Holistic Financial Services Associate

2 days ago


Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

Your Career Opportunity

CV Elite Ltd invites applications from talented professionals seeking to enhance their skills and contribute to our continued success. As a Senior Financial Planning Assistant, you will be part of a dynamic team driven by a passion for delivering exceptional financial services. This exciting opportunity offers a competitive salary of up to £45,000, a comprehensive benefits package, and opportunities for career growth and development.

Key Responsibilities and Requirements

  • Deliver high-quality financial planning services, collaborating closely with our experienced Financial Planners.
  • Prepare detailed reports and presentations, applying advanced mathematical models to inform client decisions.
  • Build long-lasting relationships with clients, ensuring their financial goals are met.
  • Analyse portfolios and conduct benchmarking exercises to maintain optimal portfolio performance.
  • Stay informed about industry developments, contributing to the enhancement of best practices within the team.

Our Commitment to You

  • Competitive salary of up to £45,000 per annum.
  • A comprehensive benefits package, including profit share scheme, 25 days annual leave, and generous pension provision.
  • Ongoing training and development opportunities to enhance your skills and career prospects.


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Join Our Team:Eldon is seeking a highly skilled Paraplanner to join its team, offering a competitive salary of up to £45,000 per annum, plus a range of benefits. As a leading provider of holistic financial planning services, Eldon prides itself on delivering exceptional results for clients and fostering a collaborative work environment.About the Role:As a...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Limited Full time

    Financial Planning AssistantAt CV Elite Limited, we are seeking a highly skilled Financial Planning Assistant to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth and success of our business.About the Role:We are looking for an experienced...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    OverviewEldon, a renowned Chartered Financial Planning firm, is seeking an accomplished Senior Financial Planning Assistant to join their elite team in Newton Aycliffe. As a key player in the company's mission to provide exceptional financial services, this role demands a highly skilled professional with expertise in holistic financial planning.About the...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Company Overview:Eldon, an award-winning Chartered Financial Planning firm based in the North East of England, is seeking a highly skilled Paraplanner to join its small, fast-paced team. As a leading provider of holistic financial planning services, Eldon prides itself on delivering exceptional results for clients and fostering a collaborative work...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    Eldon Financial is an award-winning Chartered Financial Planning firm based in the North East, UK. We are seeking a highly skilled Paraplanner to join our team and contribute to delivering exceptional financial planning services to our clients.The successful candidate will be responsible for providing technical support to our Financial Planners, working with...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Job DescriptionIn this role, you will provide administrative support to our Financial Planners, including:Preparing financial plans and reportsManaging client relationships and communicationsAssisting with business development activitiesYou will also have the opportunity to work on various projects, such as market research, competitor analysis, and process...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time

    Job OverviewEldon Financial, a leading Chartered Financial Planning firm in the North East, is seeking an experienced Financial Planning Specialist to join their dynamic team.The successful candidate will work closely with the Directors and Financial Planners to deliver exceptional financial planning services to clients, focusing on technical research, cash...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

    About Us:Eldon is a multi-award-winning independent Chartered Financial Planning firm, committed to delivering exceptional financial planning services to individuals and families. Our dedicated team of experts provides personalized advice and guidance, helping clients achieve their financial goals and secure their future.Our Team:We are a close-knit team of...

  • Barista Associate

    3 weeks ago


    Newton Aycliffe, Durham, United Kingdom Compass UK & Ireland Full time

    Compass UK & Ireland is seeking a skilled Barista Associate to join their team in the UK. As a Barista, you will be responsible for preparing and serving high-quality beverages and food to customers in a fast-paced café environment.Key Responsibilities:Prepare perfectly blended drinks and serve high-quality food that delights our customersKeep the bar area...


  • Newton Aycliffe, Durham, United Kingdom Baltic Recruitment Services Full time

    Baltic Recruitment Services is currently recruiting for warehouse and production operatives in the Newton Aycliffe area.Job DetailsEstimated Salary: £13.15 - £18.70 per hour (based on national averages)We are seeking hard-working individuals to join our team as warehouse and production operatives, including forklift drivers and picker/packer roles. About...


  • Newton Aycliffe, Durham, United Kingdom Dawn Consulting (Sw) Limited Full time

    Role Overview:Dawn Consulting (Sw) Limited is seeking a skilled Financial Advisor Support Specialist to join their team in Newton Aycliffe. This role involves providing administrative support to the Directors and Financial Planners, ensuring efficient operations and delivering high-quality financial advice.Deliver exceptional client service by working...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Full time

    As a key member of the CV Elite team, you will be responsible for providing technical support to our Directors and Financial Planners. This includes conducting research, creating financial models, writing reports, and developing recommendations to meet clients' needs.We are seeking an experienced Paraplanner to join our award-winning Chartered Financial...


  • Newton Aycliffe, Durham, United Kingdom CV Elite Full time

    CV Elite is an award-winning Chartered Financial Planning firm based in Newton Aycliffe, looking for a skilled Paraplanner to join our team. As a Paraplanner, you will provide technical support to our Directors and Financial Planners, working closely with them to deliver exceptional financial planning services to our clients.This is a fantastic opportunity...


  • Newton Aycliffe, Durham, United Kingdom Dine Contract Catering Full time

    About Dine Contract CateringWe provide tailored food services to 140 clients in the business and industry sector. With over two decades of industry experience, we pride ourselves on offering a personalised approach to our clients, whilst delivering outstanding service.Job DescriptionThis role requires a highly organised and motivated individual to support...


  • Newton Aycliffe, Durham, United Kingdom Compass UK & Ireland Full time

    About the RoleAs a Catering Assistant with Compass UK & Ireland, you'll be part of a dynamic team that delivers exceptional customer experiences in our 6,000+ venues across the UK and Ireland.We're committed to fostering an inclusive environment where every individual can thrive. Our diverse team members are empowered to reach their full potential, and we...


  • Newton Aycliffe, Durham, United Kingdom Morrison Utility Services Limited Full time

    Overhead Line Fitter (UK Wide)We have an exciting opportunity for a skilled Overhead Line Fitter to join our team, covering the entire UK. As an Overhead Line Fitter, you will be responsible for conducting maintenance and repairs on overhead lines and associated equipment.About the Job:The Overhead Line Fitter will work at heights, often in challenging...


  • Newton Aycliffe, Durham, United Kingdom HC One Full time

    We are seeking a compassionate and dedicated individual to join our team as a Care Assistant at HC-One. This is a fantastic opportunity for someone who wants to make a real difference in the lives of others.Company OverviewHCF One is a leading provider of high-quality care services, with a commitment to delivering exceptional support to our residents. We...

  • Support Associate

    1 month ago


    Newton Aycliffe, Durham, United Kingdom Creative Support Ltd Full time

    We are looking for individuals to join our team of Support Workers working with people with Learning Disabilities across two of our bespoke services in our region.The role is focused on delivering an excellent standard of care and support to vulnerable people, remaining a not-for-profit organisation.We have an array of hours available, so can provide full...


  • Newton Aycliffe, Durham, United Kingdom CV-Library Full time

    Become a key member of our logistics team as a Rental Equipment Delivery Driver. With a national company based in Newton Aycliffe, this role offers a permanent position with exciting opportunities for growth.Job HighlightsSalary: £26,162 per annum + generous overtime payLocation: County Durham areaIn this role, you will be responsible for delivering...


  • Newton Aycliffe, Durham, United Kingdom MTrec Technical Full time

    Job ResponsibilitiesAs a Maintenance Technician at MTrec Technical, you will be responsible for performing routine maintenance tasks, including servicing equipment, replacing worn parts, and implementing preventative measures to minimize downtime.This is a challenging yet rewarding role that requires strong technical skills and attention to detail. With a...