Financial Planning Assistant
2 weeks ago
We are seeking a skilled Paraplanner to join our team at Search. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing financial plans and advice to our clients.
Key Responsibilities- Draft financial planning reports to meet and/or exceed activity targets.
- Develop and maintain technical and market awareness knowledge to provide effective advice.
- Negotiate and agree contract placements with clients.
- Compile and complete new applications and schemes in accordance with internal and regulatory standards.
- Record and maintain information on Intelligent Office.
- Filing and storing records and files in accordance with internal standards.
- Experience in Financial Services in a financial planning, research, or technical capacity.
- Diploma qualified.
- Good listening and communication skills.
- Evidence of technical competence.
- Adaptable to changing demands and priorities.
- IT skills including use of laptop/desktop computing, Microsoft Office, and database management.
Search is an equal opportunities recruiter and welcomes applications from all suitably skilled or qualified applicants.
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Financial Planning Assistant
3 weeks ago
Devon, United Kingdom Search Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...
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Financial Planning Assistant
3 weeks ago
Devon, United Kingdom Search Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...
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Financial Planning Assistant
3 weeks ago
Devon, United Kingdom Search Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...
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Financial Planning Assistant
5 days ago
Devon, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...
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Financial Planning Assistant
5 days ago
Devon, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...
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Financial Planning Assistant
2 days ago
Devon, United Kingdom Search Full timeJob PurposeTo provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.Key Responsibilities:Drafting financial planning reports to meet and exceed activity targets.Developing and maintaining technical and market awareness knowledge to assist in providing effective...
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Financial Planning Assistant
2 days ago
Devon, United Kingdom Search Full timeJob PurposeTo provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.Key Responsibilities:Drafting financial planning reports to meet and exceed activity targets.Developing and maintaining technical and market awareness knowledge to assist in providing effective...
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Financial Planning Specialist
3 weeks ago
Devon, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Services Location: Remote Salary: Up to £75,000 Job Type: Full-time We are seeking a skilled Financial Adviser to join our team at Recruit UK. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to clients nationwide. Key Responsibilities: Build and...
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Financial Planning Specialist
3 weeks ago
Devon, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Services Location: Remote Salary: Up to £75,000 Job Type: Full-time We are seeking a skilled Financial Adviser to join our team at Recruit UK. As a Financial Adviser, you will be responsible for providing expert financial planning and investment advice to clients nationwide. Key Responsibilities: Build and...
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Financial Planning Specialist
4 weeks ago
Devon, United Kingdom Recruit UK Full timeJob Title: Financial PlannerIndustry: Financial ServicesLocation: RemoteSalary: Up to £75,000About the Role:We are seeking an experienced financial planner to join our team at Recruit UK. As a financial planner, you will be responsible for providing tailored financial planning and investment solutions to clients nationwide.Key Responsibilities:Building and...
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Financial Planning Specialist
4 weeks ago
Devon, United Kingdom Recruit UK Full timeJob Title: Financial PlannerIndustry: Financial ServicesLocation: RemoteSalary: Up to £75,000About the Role:We are seeking an experienced financial planner to join our team at Recruit UK. As a financial planner, you will be responsible for providing tailored financial planning and investment solutions to clients nationwide.Key Responsibilities:Building and...
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Financial Assistant
2 weeks ago
Devon, United Kingdom Lloyd Barnes Accountancy Recruitment Full timeJob Summary:We are seeking a highly skilled and experienced Financial Assistant to join our dynamic team at Lloyd Barnes Accountancy Recruitment. As a key member of our finance department, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis,...
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Financial Assistant
2 weeks ago
Devon, United Kingdom Lloyd Barnes Accountancy Recruitment Full timeJob Summary:We are seeking a highly skilled and experienced Financial Assistant to join our dynamic team at Lloyd Barnes Accountancy Recruitment. As a key member of our finance department, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis,...
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Financial Assistant
1 day ago
Devon, United Kingdom Wise Employment Careers Full timeFinance Professionals Wanted in DevonWe are seeking highly skilled Finance/Accounts Assistants to join our Talent Pool in the Devon area.Job Type: PermanentSalary: VariousBenefits: Company pension, HolidayAs a Finance/Accounts Assistant, you will be responsible for providing administrative support to our finance team. This is an excellent opportunity to...
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Financial Assistant
2 days ago
Devon, United Kingdom Wise Employment Careers Full timeFinance Professionals Wanted in DevonWe are seeking highly skilled Finance/Accounts Assistants to join our Talent Pool in the Devon area.Job Type: PermanentSalary: VariousBenefits: Company pension, HolidayAs a Finance/Accounts Assistant, you will be responsible for providing administrative support to our finance team. This is an excellent opportunity to...
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Financial Analyst
2 weeks ago
Devon, United Kingdom Lloyd Barnes Accountancy Recruitment Full timeJob Summary:We are seeking a highly skilled and experienced Financial Analyst to join our dynamic team at Lloyd Barnes Accountancy Recruitment. As a key member of our team, you will be responsible for providing financial support and guidance to our clients.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis to identify trends and...
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Financial Analyst
2 weeks ago
Devon, United Kingdom Lloyd Barnes Accountancy Recruitment Full timeJob Summary:We are seeking a highly skilled and experienced Financial Analyst to join our dynamic team at Lloyd Barnes Accountancy Recruitment. As a key member of our team, you will be responsible for providing financial support and guidance to our clients.Key Responsibilities:Financial Analysis: Conduct thorough financial analysis to identify trends and...
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Financial Planner
4 weeks ago
Devon, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Services Location: Remote (Based in Devon/Barnstaple) Salary: Up to £75,000 Reference Number: 9218 Are you an experienced financial adviser ready to make a significant impact with a leading firm? Are you based in Devon and looking for the opportunity to work remotely? Recruit UK is partnered with a growing...
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Financial Services Manager
3 weeks ago
Devon, United Kingdom Positive Employment Full timeJob DescriptionJob Title: AccountantJob Summary:We are seeking an experienced Accountant to join our team at Positive Employment. As a key member of our finance department, you will play a crucial role in delivering a high-quality finance function that supports the priorities and objectives of our business.Key Responsibilities:Support the Financial Services...
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Financial Services Manager
3 weeks ago
Devon, United Kingdom Positive Employment Full timeJob DescriptionJob Title: AccountantJob Summary:We are seeking an experienced Accountant to join our team at Positive Employment. As a key member of our finance department, you will play a crucial role in delivering a high-quality finance function that supports the priorities and objectives of our business.Key Responsibilities:Support the Financial Services...