Senior Financial Planning Coordinator
3 weeks ago
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 paraplanning support to senior advisers and the financial planning support team, managing clients of all variety within wealth planning, coaching and motivating a team, and streamlining and implementing new processes to enhance efficiency and productivity.
Benefits:
The successful candidate will receive salary up to £65,000 (negotiable dependent on skill-set and qualifications), pension scheme, flexible working (if required), 25 days holiday plus bank holidays, fantastic work culture, DIS, ongoing career professional development, unique and varied opportunity.
Requirements:
CF30 qualified or willing to become CF30 qualified, previous experience as a Paraplanner, ideally for 5+ years', exposure to managing clients of all variety within wealth planning, ability to coach and motivate a team.
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Financial Planner
5 days ago
Staffordshire, United Kingdom Quilter Financial Planning Full time**The Company** At Quilter Financial Planning, we are delighted to be working with an exceptional financial planning business, and we are looking for a dedicated individual to join our team, who will offer tailored financial planning advice, focusing on pensions and investments. **The Role** As a Financial Adviser you will be working closely with our...
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Financial Planning Manager
3 weeks 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...
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Financial Director
3 weeks 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,...
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Senior Financial Crime Analyst
3 weeks ago
East Staffordshire, United Kingdom Together Financial Services Limited Full timeSenior Financial Crime Analyst Lakeside, Cheadle SK8, UK Full-time Working Hours: Standard (09:00am-17:30pm) Department: Financial Crime Office Based Contract type: Fixed Term Benefits working at Together 26days holiday (increasing with service), plus bank holidays Buy & sell holidays Discretionary annual bonus Matched pension contribution Life assurance...
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Senior Financial Planning Manager
4 weeks 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...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for...
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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...
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Financial Controller
1 week ago
Staffordshire, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are working exclusively in partnership with a hugely profitable and established manufacturing business in Staffordshire, who are on the lookout for a Financial Controller to lead the Finance division. This business has deep rootsin Staffordshire and have been manufacturing their products for over 150 years, supplying their products...
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Financial Planning Support Director
3 weeks 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...
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Financial Planning Team Lead
3 weeks 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...
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Wealth Planning Lead
3 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeWealth Planning Lead - Join Our TeamWe are seeking an experienced Wealth Planning Lead to join our team at Recruit UK | Certified B Corp™. As a key member of our financial planning team, you will play a crucial role in shaping our wealth planning strategy and ensuring seamless client engagement.Key Responsibilities:Lead a team of financial planners,...
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Wealth Planning Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeWealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description Benefits of working at Together 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays Free access to company holiday homes Buy & sell holidays Discretionary annual bonus plus an additional Shared Reward Bonus Matched pension contribution Health cash plan plus Private medical insurance...
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Senior Financial Strategist
4 days ago
Staffordshire, United Kingdom SF Recruitment Limited ta SF Group Full timeJob Overview:We are seeking an experienced Senior Financial Strategist to lead our finance department in Staffordshire, reporting directly to the Group Finance Director. This is a key role that will involve leading a team of 7 and contributing to the growth and success of our business.
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Hr Coordinator
1 month ago
East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description Please note this is a Fixed Term 12 month contract.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...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany DescriptionMake sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for...
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Senior Financial Crime Analyst
3 weeks ago
East Staffordshire, United Kingdom Together Financial Services Limited Full timeJob Description Company Description We are Together -Proud to be a Financial Services success story based in South Manchester.Established in 1974, we employ over 700 colleagues.A specialist lender offering a range of mortgage and secured loan products to individuals and businesses, who are typically underserved by mainstream lenders.We play our part to turn...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description Benefits of working at Together 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays Free access to company holiday homes Buy & sell holidays Discretionary annual bonus plus an additional Shared Reward Bonus Matched pension contribution Health cash plan plus Private medical insurance...
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Technical Planning Support Team Lead
3 weeks 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...