Financial Planning Specialist

4 days ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

Job Title: Financial Planning Specialist

">

About the Role:

">

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at The Recruitment Group. As a key member of our team, you will be responsible for analysing clients' requirements and developing cash flow models to accurately record client data.

">

Main Responsibilities:

">
  • ">
  • Fully analyse clients' requirements and develop accurate cash flow models">
  • Research and analyse financial products to meet client objectives">
  • Construct financial planning solutions for investment, retirement and other areas">
    • ">

The ideal candidate will have excellent analytical skills and be able to work in a fast-paced environment. They will also have strong communication skills and be able to build relationships with clients.

">

What We Offer:

">
  • ">
  • A competitive salary range of £35,000 - £45,000 per annum (dependent on experience)">
  • A full-time position with Monday to Friday working hours">
  • Opportunities for career growth and development">
">

Requirements:

">
  • ">
  • Relevant qualifications and experience in financial planning or a related field">
  • Excellent analytical and problem-solving skills">
  • Strong communication and interpersonal skills">
  • Able to work in a fast-paced environment and meet deadlines">
">

About Us:

">

The Recruitment Group is a leading recruitment agency specialising in financial services. We pride ourselves on delivering exceptional service and building long-term relationships with our clients and candidates.

">

Location: Leicestershire

">

Contact Information: Please do not contact us directly. All applications should be made through this website.



  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Title: Financial Planning Specialist">">About the Role:">We are seeking a skilled Financial Planning Specialist to join our team at The Recruitment Group.">About the Job:">This exciting opportunity is for a Paraplanner to work with us in Leicestershire. You will be responsible for fully analysing clients' requirements, developing cash flow models, and...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Experience in Financial ServicesThe Recruitment Group is seeking a skilled Pension Fund Analyst to work in the vibrant county of Leicestershire.We offer a competitive salary of £35,000 (Negotiable based on experience).Main Responsibilities:Fully analyse clients' requirements, develop comprehensive cash flow models, and accurately record client data.Conduct...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Title: Financial Planning AnalystWe are seeking a skilled and experienced Financial Planning Analyst to join our team at The Recruitment Group. As a Financial Planning Analyst, you will play a crucial role in providing financial planning solutions to clients, analyzing their requirements, and developing cash flow models.Key Responsibilities:- Analyze...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Title: Financial Planning AnalystLocation: Leicestershire, UKEstimated Salary: £35,000 - £45,000 per annum (dependent on experience)About the Role:We are seeking a highly skilled Financial Planning Analyst to join our team at The Recruitment Group. As a key member of our financial planning department, you will be responsible for analysing clients'...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    About the RoleThe Recruitment Group is seeking a highly skilled Financial Planning Associate to join our team in Leicestershire. As a key member of our financial planning department, you will play a crucial role in analysing clients' requirements and developing cash flow models.Main ResponsibilitiesFully analyse clients' requirements to develop accurate cash...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    We are seeking a highly skilled Financial Planning Coordinator to join our dynamic team at The Recruitment Group. As a key member of our Financial Planning department, you will play a pivotal role in creating comprehensive financial planning solutions for clients.About the RoleWe are looking for a self-motivated and detail-focused individual with previous...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at The Recruitment Group. As a key member of our team, you will be responsible for analysing clients' requirements and developing financial planning solutions.Main Responsibilities:Fully analyse clients' requirements and develop cash flow modelsResearch and analyse financial products to meet...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job TitleParaplannerCompany OverviewThe Recruitment Group is a leading provider of recruitment services. We help businesses find top talent and assist candidates in finding their ideal role.Job DescriptionWe are seeking a skilled Paraplanner to join our team. The successful candidate will be responsible for fully analysing clients' requirements, developing...


  • Ashby de la Zouch, Leicestershire, United Kingdom Fisher German Full time

    Company OverviewFisher German is a multi-disciplinary surveying consultancy with a history dating back to 1830. We provide a range of services, including agriculture, commercial, education, green energy & sustainability, healthcare, minerals & waste, public sector, residential, rural, telecoms, third sector, and utilities and infrastructure.We are looking...


  • Ashby de la Zouch, Leicestershire, United Kingdom Fisher German Llp Full time

    Role OverviewWe are seeking a highly skilled Management Accountant or Senior Management Accountant to join our Financial Planning and Analysis Team at Fisher German LLP. The successful candidate will be responsible for providing management accounting support to colleagues, producing relevant and accurate reporting, and managing the delivery of FP&A...


  • Ashby de la Zouch, Leicestershire, United Kingdom Fisher German Full time

    About UsFisher German has a long history of delivering exceptional services to our customers and clients. We are a multi-disciplinary surveying consultancy with a strong presence across various sectors.Job DetailsThis Senior Management Accountant role is a full-time, permanent position based in our Head Office. The successful candidate will join our...


  • Ashby de la Zouch, Leicestershire, United Kingdom Blusource Professional Services Ltd Full time

    Job Opportunity in Financial ServicesWe are seeking a highly skilled Financial Accounting Specialist to join our team at Blusource Professional Services Ltd. The successful applicant will have experience with cloud accounting software, ideally including Xero.Key ResponsibilitiesPreparation of financial and management information for clientsMaintenance of...


  • Ashby de la Zouch, Leicestershire, United Kingdom Gleeson Recruitment Group Full time

    The Gleeson Recruitment Group is hiring a Financial Operations Specialist to work on various business processes within the company. As a key member of the team, you will be responsible for managing high-volume transactions efficiently and ensuring compliance with regulatory requirements.**Job Requirements:**


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    About the Role:We are looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for providing administrative support to financial planners, analyzing client data, and developing financial planning solutions.Key Responsibilities:- Fully analyze clients' requirements, develop cash flow models, and...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Are you an experienced Paraplanner looking for a new challenge? We are currently recruiting for a skilled professional to join our team at The Recruitment Group. In this role, you will be responsible for providing expert advice on pension transfers and financial planning solutions to clients.About the RoleAs a Pension Transfer Specialist, you will work...

  • Financial Planner

    1 week ago


    Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job OverviewWe are seeking an experienced Financial Planner to join our team at The Recruitment Group.The ideal candidate will have a strong understanding of financial planning principles and be able to analyse clients' requirements, develop cash flow models, and accurately record client data.Salary: £35,000 - £40,000 per annum (negotiable based on...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Job Title: Senior Paraplanning SpecialistLocation: Leicestershire, UKEstimated Salary: £35,000 - £40,000 per annum (dependent on experience)About the Role:We are seeking an experienced Senior Paraplanning Specialist to join our team at The Recruitment Group. As a key member of our financial planning department, you will be responsible for analysing...


  • Ashby de la Zouch, Leicestershire, United Kingdom KP Snacks Full time

    Key ResponsibilitiesThe successful candidate will be responsible for:Leading site financial planning, budgeting, and forecasting.Preparing weekly, monthly, and annual financial reports and KPIs.Monitoring and controlling site budgets.Managing accruals, prepayments, inventory reconciliations, and conducting product costings for new developments and...


  • Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

    Financial Planning OpportunityWe are excited to offer a unique opportunity for a skilled Paraplanner to join our team at The Recruitment Group. As a key member of our team, you will be responsible for developing financial planning solutions that meet the needs of our clients.Main Job Responsibilities:Develop and implement financial planning strategies to...


  • Ashby de la Zouch, Leicestershire, United Kingdom Fisher German Full time

    Our ApproachFisher German is committed to delivering high-quality services to our clients through our skilled and experienced professionals. We take a collaborative approach to everything we do, working closely with our clients to understand their needs and deliver tailored solutions.Job DetailsSalary: £70,000 - £90,000 per annum, depending on...