Financial Planning Specialist
4 weeks ago
At Bruin Financial, we are seeking a highly skilled and experienced Paraplanner to join our team in Birmingham. As a key member of our Wealth Management team, you will play a vital role in supporting our Wealth Planners in delivering exceptional financial planning services to our clients.
Key Responsibilities:- Conduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
- Undertake accurate calculations and cash-flow modelling to support recommendations.
- Prepare high-quality suitability reports and letters for our Wealth Planners to provide their recommendations.
- Draft and coordinate technical documents and research for client presentations.
- Stay up-to-date with industry developments and advancements in financial markets.
- Proven experience in providing a first-class paraplanning service.
- Strong knowledge of Financial Planning practices and disciplines, including Investments, Pensions, and Protection.
- Level 4 Diploma in Financial Planning qualification.
- Potential for career development into an advisory role with full training and support.
We are committed to providing a supportive and collaborative work environment that allows our team members to grow and develop their skills. If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your CV or contact Jessica Wiggins at Bruin Financial.
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Financial Planning and Analysis Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AnalystHays Specialist Recruitment Limited is partnering with a public services organisation to find a skilled Financial Planning and Analysis Analyst to join their team on a permanent basis.About the RoleThe successful candidate will provide senior management with a forecast of the organisation's cash flow, profit and loss....
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Financial Planning and Analysis Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AnalystHays Specialist Recruitment Limited is partnering with a public services organisation to find a skilled Financial Planning and Analysis Analyst to join their team on a permanent basis.About the RoleThe successful candidate will provide senior management with a forecast of the organisation's cash flow, profit and loss....
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Financial Planning and Analysis Specialist
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Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AnalystHays Specialist Recruitment Limited is partnering with a public services organisation to find a skilled Financial Planning and Analysis Analyst to join their team on a permanent basis.About the RoleAs the FP&A Analyst, you will provide senior management with a forecast of the organisation's cash flow, profit and loss....
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Financial Planning and Analysis Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AnalystHays Specialist Recruitment Limited is partnering with a public services organisation to find a skilled Financial Planning and Analysis Analyst to join their team on a permanent basis.About the RoleAs the FP&A Analyst, you will provide senior management with a forecast of the organisation's cash flow, profit and loss....
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Financial Planning and Analysis Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeFinancial Planning and Analysis AnalystYour new company, Hays Specialist Recruitment Limited, is excited to be partnering with a public services organisation to find a Financial Planning and Analysis Analyst to join their team on a permanent basis.Key ResponsibilitiesProvide senior management with a forecast of the organisation's cash flow, profit and...
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Financial Planning and Analysis Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: FP&A ManagerJoin Hays Specialist Recruitment Limited as a FP&A Manager and take on a challenging role that requires strong financial planning and analysis skills. As a key member of the team, you will be responsible for providing financial guidance and support to the organization.About the RoleThe FP&A Manager will be responsible for leading the...
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Financial Planning and Analysis Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: FP&A ManagerJoin Hays Specialist Recruitment Limited as a FP&A Manager and take on a challenging role that requires strong financial planning and analysis skills. As a key member of the team, you will be responsible for providing financial guidance and support to the organization.About the RoleThe FP&A Manager will be responsible for leading the...
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Financial Planning and Analysis Manager
1 week ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will play a crucial role in providing financial guidance and support to our clients.Key ResponsibilitiesDevelop and maintain comprehensive financial models and forecasts to inform...
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Financial Planning Specialist
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Birmingham, Birmingham, United Kingdom https:www.energyjobline.comsitemap Full timeFinancial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Recruit Wealth. As a specialist provider of financial education and guidance in the workplace, we offer regulated financial advice for individuals.Our client looks after hundreds of household names (Private & Public Sector) and their employees across the...
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Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeFinancial Planning SpecialistAt AFH Wealth Management, we're seeking an experienced Financial Planning Specialist to join our team. As a self-employed or employed adviser, you will be part of a progressive and client-focused, financial planning-led wealth management firm.In this role, you will understand your clients' current and future financial goals and...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom LGT Gruppe Holding AG Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our Wealth Management team in the UK. As a key member of our team, you will be responsible for providing comprehensive financial planning advice to individuals, companies, and trusts.Key Responsibilities:Develop and implement bespoke financial plans...
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Financial Planning Specialist
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Birmingham, Birmingham, United Kingdom Exchange Street Claims ltd Full timeFinancial Planning Specialist OpportunityYou will be working from home as a Financial Planning Specialist, servicing a book of existing clients. The focus is on retaining these clients and increasing their business, rather than prospecting or networking. You will inherit these clients from financial planners who are retiring or being acquired.The role is...
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Financial Planning and Analysis Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our finance team, you will play a critical role in providing financial planning and analysis support to our clients.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support...
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Financial Planning and Analysis Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will be responsible for providing strategic financial planning and analysis support to our clients.Key ResponsibilitiesDevelop and maintain financial models and forecasts to...
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Financial Planning and Analysis Manager
1 week ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Hays Specialist Recruitment Limited. As a key member of our organization, you will play a crucial role in providing financial planning and analysis support to our clients.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support...
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Financial Planning and Analysis Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: FP&A ManagerJoin Hays Specialist Recruitment Limited as a FP&A Manager and take on a challenging role that requires strong financial planning and analysis skills. As a key member of our team, you will be responsible for providing financial guidance and support to our clients.About the RoleWe are seeking a highly skilled FP&A Manager to join our...
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Financial Planning and Analysis Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: FP&A ManagerJoin Hays Specialist Recruitment Limited as a FP&A Manager and take on a challenging role that requires strong financial planning and analysis skills. As a key member of our team, you will be responsible for providing financial guidance and support to our clients.About the RoleWe are seeking a highly skilled FP&A Manager to join our...
