Current jobs related to Financial Planning Assistant - Cardiff, Cardiff - Blackstone Partners - Financial Planners

  • Financial Planning Assistant

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

  • Financial Planning Assistant

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

  • Financial Planning Specialist

    2 weeks ago

    Cardiff, Cardiff, United Kingdom WEALTHLINK RECRUITMENT LTD Full time

    We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

  • Financial Planning Specialist

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to provide financial support and advice to enable managers and leaders to effectively manage financial performance. The ideal candidate will have experience in NHS finance, excellent analytical and numerical skills, and excellent communication skills.Key...

  • Financial Planning Specialist

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to join our team on a temporary basis. The ideal candidate will have experience in financial and procurement planning, with a strong analytical and numerical skillset.Key Responsibilities:Provide financial support and advice to enable managers and...

  • Financial Planning Administrator

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their dynamic team.This is an exciting opportunity for a skilled administrator to work in a fast-paced environment and contribute to the success of the firm.The ideal candidate will have experience working in the Financial...

  • Financial Planning Expert

    3 weeks ago

    Cardiff, Cardiff, United Kingdom CleverHR Full time

    Financial Planning ExpertCleverHR is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to families and businesses across London, Southwest, and Wales.Key Responsibilities:Conduct in-depth reviews of clients' financial...

  • Financial Planning Specialist

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Teqniq Ltd Full time

    Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...

  • Financial Planning Specialist

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Core 3 Full time

    About the roleCore 3 is seeking a Financial Planning Specialist to support financial planning and project initiatives. This is a fantastic opportunity for an ambitious finance professional to make a meaningful impact within a well-established organisation dedicated to providing essential services to the community.Key ResponsibilitiesProduce monthly budget...

  • Financial Planning Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Finance PartnerVenn GroupWe are seeking a highly skilled Finance Partner to join our team on a temporary basis. As a Finance Partner, you will provide financial support, advice, and information to enable managers and leaders to effectively and proactively manage financial performance.Key Responsibilities:Provide financial support and advice to...

  • Financial Planning Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Job Title: Finance PartnerVenn GroupWe are seeking a highly skilled Finance Partner to join our team on a temporary basis. As a Finance Partner, you will provide financial support, advice, and information to enable managers and leaders to effectively and proactively manage financial performance.Key Responsibilities:Provide financial support and advice to...

  • Financial Planning Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Interim Finance Partner OpportunityVenn Group is seeking a highly skilled Finance Partner to provide financial support and advice to our client, a public sector body in South Wales. The successful candidate will work closely with the Governance and Business Manager to review procurement plans and establish new ways of working to deliver a combined spending...

  • Financial Planning Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Venn Group Full time

    Interim Finance Partner OpportunityVenn Group is seeking a highly skilled Finance Partner to provide financial support and advice to our client, a public sector body in South Wales. The successful candidate will work closely with the Governance and Business Manager to review procurement plans and establish new ways of working to deliver a combined spending...

  • Quilter Academy

    2 days ago

    Cardiff, Wales, Cardiff County, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Financial Planning Administrator Role

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time

    Exciting Opportunity for a Financial Planning AdministratorRecruit UK is working with a fantastic Financial Planning firm in Cardiff to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized individual to work in a dynamic and supportive environment.Key Responsibilities:Providing...

  • Financial Planning and Reporting Specialist

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Hays Senior Finance Full time

    As a Financial Planning and Reporting Specialist at Hays Accountancy and Finance, you will be responsible for organisation-wide accounting and reporting, including budgeting and forecasting. You will make key business decisions for new initiatives whilst overseeing general accounting for income and expenditure including cash management.Key...

  • Financial Planning Expert

    1 month ago

    Cardiff, Cardiff, United Kingdom CleverHR Full time

    Financial Planning Opportunity with Award-Winning FirmCleverHR is seeking a skilled Financial Planning professional to join their team. As a Financial Planning Expert, you will work closely with clients to understand their financial goals and develop tailored strategies to achieve them.Key Responsibilities:Conduct in-depth financial reviews to identify areas...

  • Financial Planning Expert

    1 month ago

    Cardiff, Cardiff, United Kingdom CleverHR Full time

    Financial Planning Opportunity with Award-Winning FirmCleverHR is seeking a skilled Financial Planning professional to join their team. As a Financial Planning Expert, you will work closely with clients to understand their financial goals and develop tailored strategies to achieve them.Key Responsibilities:Conduct in-depth financial reviews to identify areas...

  • Financial Planning Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Public Health Wales Full time

    Job Title: Asset Finance PartnerAs an Asset Finance Partner, you will play a critical role in supporting the financial planning and analysis functions within Public Health Wales. Your primary responsibility will be to monitor and analyze financial performance, identifying areas of improvement and providing recommendations to senior management.Key...

  • Financial Planning Manager

    3 weeks ago

    Cardiff, Cardiff, United Kingdom Legal & General Group Full time

    Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

Financial Planning Assistant

2 months ago

Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full time
About the Role

We're a dynamic and growing firm of financial planners, seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. As a key member of our support team, you will play a vital role in helping us deliver exceptional client service and drive business growth.

Key Responsibilities
  • Support our senior paraplanner with technical tasks and client reviews
  • Conduct research and analyze data to inform financial planning decisions
  • Prepare financial reports and presentations for clients and stakeholders
  • Stay up-to-date with financial regulations and compliance standards
Requirements
  • Experience in the financial services industry, preferably in a support or paraplanning role
  • Strong analytical and research skills, with attention to detail
  • Excellent communication and interpersonal skills
  • Relevant certifications, such as Certificate in Financial Planning (CFP) or Diploma in Regulated Financial Planning (DipPFS), are a plus
What We Offer

As a valued member of our team, you can expect a competitive salary, opportunities for professional development, and a dynamic and supportive work environment. If you're passionate about financial planning and committed to delivering exceptional results, we'd love to hear from you.