Financial Planning Professional
4 days ago
We are a leading provider of financial services based in Nottingham.
Our goal is to deliver high-quality financial solutions to our clients.
Job OverviewWe are seeking an experienced Paraplanner to join our team. The successful candidate will have a strong background in paraplanning, proficiency in financial analytics software, and excellent communication skills.
Responsibilities:- Analyse clients' financial situations, create cash flow models, and record client data accurately.
- Research and recommend financial products to meet clients' goals and objectives.
- Develop comprehensive financial plans using computer models and reports.
- Conduct regular client reviews, update cash flow models, and produce relevant reports and documents.
- Experience with financial analysis and modeling tools.
- Familiarity with the pension transfer process.
- Strong problem-solving skills and attention to detail.
The estimated annual salary for this position is £35,000. We offer a range of benefits, including career advancement opportunities and ongoing training and development.
-
Financial Planning Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planning Professional to join our team at North Oak Recruitment. This is a fantastic opportunity to work with a multi-award-winning IFA and contribute to delivering holistic, goals-led financial plans.As a Paraplanner, you will work closely with our financial planners and clients to provide expert advice...
-
Financial Planning and Analysis Expert
2 weeks ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeJob DescriptionWe are seeking an exceptional Financial Planning and Analysis Expert to join our client's team in the Nottingham area.This is an outstanding opportunity for a Finance Business Partner / Finance Manager / Management Accountant with strong technical and interpersonal skills to take on a key role in shaping the company's financial strategy.The...
-
Financial Planning Support Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom Page Personnel Sales Full time**Financial Planning Support Professional: A Key Role in Client ServiceWe are looking for an experienced Financial Planning Support Professional to join our team. As a Paraplanner, you will support Financial Planners with administration tasks, ensuring that clients receive high-quality financial planning services.Your key responsibilities will include...
-
Independent Financial Professional
1 week ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeAbout Our ClientOur client is a well-established and award-winning Chartered firm of Financial Advisers, with a proven track record of delivering exceptional results and building long-lasting relationships with clients.Award-Winning Firm:Our client has consistently received awards and recognition for their outstanding performance, commitment to excellence,...
-
Financial Planning Professional
4 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeCompany OverviewLime Search & Select Ltd, a leading Financial Advisory firm, seeks an experienced and skilled Paraplanner to support our Financial Advisers in providing exceptional client service. The successful candidate will be responsible for collaborating with financial planners to provide expert advice and guidance to clients.Key...
-
Senior Financial Consultant
1 week ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeSucceed as a Self-Employed Financial AdviserAt Financial Divisions, we understand that becoming a self-employed Financial Adviser can be a challenging but rewarding career path. That's why we offer a range of support services to help you succeed, including access to experienced colleagues, comprehensive training and resources, and flexible working...
-
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeAbout the Role:Lime Search & Select Ltd is seeking an experienced Financial Planning and Administrative Support Professional to join our team. In this role, you will be responsible for providing high-quality administrative support to our financial planners and paraplanners, ensuring seamless day-to-day operations.You will process authority letters and gather...
-
Executive Financial Consultant
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeOpportunity for a Self-Employed Executive Financial ConsultantWe are seeking an experienced and driven financial professional to join our team as a self-employed executive financial consultant. As a senior wealth manager, you will be responsible for providing high-net-worth clients with personalized financial advice and solutions.The ideal candidate will...
-
Financial Planning Manager
3 weeks ago
Nottingham, Nottingham, United Kingdom Michael Page (UK) Full timeMichael Page (UK) is seeking a qualified Financial Planning and Analysis professional to join their team as a Financial Planning Manager.The successful candidate will have a strong background in financial planning and analysis, with experience gained within an international business. They will lead the preparation of monthly, quarterly, and annual financial...
-
Expert Financial Strategist
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeCompany OverviewFinancial Divisions is a renowned firm of Chartered Financial Advisers, recognized for its commitment to delivering exceptional wealth management solutions. Our team of experienced professionals is dedicated to providing personalized advice and support to high net worth individuals.SalaryThe estimated salary for this role is £150,000 -...
-
Senior Financial Planning and Analysis Professional
2 months ago
Nottingham, Nottingham, United Kingdom Boots Opticians Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Professional to join our team at Boots Opticians.This is a permanent position, with an estimated salary range of £45,000 - £60,000 per annum, depending on experience.
-
Financial Leader
2 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is seeking a highly skilled Financial Controller to lead its finance team in Nottingham. The role offers a competitive salary of £62,500 per annum.The successful candidate will have experience in financial management and be able to provide strategic financial guidance to the company. Key responsibilities include managing...
-
Financial Services Professional
2 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Full timeJob Overview:">Blusource Professional Services is seeking a skilled accounting professional to join their team. The ideal candidate will have a strong background in accounts, audit, and tax with the ability to work across various client portfolios.">Key Responsibilities:">">Managing client portfolios, preparing year-end accounts, bookkeeping, and management...
-
Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals Seeks Financial ExpertWe require an experienced Finance Manager to lead our finance team in Nottingham, UK. The ideal candidate will possess excellent financial planning, reporting, and analysis skills.Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Manage cash flow to ensure the...
-
Financial Management Expert
2 weeks ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeJob DescriptionWe are seeking a skilled Financial Manager to oversee the preparation and analysis of financial reports, including balance sheets, income statements, and cash flow statements. The ideal candidate will have experience in managing month-end and year-end close processes, ensuring all financial statements are accurate and compliant with regulatory...
-
Financial Planning Assistant
2 weeks ago
Nottingham, Nottingham, United Kingdom Bruin Full timeAre you looking for a challenging role in wealth management? Bruin Financial is seeking a skilled Paraplanning Professional to join their team in Nottingham.This position involves providing support to financial advisers and planners, facilitating the processing of new and existing business. Daily tasks include:Analyzing client goals and needs to develop...
-
Financial Planning Lead
3 weeks ago
Nottingham, Nottingham, United Kingdom CV-Library Full timeRole Overview:A highly skilled Financial Planning and Analysis (FP&A) professional is required to lead the process for budgets, forecasts, and supporting business strategy. This role will contribute to appropriate planning and results by collaborating with senior internal and external stakeholders.Key Responsibilities:Deliver accurate and high-quality Group...
-
Head of Financial Planning
3 days ago
Nottingham, Nottingham, United Kingdom Capital One Full timeJob DescriptionWe are seeking an experienced finance professional to join our Revenue and Analytics Team as a Head of Financial Planning. This role is responsible for setting the agenda for the team, collaborating with key stakeholders to produce data-driven insights, and leading the UK Strategic Planning process.Duties and ResponsibilitiesDevelop and...
-
Financial Operations Manager
2 weeks ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeJob Title: Financial Operations ManagerWe are seeking a highly skilled Financial Operations Manager to join our team at Cherry Professional. As a Financial Operations Manager, you will be responsible for managing the month-end and year-end close processes, ensuring all financial statements are accurate and compliant with regulatory standards.The ideal...
-
Financial Planning Consultant
2 weeks ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeAbout Harper FinanceHarper Finance is a leading Financial Services firm based in Nottingham, providing expert advice on personal finance and wealth management.Job DescriptionWe are looking for a skilled Paraplanner to join our team in Nottingham. As a key member of our team, you will be responsible for creating accurate client data records, developing...