Senior Financial Planning Specialist
1 month ago
Pinstripe Personnel, a renowned recruitment agency, is seeking an accomplished Senior Financial Planning Specialist to join their team. This highly sought-after role offers a competitive salary, which we estimate to be in the range of £60,000 - £80,000 per annum, depending on experience.
The ideal candidate will have a minimum of Diploma level education and extensive experience as a financial adviser or planner. A background in mortgage advice with plans to move into wealth planning and completion of DipFA exams would be highly beneficial.
This is a fantastic opportunity for a motivated professional to take their career to the next level within a prestigious firm that prioritizes high-quality service delivery. As a Senior Financial Planning Specialist, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their long-term goals.
The company is open to flexible working arrangements, including hybrid or office-based options, making this an attractive proposition for those seeking a better work-life balance.
In return for your expertise and dedication, you can expect a negotiable compensation package that reflects your value to the organization.
-
Senior Financial Planning Specialist
1 week ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAt Pinstripe Personnel, we are seeking a Senior Financial Planning Specialist to join our team of experts in Fareham or Dorchester or Chiswick (W. London).The role is available on a hybrid or office-based basis and offers an estimated annual salary of £80,000+.About the Role:We are looking for a Holistic Wealth Management Expert who can provide...
-
Senior Financial Planning Consultant
2 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the Role: We are seeking a highly skilled Senior Financial Planning Consultant to join our team at Pinstripe Personnel. As an experienced Holistic Wealth Management Specialist, you will be responsible for providing expert financial advice to a wide range of personal and corporate clients.The ideal candidate will have excellent communication skills,...
-
Financial Planning Specialist
2 weeks ago
Fareham, Hampshire, United Kingdom Page Personnel Full timeJob SummaryThe Financial Planning Specialist will play a pivotal role in shaping the financial future of our client. This key position requires an individual with strong analytical skills and the ability to provide strategic guidance on budget management.Key ResponsibilitiesPreparation of Revenue Budget: Develop and maintain the Group revenue budget,...
-
Financial Planning Specialist
1 week ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeJob DescriptionFinancial Planning Specialist PositionFareham or Dorchester or Chiswick (West London)Hybrid or Office Based Work ArrangementEstimated Salary: £80,000+An award-winning Chartered independent financial planning firm seeks a highly skilled financial adviser to join their team. With over 20 years of experience, they provide holistic advice to a...
-
Financial Planning Specialist
2 weeks ago
Fareham, Hampshire, United Kingdom Wild Recruitment Full timeWe are seeking a skilled Financial Planning Specialist to join our dynamic team at Wild Recruitment in Fareham. In this role, you will manage key financial processes, provide detailed financial reports, and support strategic decision-making across the business.Key Responsibilities:Monthly Reporting: Prepare and produce detailed monthly management accounts,...
-
Financial Planning Support Specialist
4 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a seasoned Financial Planning Support Specialist to enhance our team's capabilities. This role offers a unique blend of challenge and opportunity for professional growth.Responsibilities of this position include:Collaborating with Financial Planners to develop well-structured advice and provide specialized...
-
Financial Planning Specialist
5 days ago
Fareham, Hampshire, United Kingdom Michael Page (UK) Full timeJob SummaryWe are seeking a Management Accountant to join our team in Fareham. As a key member of our finance department, you will be responsible for preparing the group revenue budget, compiling management accounts, and forecasting cashflows.The successful candidate will have CCAB qualification or significant relevant experience, as well as excellent...
-
Financial Planning Specialist
1 week ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the Role:An award-winning Chartered Independent Financial Planning firm is seeking a highly skilled financial adviser or IFA to join their team.The ideal candidate will have a minimum of a Diploma in Financial Planning and experience as a Financial Adviser/Planner. This role may also suit a Mortgage Adviser looking to transition into Wealth Planning...
-
Financial Planning Specialist
6 days ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time £80,000Company OverviewPinstripe Personnel is a leading recruitment agency specialising in financial services. Our clients are award-winning Chartered Independent Financial Planning firms seeking experienced professionals.
-
Senior Financial Specialist
3 weeks ago
Fareham, Hampshire, United Kingdom CV-Library Full timeWe are seeking a skilled Senior Financial Specialist to join Wild Recruitment in Fareham. This role involves managing key financial processes, providing detailed financial reports, and supporting strategic decision-making across the business.Job Description:In this position, you will be responsible for:Preparing and producing detailed monthly management...
-
Pension Planning Specialist
3 weeks ago
Fareham, Hampshire, United Kingdom Premier Jobs UK Limited Full timeKey Responsibilities:Provide expert retirement planning advice to existing clients entering decumulation.Develop bespoke plans to support clients near, in, or retiring.Work closely with Financial Advisors to analyse client financial pictures and assess needs.Requirements:3+ years' experience as a Financial Advisor, preferably in retirement planning.Full...
-
Financial Planning Manager
4 weeks ago
Fareham, Hampshire, United Kingdom CMA Recruitment Group Full timeAbout the Role: We are currently looking for a highly skilled Financial Planning Manager to join our team at CMA Recruitment Group. As a key member of our team, you will be responsible for leading our financial planning and budgeting processes. This is a unique opportunity to make a significant impact on our business, driving growth and success through...
-
Financial Planning Expert
4 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeRole OverviewPinstripe Personnel is working with an award-winning Chartered Independent Financial Planning firm to find a financial adviser or IFA.The ideal candidate will be able to provide holistic advice to a wide range of personal and corporate clients.Job DescriptionThe role can be office based, hybrid or remote. The successful candidate will be...
-
Financial Planning Support Specialist
1 week ago
Fareham, Hampshire, United Kingdom mbf. Full timembfWe are a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Our innovative approach and commitment to providing exceptional client outcomes have earned us a unique reputation in the industry.
-
Financial Planning Associate
1 month ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewA financial planning opportunity has arisen at Artemis Recruitment Consultants Ltd for a detail-oriented and well-organized individual to support Financial Advisers in preparing recommendations and suitability reports. The ideal candidate will have experience in maintaining client records, gathering data, and ensuring compliance with company...
-
Financial Planning Analyst
3 days ago
Fareham, Hampshire, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking a highly skilled Management Accountant to join our team in Fareham. As a key member of the Finance department, you will be responsible for preparing the Group revenue budget, updating it monthly, and forecasting cashflows to support financial planning.The ideal candidate will have a CCAB qualification or significant relevant...
-
Financial Planning Professional
6 days ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeJob DescriptionPinstripe Personnel are seeking a highly experienced Financial Planning Professional to join their team.Fareham, Dorchester or Chiswick (W. London)Hybrid or Office BasedEstimated Salary: £80,000+A leading Chartered Independent Financial Planning firm is looking for an ambitious and driven individual to provide holistic advice to a wide range...
-
Financial Planning Expert
2 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Careers Full timeCompany OverviewAward-winning Chartered Independent Financial Planning firm seeks a financial adviser or IFA. With over 20 years of experience, they provide holistic advice to personal and corporate clients.
-
Senior Financial Strategist
4 weeks ago
Fareham, Hampshire, United Kingdom CMA Recruitment Group Full timeJob Summary: We are seeking a highly skilled Senior Financial Strategist to lead our financial reporting and analysis processes. As a key member of our team, you will be responsible for ensuring accurate and insightful reporting for senior management. This is a hybrid role offering an opportunity to make significant impact, with responsibility for overseeing...
-
Financial Planning Assistant
2 weeks ago
Fareham, Hampshire, United Kingdom mbf Full timeAbout the RoleAs a Financial Planning Assistant at mbf, you will play a pivotal role in supporting our financial planners by delivering high-quality reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.Key Responsibilities:Preparing detailed suitability reports for...