Senior Financial Planning Assistant
2 days ago
Nelson Scott is seeking a highly skilled Paraplanner to join our team. This role involves preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.
Key Responsibilities:
- Prepare comprehensive suitability reports for various advice types, financial products, and investment solutions
- Perform thorough technical research to support clients' financial planning needs
- Maintain accurate and up-to-date client records, including Know Your Client information
- Collaborate with Financial Planners to achieve optimal client outcomes
- Attend client meetings to provide support in delivering cashflow modelling services, as required
- Manage personal workload to meet performance targets
- Communicate effectively with Financial Planners to coordinate delivery dates
Required Skills and Qualifications:
- Level 4 Diploma in Financial Planning (DipPFS) or higher
- Strong desire to develop professionally and pursue relevant examinations for Chartered status
Estimated Salary: £35,000 - £45,000 per annum, depending on experience.
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Mortgage Expert
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Crawley, West Sussex, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are seeking a skilled Mortgage Advisor to join our team in West Sussex and Hampshire. Our company provides comprehensive financial planning solutions to clients, and we require an experienced professional to assist them in securing the best mortgage deals.We are committed to delivering exceptional customer...
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Senior Financial Controller
3 days ago
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Home Finance Specialist
4 days ago
Crawley, West Sussex, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are currently seeking a highly motivated and experienced Mortgage Advisor to join our team in West Sussex and Hampshire. As a key member of our team, you will be responsible for providing mortgage advice to clients, assessing their financial circumstances, and determining suitable mortgage products.The ideal candidate will have a strong...
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Financial Planning Senior
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Mortgage Advisor Professional
4 hours ago
Crawley, West Sussex, United Kingdom Quilter Financial Planning Full timeWe are seeking a skilled Mortgage Advisor to join our team at Quilter Financial Planning in West Sussex and Hampshire. The ideal candidate will have a CeMAP qualification and proven experience as a Mortgage Advisor, preferably within an estate agency setting.Job Responsibilities:Provide comprehensive mortgage advice to diverse clients.Assess clients'...
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Property Finance Consultant
3 days ago
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Home Loan Advisor Professional
3 days ago
Crawley, West Sussex, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis is an exciting opportunity for a Home Loan Advisor Professional to join our team at Quilter Financial Planning and take on a challenging and rewarding role.You will be responsible for providing comprehensive mortgage advice to a diverse range of clients, assessing their financial circumstances to determine suitable mortgage products, and...
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Financial Management Expert
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Mortgage Advisor Position
4 weeks ago
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Head of Financial Planning
2 months ago
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Property Wealth Advisor
4 days ago
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Business Analyst
4 weeks ago
Crawley, West Sussex, United Kingdom Thales Full timeJob OverviewThales, a leader in the defense and aerospace industry, is seeking a highly motivated Financial Analyst to join its team. This role offers an exciting opportunity for a Finance professional with a passion for getting into the detail to contribute to the company's success.About the RoleThe Financial Analyst will play a pivotal role in providing...
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Financial Planning and Analysis Manager
1 month ago
Crawley, West Sussex, United Kingdom undisclosed Full timeYour new companyThis fast-growing commercial client is looking to recruit a qualified Accountant for a Senior Management Accountant role, to be part of the company's growth plans.Your new roleEnsure the accuracy and timeliness of financial reporting for the group entities.Prepare and produce management accounts for group entities, ensuring accuracy and...
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Senior Financial Manager
2 months ago
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Financial Planning Lead
4 weeks ago
Crawley, West Sussex, United Kingdom VIRGIN ATLANTIC LIMITED Full timeJob OverviewVirgin Atlantic Limited is seeking a highly skilled Financial Planning Lead to join its Finance team. This role will provide financial leadership and guidance to the Leadership Team, driving business performance and improvement through robust financial analysis and strategic planning.
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Financial Planning Director
4 weeks ago
Crawley, West Sussex, United Kingdom Retail Jobs Full timeRole OverviewThe Retail Jobs Financial Planning Director - Finance Business Partner role is a critical position that requires strong leadership skills and financial acumen. As part of our team, you will be responsible for providing strategic financial guidance to senior management and driving business decisions through data-driven insights.
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Senior Financial Strategist
4 days ago
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Financial Planning Expert
20 hours ago
Crawley, West Sussex, United Kingdom SF Recruitment Full timeJob OverviewOur client in Crawley requires an Interim Finance Business Partner to assist with financial management and business partnering for a period of three months.This role will involve working closely with the Divisional Finance Director, focusing on management accounting, financial accounting, internal reporting, FP&A, and business partnering for the...
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Financial Planning Specialist
5 days ago
Crawley, West Sussex, United Kingdom Blackapple Solutions LLC Full timeJob Title: Financial Planning SpecialistWe are looking for a skilled Financial Planning Specialist to join our team at Blackapple Solutions Ltd.Salary: £42,000 - £52,000 per annum, depending on experience.About the CompanyBlackapple Solutions Ltd (BSL) was founded in 2004 with the mission to provide best-in-class technology consulting services across the...
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Senior Financial Planner
2 months ago
Crawley, West Sussex, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a seasoned Financial Manager to join our finance team in Crawley, United Kingdom. The ideal candidate will have a strong background in financial planning, reporting, and analysis, with a focus on ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare and present financial reports,...