients and perform tax calculations
  • Conduct reviews for the paraplanning team and provide guidance
  • Support the training of team members and contribute to their growth
  • Collaborate with advisors to build solutions for clients and make recommendations
  • Prepare suitability reports for cases and lead Pod meetings
  • Attend client meetings and provide exceptional customer service
Benefits:
  • 28 days holiday, plus the option to purchase additional time off
  • Full support for Chartered exams and professional development
  • 5% employer contribution to pension and Group Death in Service benefit
  • Group Income Protection and Private Medical Insurance after probation
  • Flexible benefits platform with discount schemes and Cycle to Work scheme
  • Flexible working arrangements, including home and office options
Requirements:
  • Level 4 Diploma qualification (essential)
  • 3 years' experience in a similar Paraplanning role (desired)
  • Strong team player with high attention to detail

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are proud to be working with a Financial Planning firm in Whiteley on this Paraplanning role.