Regulated Financial Planning Specialist
1 week ago
- Conduct thorough research on pensions, investments, insurance, and tax strategies to inform client advice.
- Analyse client portfolios to identify areas for improvement or opportunities for growth, providing clear recommendations for action.
- Prepare high-quality financial plans and suitability reports, ensuring compliance with FCA regulations.
- Collaborate with advisors to deliver exceptional client service, including attending meetings and providing regular updates.
This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.
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Financial Planner Position
1 month ago
Bristol, Bristol, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...
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Regulated Financial Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout the Role: We are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment. This is an excellent opportunity to develop your career in financial planning.Key Responsibilities:Research financial products, including pensions, investments, and insurance.Analyse client portfolios to identify areas for improvement or opportunities...
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Estate Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeJob Title: Estate Planning SpecialistWe are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.This is an exciting opportunity for...
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Financial Regulation Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Yolk Recruitment Full timeFinancial Regulation Lawyer Opportunity">Location: BristolSalary up to £100kYolk Recruitment is proud to support this exciting opportunity to join a top-tier rated full-service law firm as a Financial Regulation Lawyer. With hybrid working available and a strong focus on flexibility and inclusion, this position offers a great work-life balance alongside...
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Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom mbf Full timeJob Title: Financial Planning SpecialistWe are working with a leading financial planning and investment management organisation, mbf, which has a strong history and reputation in the industry.This organisation is seeking an experienced Financial Planning Specialist to join their team and provide comprehensive support to successful financial planners and HNW...
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Financial Planning Specialist
6 days ago
Bristol, Bristol, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals is seeking a detail-oriented and experienced Financial Planning Specialist to join its finance team in Bristol, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare comprehensive financial reports,...
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Estate Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeJob OverviewWe are seeking a motivated Estate Planning Specialist to join our team at MP Estate Planning (UK) Limited. As an Estate Planning Specialist, you will play a key role in shaping the financial futures of our clients and helping them secure their legacies.
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Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob Summary: We are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment. This is an excellent opportunity for a motivated individual to develop their career in financial planning.About the Role: As a Paraplanning Professional, you will be responsible for conducting in-depth research on financial products, analysing client...
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Financial Planning Specialist
2 months ago
Bristol, Bristol, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals is seeking a highly skilled Financial Planning Specialist to lead our finance team in Bristol, UK. The ideal candidate will have a strong background in financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Monitor and manage cash flow to...
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Senior Financial Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Solos Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Solos Consultants Ltd. The ideal candidate will have experience in financial planning, budgeting, and analysis.The successful candidate will be responsible for preparing financial plans, forecasting revenue and expenses, and analyzing financial data to...
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Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeAbout MP Estate Planning UKWe are expanding rapidly and looking for motivated professionals to join our team. As an Estate Planning Consultant, you will play a key role in shaping the future of our clients.Our consultants help clients secure their financial future and build a lasting legacy. If you're passionate about this, we'd love to hear from you.Salary:...
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Senior Financial Planning Manager
2 weeks ago
Bristol, Bristol, United Kingdom Rockfield Specialist Recruitment Full timeSenior Financial Planning Manager RoleRockfield Specialist Recruitment is seeking an experienced Senior Financial Planning Manager to join our team. In this role, you will be responsible for managing and shaping the way in which finance supports the business.You will work closely with stakeholders across the organization to agree assumptions, provide robust...
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Estate Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeRole OverviewWe are seeking a highly motivated Estate Planning Specialist to join our team at MP Estate Planning (UK) Limited. This is an excellent opportunity for individuals who are passionate about helping clients secure their financial future and build a lasting legacy.
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Financial Planning Specialist
1 month ago
Bristol, Bristol, United Kingdom Michael Page Full timeEmbark on a fulfilling career as a Financial Planning Specialist in Bristol.We are seeking an experienced Accountant to provide accounts, tax and audit services to our growing OMBs, SMEs and limited company clients.- Enjoy a mix of home to office working with flexible hours and competitive salaries and benefits.- Progress with increasing responsibility,...
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Estate Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeAbout the RoleWe are seeking an experienced Estate Planning Specialist to join our team in the UK. As an Estate Planning Specialist, you will play a key role in shaping the financial futures of our clients by providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies.Key ResponsibilitiesClient Consultations: Conduct...
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Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Lord Accounting & Finance Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at Lord Accounting & Finance.The estimated salary for this role is £55,000 - £75,000 per year.The Financial Planning Specialist will be responsible for providing financial expertise and support to the business, including:Developing and implementing financial plansBudgeting and...
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Financial Regulation Expert
2 weeks ago
Bristol, Bristol, United Kingdom Yolk Recruitment Ltd Full time**About the Role:**We are seeking a highly skilled Financial Regulation Expert to join our team at Yolk Recruitment Ltd. As a key member of our regulatory affairs team, you will provide expert advice on financial regulation and compliance matters.**Key Responsibilities:Advising clients on complex regulatory matters, including FCA rules, governance, and...
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Financial Regulation Expert
1 month ago
Bristol, Bristol, United Kingdom Yolk Recruitment Ltd Full timeCompany OverviewYolk Recruitment Ltd is a leading provider of financial services recruitment solutions. We pride ourselves on delivering exceptional results and building long-lasting relationships with our clients.SalaryA competitive salary of £100,000 per annum, commensurate with your experience and expertise.Job DescriptionWe are seeking an experienced...
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Financial Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom SF Recruitment Full timeFinancial Planning SpecialistSF Recruitment is working with a manufacturing business to fill a key role in their finance team.About the RolePrepare accurate and timely financial reports, including monthly management accounts, quarterly forecasts, and annual budgets.Develop actionable insights and recommendations for senior management based on financial...
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Financial Regulation Expert
1 week ago
Bristol, Bristol, United Kingdom Yolk Recruitment Full timeYolk Recruitment is proud to support this exciting opportunity to join a top-tier rated full-service law firm as a Financial Regulation Expert. With hybrid working available and a strong focus on flexibility and inclusion, this position offers a great work-life balance alongside professional growth.About the RoleWe are seeking an experienced lawyer with 5-8...