Senior Financial Planning Specialist

3 weeks ago


East Midlands, United Kingdom Duncan & Toplis group Full time
Financial Planning Services Role

We are seeking a skilled Financial Planning Specialist to join our team at Duncan & Toplis group. As a key member, you will be responsible for delivering high-quality financial planning services to our clients.

Main Responsibilities
  • Provide comprehensive financial planning advice to clients, incorporating wealth management, investments, pensions, personal protection, and inheritance tax mitigation.
  • Work closely with clients to understand their financial objectives and develop tailored investment strategies.
  • Conduct regular reviews to ensure clients' financial plans remain on track and make adjustments as needed.
  • Collaborate with internal teams to ensure seamless service delivery and maintain strong professional connections.
Requirements
  • Degree in a relevant field and a Diploma in Regulated Financial Planning by the Chartered Insurance Institute (CII).
  • Proven experience in financial services, with a strong understanding of technical and compliance issues.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
What We Offer

Duncan & Toplis group is committed to developing the skills and careers of our employees. As a Financial Planning Specialist, you will have opportunities for professional growth, learning, and development, while working in a dynamic and supportive team environment.



  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Overview:We are seeking a skilled Financial Adviser to strengthen our team and contribute to future growth.About the Role:This is an excellent opportunity for a professional looking to deliver exceptional results and help clients achieve their financial goals as a Financial Adviser.Key Responsibilities:Providing expert financial guidance and services to...


  • East Midlands, United Kingdom North Oak Recruitment Full time

    Are you an experienced Paraplanner looking for a new challenge in the wealth management industry?We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewQuilter Financial Planning is a leading financial services provider offering a range of solutions to individuals and businesses. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.SalaryWe offer a competitive salary of £40,000 per annum, which can be...

  • Financial Consultant

    4 weeks ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and ambitious Financial Consultant to strengthen our team at Quilter Financial Planning.As a Financial Consultant, you will be responsible for building and maintaining a strong client base, providing expert financial advice, and driving business growth.Our ideal candidate will have a proven track record of success in financial...


  • East Liverpool, Ohio, United Kingdom Hays Senior Finance Full time

    Your new firmAn esteemed accounting and audit practice based in the North West is seeking to appoint a Senior Financial Planning Manager to join their growing team.This is an excellent opportunity to work with a high-profile client base, developing strong relationships to ensure a unique and business-specific approach.The clients this firm services are...

  • Financial Advisor

    2 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking a skilled Financial Adviser to join our team in East Grinstead.This is an exciting opportunity for an experienced Adviser to grow their career and build on existing successes.As a Financial Adviser with us, you will have access to a range of resources and support to help you succeed.With a salary starting at £40,000,...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...

  • Financial Advisor

    2 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • East Midlands, United Kingdom Paul Mitchell Associates Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled AAT Qualified individual to join our team as a Temporary Accountant at Paul Mitchell Associates. The successful candidate will have excellent financial planning skills, attention to detail, and the ability to work well under pressure.Main Responsibilities:Prepare timely and accurate...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking a successful Financial Adviser based in or around East Grinstead who is now looking to strengthen future growth.The ideal candidate will have a good client bank and want to find out more about opportunities with Quilter Financial Planning.Our basic salaries start at £40,000 and can be significantly higher for the right Adviser.The role...


  • East Midlands, United Kingdom Cherry Professional Full time

    We are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Cherry Professional.About the RoleAs a Senior Financial Planning Manager, you will be responsible for leading the production of financial accounts, maintaining an effective financial control environment, and managing payroll services. You will also lead and...


  • East Midlands, United Kingdom Medlock Partners Ltd Full time

    We are seeking a talented Financial Planning Support Specialist to join our firm of independent financial planners at Medlock Partners Ltd.As a key member of our team, you will be responsible for providing administrative support to top-performing Financial Planners. Your duties will include LOA administration and processes, valuations, illustrations, letter...


  • East Midlands, United Kingdom Talent Build Solutions Full time

    Are you an ambitious and detail-oriented individual looking for a part-time opportunity to advance your career in accounting?About the RoleTalent Build Solutions is seeking a highly skilled Part-time Bookkeeper to join their innovative team. As a key member of the organization, you will be responsible for managing the financials of a small but growing...


  • East Liverpool, Ohio, United Kingdom Hays Senior Finance Full time

    We are seeking a highly skilled Financial Integrity Specialist to join our team at Hays Senior Finance. As a key member of our audit team, you will be responsible for providing high-quality internal audit work to support the growth and success of our clients.About the Company:Hays Senior Finance is a leading provider of financial services, with a strong...


  • East Midlands, United Kingdom Michael Page (UK) Full time

    About Our Client">My client, a reputable business based in Derbyshire, offers a hybrid, flexible work pattern with 2/3 days working from home.">Job Description">">Prepare monthly management accounts to ensure accurate financial reporting and informed decision-making.">Conduct month-end close-down procedures, including journal adjustments, control account...

  • Protection Specialist

    4 months ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

  • Protection Specialist

    2 months ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Job Description Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family...

  • Protection Specialist

    4 months ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...


  • East Midlands, United Kingdom The Vella Group Full time

    The Vella Group, a leading accident repair specialist, is seeking an experienced Financial Planning Analyst to support our regional operations. With over 30 years of experience in providing quality services, we are committed to delivering exceptional results and driving growth.In this role, you will work closely with our Regional FBP and Finance Manager to...