Current jobs related to Financial Planner - Southampton, Southampton - Pavilion Recruitment Solutions

  • Senior Financial Planner

    3 weeks ago

    Southampton, Southampton, United Kingdom CMA Recruitment Group Full time

    As a key member of our team at CMA Recruitment Group, the Senior Financial Planner will play a vital role in advising clients on personal financial and tax planning issues, helping them achieve security and peace of mind, now and for the future.The role requires an experienced practice accountant with an emphasis on client service, assignment delivery, and...

  • Senior Town Planner

    2 weeks ago

    Southampton, Southampton, United Kingdom Penguin Recruitment Full time

    The CompanyPenguin Recruitment, a leading UK-based consultancy, is seeking a seasoned Senior Town Planner to join their Planning team in Southampton. The Position as a Senior Town PlannerAs a Senior Planner, you will play a pivotal role in leading significant projects, advising clients on all aspects of planning strategy and development, and contributing to...

  • Financial Planning Academy Director

    4 weeks ago

    Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time

    Academy Manager - Financial PlanningPavilion Recruitment Solutions is seeking a highly motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners. The successful candidate will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge,...

  • Financial Planning Academy Director

    4 weeks ago

    Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time

    Academy Manager - Financial PlanningPavilion Recruitment Solutions is seeking a highly motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners. The successful candidate will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge,...

  • Financial Planning Administrator

    3 days ago

    Southampton, Southampton, United Kingdom Fram Executive Search Limited Full time

    About the Role:We are seeking an experienced FP Support Specialist to join our team at Fram Executive Search Limited. The successful candidate will provide high-level administrative support to our Financial Planners, ensuring seamless day-to-day operations and exceptional client experiences.The key responsibilities of this role include:Providing...

  • Financial Planning Professional

    4 weeks ago

    Southampton, Southampton, United Kingdom mbf. Full time

    Paraplanner - Home BasedWe are currently working with a leading Wealth Management organisation to recruit an experienced Paraplanner. This company recognises the importance of offering flexibility to their staff and is happy to offer experienced Paraplanners the opportunity to work from home, with offices across the UK for regular team meetings.The...

  • Financial Planning Professional

    4 weeks ago

    Southampton, Southampton, United Kingdom mbf. Full time

    Paraplanner - Home BasedWe are currently working with a leading Wealth Management organisation to recruit an experienced Paraplanner. This company recognises the importance of offering flexibility to their staff and is happy to offer experienced Paraplanners the opportunity to work from home, with offices across the UK for regular team meetings.The...

  • Financial Planning Administrator

    3 weeks ago

    Southampton, Southampton, United Kingdom Fram Executive Search Limited Full time

    Financial Planning AdministratorWe are working with a Chartered financial planning firm in Dorset to find a skilled Financial Planning Administrator to join their team. The ideal candidate will have previous experience of working within an advice environment and be highly organised & methodical, with excellent attention to detail, communication, numerical...

  • Financial Planning Specialist

    2 weeks ago

    Southampton, Southampton, United Kingdom Heat Recruitment Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at Heat Recruitment. The ideal candidate will be a Level 4 qualified industry professional with a minimum of 3 years of relevant paraplanning experience.The successful candidate will have excellent analytical skills and attention to detail. They will be IT literate with strong...

  • Financial Planning Assistant

    1 month ago

    Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time

    Job Title: ParaplannerPavilion Recruitment Solutions is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Stay up-to-date with market developments, regulatory changes, and product updates to ensure compliance and...

  • Financial Services Technology Coach

    3 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is a technology and systems-based role where you will help new Financial Advisers with their initial set up, preparing them to give and implement advice from an advice systems and client engagement perspective. This will include coaching Financial Advisers on using the Quilter Financial Planning Platform, mentoring and supporting them with...

  • Financial Services Technology Coach

    3 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleAs a key member of our team, you will play a vital role in supporting new Financial Advisers with their initial setup, preparing them to provide expert advice from an advice systems and client engagement perspective. This will involve coaching Financial Advisers on using the Quilter Financial Planning Platform, including mentoring and...

  • Paraplanning Support Specialist

    4 weeks ago

    Southampton, Southampton, United Kingdom Blakemore Recruitment Full time

    Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will be responsible for providing technical support to our financial planners, conducting research, and preparing reports and presentations.Key Responsibilities:Conducting extensive research and providing...

  • Paraplanning Support Specialist

    4 weeks ago

    Southampton, Southampton, United Kingdom Blakemore Recruitment Full time

    Job Title: ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will be responsible for providing technical support to our financial planners, conducting research, and preparing reports and presentations.Key Responsibilities:Conducting extensive research and providing...

  • Technology Coach

    3 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is a technology and systems-based role at Quilter, where you will be responsible for supporting new Financial Advisers with their initial setup, preparing them to give and implement advice from an advice systems and client engagement perspective.You will also be responsible for managing a team of Technology Coaches, while being the liaison...

  • Lead Advice Technology Coach

    4 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join Quilter as a Technology Coach, supporting new Financial Advisers with their initial setup and preparing them to give and implement advice from an advice systems and client engagement perspective.As a Technology Coach, you will be responsible for managing a team of Technology Coaches, while also being the...

  • Lead Advice Technology Coach

    4 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join Quilter as a Technology Coach, supporting new Financial Advisers with their initial setup and preparing them to give and implement advice from an advice systems and client engagement perspective.As a Technology Coach, you will be responsible for managing a team of Technology Coaches, while also being the...

  • Lead Advice Technology Coach

    4 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join Quilter as a Technology Coach, supporting new Financial Advisers with their initial setup and preparing them to give and implement advice from an advice systems and client engagement perspective.As a Technology Coach, you will be responsible for managing a team of Technology Coaches, while also being the...

  • Lead Advice Technology Coach

    4 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join Quilter as a Technology Coach, supporting new Financial Advisers with their initial setup and preparing them to give and implement advice from an advice systems and client engagement perspective.As a Technology Coach, you will be responsible for managing a team of Technology Coaches, while also being the...

  • Lead Advice Technology Coach

    4 weeks ago

    Southampton, Southampton, United Kingdom Quilter Full time

    About the RoleThis is an exciting opportunity to join Quilter as a Technology Coach, supporting new Financial Advisers with their initial setup and preparing them to give and implement advice from an advice systems and client engagement perspective.As a Technology Coach, you will be responsible for managing a team of Technology Coaches, while also being the...

Financial Planner

2 months ago

Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time
Job Title: Financial Planner

Location: Southampton

Job Type: Full-Time/Permanent - Employed and Self-Employed opportunities available

Salary: £50,000 - £75,000+ plus Bonus on New and Ongoing fees

Job Overview:

As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security. You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products. This role requires a deep understanding of financial regulations, investment options, and client management.

Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain long-term relationships with clients.
    • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
    • Identify clients' financial objectives, risk tolerance, and current financial situation.
  • Financial Planning and Advice:
    • Create and present tailored financial plans that include savings, investments, insurance, tax strategies, and retirement planning.
    • Recommend suitable financial products based on clients' needs and risk profile.
    • Provide clear, comprehensive, and unbiased financial advice in compliance with regulatory requirements.
    • Review and revise financial plans in response to life or economic changes.
  • Compliance and Regulatory:
    • Ensure all financial planning and advice activities comply with relevant regulations, including FCA requirements.
    • Keep up-to-date with financial products, legislation, and industry trends.
    • Maintain accurate and detailed records of all client interactions and advice given.
  • Business Development:
    • Identify opportunities for new client acquisition and business growth.
    • Network and build relationships with potential clients and referral partners.
    • Participate in seminars, workshops, and other professional development activities to enhance skills and knowledge.
  • Team Collaboration:
    • Work closely with colleagues in the financial planning and advisory team to share knowledge and best practices.
    • Contribute to team objectives and support colleagues in achieving their targets.
Qualifications and Experience:
  • Level 4 Diploma in Financial Planning or equivalent (e.g., CII Diploma in Regulated Financial Planning, CISI Investment Advice Diploma).
  • Minimum of 2-3 years experience in financial planning, advisory, or a related role.
  • In-depth knowledge of financial products, including pensions, investments, insurance, tax, and estate planning.
  • Strong understanding of FCA regulations and compliance requirements.
  • Proven track record of building and maintaining client relationships.
Desirable:
  • Chartered Financial Planner status or progress towards achieving it.
  • Experience with financial planning software and CRM systems.
  • Experience in niche areas such as inheritance tax planning, long-term care, or corporate financial planning.
Skills and Competencies:
  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
  • Strong analytical and problem-solving abilities.
  • High attention to detail and accuracy.
  • Ability to work independently and as part of a team.
  • Strong organisational and time-management skills.
  • Ethical and client-focused mindset.