Legacy Planning Advisor
24 hours ago
We are seeking a highly motivated and driven Legacy Planning Advisor to join our team in a growing industry. The ideal candidate will have previous sales experience and be comfortable using sales software and digital tools to streamline the planning process.
- Key Responsibilities:
- Conduct face-to-face or virtual meetings with clients to assess their estate and legacy planning needs.
- Provide personalized advice on trusts, estates and inheritance tax.
- Leverage MP EstatePro, our proprietary software, to present estate planning solutions and build lasting relationships with clients.
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Legacy Planning Specialist
4 days ago
Bristol, Bristol, United Kingdom MP Estate Planning Limited Full time**About MP Estate Planning Limited**We are a respected national firm providing expert estate planning services to individuals and families.As an Estate Planning Consultant, you will work closely with our experienced team to develop and implement effective estate plans for our clients.This is an excellent opportunity to join a growing industry and build a...
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Financial Legacy Planner
7 days ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeFinancial Legacy PlannerMP Estate Planning UK is seeking a highly skilled Financial Legacy Planner to help shape the financial futures of our clients. This is a unique opportunity for professionals who are passionate about estate planning and want to make a real difference in people's lives.The successful candidate will provide expert advice on estate...
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Estate Planning Specialist
24 hours ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeAbout the RoleAs a Financial Future Planner with MP Estate Planning UK, you will play a vital role in shaping the financial futures of our clients. You will provide expert advice on trusts, estates, inheritance tax, and legacy planning strategies.
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Estate Planning Specialist
1 day ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeCompany Overview">MP Estate Planning (UK) Limited is a rapidly expanding company in the growing industry of estate planning. We are seeking motivated and driven professionals to join our team.">Salary: £45,000 - £60,000 per annum">Job Description: As an Estate Planning Consultant at MP Estate Planning (UK) Limited, you will play a key role in shaping the...
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Estate Planning Specialist
7 days 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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Wealth Preservation Advisor
6 days ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeWealth Preservation AdvisorWe are seeking a highly skilled Wealth Preservation Advisor to join MP Estate Planning UK. As a key member of our team, you will play a vital role in helping our clients preserve their wealth for future generations. This is a challenging yet rewarding opportunity for professionals who are passionate about estate planning and want...
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Planning and Policy Advisor
6 days ago
Bristol, Bristol, United Kingdom Government Legal Department Full timeAbout the JobWe are currently looking for Planning and Policy Advisors to join our legal directorates, focusing on work for the Department of Energy Security and Net Zero (DESNZ), the Department for Environment, Food and Rural Affairs (DEFRA), the Ministry of Housing, Communities and Local Government (MHCLG) and the Litigation Directorate.As a Planning and...
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Trust and Estate Manager
4 days ago
Bristol, Bristol, United Kingdom MP Estate Planning Limited Full time**Legacy Planning Specialist**We are seeking a skilled Estate Planning Consultant to join our team and help individuals and families preserve their legacies.In this role, you will work closely with our experienced team to develop and implement personalized estate plans that meet the unique needs of our clients.This is an exciting opportunity to join a...
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Senior Planning Advisor
2 weeks ago
Bristol, Bristol, United Kingdom The Planner Jobs Redactive Publishing Limited Full timeWe are seeking a talented Senior Planning Advisor to join our team at The Planner Jobs Redactive Publishing Limited.About the RoleThe position is permanent, 37 hours a week based in Pembrokeshire, adjacent to the world famous Pembrokeshire Coast National Park.Job DescriptionThe successful candidate will have responsibility for policy topic areas, and assist...
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Senior Planning Policy Advisor
4 weeks ago
Bristol, Bristol, United Kingdom Ministry of Housing, Communities and Local Government Full timeJob OverviewThe Ministry of Housing, Communities and Local Government is seeking a Senior Planning Policy Advisor to play a crucial role in shaping the future direction of planning nationally. This exciting opportunity will allow you to contribute to policy delivery and develop proposals for planning reform.About the RoleThis Senior Planning Policy Advisor...
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Senior Planning Law Advisor
1 month ago
Bristol, Bristol, United Kingdom Chadwick Nott Full timePlanning Law Solicitor Role SummaryDeliver expert planning law services to Local Authorities, developers, NHS trusts, and corporate clients.Participate in planning agreements, highways, compulsory purchase advice, and more complex projects.This role provides a unique opportunity to work with diverse clients on various projects. As a senior planning law...
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Wealth Protection Consultant
2 days ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeEstate Planning Role">We are seeking a skilled and experienced Estate Planning Consultant to join our team at MP Estate Planning (UK) Limited. As an Estate Planning Consultant, you will play a critical role in helping our clients achieve their financial goals and build a lasting legacy.">Compensation Package: £58,000 - £75,000 per annum, depending on...
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Bristol, Bristol, United Kingdom Ministry of Housing, Communities and Local Government Full timeAbout the RoleWe are seeking a highly skilled Strategic Planning Advisor to join our team at the Ministry of Housing, Communities and Local Government. This is an exciting opportunity to work on ambitious local plans, leading to well-designed and attractive places to live.The successful candidate will work closely with Local Planning Authorities (LPAs),...
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Financial Advisor Trainee
8 hours ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeJob OpportunityIn this exciting opportunity, you will be working as a Trainee Financial Advisor with Cavendish Maine in the UK. This is a rare chance to step into an employed Advisory role with a renowned Financial Planning firm operating across the UK.This role offers ongoing training and development, enabling you to grow professionally and become a fully...
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Bristol Financial Planning Associate
1 week ago
Bristol, Bristol, United Kingdom Cavendish Maine Careers Full timeWe are seeking a highly motivated and ambitious Trainee Financial Advisor to join our team in Bristol. As a Trainee Advisor, you will be responsible for building relationships with clients, identifying new business opportunities, and delivering exceptional customer service.Cavendish Maine Careers offers a unique opportunity for career advancement and...
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Financial Planning Consultant
3 weeks ago
Bristol, Bristol, United Kingdom undisclosed Full timeMy client, a renowned Financial Planning firm, is seeking a trainee Financial Advisor to join their office. This is a rare opportunity to step into an employed Advisory role with an established client book, offering ongoing training and development.About the Role: As a trainee Financial Advisor, you will be responsible for providing exceptional client...
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Financial Planning Professional
4 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeCavendish Maine Job OpportunityWe are seeking a Financial Planning Professional to join our team at our UK office, where you will work with a renowned Financial Planning firm operating across the country.This is an exciting opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access...
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Financial Planning Firm UK Trainee Position
7 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full time £35,000Join Cavendish Maine as a Trainee Financial AdvisorWe are a dynamic and innovative financial planning firm, committed to delivering exceptional results for our clients. Our team of experienced advisors provides expert guidance and support, helping individuals and businesses achieve their financial goals.We are seeking a Trainee Financial Advisor to join our...
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Financial Advisor Trainee
1 week ago
Bristol, Bristol, United Kingdom Cavendish Maine Careers Full timeAre you a motivated and ambitious individual looking to kick-start your career in financial planning? Cavendish Maine Careers is seeking a highly skilled Trainee Financial Advisor to join their team in Bristol.This role presents an exceptional opportunity for a trainee advisor or paraplanner to transition into an employed advisory position with a...
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Financial Planning Professional
8 hours ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeAt Cavendish Maine, we are seeking a skilled Trainee Financial Advisor to join our team in Bristol.This role offers an exciting opportunity for a career-minded individual to step into an employed Advisory position with a well-established client base.About the RoleWe are looking for someone with a strong passion for financial planning and a desire to develop...