Senior Financial Planning Associate
17 hours ago
Job Title: Paraplanner
Location: West Hampshire (Hybrid)
Salary: £40,000 - £50,000
Capio Recruitment is working with a Chartered independent financial planning firm on an opportunity to support their team of experienced advisers in delivering quality and thorough advice to clients.
The ideal candidate will have a minimum of 5 years experience as a Paraplanner in a financial planning firm, excellent understanding of financial planning and investment products, strong analytical skills and attention to detail, excellent communication and interpersonal skills, and a Diploma in Regulated Financial Planning or Chartered.
Key Requirements:
- A minimum of 5 years of experience working as a Paraplanner in a financial planning firm
- Excellent understanding of financial planning and investment products
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Diploma in Regulated Financial Planning or Chartered (desirable)
-
Senior Financial Planning Specialist
5 days ago
Hampshire, United Kingdom Quilter Financial Planning Full timeUnlock Your Career Potential in Financial ServicesWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Excellent opportunity for career growth and...
-
Financial Planning Specialist
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full timeExciting Opportunity for Financial AdvisersWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning in the Hampshire area.This is a fantastic opportunity for a motivated individual to work with excellent leads that offer opportunities for client growth and a competitive starting salary of at least \u00a340,000.As a Financial...
-
Financial Planning Specialist
3 weeks ago
Hampshire, United Kingdom Quilter Financial Planning Full timeExciting Opportunity for Financial AdvisersWe are seeking a skilled Financial Adviser to join our team at Quilter Financial Planning in the Hampshire area.This is a fantastic opportunity for a motivated individual to work with excellent leads that offer opportunities for client growth and a competitive starting salary of at least \u00a340,000.As a Financial...
-
Financial Planning and Analysis Expert
2 weeks ago
Hampshire, United Kingdom Hays Senior Finance Full timeYour new companyA dynamic and established international group seeks to appoint a talented Management Accountant to join their team in a senior financial analyst role.Your new roleYou will prepare and analyse financial reports, budgets, and forecasts in addition to monitoring financial performance, identifying trends and variances. Furthermore, you will...
-
Hampshire, United Kingdom Everise Full timeAbout the RoleThe Senior Vice President of Financial Planning and Analysis will play a critical role in driving the company's financial strategy by ensuring robust analysis, documentation, and execution of processes related to revenue forecasting, pricing strategies, and long-term financial planning.Key ResponsibilitiesDevelop and implement financial...
-
Hampshire, United Kingdom Everise Full timeAbout the RoleThe Senior Vice President of Financial Planning and Analysis will play a critical role in driving the company's financial strategy by ensuring robust analysis, documentation, and execution of processes related to revenue forecasting, pricing strategies, and long-term financial planning.Key ResponsibilitiesDevelop and implement financial...
-
Hampshire, United Kingdom Everise Full timeEverise: Elevating Customer ExperiencesWe are a global experience company that believes in being people-first, celebrating diversity, and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our growing wall of Best Place to Work awards is a testament to our...
-
Hampshire, United Kingdom Everise Full timeEverise: Elevating Customer ExperiencesWe are a global experience company that believes in being people-first, celebrating diversity, and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our growing wall of Best Place to Work awards is a testament to our...
-
Senior Financial Analyst
4 weeks ago
Hampshire, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a talented FP&A analyst with strong analytical capabilities and commercial judgement to join our team in Basingstoke. As a key member of our finance function, you will support a diverse stakeholder group to ensure that monthly performance reports are both understood and acted on through the delivery of cutting-edge financial...
-
Senior Financial Analyst
4 weeks ago
Hampshire, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a talented FP&A analyst with strong analytical capabilities and commercial judgement to join our team in Basingstoke. As a key member of our finance function, you will support a diverse stakeholder group to ensure that monthly performance reports are both understood and acted on through the delivery of cutting-edge financial...
-
Hampshire, United Kingdom Everise Full timeCompany OverviewAt Everise, we're on a mission to elevate customer experiences for people around the world. As a member of our global experience company, you'll be part of a team that believes in being people-first, celebrating diversity, and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the...
-
Hampshire, United Kingdom Everise Full timeCompany OverviewAt Everise, we're on a mission to elevate customer experiences for people around the world. As a member of our global experience company, you'll be part of a team that believes in being people-first, celebrating diversity, and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the...
-
Financial Planning Coordinator
1 week ago
Hampshire, United Kingdom Fram Executive Search Full timeFinancial Planning Administrator RoleThis is an exciting opportunity for a skilled Financial Planning Administrator to join a Chartered financial planning firm in Dorset. The successful candidate will work directly with one advisor, based across two offices, and assist in building a book of clients. Key responsibilities include providing administrative...
-
East Hampshire, United Kingdom Serco Limited Full timeJob SummaryWe are seeking an experienced Head of Financial Planning & Analysis (FP&A) to lead the financial forecasting, planning, and performance analysis for our UK & Europe Division.Key ResponsibilitiesLead the financial input into the UK&E Division's annual budgeting exercise, ensuring high-quality submissions that balance ambition with risk...
-
Client Service Associate Financial Planning
1 week ago
Fareham, Hampshire, United Kingdom ReQuire Consultancy LTD Full timeWe are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. Initially focused on investment management, they have since...
-
Property Finance Solcitor
2 months ago
Hampshire, Berkshire, UK, United Kingdom Origin Legal Full timeProperty Finance Associate / Senior Associate / Salaried Partner As a result of further expansion of our client’s highly successful team, we are looking for an enthusiastic and conscientious lawyer with experience of property finance work (experience in the specialist lending market is of particular interest) to join the firm’s highly regarded Property...
-
Financial Initiatives Programme Lead
7 days ago
Hampshire, United Kingdom Hays Senior Finance Full timeJob DetailsYour new roleThe Finance Initiative aims to scale finance by developing thought leadership that strengthens the economic and environmental case for a circular economy. You will directly support the Lead to shape and deliver the strategy; manage key strategic programmes; and support the team to deliver against programme objectives.You will work to...
-
Operational Controller
4 months ago
Hampshire, United Kingdom Orka Financial Full timeOur client is a global operation with a £80m UK business who is seeking to hire an Operational Controller. The role will be a business partnering/ commercial role supporting the Managing Director and Senior Operational team. The role will manage a small team owning the budgeting and forecasting cycle for the business and support with new bids through...
-
Rural Surveyor
5 months ago
Hampshire, United Kingdom Beach Baker Property Recruitment Full time**Rural Surveyor - Associate or Senior Associate** **£42,000 to £60,000 commensurate on experience** Beach Baker is delighted to be working in partnership with BCM to recruit a Rural Surveyor to be based in their Central Hampshire office. This role is a unique opportunity to work with an independent regional firm of property specialists who combine...
-
Senior Associate
5 months ago
Hampshire, United Kingdom JMC Legal Recruitment Full time**Widely considered to be the South-East leading legal provider, this L500, Top 80 Law firm operates extensively from multiple offices throughout the regions.** **In response to remarkable recent results, they are currently looking to grow their tier 1 Private Client department in Southampton. **This represents an exciting opportunity for a Private Client...