Financial Planning Specialist

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

We are seeking a highly skilled Financial Planning Specialist to join our team at Bond Rec. As a key member of our busy team, you will be responsible for delivering exceptional financial planning advice to our clients.The ideal candidate will have a strong background in paraplanning, with a minimum of three years' experience. You should possess a Diploma...

We are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in Nottingham, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...

Key Responsibilities:As a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will work collaboratively with financial planners to provide advice to clients. You will then create a comprehensive financial plan, incorporating the company's summary advice and a suitability report for regulated recommendations.Technical Expertise:Using...

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team in Nottingham. The ideal candidate will have excellent communication skills and be able to provide financial planning services to clients in accordance with the company's propositions.Key Responsibilities:Prepare full and complete recommendation reports...

We're seeking a skilled Financial Planning and Analysis Specialist to join our Group Financial Planning and Analysis team. As a key member of our team, you'll play a crucial role in steering strategic and financial decisions across our complex structures and large business areas.Your primary responsibility will be to align financial strategies with business...

Role OverviewCleverHR is seeking a skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing holistic wealth advice to new private clients and business owners.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their goals...

Financial Planning Specialist (Pensions Management)Our client, a reputable firm of Chartered Financial Planners, is seeking an experienced Financial Planning Specialist to join their team. Comfortable with financial planning issues that come with higher levels of wealth, including tax allowances and business reliefs. Benefits include pension, life insurance,...

Reed is working with a long-established client who has a strong reputation for delivering high-quality services to clients of all sizes. This client is seeking a skilled Financial Planning and Analysis Specialist to join their team.Key responsibilities include:Reviewing and reconciling financial records and preparing annual financial statements and...

At Bennett and Game Recruitment, we are seeking a skilled Financial Adviser to join our client's team on a self-employed basis. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.The Financial Adviser will play a critical role in helping clients manage their finances, plan...

About the RoleWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. Due to continued growth, we are looking for a skilled professional to support our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in...

Financial Planning TechnicianAs a key member of our team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service and outcomes. Your expertise will be essential in providing recommendations, financial analysis, and technical research to ensure our clients receive the best possible advice.Key...

Role OverviewOur client, a highly regarded firm of Chartered Financial Planners, is seeking an experienced Paraplanner to join their busy team. The successful candidate will be responsible for providing high-quality financial planning advice to clients, working closely with the financial planners.Key ResponsibilitiesComfortable with financial planning issues...

Accounting and Financial Reporting RoleYour new role as a key member of the accounting and financial reporting team at Hays Specialist Recruitment Limited will focus on delivering high-quality statutory accounts for audit clients. With a strong understanding of accounting standards and consolidated accounts, you will play a crucial part in the preparation of...

Capio Recruitment is working with a highly respected financial planning firm to find an experienced IFA Administrator to join their team in Nottingham. The firm is known for its commitment to providing exceptional service to high-net-worth individuals and their employees. As an IFA Administrator, you will be responsible for providing administrative support...

Key ResponsibilitiesTo provide technical support and research to Financial Planners in order to deliver excellent client service and outcomes.Identify and discuss areas for planning with the Financial Planner.Undertake relevant research to identify suitable solutions to meet a client's specific objectives.Prepare relevant documentation and comparisons for...

Career Opportunity in Financial Services Are you looking to launch your career in the financial services industry? Fairstone Group Ltd. is seeking a motivated and ambitious individual to join our team as an entry-level independent financial adviser. Responsibilities: * Identify and pursue new business opportunities across a range of financial planning...

Job Title – IFA AdministratorLocation – NottinghamSalary - £25,000 - £28,000Job Description:We are seeking a highly motivated and organized IFA Administrator to join our expanding team in Nottingham. As an IFA Administrator, you will be responsible for providing administrative support to our Financial Advisers and Paraplanners, including processing new...

Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...

Are you a financial expert looking to amplify your impact in the world of Group Financial Planning & Analysis? Do you have a knack for navigating complex financial landscapes?As a Finance Planning & Analysis Accountant at Specsavers, you'll be part of our Group Financial Planning & Analysis (FP&A) team, steering strategic and financial decisions across our...