Senior Financial Planning Consultant

1 day ago


Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time
About the Role: We are seeking a highly skilled Senior Financial Planning Consultant to join our team at Pinstripe Personnel. As an experienced Holistic Wealth Management Specialist, you will be responsible for providing expert financial advice to a wide range of personal and corporate clients.

The ideal candidate will have excellent communication skills, strong analytical abilities, and a deep understanding of financial markets and regulations. You will be expected to work closely with clients to understand their financial goals and develop tailored solutions to meet their needs.

This is an exciting opportunity for a motivated and results-driven individual to join a leading financial services firm in Fareham, Dorchester, or Chiswick (W. London). The successful candidate will be rewarded with a competitive OTE of £80,000+ per annum, making this a lucrative career move for those looking to take their finances to the next level.

About Our Client: Our client is a reputable award-winning Chartered Independent Financial Planning firm that has been trading for over 20 years. They offer a comprehensive range of financial services, including investment management, retirement planning, and estate planning, making them a trusted partner for individuals and businesses alike.

If you are a driven and ambitious professional with a passion for financial services, we encourage you to apply for this challenging yet rewarding role.

  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel, a renowned recruitment agency, is seeking an accomplished Senior Financial Planning Specialist to join their team. This highly sought-after role offers a competitive salary, which we estimate to be in the range of £60,000 - £80,000 per annum, depending on experience.The ideal candidate will have a minimum of Diploma level education and...


  • Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewA financial planning opportunity has arisen at Artemis Recruitment Consultants Ltd for a detail-oriented and well-organized individual to support Financial Advisers in preparing recommendations and suitability reports. The ideal candidate will have experience in maintaining client records, gathering data, and ensuring compliance with company...


  • Fareham, Hampshire, United Kingdom Aldwych Consulting Full time

    Take your career to the next level as a Principal Transportation PlannerThis role offers a unique opportunity for an experienced Senior Transport Planning Consultant to join a fast-growing team in Fareham, Hampshire.The successful candidate will have a strong background in Transport Planning, with a minimum of 4 years' experience and a degree-level...


  • Fareham, Hampshire, United Kingdom Fletcher George Financial Recruitment Full time

    As a Corporate Tax Senior at Fletcher George Financial Recruitment, you will play a key role in advising clients on corporate tax matters and ensuring compliance with all relevant regulations. You will work closely with our experienced team to provide high-quality services to our clients.This is an excellent opportunity for a motivated and ambitious...


  • Fareham, Hampshire, United Kingdom Page Personnel Full time

    Job SummaryThe Financial Planning Specialist will play a pivotal role in shaping the financial future of our client. This key position requires an individual with strong analytical skills and the ability to provide strategic guidance on budget management.Key ResponsibilitiesPreparation of Revenue Budget: Develop and maintain the Group revenue budget,...


  • Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a seasoned Financial Planning Support Specialist to enhance our team's capabilities. This role offers a unique blend of challenge and opportunity for professional growth.Responsibilities of this position include:Collaborating with Financial Planners to develop well-structured advice and provide specialized...


  • Fareham, Hampshire, United Kingdom CMA Recruitment Group Full time

    About the Role: We are currently looking for a highly skilled Financial Planning Manager to join our team at CMA Recruitment Group. As a key member of our team, you will be responsible for leading our financial planning and budgeting processes. This is a unique opportunity to make a significant impact on our business, driving growth and success through...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    Role OverviewPinstripe Personnel is working with an award-winning Chartered Independent Financial Planning firm to find a financial adviser or IFA.The ideal candidate will be able to provide holistic advice to a wide range of personal and corporate clients.Job DescriptionThe role can be office based, hybrid or remote. The successful candidate will be...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Careers Full time

    Company OverviewAward-winning Chartered Independent Financial Planning firm seeks a financial adviser or IFA. With over 20 years of experience, they provide holistic advice to personal and corporate clients.


  • Fareham, Hampshire, United Kingdom CMA Recruitment Group Full time

    Job Summary: We are seeking a highly skilled Senior Financial Strategist to lead our financial reporting and analysis processes. As a key member of our team, you will be responsible for ensuring accurate and insightful reporting for senior management. This is a hybrid role offering an opportunity to make significant impact, with responsibility for overseeing...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time £80,000

    Job Summary: We are seeking an experienced Financial Adviser or IFA to join our team at Pinstripe Personnel. As a Chartered Independent Financial Planning firm, we pride ourselves on delivering exceptional service and rewarding our employees for their hard work.Key Responsibilities:To provide expert financial planning services to clients, ensuring they...


  • Fareham, Hampshire, United Kingdom mbf Full time

    About the RoleAs a Financial Planning Assistant at mbf, you will play a pivotal role in supporting our financial planners by delivering high-quality reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.Key Responsibilities:Preparing detailed suitability reports for...


  • Fareham, Hampshire, United Kingdom Wild Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to join our dynamic team at Wild Recruitment in Fareham. In this role, you will manage key financial processes, provide detailed financial reports, and support strategic decision-making across the business.Key Responsibilities:Monthly Reporting: Prepare and produce detailed monthly management accounts,...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    About the Position: We are seeking a skilled Senior Financial Planning Consultant to join our client's team. In this role, you will be responsible for delivering high-quality financial advice to a diverse range of clients, from individuals to corporations. You will need to possess excellent communication and interpersonal skills, as well as a deep...


  • Fareham, Hampshire, United Kingdom Aldwych Consulting Full time

    Aldwych Consulting is an independent and innovative multidisciplinary consultancy that works on diverse transportation projects. We are looking for a Graduate Transport Planner to join our Fareham office.Job DescriptionThe successful candidate will work alongside a team of transport planners, civil engineers, and structural engineers to prepare transport...


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

    beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Fareham, UK.Key Responsibilities:Develop and implement financial plans, reports, and forecasts.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits and compliance.Build relationships with external partners and...


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

    Financial Manager Job OpportunitybeBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Fareham, UK.Responsibilities:Develop and manage financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Monitor and manage cash flow, ensure financial...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel is working with a well-established Chartered Independent Financial Planning firm to find a financial adviser or IFA.The ideal candidate will be able to deliver expert financial planning and management services to a diverse range of clients.Job SummaryThe role can be based in Fareham, Dorchester, or Chiswick (West London) and offers a...


  • Fareham, Hampshire, United Kingdom Aldwych Consulting Full time

    Key Responsibilities:An experienced Transport Planning Consultant is required to join our fast-growing team in Fareham. As a key member of the team, you will be responsible for producing technical reports such as transport assessments and travel plans. You will also be delivering development planning projects in various sectors, including residential,...


  • Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time

    Pinstripe Personnel is an award-winning Chartered Independent Financial Planning firm seeking a highly skilled Financial Adviser / Planner. The successful candidate will be responsible for delivering high-level service to clients, collaborating with colleagues to achieve business objectives, and contributing to the firm's growth. As a key member of the team,...