Senior Financial Planning Specialist
1 week ago
**About the Role**
Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping our clients' financial futures by providing expert financial planning advice and support.
**Key Responsibilities**
- Conduct in-depth financial research and analysis to support our advisors in developing strategic financial advice and recommendations.
- Prepare high-quality, tailored reports and financial plans for our clients, including calculations for pension carry forward, Tapered Annual Allowance, IHT, CGT, and income tax.
- Provide reports and recommendations on a number of financial products tailored for HNW clients, including BR, VCT's, EIS's, and Trusts.
- Assist in developing and implementing financial planning strategies to meet our clients' needs.
**Requirements**
- Strong knowledge of financial planning, products, and regulations.
- Track record as a Paraplanner with excellent analytical skills and proficiency with financial planning software and tools.
- CII Diploma qualified with advancement to Chartered.
**What We Offer**
- Competitive salary up to £60,000 with benefits including PMI, income protection, and life cover.
- Opportunities for professional growth and development in a supportive environment.
- Collaborative culture that values innovation, excellence, and continuous learning.
-
Financial Planning Specialist
1 hour ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will play a vital role in supporting our Financial Planning specialists in delivering high-quality advice to our clients.Key Responsibilities:Assist in the...
-
Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
-
Senior Financial Planning Administrator
1 week ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionWe're seeking a highly motivated and experienced Senior Financial...
-
Senior Financial Planning Administrator
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
-
Senior Financial Planning Administrator
4 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a dynamic and forward-thinking financial services company that values our employees' opinions and contributions. Our management style is light-touch, allowing motivated and conscientious individuals to thrive in their roles.Job DescriptionWe're seeking a Senior Financial Planning Administrator to join...
-
Senior Financial Planning Administrator
2 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Senior Financial Planning Administrator
2 days ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in supporting our financial planning services and contributing to the growth and success of our business.Key ResponsibilitiesProvide administrative...
-
Senior Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
-
Senior Financial Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout Exchange Street Claims & Financial ServicesWe're a forward-thinking financial services company that values our employees' opinions and ideas. Our management style is light-touch, allowing you to work independently while still receiving the support you need.Job DescriptionJob Title: Senior Financial Planning AdministratorJob Summary: We're seeking an...
-
Senior Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time{"title": "Senior Paraplanner Role", "content": "Unlock Your Potential as a Senior ParaplannerAre you a skilled Paraplanner looking to take your career to the next level in Bristol? Do you have a passion for financial planning and client care? We're seeking a talented individual to join our dynamic financial planning team as a Senior Paraplanner.Key...
-
Senior Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time{"title": "Senior Paraplanner Role", "content": "Unlock Your Potential as a Senior ParaplannerAre you a skilled Paraplanner looking to take your career to the next level in Bristol? Do you have a passion for financial planning and client care? We're seeking a talented individual to join our dynamic financial planning team as a Senior Paraplanner.Key...
-
Financial Planning Specialist
5 days ago
Bristol, Bristol, United Kingdom Resource Matters Ltd Full timeCompetitive Salary Package + Paraplanning + Business Development OpportunitiesResource Matters Ltd have been retained by a well-established Accountancy firm to recruit a Financial Planning Specialist for their Wealth Division. Due to significant growth and expansion plans, this large Accountancy firm is looking to recruit a Financial Planning Specialist to...
-
Financial Planning Specialist
5 days ago
Bristol, Bristol, United Kingdom Resource Matters Ltd Full timeCompetitive Salary Package + Paraplanning + Business Development OpportunitiesResource Matters Ltd have been retained by a well-established Accountancy firm to recruit a Financial Planning Specialist for their Wealth Division. Due to significant growth and expansion plans, this large Accountancy firm is looking to recruit a Financial Planning Specialist to...
-
Senior Financial Planning Specialist
4 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping the financial futures of our clients.**Key Responsibilities**Conduct in-depth financial research and analysis to support our advisors in providing expert financial...
-
Senior Financial Planning Specialist
4 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping the financial futures of our clients.**Key Responsibilities**Conduct in-depth financial research and analysis to support our advisors in providing expert financial...
-
Senior Financial Manager
6 days ago
Bristol, Bristol, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly skilled Senior Financial Manager to join our team. As a key member of our finance department, you will be responsible for leading our financial operations and ensuring the company's financial health.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...
-
Senior Financial Manager
6 days ago
Bristol, Bristol, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly skilled Senior Financial Manager to join our team. As a key member of our finance department, you will be responsible for leading our financial operations and ensuring the company's financial health.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...
-
Financial Planning Specialist
6 days ago
Bristol, Bristol, United Kingdom CFP JOBS Full timeJob DescriptionJob Title: Financial Planning SpecialistCompany: CFP JobsJob Type: Full-timeLocation: Remote (with occasional travel)Job Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at CFP Jobs. As a Financial Planning Specialist, you will be responsible for providing expert financial planning and investment advice to...