Financial Planning Consultant

Sharp Consultancy is seeking a Financial Planning Specialist to collaborate with key stakeholders across sales and operational teams in EMEA. The ideal candidate will provide financial support to sales activities and contribute to the multi-year account plan for business growth.The Financial Planning Specialist will focus on providing accurate forecasts,...

At CITRUS CONNECT LTD, we are seeking a highly skilled Estate Planning Consultant to join our team in Sheffield. This is an exciting opportunity to work with a leading company in the field of Will Writing and Estate Planning services.The successful candidate will have the freedom to manage their own schedule, allowing for flexibility and autonomy. With over...

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and be able to develop and maintain client relationships, maximizing their potential and accurately inputting information into the CRM system in a timely manner.The successful...

Financial Planning OpportunityTempest Jones Consulting is representing a long-established and highly successful firm of Financial Planners in their Sheffield office. This is an exciting time to join an already accomplished business that is undergoing a period of continued growth and expansion.The opportunity we have is for an Independent Financial Planner to...

NJR Recruitment is delighted to be working with a well-established firm of Independent Financial Planners in South Yorkshire.This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including Pensions and Investments, in an independent setting.The successful candidate will be responsible for...

About the RoleSharp Consultancy is thrilled to partner with a rapidly growing business in Sheffield, UK. We are seeking an experienced Financial Planning and Analysis Specialist on a permanent basis.Key Responsibilities:To collaborate closely with key stakeholders across sales and operational teams, providing financial support for sales activities and...

About Our PartnerNJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.Opportunity OverviewThis is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full...

Job OverviewWe are seeking a skilled and experienced Private Client Adviser to join our team in Sheffield. This is an excellent opportunity for a motivated individual to develop their skills and contribute to the growth of our client base.About the RoleThe successful candidate will be responsible for maintaining and developing relationships with existing...

We're seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus on client satisfaction means we need to add a talented administrator to our team to deliver effectively for our 180 existing clients and anyone new we bring onboard.You'll work closely with...

We are seeking a highly-skilled and experienced Financial Planning Specialist to join our team of financial planners in Sheffield. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.Key Responsibilities:Researching and analysing...

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at CMS. As a key member of our Finance Business Partner team, you will play a critical role in supporting our leadership teams with accurate, timely, and insightful financial planning advice.Your primary responsibilities will include:Compiling and assessing financial...

Financial Planning SpecialistWe are seeking a highly-skilled and experienced Financial Planning Specialist to join our team at Tempest Jones in Sheffield. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.Key...

Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...

Job Title: Financial Planning AssistantJob Summary: We are seeking a skilled Financial Planning Assistant to support our Financial Advisers in providing high-quality advice to clients.Key Responsibilities:Undertake research to support recommendations, ensuring accuracy and relevance.Prepare suitability reports and letters for Financial Advisers.Ensure...

Role OverviewWe are seeking a highly skilled Financial Planning Expert to join our team in Sheffield. This is an exciting opportunity for an ambitious individual who wants to be part of a progressive, customer-centric team that works closely with the business to provide budget assurance and performance improvement while challenging and influencing leadership...

Are you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...

At Recruit UK | Certified B Corp™, we're working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to find a talented Financial Planning Administrator to join their team.This exciting opportunity will see you participate in all aspects of client service administration, providing support to a growing team...

Job DescriptionAbout Our ClientNJR Recruitment are working with a reputable Independent Financial Advisory Firm seeking a skilled Trainee Paraplanner to join their Sheffield team.This is an excellent opportunity for a career-driven individual to develop their skills with a leading Financial Planning practice.Key Responsibilities:Support experienced Financial...

We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for...

The Company: A highly regarded advisory firm based in Sheffield is seeking an experienced Financial Services Co-ordinator to join the private wealth focused wealth management arm of their financial planning team.Location: Central SheffieldWorking Arrangement: Hybrid, with flexibility to work from home up to 3 days a weekPackage: A competitive salary of...