Financial Planning Associate

22 hours ago


Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Planning Associate

About the Role:
We are seeking a highly motivated and organized individual to join our team as a Financial Planning Associate. The successful candidate will be responsible for preparing suitability reports, drafting templates, obtaining quotations from providers, processing new business, and demonstrating principles of Treating Customers Fairly in all customer dealings.

Responsibilities:
- Prepare suitability reports from approved templates
- Draft templates for approval
- Obtain relevant quotations from providers
- Process new business
- Obtain policy information
- Demonstrate principles of Treating Customers Fairly in all customer dealings
- Communicate easily understandable recommendations to customers in all cases, and in writing
- Comply with FCA rules and business procedures
- Create compliant client files
- Support high-quality advice and service
- Complete CPD activity
- Report rule breaches to Senior Management
- Develop and maintain high compliance standards

Qualifications:
- Full FPC or Certificate of Financial Planning (first paper required for Trainee status)

Salary: £25,000 - £30,000 per annum

Location: UK-wide

  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in the UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing cash flow to ensure financial stability.Leading month-end and year-end financial...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial Planning SpecialistWe are looking for a highly skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our staff, you will be responsible for assisting in the preparation of suitability reports, drafting templates for approval, obtaining quotations from providers, processing new...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services.SalaryThe estimated salary for this position is £25,000 - £35,000 per annum.Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Paraplanner / Trainee. The successful candidate will assist...


  • Saint Peters, Kent, United Kingdom Connect2Kent Full time

    About the JobKent County Council's Financial Assessment & Income Unit is seeking a highly skilled Customer Experience Assistant to join their team. As a member of our team, you will be responsible for providing administrative support and delivering exceptional customer service.Job Description:This temporary assignment involves implementing policies and...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Finance Manager to lead our financial planning, reporting, and analysis efforts in Saint Peters, United Kingdom. As a key member of our finance team, you will be responsible for ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly experienced Finance Manager to join our finance team in Saint Peters, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...

  • Financial Director

    3 months ago


    Saint Peters, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Saint Peters, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Role SummaryWe are looking for a skilled and enthusiastic individual to support our financial planning team as a Paraplanner / Trainee. The ideal candidate will have a strong understanding of financial planning principles and practices, excellent communication skills, and a keen eye for detail.ResponsibilitiesThe responsibilities of this role...


  • Saint Peters, Kent, United Kingdom Mears Group PLC Full time

    Job Summary We are seeking an experienced Financial Operations Manager to support the Head of Commercial in driving the development of our business. As a key member of the commercial team, you will be responsible for delivering first-class commercial and financial management information & analysis, plans & forecasts. The ideal candidate will have exposure...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are seeking a talented and ambitious individual to join our financial planning team as a Paraplanner / Trainee. In this role, you will assist in the preparation of suitability reports, draft templates for approval, obtain relevant quotations from providers, process new business, and comply with FCA rules and business procedures.Key...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:Artemis Recruitment Consultants Ltd is looking for a skilled and enthusiastic Trainee Financial Advisor to join our team. As a key member of our financial services team, you will play a vital role in supporting clients and providing exceptional customer service.Key Responsibilities:- Preparation of suitability reports from approved templates-...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    As a Finance Manager at beBee Professionals, you will play a critical role in driving our financial success in Saint Peters, United Kingdom. Your expertise will be essential in overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Prepare and present financial...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking a reliable Goods Delivery Associate to join our team at beBee Professionals in the United Kingdom. As a key member of our logistics team, you will be responsible for delivering goods to customers, ensuring timely and safe delivery and maintaining excellent service.Key Responsibilities:Deliver goods to customers across various locations,...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleThis role offers a unique opportunity to develop skills and knowledge in financial planning and compliance. As a Financial Planning Advisor Trainee, you will be responsible for preparing suitability reports, developing templates, obtaining quotations, processing new business, and maintaining accurate records.Key ResponsibilitiesPrepare...


  • Saint Peters, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced Insurance and Financial Services Professional to join our team. In this role, you will assist in preparing suitability reports, drafting templates, and providing excellent customer service.Key Responsibilities:Preparing suitability reports from approved templatesDrafting templates for...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £35,000 - £55,000

    BeBee Professionals: Seeking a Meticulous Quantity SurveyorWe are a dynamic construction company based in Saint Peters, seeking a detail-oriented Quantity Surveyor to join our team. As a key member of our construction team, you will play a crucial role in managing the financial and contractual aspects of our projects, ensuring costs are controlled and...


  • Saint Peters, Kent, United Kingdom Connect2Kent Full time

    About the OpportunityWe are seeking an experienced Customer Experience Assistant to join our team at Connect2Kent. As a member of our team, you will be responsible for delivering exceptional customer service and supporting the Financial Assessment & Income Unit.Job Summary:This is a temporary assignment that involves implementing policies and legislation...


  • Saint Peters, Kent, United Kingdom beBee Professionals Full time £22,000 - £28,000

    Delivery Driver OpportunityWe are seeking a reliable and skilled Delivery Driver to join our logistics team in Saint Peters, United Kingdom. As a key member of our team, you will be responsible for ensuring timely and safe delivery of goods to customers, maintaining excellent service and adherence to delivery schedules.Key Responsibilities:Drive and deliver...


  • Saint Peters, Kent, United Kingdom Connect2Kent Full time

    About the RoleAs a Customer Experience Assistant, you will provide high-quality administrative support to Kent County Council's Financial Assessment & Income Unit. This temporary assignment involves implementing policies and legislation associated with financial requirements for Adult Social Care and Health clients.The ideal candidate will deliver...