Financial Planning Assistant

3 weeks ago

Wakefield, Wakefield, United Kingdom Oval Recruit Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Oval Recruit. As a key member of our Financial Advisory practice, you will provide technical support to our Advisors and be involved in research, analysis, and reporting on tailor-made client solutions.

Key Responsibilities:
  • Conduct in-depth research and analysis to produce high-quality reports for clients.
  • Develop and maintain knowledge of investment and pension products, including tax planning and estate planning.
  • Collaborate with Advisors to create comprehensive financial planning reports for clients.
  • Manage client relationships, responding to inquiries and providing information as needed.
  • Work on complex cases, producing detailed reports and commentary notes for discussion with clients.
  • Stay up-to-date with industry developments and best practices to ensure exceptional service delivery.
Requirements:
  • Previous paraplanning experience, with a strong understanding of investment and pension products.
  • Diploma qualification in a relevant field, such as financial planning or a related discipline.
  • Excellent analytical and communication skills, with the ability to work effectively in a team environment.

We offer a stable and supportive working environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will be responsible for providing technical support to our advisors and assisting with research, analysis, and reporting on client solutions.Key...

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will be responsible for providing technical support to our advisors and assisting with research, analysis, and reporting on client solutions.Key...

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will be responsible for providing technical support to our advisors and assisting with research, analysis, and reporting on client solutions.Key...

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will be responsible for providing technical support to our advisors and assisting with research, analysis, and reporting on client solutions.Key...

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will play a key role in providing technical support to our advisors and developing your skills in research, analysis, and reporting.Key Responsibilities:Assist...

  • Financial Planning Assistant

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Join Our Team as a Graduate Trainee ParaplannerWe are seeking a highly motivated and detail-oriented Graduate Trainee Paraplanner to join our team in Wakefield. As a Graduate Trainee Paraplanner, you will play a key role in providing technical support to our advisors and developing your skills in research, analysis, and reporting.Key Responsibilities:Assist...

  • Financial Planning Assistant

    1 week ago

    Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    Paraplanning Role at Lime People Search & Select LtdWe are seeking a skilled Paraplanner to join our team at Lime People Search & Select Ltd. As a Paraplanner, you will be responsible for providing technical support to our Financial Advisers, focusing on the more 'technical' aspects of the job. This role would be suitable for a career-focused Paraplanner,...

  • Financial Planning Support Specialist

    4 days ago

    Wakefield, Wakefield, United Kingdom Oval Recruit Full time

    Financial Planning Support Specialist OpportunityOval Recruit is seeking a motivated and detail-oriented individual to assist a team of advisors in providing financial planning solutions to clients.The successful candidate will be responsible for researching and analyzing client data, producing high-quality reports, and providing technical support to the...

  • Financial Planning Specialist

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Elevation Recruitment Group Full time

    Finance Analyst OpportunityElevation Recruitment Group is partnering with a global business to find a skilled Finance Analyst to join their dedicated finance function on a full-time permanent basis.This is a key role in the finance team, and the successful candidate will be responsible for:Preparing and analyzing month-end financial statements to ensure...

  • Financial Planning Specialist

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Elevation Recruitment Group Full time

    Finance Analyst OpportunityElevation Recruitment Group is partnering with a global business to find a skilled Finance Analyst to join their dedicated finance function on a full-time permanent basis.This is a key role in the finance team, and the successful candidate will be responsible for:Preparing and analyzing month-end financial statements to ensure...

  • Head of Financial Planning

    1 week ago

    Wakefield, Wakefield, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Head of Financial Planning Role at beBee ProfessionalsWe are seeking a highly skilled Head of Financial Planning to oversee financial planning, reporting, and analysis for our company in the UK. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Prepare financial reports, forecasts,...

  • Financial Planning Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Planning Specialist OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will play a key role in providing high-quality financial advice to clients, working closely with the technical team...

  • Financial Planning Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom O'loughlin Recruitment Ltd Full time

    Financial Planning Specialist OpportunityOur client, a well-established regional firm of Independent Financial Planners in Yorkshire, is seeking a skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will play a key role in providing high-quality financial advice to clients, working closely with the technical team...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning on...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning on...

  • Financial Planning and Analysis Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join their team in Wakefield. As a key member of the finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning...

  • Financial Planning and Analysis Specialist

    1 month ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join their team in Wakefield. As a key member of the finance team, you will play a crucial role in supporting senior stakeholders by producing financial reports and providing insightful commentary to aid the commercial team.Key Responsibilities:Assist in financial planning...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in financial planning and analysis, providing insightful commentary to inform...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in financial planning and analysis, providing insightful commentary to inform...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time

    FP&A Analyst OpportunitySharp Consultancy is seeking a highly skilled FP&A Analyst to join our team in Wakefield. As a key member of our finance department, you will play a crucial role in supporting senior stakeholders and driving business growth.Key Responsibilities:Assist in the development of financial plans and forecasts on a monthly and quarterly...