Senior Financial Planning Assistant

15 hours ago


Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time
Company Overview:
Artemis Recruitment Consultants Ltd specializes in connecting talented individuals with leading companies in the financial sector.

Salary:
£52,000 - £70,000 per year, based on performance and qualifications.

Job Description:
We are seeking an exceptional Senior Financial Planning Assistant to join our team. In this role, you will provide critical support to our Financial Planners, helping them formulate tailored advice for clients. Your key responsibilities will include reviewing client objectives to ensure they align with their financial situation, conducting research and analysis on investment funds and products, and preparing comprehensive financial plans. Your expertise will be essential in managing and completing projects efficiently.

Required Skills and Qualifications:
To excel in this position, you should possess a deep understanding of the Financial Planning process, strong analytical skills, and excellent communication abilities. A broad knowledge of the Financial Services Industry and the ability to manage multiple projects simultaneously are also essential.

Benefits:
At Artemis Recruitment Consultants Ltd, we value our employees' contributions and offer a collaborative work environment, opportunities for career advancement, and a rewarding compensation package.

  • Brighton, Brighton and Hove, United Kingdom Lewes Full time

    Estimated salary: £25,000 - £40,000 per annum.About the JobWe are seeking a highly skilled Senior Accountant to join our team in Lewes. As a Senior Accountant, you will be responsible for working closely with the Head of Financial Planning and Principal Accountant to provide financial support and advice to various managers.You will be responsible for...


  • Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd in Brighton. As a key member of the financial services team, you will be responsible for providing administrative support and assistance to financial advisers.The ideal candidate will have excellent communication and...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. This is an excellent opportunity for an experienced professional to lead and develop our financial planning services, driving business growth and delivering exceptional client experiences.


  • Brighton, Brighton and Hove, United Kingdom Blakemore Recruitment Full time

    Job OverviewWe are recruiting a highly skilled Paraplanner to join our growing financial planning practice in Hove. As a key member of the team, you will play a vital role in supporting our Financial Advisers and delivering exceptional client service.


  • Brighton, Brighton and Hove, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning Practice in Hove who require an experienced Paraplanner to join their growing business.The successful candidate will have the right mix of hard work and shining personality to thrive within this dynamic business, working closely with the Financial Adviser and Administration team.With a competitive starting...


  • Brighton, Brighton and Hove, United Kingdom Parmar Staffing Full time

    Job Description:Financial Planning and Analysis SpecialistWe are seeking a Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for leading and supporting financial planning processes, delivering insights that align with our company's goals.The ideal candidate will have proven...


  • Brighton, Brighton and Hove, United Kingdom Parmar Staffing Full time

    Job Title:Senior Financial Strategy ManagerWe are seeking a Senior Financial Strategy Manager to play a pivotal role in driving our financial strategy and supporting business-wide initiatives. As a key member of our team, you will lead and support financial planning processes, delivering insights that align with our company's goals.The ideal candidate will...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...


  • Brighton, Brighton and Hove, United Kingdom Protalent Full time

    About the RoleProtalent is partnering with a prestigious accountancy firm to find a highly skilled Senior Financial Specialist. The ideal candidate will be responsible for providing exceptional financial guidance and support to high-profile clients.The CompanyThe accountancy firm is well-established and successful, boasting an impressive client base and a...


  • Brighton, Brighton and Hove, United Kingdom Team Domenica Full time

    As a leading charity in Brighton, Team Domenica is committed to empowering young people with learning disabilities to achieve their full potential.Job SummaryWe are seeking an experienced Senior Financial Director/Head of Finance to join our team. The successful candidate will be responsible for ensuring the efficient and effective management of our...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job Summary:We are seeking an experienced and skilled Chief Financial Planning Strategist to join our team at Evelyn Partners.About the Role:The ideal candidate will have a strong background in financial planning, wealth management, and team leadership. As a Chief Financial Planning Strategist, you will be responsible for delivering high-quality financial...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job OverviewEvelyn Partners, a leading financial services firm, is seeking an experienced Strategic Financial Planning Manager to join their team. As a key member of the organization, you will be responsible for delivering high-quality financial planning and wealth management advice to clients.Key ResponsibilitiesDevelop and implement comprehensive financial...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job DescriptionEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, renowned for its expertise in helping individuals and businesses thrive.As a Strategic Financial Planning Director, you will play a pivotal role in driving our company's growth and innovation. Your exceptional leadership skills,...


  • Brighton, Brighton and Hove, United Kingdom Clark Wood Full time

    Clark Wood, a leading recruitment firm in the UK, is collaborating with a progressive firm of chartered accountants to find an experienced Audit & Accounts Senior. This well-established firm enjoys a strong reputation across the region for delivering exceptional client service and offering ample opportunities for career development.The role involves...


  • Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Job DescriptionAs a Financial Planning Leader, you will be responsible for leading a team of 5 Financial Planners in Sussex, driving growth in the region, and maintaining excellent relationships with clients. You will have the opportunity to work with a dynamic and passionate team, and contribute to the development of our company's strategic plans.Required...


  • Brighton, Brighton and Hove, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Manager RolebeBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Brighton, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Prepare...


  • Brighton, Brighton and Hove, United Kingdom ProTalent Limited Full time

    Job Description:We are seeking a highly skilled Senior Financial Advisor to join our team at ProTalent Limited. As a key member of our team, you will be responsible for providing expert financial guidance to our high-profile clients.The ideal candidate will have ACA qualifications or be a finalist, with exceptional attention to detail and excellent...


  • Brighton, Brighton and Hove, United Kingdom L3Harris Technologies Full time

    L3Harris Technologies is a leading aerospace and defense technology innovator, delivering end-to-end solutions that meet customers' mission-critical needs. We provide advanced technologies across space, air, land, sea, and cyber domains.As a Senior Financial Analyst at L3Harris, you will be part of our team of over 1,400 people in the UK, delivering unique...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Evelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...


  • Brighton, Brighton and Hove, United Kingdom evelyn Partners Full time

    At Evelyn Partners, we are seeking an exceptional Strategic Financial Planning Manager to join our team. As a key member of our leadership group, you will play a vital role in driving business growth and delivering high-quality financial planning advice to our clients.The estimated salary for this position is $80,000 - $120,000 per annum, depending on...