Expert Financial Planning Assistant
1 day ago
We are seeking a dedicated Financial Planning Assistant to support our Chartered Financial Planning firm in Harpenden.
The ideal candidate will have a Level 4 qualification in Financial Planning and excellent analytical skills.
The role will involve supporting Financial Planners in preparing client financial plans, suitability reports, and attending client meetings to explain technical details.
Key responsibilities will include:
- Supporting Financial Planners in research and analysis to meet client needs and objectives
- Preparing client financial plans and suitability reports
- Attending client meetings to explain technical details and take minutes
- Developing and maintaining internal relationships to help maintain business flow and meet targets
- Ensuring compliance with all legislative requirements
The successful candidate will be a specialist in a specific business area and work collaboratively with the Compliance & Operations Manager and Client Services Manager to develop and improve systems and processes.
The role holder is responsible for:
Preparing and compiling financial analysis data, analysing client data, researching products, and compiling financial planning recommendations and suitability reports to a high standard.
Providing support for Financial Planners, ensuring regulatory and compliance standards are met, and liaising with product providers and other third parties.
Assisting Financial Planners with client presentations, managing individual workflow, and assisting the Senior Paraplanner with annual technical reviews and due diligence of services and products.
-
Financial Planning Assistant
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their expanding team. The ideal candidate will have experience in technical report writing and cashflow forecast generation, as well as proficiency in Microsoft Office Suite and Iress.The successful candidate will assist senior advisers in creating and...
-
Financial Planning Assistant
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Assistant Financial PlannerArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanner / Assistant Financial Planner to join their team. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.Key Responsibilities:Technical report...
-
Financial Planning Assistant
1 month ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Assistant Financial PlannerJob Summary:We are seeking an experienced Paraplanner / Assistant Financial Planner to join our team at Artemis Recruitment Consultants Ltd. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.Key...
-
Financial Planning Assistant
1 month ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Assistant Financial PlannerJob Summary:We are seeking an experienced Paraplanner / Assistant Financial Planner to join our team at Artemis Recruitment Consultants Ltd. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.Key...
-
Financial Planning Assistant
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Assistant Financial PlannerArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanner / Assistant Financial Planner to join their team. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.Key Responsibilities:Technical report...
-
Financial Planning Assistant
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Assistant Financial PlannerArtemis Recruitment Consultants Ltd is seeking an experienced Paraplanner / Assistant Financial Planner to join their team. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.Key Responsibilities:Technical report...
-
Financial Planning Coordinator
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Brevere Group Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and proactive Financial Planning Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will provide administrative support to our Financial Advisers and Paraplanners, ensuring a seamless and efficient service to our clients.Key...
-
Financial Planning Coordinator
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Brevere Group Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and proactive Financial Planning Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will provide administrative support to our Financial Advisers and Paraplanners, ensuring a seamless and efficient service to our clients.Key...
-
Paraplanner - Financial Planning Specialist
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at a regional Chartered Financial Planning firm based in Harpenden. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Support Financial Planners in research and analysis to meet...
-
Paraplanner - Financial Planning Specialist
4 weeks ago
Harpenden, Hertfordshire, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at a regional Chartered Financial Planning firm based in Harpenden. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Support Financial Planners in research and analysis to meet...
-
Travel Expert
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Travelbag Full timeJob DescriptionWe're on a mission to make travel a seamless experience for our customers. Our team of experts is dedicated to providing personalized advice and guidance to help them discover new destinations and create unforgettable memories.We're owned by dnata Travel, part of the Emirates Group, and we're excited to be opening a brand-new store on the High...
-
Strategic Planning Expert
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Vivid Resourcing Full timeJob DescriptionKey Responsibilities:Deliver company objectives through personalized advice and strategic planningIndependently handle diverse planning tasks and drive business developmentBuild and maintain client relationships to achieve self-sufficiency in work generationQualifications:Chartered Planner/RTPI MemberFull driving license (exceptions...
-
Senior Planning Consultant
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Hunter Dunning Limited Full timeJob Title: Senior Planning ConsultantJob Summary: We are seeking a highly skilled Senior Planning Consultant to join our team at Hunter Dunning Limited. As a Senior Planning Consultant, you will be responsible for providing expert planning advice to clients, preparing written fee proposals, and leading teams on small to medium-sized projects.Key...
-
Senior Financial Strategist
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full timeJob DescriptionElusive Professional Solutions Ltd is seeking a seasoned Senior Accountant to lead a portfolio of dynamic medium-sized clients towards financial excellence. As a key member of our team, you will be responsible for steering clients towards regulatory compliance while driving business growth.Key Responsibilities:Develop and implement financial...
-
Travel Expert
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Travelbag Full timeAbout TravelbagWe make travel a piece of cake. Our knowledgeable experts live and breathe holidays, so they\u0027re always on hand with tips and advice to help our customers discover somewhere new.Whether our customers want a relaxing week away or a month-long adventure, we\u0027ve got it covered. We\u0027re owned by dnata Travel, part of the Emirates...
-
Senior Planning Consultant
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Hunter Dunning Ltd Full timeSenior Planning ConsultantAt Hunter Dunning Ltd, we're seeking a highly skilled Senior Planning Consultant to lead our planning projects and teams. As a key member of our consultancy, you'll be responsible for managing a variety of projects, providing expert planning advice to clients, and contributing to the growth and success of our business.Key...
-
Senior Planning Consultant
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Hunter Dunning Ltd Full timeSenior Planning ConsultantAt Hunter Dunning Ltd, we're seeking a highly skilled Senior Planning Consultant to lead our planning projects and teams. As a key member of our consultancy, you'll be responsible for managing a variety of projects, providing expert planning advice to clients, and mentoring junior consultants.Key ResponsibilitiesLead planning...
-
Strategic Planning Lead
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Hunter Dunning Ltd Full timeRole OverviewHunter Dunning Ltd is seeking a highly skilled Principal Planning Manager to lead our planning projects and team. As a key member of our consultancy, you will provide expert planning advice to clients and manage project communication.Key ResponsibilitiesLead small to medium-sized planning projects and a team of consultantsDevelop and implement...
-
Financial Assistant
2 months ago
Harpenden, Hertfordshire, United Kingdom Reed Full timeAccounts Assistant - Receivables & TreasuryReed is supporting a well-regarded, expanding international company with the recruitment of an Accounts Assistant to join their finance team on a temp to perm basis.The role involves customer collections, banking, bank reconciliations, and assisting with month-end accounting tasks. This is a fully office-based role,...
-
Financial Assistant
2 months ago
Harpenden, Hertfordshire, United Kingdom Reed Full timeAccounts Assistant - Receivables & TreasuryReed is supporting a well-regarded, expanding international company with the recruitment of an Accounts Assistant to join their finance team on a temp to perm basis.The role involves customer collections, banking, bank reconciliations, and assisting with month-end accounting tasks. This is a fully office-based role,...