Financial Planning Assistant

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

We are seeking a highly skilled Financial Planning Specialist to join our team at Informed Financial Planning.This role involves writing financial planning and suitability reports and letters, ensuring the best client outcomes.You will ensure that client files, suitability reports, and letters are fully compliant and technically accurate, liaising regularly...

Job OverviewInformed Financial Planning is seeking a highly skilled Senior Financial Planning Manager to lead our Paraplanning team in Hessle, East Riding of Yorkshire.Salary and BenefitsWe offer a competitive salary range of £32,760.00-£39,520.00 per year, plus additional benefits such as quarterly bonuses, flexible working hours, and access to company...

Company Overview\MI Search is a national/international financial planning and investment management firm with significant assets under management. The company seeks an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle.\This role offers a substantial and established portfolio of clients to advise, local...

Job Opportunity at MI SearchWe are working with a prominent financial planning and investment management firm to find an experienced financial planner to join their team in the Hull area.This role will involve managing a substantial and established portfolio of clients, providing local administration support, and offering paraplanning assistance. The ideal...

We are currently looking to appoint an individual who has direct experience working with clients to provide wealth and financial planning solutions. Our client base ranges from private individuals to some of the UK's largest universities.About UsKingswood Group is a leading provider of trusted wealth planning and investment management solutions. With a...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.

Job DescriptionWe are seeking a highly skilled Financial Planning Manager to join our team at the Kingswood Group. This is an excellent opportunity for individuals who have direct experience working with clients to provide wealth and financial planning solutions.Key Responsibilities:Work directly with clients, providing a wide range of financial planning...

MI Search is a leading financial planning and investment management firm with a substantial presence in the UK. We are seeking an experienced Financial Adviser to join our team in Hull, working out of our Hessle offices.The successful candidate will manage client portfolios and provide expert financial advice, while also performing local administration and...

**Job Description**We are looking for a Senior Financial Services Professional to join our team at Exchange Street Claims ltd. As a key member of our team, you will be responsible for developing new business and growing existing client relationships.The ideal candidate will have a strong understanding of financial planning principles and excellent...

About the RoleThis exciting opportunity has arisen for a skilled Financial Planning and Advisory Professional to join our team. As a key member of our client servicing team, you will be responsible for building relationships with existing clients and identifying new business opportunities.Key Responsibilities:Service and grow an existing client bank through...

Role OverviewThe successful candidate will have a substantial and established portfolio of clients to advise, as well as local administration and paraplanning support. This opportunity is ideal for an experienced financial planner who holds CII level 4 Diploma status or equivalent.£80,000 - £100,000 (basic salary) + bonus scheme and benefits, hybrid...

An Accounts Assistant is needed for an owner-managed entrepreneurial business based in west Hull. This position can either be full time (40 hours per week) or part time (30 hours over 5 days), depending on preference and can be flexible.The successful candidate will work closely with the leadership team, being the sole person responsible for the accounts in...

Senior Financial RoleGleeson Homes Careers is seeking an experienced Quantity Surveyor to take on a senior financial role within our Regional Commercial team. This position demands strong analytical and problem-solving skills, along with excellent communication abilities.The successful candidate will be responsible for assisting in the delivery of commercial...

We are seeking an experienced individual to join our team as a Senior Wealth Planning Specialist. This role will involve working directly with clients, providing tailored financial planning solutions and conducting regular reviews.About UsKingswood Group is a leading provider of wealth planning and investment management solutions. With a growing network of...

Job Title: Financial AccountantAn Accounting Assistant is required for an entrepreneurial business based in west Hull.This position can be either full time (40 hours per week) or part time (30 hours over 5 days), depending on preference and can be flexible.The successful candidate will work closely with the leadership team, being responsible for managing the...

MI Search is seeking an experienced Senior Financial Planner to join its team in the Hull area.About the RoleThis national financial planning and investment management firm with a substantial portfolio of clients is looking for a skilled professional to manage existing client relationships, develop new business opportunities, and provide exceptional customer...

About the RoleThis position offers a unique blend of client work and administrative responsibilities, making it an excellent fit for a seasoned financial planner. The ideal candidate will have a strong track record in financial planning and hold a relevant diploma qualification.£80,000 - £120,000 (basic salary) + bonus scheme and benefits, flexible working...

Giacom is seeking a highly experienced professional to fill the role of Head of Financial Services. This individual will be responsible for leading the ongoing development of the Group's accounting processes, including restructuring teams and workflows around Giacom's NetSuite system.The successful candidate will have a proven track record in financial...

Giacom's market-leading platform, Cloud Market, is the place where partners can procure and manage comms, cloud, hardware, mobile, and IT products and services from the world's leading vendors and service providers. This rare opportunity allows you to steer the ongoing development of a sizable team in delivering the core financial operations requirements of...