Financial Planning Specialist

1 month ago


Nottingham, Nottingham, United Kingdom Nexus Talents Full time
Job Title:

Financial Planning Specialist

About Us:

Nexus Talents is a leading recruitment agency that specializes in connecting top talent with exceptional companies through tailored solutions.

Job Overview:

We are seeking an experienced Financial Planning Specialist to join our team. This role involves conducting comprehensive financial research, market analysis, and strategic recommendations to support investment decisions.

Main Responsibilities:
  • Financial Analysis: Conduct in-depth financial analysis, including assessing market trends, financial statements, and investment opportunities.
  • Portfolio Management: Support portfolio management with data analysis and performance reporting.
  • Financial Modeling: Assist in the creation of financial models to forecast potential returns and risks.
  • Investment Reporting: Prepare investment reports, recommendations, and presentations for stakeholders.
  • Market Research: Stay up-to-date with economic trends, market news, and industry developments.
Requirements:
  • Bachelor's degree in Finance, Economics, Accounting, or related field; CFA or progress towards CFA is a plus.
  • Proven experience in financial planning, investment analysis, financial modeling, and/or equity research.
  • Strong analytical skills and proficiency with financial software, including Excel and data analysis tools.
  • Excellent written and verbal communication skills.
Why Choose Us:
  • Opportunity to work with a dynamic team in a growing industry.
  • Competitive salary: £60,000 - £80,000 per annum, depending on experience.
  • Remote work flexibility with a focus on work-life balance.


  • Nottingham, Nottingham, United Kingdom Calyx Full time

    Calyx is a company that helps the biopharmaceutical industry bring medical treatments to the market faster. We're looking for a talented Financial Planning Specialist who can join our team.About the Role:As a Financial Planning Specialist, you will be responsible for producing financial reporting analysis that are timely and logical, supporting...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

    About Capio RecruitmentWe're a leading UK-wide independent financial advice business. In complex markets, our team helps clients make informed decisions through tailored advice.Job SummaryWe have an exciting opportunity for a skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert...


  • Nottingham, Nottingham, United Kingdom IDEX Consulting Ltd Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning Specialist to join our team in Nottingham. As a leading DFM business, we offer a supportive environment and the opportunity to quickly learn processes.The successful candidate will have responsibility for developing and managing a financial planning client base. They will lead business...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our financial services division, you will play a crucial role in providing expert advice to corporate clients and individuals.About the RoleThe successful candidate will have a strong background in financial planning, with...


  • Nottingham, Nottingham, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals Seeks Financial ExpertWe require an experienced Finance Manager to lead our finance team in Nottingham, UK. The ideal candidate will possess excellent financial planning, reporting, and analysis skills.Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Manage cash flow to ensure the...


  • Nottingham, Nottingham, United Kingdom mbf Full time

    Company OverviewOur client is an International Wealth & Investment Management organisation who operates at the highest level.The company has significant financial backing, enabling them to carry out exciting plans which will place them at the forefront of the Financial Planning sector.


  • Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

    Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...


  • Nottingham, Nottingham, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page is a well-respected recruitment agency, serving the public sector with expertise and dedication.Job OverviewCreate strategic financial plans to drive business growth.Provide expert advice to senior management on financial matters.Key ResponsibilitiesBudget preparation and financial forecasting.Ensure compliance with regulatory...


  • Nottingham, Nottingham, United Kingdom Financial Divisions Full time

    Succeed as a Self-Employed Financial AdviserAt Financial Divisions, we understand that becoming a self-employed Financial Adviser can be a challenging but rewarding career path. That's why we offer a range of support services to help you succeed, including access to experienced colleagues, comprehensive training and resources, and flexible working...


  • Nottingham, Nottingham, United Kingdom Our Graduates Full time

    Our Graduates is changing the future of clinical research. We help the biopharmaceutical industry accelerate medical treatments to market.This is your chance to join our team as an ACCA Financial Analyst and contribute to our mission.To succeed in this role, you'll need:Bachelor's Degree in Business, Finance, Engineering, Sciences or a related fieldProven...


  • Nottingham, Nottingham, United Kingdom Financial Divisions Full time

    Opportunity for a Self-Employed Executive Financial ConsultantWe are seeking an experienced and driven financial professional to join our team as a self-employed executive financial consultant. As a senior wealth manager, you will be responsible for providing high-net-worth clients with personalized financial advice and solutions.The ideal candidate will...


  • Nottingham, Nottingham, United Kingdom Robert Walters UK Full time

    Robert Walters UK is seeking a skilled Financial Planning Manager to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of delivering high-quality financial reporting and analysis.Job DescriptionThe Financial Planning Manager will be responsible for developing and...


  • Nottingham, Nottingham, United Kingdom Financial Divisions Full time

    Company OverviewFinancial Divisions is a renowned firm of Chartered Financial Advisers, recognized for its commitment to delivering exceptional wealth management solutions. Our team of experienced professionals is dedicated to providing personalized advice and support to high net worth individuals.SalaryThe estimated salary for this role is £150,000 -...


  • Nottingham, Nottingham, United Kingdom North Oak Recruitment Full time

    Job DescriptionWe are seeking a skilled Pension Planning Specialist to join our team at North Oak Recruitment. In this role, you will be responsible for assisting financial planners in creating comprehensive pension plans for clients.Your key responsibilities will include working collaboratively with financial planners to provide personalized advice to...


  • Nottingham, Nottingham, United Kingdom Michael Page (UK) Full time

    Michael Page (UK) is seeking a qualified Financial Planning and Analysis professional to join their team as a Financial Planning Manager.The successful candidate will have a strong background in financial planning and analysis, with experience gained within an international business. They will lead the preparation of monthly, quarterly, and annual financial...


  • Nottingham, Nottingham, United Kingdom North Oak Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planning Professional to join our team at North Oak Recruitment. This is a fantastic opportunity to work with a multi-award-winning IFA and contribute to delivering holistic, goals-led financial plans.As a Paraplanner, you will work closely with our financial planners and clients to provide expert advice...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

    Financial Planning and Wealth Management RoleCapio Recruitment is looking for an enthusiastic individual to support the Adviser Team in tax calculations, fund and product research, and attending client meetings. The ideal candidate will have experience working within a Financial Planning or Wealth Management firm and be looking for a supportive, friendly...


  • Nottingham, Nottingham, United Kingdom Bruin Full time

    Job DescriptionWe are seeking an experienced Paraplanner to join our Nottingham office. As a key member of our Financial Planning team, you will provide support to our Financial Advisers/Planners in the production of high-quality financial plans and solutions.Your responsibilities will include:Analyzing client needs and constructing tailored solutions for...


  • Nottingham, Nottingham, United Kingdom Financial Divisions Full time

    About Our ClientOur client is a well-established and award-winning Chartered firm of Financial Advisers, with a proven track record of delivering exceptional results and building long-lasting relationships with clients.Award-Winning Firm:Our client has consistently received awards and recognition for their outstanding performance, commitment to excellence,...


  • Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Artemis Recruitment Consultants Ltd. This role will involve providing critical support in the financial planning process, working closely with our financial advisers to ensure seamless delivery of services.About the Role:As a...