Financial Planning Specialist

15 hours ago


Ipswich, Suffolk, United Kingdom Opus People Solutions Ltd Full time

We are seeking a skilled Financial Planning Specialist to join our team in Ipswich. As a key member of the team, you will be responsible for providing expert financial advice to clients, ensuring they receive tailored solutions that meet their unique needs.

Job Summary:

  • Provide comprehensive financial planning services to clients, including investment and pension guidance.
  • Analyse client data to identify areas for improvement and develop strategies to enhance their financial well-being.
  • Maintain up-to-date knowledge of industry trends and regulatory requirements to ensure compliance.

This is an excellent opportunity to advance your career in financial planning while working with a dynamic and supportive team at Opus People Solutions Ltd. With a competitive salary of £45,000 per annum plus car allowance, this role offers a great chance to grow professionally and personally.



  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Are you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...


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

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Ipswich, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...


  • Ipswich, Suffolk, United Kingdom IDEX Consulting Full time

    Job Title: Financial Planning AdministratorThis is an exciting opportunity to join IDEX Consulting as a Financial Planning Administrator in Ipswich. As a key member of the team, you will be responsible for handling incoming calls and emails, managing customer queries, recording annual review dates, planning review meetings, and more.We are looking for a...


  • Ipswich, Suffolk, United Kingdom enable Recruitment Full time

    We are thrilled to have partnered with a well-established independent financial advice firm who are actively looking to expand their support team. If you are a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clients by maintaining accurate...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About Nucleus FinancialWe're seeking a highly skilled Senior Quality Assurance Specialist to drive customer-focused quality assurance services and promote excellent outcomes.This role is ideal for an individual passionate about delivering exceptional customer experiences and dedicated to quality excellence.The key responsibilities include:Providing regular...


  • Ipswich, Suffolk, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Financial Planning Administrator to join our growing team in Ipswich.We offer excellent support, training, and hybrid working arrangements, creating an ideal environment for career growth and development.About the Role:Client Communication: Respond to all incoming calls and emails with professionalism and...


  • Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Assistant to join our team in Ipswich. As a key member of our administrative team, you will provide high-quality financial planning support to our Financial Advisers.


  • Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    We are seeking an experienced Financial Planning Assistant to join our team at Blakemore Recruitment, based in Ipswich. As a Financial Planning Assistant, you will play a key role in supporting our Wealth Planners with the delivery of Wealth Planning services to new and existing clients.The ideal candidate will have a strong administrative background and...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    Job OverviewEnable Recruitment is partnering with a well-established independent financial advice firm to find an experienced Financial Planning Administrator. This role involves supporting the team in delivering high-quality financial planning services to clients across the UK.The ideal candidate will have 2+ years of experience in an administrative role...


  • Ipswich, Suffolk, United Kingdom beBee Professionals Full time £35,000 - £45,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • Ipswich, Suffolk, United Kingdom Pro Talent Full time

    Financial Statement SpecialistWe are looking for a highly skilled Financial Statement Specialist to join our team at Pro Talent. The successful candidate will be responsible for preparing financial statements, accounting schedules, and recommendations on accounting matters.About the Role:Prepare financial statements from source documents/records to final...


  • Ipswich, Suffolk, United Kingdom CSS Full time

    Job DescriptionWe are seeking a skilled Financial Projection Specialist to join our team at CSS. As a Financial Projection Specialist, you will be responsible for estimating costs and timescales for projects, working closely with clients, and providing accurate and detailed estimates.Key SkillsThe ideal candidate will possess:Strong analytical and...


  • Ipswich, Suffolk, United Kingdom Nxtgen Recruitment Ltd Full time

    NXTGEN Recruitment Ltd is thrilled to be working with a high-growth business based in Norwich on a unique Senior Bookkeeping opportunity.The company is seeking a Financial Reporting Specialist to take ownership of key financial processes, from preparing monthly management accounts to overseeing budgeting and forecasting. This role offers a fantastic...


  • Ipswich, Suffolk, United Kingdom RGH-Global Limited Full time

    Job SummaryWe are seeking an experienced Financial Reporting Specialist to join our team at RGH-Global Limited. As a key member of our finance department, you will be responsible for preparing and analyzing financial reports, ensuring accuracy and compliance with regulatory requirements.


  • Ipswich, Suffolk, United Kingdom OCS Group Full time

    Financial Operations Integration Specialist About the Role:The OCS Group is currently seeking a skilled Financial Operations Integration Specialist to join our team. As a key member of our finance department, you will play a crucial role in ensuring seamless financial integration across various business units.This exciting opportunity involves coordinating...


  • Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    We are an award-winning financial planning practice in Ipswich seeking a highly skilled and experienced Paraplanner to join our team. As a Senior Financial Planning Support Associate, you will play a crucial role in assisting our Wealth Planners in delivering exceptional wealth planning services to our clients.About the RoleThis is a fantastic opportunity...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Opus Perm. This role offers an exciting opportunity to develop your skills and knowledge in finance and administration.Key Responsibilities:Maintain accurate records of vehicles for the Finance Group.Support the Fleet Services Team...


  • Ipswich, Suffolk, United Kingdom Penguin Recruitment Full time

    The role of a Town Planning Specialist at our client involves working closely with the team to support a variety of planning projects. You will gain exposure to all aspects of the planning process, from initial research to the submission of planning applications.This position offers a supportive environment with opportunities for professional growth and...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    Job Description:A Financial Control Specialist is required to manage the change activities and deliver new systems into Aviva's Financial Control Environment. The ideal candidate will have experience of Financial Control Framework and knowledge of general insurance data flows for finance and finance data systems.Key Responsibilities:Ensure financial control...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    CV-Library is seeking a highly skilled Financial Management Specialist to play a vital role in ensuring the smooth operation of our accounts payable processes.Key Responsibilities:Competitive Salary: £25,000 - £27,000 per annumHoliday: 23 days per annum, plus Bank HolidaysEmployee Extras: Lunch provided 4 days a week (Tuesday – Friday inclusive) and...