Financial Planning Specialist
2 days ago
Job Title: Financial Planning Specialist
About Us:
We are a leading Employee Benefits Consultancy that offers an outstanding working environment and benefits. We value our staff, providing flexibility and the opportunity to progress.
The Role:
- One-to-one meetings involving discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan but will also include:
- Presentations including general financial planning guidance, announcing changes in workplace benefits such as pension scheme switching or the introduction of new features.
- Tax and Allowance calculations - as an example: helping a client identify their maximum scope for Annual Allowance usage.
- Creating employee-facing documents that help explain financial services products or concepts in a way that the 'man in the street' would find accessible.
About You:
- You will have a good working knowledge of workplace pensions and Group Risk products as well as individual personal finance products.
- You must hold a Level 4 Financial Advisor Diploma.
Salary & Benefits:
The salary range for this position is £58,000 - £65,000 per year, depending on experience. The role also comes with various benefits, including a free swimming pool, free parking, and on-site restaurant.
-
Financial Planning Specialist
3 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Careers Full timeFinancial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Ernest Gordon Recruitment Careers. As a key member of our administration team, you will work closely with clients to provide expert advice on their Workplace Pension and other employee benefits.Salary: £58,000 - £65,000 DOEAbout the Role:Meet with...
-
Financial Planning Specialist
3 weeks ago
Sittingbourne, Kent, United Kingdom Cobb & Jones Careers Full timeCobb & Jones Careers is seeking an experienced Financial Planning Specialist to join their team on a permanent basis. This role offers a competitive salary of £55,000 - £65,000 per annum.This newly created position will have high exposure as it partners with the wider business, providing first-class financial analysis, support and advice to the Finance...
-
Financial Planning Specialist
1 month ago
Sittingbourne, Kent, United Kingdom enfinium Ltd Full timeAbout the FP&A Manager Positionenfinium Ltd, a leading waste-to-energy operator in the UK, seeks an experienced Financial Planning and Analysis (FP&A) Manager to join its team. The ideal candidate will have a strong background in financial planning, analysis, and management reporting.The successful candidate will play a key role in advancing enfinium's...
-
Financial Planning Specialist
2 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeEmployee Benefits Financial Advisor Job DescriptionWe are looking for a skilled Financial Advisor to join our team. In this role, you will work closely with clients to understand their financial needs and provide expert advice on workplace pensions and benefits.Key DutiesYou will conduct regular meetings with clients to discuss their financial plans and...
-
Financial Planning Administrator
3 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the RoleAs a Financial Planning Administrator, you will play a vital role in supporting our clients with their financial plans. This includes providing one-to-one meetings to discuss their Workplace Pension and offering guidance on how to utilize it effectively as part of their overall financial plan.Key Responsibilities:Meet with clients to discuss...
-
Financial Planning Advisor
1 week ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Limited Full timeJob DescriptionThis is an exciting opportunity to work in-house for a company that offers an outstanding working environment and benefits. As a Financial Advisor, you will be responsible for providing one-to-one meetings with employees to discuss how they can best utilise their Workplace Pension as part of their overall financial plan.You will also be...
-
Financial Planning Expert
1 week ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeAre you a financially astute individual looking for a new challenge? Do you have a passion for helping others achieve their financial goals? We are seeking a talented Employee Benefits Financial Advisor to join our team.As an Employee Benefits Financial Advisor, you will be responsible for providing expert advice to our clients on how to manage their...
-
Financial Solutions Specialist
3 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeWe are seeking a Financial Solutions Specialist to join our team. As a Financial Solutions Specialist, you will be responsible for providing expert advice on financial services products and guiding clients on how to best utilize their Workplace Pension. This is an excellent opportunity for someone with a passion for financial services and a desire to work in...
-
Financial Planning Consultant
2 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeThe Role">">Client Meetings">">Provide one-to-one meetings involving discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan.">Help clients understand when and how to amalgamate pensions, and identify opportunities for efficient use of mortgages and other financial products.">Offer guidance on how to...
-
Financial Planning Manager
3 weeks ago
Sittingbourne, Kent, United Kingdom Page Personnel Sales Full timeAt Page Personnel Sales, we are seeking a highly skilled and experienced Financial Planning Manager to join our team. This part-time position offers the opportunity to work with a well-established company in their industry sector.The successful candidate will be responsible for overseeing the financial operations of the company, ensuring timely and accurate...
-
Financial Planning Lead
1 week ago
Sittingbourne, Kent, United Kingdom enfinium Ltd Full timeAbout the RoleAs a Strategic Financial Manager at enfinium Ltd, you will play a key role in shaping the company's financial strategy. Located across our Kemsley, Kelvin, and Parc Adfer facilities, this exciting opportunity is ideal for a finance professional looking to drive high-impact budgeting and forecasting activities.Reporting to the FP&A leadership...
-
Financial Planning Strategist
2 days ago
Sittingbourne, Kent, United Kingdom Enfinium Full timeTransform Waste into PowerSustainable energy leader enfinium seeks a skilled Financial Planning and Analysis (FP&A) Manager to join our mission-driven team. Reporting to the FP&A leadership team, you will drive high-impact budgeting, forecasting, and management reporting activities that support our CFO, CEO, and Board in making informed, data-driven...
-
Financial Planning Expert
3 weeks ago
Sittingbourne, Kent, United Kingdom Enfinium Community Fund Full timeEnfinium Community Fund is seeking a Financial Planning Expert to play a key role in shaping the future of sustainable energy. As our FP&A Manager, you'll drive high-impact budgeting, forecasting, and management reporting activities that support our CFO, CEO, and Board in making informed decisions.The ideal candidate will lead budgeting, forecasting, and...
-
Chief Financial Planning Officer
2 weeks ago
Sittingbourne, Kent, United Kingdom Corecruitment International Full timeJob DescriptionWe are recruiting a Chief Financial Planning Officer to lead our financial planning and analysis function. The successful candidate will develop and implement financial plans, forecasts, and budgets to support business growth and improvement.Responsibilities:Develop Financial Plans: Create comprehensive financial plans, including strategic...
-
Senior Financial Services Specialist
2 days ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full timeOverview of the RoleThe Recruitment Lab is seeking a highly skilled Senior Financial Services Specialist to join our team based in Sittingbourne. This position involves working with clients to provide expert guidance on personal financial products and services, including workplace pensions and Group Risk products.We are looking for an individual with a...
-
Financial Planning and Strategy
2 days ago
Sittingbourne, Kent, United Kingdom enfinium Ltd Full timeAbout Usenfinium Ltd is a leading waste-to-energy company transforming waste into heat and energy. As one of the largest pure-play operators in the UK, we have four operating facilities and two under construction.We pride ourselves on being guided by five principles: One Team, Pride Matters, Safety on Purpose, Make a Positive Impact, and Take Ownership.This...
-
Business Financial Planning Expert
4 weeks ago
Sittingbourne, Kent, United Kingdom Corecruitment International Full timeAbout the Opportunity:We are seeking an experienced Business Financial Planning Expert to lead our financial operations team. As a key member of the Corecruitment team, you will be responsible for developing and implementing financial strategies that drive business growth and success.Key Responsibilities:Develop and manage budgets, forecasts, and financial...
-
Employee Benefits Specialist
3 weeks ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time**Job Overview**The Recruitment Lab is an accountancy firm providing a range of services to individuals and organisations across the UK. We currently seek a Financial Planner to join our Employee Benefits team based in Sittingbourne. As a key member of our team, you will work closely with clients to provide expert advice on workplace pensions and financial...
-
Senior Financial Planning Manager
2 months ago
Sittingbourne, Kent, United Kingdom Page Personnel Sales Full time**Job Overview**We are seeking an experienced Finance Manager to join our team at Page Personnel Sales. This is a part-time opportunity with 25 hours per week, providing the ideal balance between work and personal life.About Our ClientThe successful candidate will have the opportunity to work with a well-established company in the industry sector, delivering...
-
Financial Operations Specialist
2 weeks ago
Sittingbourne, Kent, United Kingdom Corecruitment International Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Corecruitment. This is an excellent opportunity for a motivated and experienced professional to lead financial operations and drive business performance.Key Responsibilities:Lead Budgeting and Forecasting: Develop and implement comprehensive budgeting and...