Independent Financial Planning Professional

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add new members to the Client Servicing team in Cheltenham. This business is seeking individuals who can provide Financial Advice to valued clients, offering a comprehensive range of services specializing in Tax, Financial and Estate Planning.This company...

**Company Overview:** Core 3 Ltd is a dynamic organisation that values innovation and growth. We are seeking an ambitious individual to join our team as a Financial Planning Analyst.**Salary:** The salary for this position is estimated to be between £55,000-£65,000 per annum, with a bonus of up to 16%.**Job Description:** As a Financial Planning Analyst,...

The Burford Recruitment Company Ltd is a leading recruitment agency based in the heart of Cheltenham.We are seeking an experienced and efficient administrator to join our team, providing support to our financial planners and ensuring clients receive exceptional service.Key Responsibilities:Process client applications via various provider platformsMaintain...

Job Title: Financial Planning Specialist**Salary:**£45,000 - £65,000 per annum, depending on experience.Job Description:We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. As a key member of our team, you will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions, and...

Job OverviewWe are seeking a highly skilled Strategic Financial Planning Specialist to join Core 3 Ltd in Cheltenham, UK. This is an exceptional opportunity for an ambitious individual to drive business growth and fast-track their career.The successful candidate will be responsible for overseeing core financial operations, providing strategic insights, and...

Administrative Support Role:We are looking for an efficient and conscientious individual to provide administrative support to our independent financial advisers.Main Responsibilities:Process client applications through various provider platforms.Maintain accurate records of policy information within our database.Correspond with providers across the market...

Core 3 Ltd is seeking a Financial Planning Analyst to join their team in Cheltenham.The ideal candidate will have strong analytical skills and be able to oversee core financial operations, ensuring the company's financial performance is on track.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to identify...

Job Title: Senior Paraplanning Professional£45,000 DOE (Depending on Experience)A leading bespoke financial planning firm based in the South West is seeking an experienced Senior Paraplanning Professional to join their team. The ideal candidate will be based locally to Cheltenham or Hereford and have a Level 4 Diploma qualification or be nearing completion...

We are partnering with a prestigious financial planning organisation to recruit a Head of Administration. This pivotal leadership role oversees and enhances administrative operations that support the firm's Financial Planners, Paraplanners, and clients.Key Responsibilities:Lead and manage a team of IFA Administrators to ensure efficient operations and high...

We are seeking an experienced IFA Administrator to join our dynamic and forward-thinking financial advisory group in Cheltenham and Bath. This highly respected company has built a reputation for expertise in financial planning and commitment to employee growth and satisfaction.Our supportive culture and dedication to professional development make us an...

Job Title: Administration PensionsSalary and Job DescriptionThe successful candidate can expect a salary of £50,000 - £65,000 per annum, depending on experience. As a Pension Paraplanner, you will be responsible for:Providing administrative support to our Financial Planners, including liaising with clients, obtaining and analyzing technical information,...

PortmanDentex: A Leading Dental GroupIn this exciting role as a Financial Planning Specialist, you will be responsible for providing financial analysis and planning support to the commercial and operations teams at PortmanDentex. This is a fantastic opportunity to join one of the largest dental groups in the UK and Ireland, where you will have the chance to...

About the RoleWe are seeking a motivated and detail-oriented Paraplanner to support our team in Cheltenham or Hereford. This exciting opportunity offers a unique blend of challenge and reward, with opportunities for career growth and professional development.Job SummaryPrepare and review documentation for suitability reportsDevelop and maintain relationships...

Heat Recruitment is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our team, you will play a crucial role in providing expert advice on pension planning and supporting financial planners in their work.About the JobIn this role, you will be responsible for conducting technical research and analysis to inform cash flow...

Job Summary: Financial Planning Operations LeadWe are seeking a highly skilled Financial Planning Operations Lead to oversee and coordinate administrative tasks associated with the financial planning department. As a key member of our prestigious Financial Planning team, you will provide high-level office support and customer care while ensuring efficient...

Core 3 Ltd, an acquisitive PE backed organisation in Cheltenham, is seeking a skilled FP&A Analyst to oversee core financial operations.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to inform business decisionsCollaborating with cross-functional teamsThis is an exciting opportunity for ambitious individuals...

Hooray commits to offering a unique and challenging hybrid role within our Independent Financial Advisor firm.Job Overview:The ideal candidate will possess strong Microsoft Office skills and familiarity with industry-specific software systems.Benefits and Perks:Onsite parking available£35,000 - £40,000 per annum (dependent on experience)Career development...

Company OverviewIDEX Consulting Ltd is a bespoke financial planning firm specialising in providing premium services to high net-worth clients.

Ambitious individuals can excel in this challenging Head of Administration role, supporting the growth of a renowned financial planning organisation. This senior leadership position entails overseeing administrative operations that facilitate the work of Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to...