Financial Planner Analyst
2 days ago
Austin Fraser seeks an experienced Financial Planner Analyst to join our team. As a key member of our team, you will be responsible for providing high-quality investment solutions to clients. This role requires a strong understanding of financial markets, investment products, and regulatory requirements.
Responsibilities:- Interpret data from advisers following client meetings and provide recommendations.
- Analyse client data using research tools to develop tailored solutions.
- Prepare and maintain accurate documentation, including suitability letters and client-specific illustrations.
- Utilize research software tools to support recommendations and manage product applications.
- In-depth knowledge of financial markets and investment products.
- Proven experience in a similar Paraplanner role, preferably within the financial services sector.
- Excellent understanding of compliance and regulatory requirements.
- Proficiency in using financial planning software and tools.
- Relevant financial qualifications are highly desirable.
- Competitive annual salary up to £45k.
- Opportunities for professional growth and career advancement.
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Mobility Planner and Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Calibre Search Ltd Full timeCalibre Search Ltd is proud to offer a challenging and rewarding role as Mobility Planner and Analyst. This position is based in Leeds and provides an excellent opportunity to work with a dynamic SME consultancy that is committed to delivering high-quality projects.About the JobThis Mobility Planner and Analyst will be responsible for writing transport...
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Financial Planning Analyst
2 days ago
Birmingham, Birmingham, United Kingdom Freightliner Group Ltd Full timeFreightliner Group Ltd is seeking a Financial Planning Analyst to join our ERTMS Project Team. This is an exciting opportunity to contribute to the successful delivery of the project by ensuring effective financial planning and analysis.About the RoleThe Financial Planning Analyst will be responsible for generating and reconciling cost reports from payroll,...
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Financial Analyst
4 weeks ago
Birmingham, Birmingham, United Kingdom Freightliner Group Ltd Full timeJob Title: Financial Analyst - Project ManagementFreightliner Group Ltd is a leading rail freight provider with operations in the UK and Continental Europe. We offer a wide range of rail freight solutions to cater for the requirements of diverse market sectors. As a Financial Analyst - Project Management, you will play a crucial role in ensuring the...
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Financial Planner
1 month ago
Birmingham, Birmingham, United Kingdom Ferguson Dean Full timeJob Title:Financial PlannerAbout the Role:A Chartered Financial Planning firm, Ferguson Dean, is seeking a skilled Financial Planner to join their team. As an Adviser, you will work with an existing client portfolio, providing financial planning advice and managing a portfolio of approximately £25m AUM.Key Responsibilities:Providing Financial Planning...
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Financial Planner
6 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timeJob SummaryWe are seeking an experienced Financial Planner to join our award-winning Wealth Planning firm. This is a fully remote position, covering the UK wide area.The successful candidate will be responsible for providing high-quality financial planning services to clients. They will have a strong understanding of financial markets and be able to provide...
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Financial Adviser Opportunity
4 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Senior Financial Planner
7 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timePremier Jobs UK seeks a qualified and experienced Senior Financial Planner for an employed role in Birmingham. The ideal candidate will be based from home, with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who continually improves their client proposition and features in industry press for their...
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Financial Planner Assistant
6 days ago
Birmingham, Birmingham, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeJob OverviewWe are seeking a skilled Financial Planner Assistant to join our team at ARTEMIS RECRUITMENT CONSULTANTS LIMITED, based in Birmingham. This is an excellent opportunity to work with a talented team of Financial Advisers advising clients on financial strategies, plans, and products.
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Financial Planner Compliance Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeJob OverviewWe are seeking a skilled Financial Planner Compliance Specialist to join our team at Clayton Davies.About the RoleThis is a unique opportunity for an experienced professional to take on a leadership role in managing T&C processes, training, and competence for financial planners.Key Responsibilities:Manage T&C processes for supervisors and...
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Senior Financial Planner
2 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timePinstripe Personnel is a renowned Wealth Planning firm seeking an experienced Senior Financial Planner to join their team.The role has arisen due to the firm's expansion and offers a fully remote opportunity for the right candidate.We are looking for a driven, ambitious, and experienced Financial Planner who is looking for the next step in their career. This...
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Regulated Financial Planner
7 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeInvestment Advice OpportunityWe are seeking a highly skilled Regulated Financial Planner to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate...
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Senior Financial Planner Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Hymans Robertson Full timeThe RoleWe are seeking a skilled Senior Financial Planner Professional to join our team at Hymans Robertson. The successful candidate will be responsible for building their own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services.Key ResponsibilitiesGenerate new business and build introducer...
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Quilter Full-Time Financial Adviser Role
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...
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Financial Analyst
4 days ago
Birmingham, Birmingham, United Kingdom ENGINEERINGUK Full timeJob OverviewIn this exciting role as a Financial Analyst at ENGINEERINGUK, you will be responsible for managing the financial aspects of our construction and project management projects. With a strong focus on cost control and optimization, you will play a key part in ensuring the successful delivery of our projects.
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Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeA reputable recruitment agency is seeking a Technical Support Executive to join their team of Chartered Financial Planners.This is an excellent opportunity for an experienced Paraplanner to take their career to the next level and work with a dynamic team.The successful candidate will be responsible for ensuring thorough understanding of the Financial...
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Financial Planning Analyst
1 week ago
Birmingham, Birmingham, United Kingdom YourConstruction Recruitment Full timeJob TitleFinancial Planning AnalystAbout the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our finance department, you will be responsible for implementing and maintaining our financial planning and analysis processes.Key ResponsibilitiesDevelop and maintain accurate and reliable financial models to...
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Financial Analyst for Pension Schemes
7 days ago
Birmingham, Birmingham, United Kingdom Alexander Lloyd Full timeAlexander Lloyd is seeking a highly skilled Financial Analyst to join their Pensions team. As a Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and developing strategies to improve financial performance.About the RoleWe are looking for a highly motivated and experienced Financial Analyst to join our team. As a...
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Financial Analyst Assistant
2 weeks ago
Birmingham, Birmingham, United Kingdom Flexicruit Full timeJob Title: Financial Analyst AssistantWe are seeking a highly skilled Financial Analyst Assistant to join our team at Flexicruit. As a key member of our finance department, you will be responsible for performing various financial tasks.Invoicing sales orders as per received PODs from transport companiesHandling enquiries regarding customer accountsPreparing...
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Senior Financial Analyst
4 weeks ago
Birmingham, Birmingham, United Kingdom Planned Parenthood Southeast, Inc. Full timeJob OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at Planned Parenthood Southeast, Inc. This role will play a critical part in ensuring the financial health and stability of our organization.
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Financial Analyst
4 weeks ago
Birmingham, Birmingham, United Kingdom Freightliner Group Full timeFreightliner Group, the UK's largest maritime intermodal logistics operator, is seeking a highly skilled Financial Analyst to join its team. The ideal candidate will have a strong background in finance and be able to analyze complex data to inform business decisions.Job Description:Act as the key finance interface with the Road team and support this function...