Financial Planning Specialist
7 days ago
In this challenging position, you will provide technical, research and administrative support to the Financial Advisors, developing suitable client recommendations. Key responsibilities include:
- Receiving debriefings from the Financial Advisor post client meetings
- Analysing data and using research tools to create solutions in line with client needs and objectives
- Producing appropriate suitability letters, client specific illustrations and key feature documents
- Preparing existing client files ready for review
- Ensuring all client files are compliant on an ongoing basis
- Monitoring the performance of the DFMs
Premier Jobs UK offers a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
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Financial Services Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
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Financial Services Consultant
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Advisory Solutions Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team in Birmingham. In this commercially focused role, you will work closely with SME businesses to support their business decision-making.Key ResponsibilitiesPreparing financial statements and management information to inform business decisionsIdentifying commercial...
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Wealth Management Expert
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...
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Financial Planning Advice Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeJob Title: Financial Planning Advice SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Advice Specialist to support the development and maintenance of Quilter Cheviot's Financial Planning Advice Standards.The successful candidate will work closely with our teams to ensure that advice standards align to strategy, service offering,...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Henderson Scott Limited Full timeHenderson Scott Limited is a leading recruitment agency based in Birmingham City Centre.We are currently seeking an experienced Management Accountant to join our esteemed finance team on a permanent basis. As a Financial Planning Specialist, you will play a crucial role in driving the financial success of our client's organisation.**Key...
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Financial Planning Support Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeJob SummaryThis Financial Planning Support Specialist role in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.The successful candidate will be providing technical, research and...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Brunelcare Full timeOverviewBrunelcare, a renowned charity providing exceptional care and support services in the South West, invites applications for a Financial Planning Specialist role.
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Protection Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
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Financial Planning Analyst
3 weeks ago
Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full timeWe are currently working in partnership with Lord Accounting & Finance to appoint an interim Financial Planning Analyst to support a key area of the group.The Role:A Business Operations Specialist will be responsible for providing insight and decision support to senior stakeholders, supporting multiple functions within the business. In an organization where...
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Financial Planning Specialist
6 days ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeOverview: AFH Wealth Management is a leading independent financial advisory firm, offering exciting career opportunities for determined and ambitious individuals. Salary: The salary for this role is estimated to be around £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking a skilled Paraplanner to join our team in...
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Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Chartwells Full timeCompany Overview:">We are Chartwells State Schools, a leading provider of catering and support services. We strive to deliver exceptional experiences for our customers while fostering a culture of excellence within our teams.Salary: £29,800 per annumJob Description:">The successful candidate will play a vital role in supporting the Assistant Finance Manager...
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Strategic Financial Planning Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom HS2 Full timeAbout UsCompany Overview:High Speed 2 (HS2 Ltd) is the UK's new high speed rail network. We will create a skills legacy and develop a diverse range of talent.Salary:£68,150 per annum, depending on skills and experience. In addition, we offer flexible benefits fund of 20% which is paid on top base salary and is fully pensionable, as well as a range of...
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Leading Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Advisor to join our team in Birmingham. The successful candidate will be responsible for delivering high-quality financial advice to clients and identifying new business opportunities.Key Responsibilities:To service existing clients and identify new business opportunities.To design and implement tailored...
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Financial Planning and Analysis Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom undisclosed Full timeERTMS Project AccountantFreightliner Group Limited is seeking an experienced Project Accountant to join the European Rail Traffic Management (ERTMS) Project Team. The successful candidate will be responsible for ensuring the effective financial management during the delivery of the project.The Project Accountant will interface with multiple project...
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Financial Planning
2 weeks ago
Birmingham, Birmingham, United Kingdom Freightliner Group Full timeFreightliner Group is the UK's largest maritime intermodal logistics operator, transporting containers from all major deep-sea ports to its national network of inland terminals. As a leading operator in the UK Heavy Haul rail freight market, Freightliner offers both Intermodal and Heavy Haul rail freight services seamlessly connecting European countries and...
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Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeJob SummaryWe are seeking an experienced Financial Planning Specialist to join our team on a 6-month contract. As a key member of the project team, you will be responsible for ensuring that all financial aspects of the project are fully understood by all relevant stakeholders.About Our ClientMichael Page (UK) is a leading recruitment agency specializing in...
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Financial Planning Professional
1 month ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Career at Evelyn Partners Fund SolutionsWe are seeking a highly motivated individual to join our Financial Planning team at Evelyn Partners Fund Solutions Limited. As a Trainee, you will have the opportunity to learn from experienced professionals and develop a well-respected profession.Our Financial Planning teams work with private...
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Financial Planning Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Robert Walters UK Full timeJob Title: Commercial Finance AnalystRobert Walters is partnering with a leading business based in Birmingham to support their recruitment of a Commercial Finance Analyst.The business is expanding its commercial finance team after a period of growth, and the role will see you support senior stakeholders and contribute to various projects driving the business...