Senior Financial Planning Specialist

4 weeks ago


Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

About the Role

A fantastic opportunity has arisen for an experienced Financial Advisor to join our established Financial Services business, with exciting plans in place for further growth and expansion.

You will report to the Business Directors and work out of our offices in Droitwich at least 2 days a week.

Although hybrid, flexible working options are established and available, you will need to be based within the local, Worcestershire area.

As a Financial Advisor, you will provide exceptional financial planning services to new and existing customers, understanding their needs and demands, offering the most appropriate pension and investment advice with complimentary protection options to suit their requirements.

Key Responsibilities

  • Provide pension and retirement planning advice that best suits the client's needs and demands, in accordance with the Consumer Duty.
  • Provide advice on whole of market investment strategies to provide good customer outcomes.
  • Provide insurance options to complement and protect client's financial planning strategies.
  • Conduct face to face client meetings for new business and portfolio reviews, demonstrating recommendations, alternatives and comparisons for all financial planning services offered.
  • Ensure knowledge of markets and sectors are continually up to date in order to make recommendations based upon external influencing factors and proactively contact clients to advise of such.
  • Engage with trusted partners and professional contacts to promote the business to others.
  • Promote all services offered by the company and in particular gain new business for pension and investment products, in association with the Business Development and Marketing team.

Requirements

  • At least 2 years' experience in an advisory role.
  • Qualifications to advise on pensions and investments (CII DipPFS or equivalent).
  • The ability to build customer relationships.
  • The ability to research options, present recommendations and deliver fact find meetings to clients.
  • A flexible attitude to work.
  • Must keep up to date with regulations, industry changes and product knowledge.
  • Must have access to your own vehicle.

What We Offer

  • 35 Hours per week.
  • £60,000 + on target earnings.
  • Based in Droitwich.


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Careers Full time

    The RoleWe are seeking an experienced Financial Advisor to join our team at Hewett Recruitment Careers. As an Independent Financial Advisor, you will provide exceptional financial planning services to new and existing customers, understanding their needs and demands, offering the most appropriate pension and investment advice with complimentary protection...

  • Financial Controller

    4 weeks ago


    Droitwich, Worcestershire, United Kingdom CY Executive Resourcing Full time

    Cy Resourcing is proud to be working exclusively on this fantastic opportunity for a Financial Controller with a well-established, innovative company based in the UK. This is a hands-on, broad-ranging role that will encompass all aspects of financial management as well as some HR responsibilities.The Role:As a Financial Controller, you will take full...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    Job DescriptionThe RoleA senior financial services professional is sought to join a well-established Financial Services business, with exciting plans for growth and expansion.As an Independent Financial Advisor, you will report to the Business Directors and work out of the offices in Droitwich, with flexible working options available.You will be responsible...


  • Droitwich, Worcestershire, United Kingdom Armstrong Integrated Limited Full time

    Are you a detail-oriented professional with strong analytical skills and experience in a manufacturing environment?We are seeking a Financial Project Specialist to join our team at Armstrong Fluid Technology. This role will play a crucial part in managing the financial aspects of multiple large-scale mechanical projects.As a Financial Project Specialist, you...


  • Droitwich, Worcestershire, United Kingdom The Talent Crowd Full time

    Job Overview:The Talent Crowd is seeking a highly skilled Senior Financial Project Manager to join their team. As a seasoned professional with a strong background in financial management, you will play a key role in overseeing the financial aspects of large-scale projects, ensuring timely and accurate budgeting, forecasting, and financial...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    The RoleA senior financial consultant position is available in a well-established Financial Services business.The ideal candidate will be an experienced IFA with a strong track record of success.Key responsibilities include working closely with the Business Directors to drive growth and expansion, while maintaining a flexible and hybrid working...


  • Droitwich, Worcestershire, United Kingdom Simpson Recruitment Services Full time

    Job Title: Financial Operations SpecialistLocation: Hybrid Work ArrangementSalary: Up to £28,000 per annumWe are seeking an experienced Financial Operations Specialist to join our team at Simpson Recruitment Services. As a key member of our team, you will play a crucial role in maintaining the Sales Ledgers efficiently across three companies.Key...

  • Financial Director

    4 weeks ago


    Droitwich, Worcestershire, United Kingdom CY Executive Resourcing Full time

    CY Resourcing is proud to be working exclusively on this fantastic opportunity for a Financial Controller with a well-established, innovative company.The Role:This is a hands-on, broad-ranging role that will encompass all aspects of financial management as well as some HR responsibilities. As a Financial Controller, you will take full responsibility for the...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleWe are seeking an experienced Financial Services Professional to join our team at Hewett Recruitment.As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients and working closely with our Business Directors to drive growth and expansion.The ideal candidate will have a strong background in...


  • Droitwich, Worcestershire, United Kingdom Cy Resourcing Full time

    CY Executive Resourcing is proud to be working with a well-established and innovative company based near Droitwich, looking for a qualified Financial Controller to join their team.The Role:As a Financial Controller, you will be responsible for leading a small finance team and overseeing all aspects of financial management, including financial reporting,...


  • Droitwich, Worcestershire, United Kingdom The Talent Crowd Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team. The successful candidate will be responsible for managing the financial aspects of large-scale projects, including project budgets, revenue and cost, forecasting, financial reporting, and cash flow management.Key ResponsibilitiesManage project budgets and financial...

  • Financial Director

    3 weeks ago


    Droitwich, Worcestershire, United Kingdom CY Executive Resourcing Full time

    Seeking a Financial Controller to lead the finance team and oversee all aspects of financial management. A skilled accountant with experience in managing teams and reporting to senior leadership is required.The Role:As a Financial Controller, you will be responsible for the financial operations of a well-established company. This is a broad-ranging role that...


  • Droitwich, Worcestershire, United Kingdom Clark Wood - Tax Recruitment Full time

    **Personal Tax Manager Opportunity**We are seeking an experienced Personal Tax Manager to join our team at Clark Wood - Tax Recruitment. Our client, a firm of Chartered Accountants in Droitwich, requires a senior professional to work alongside the Personal Tax Partner, focusing on planning and advisory work.Main Responsibilities:Lead personal tax planning...


  • Droitwich, Worcestershire, United Kingdom undisclosed Full time

    Project Accountant Role SummaryThe successful candidate will be responsible for managing the financial aspects of various projects.Key Responsibilities:Financial planning and budgetingFinancial reporting and analysisCost management and controlCollaboration with project teams and stakeholdersRequirements:Strong accounting and financial management...


  • Droitwich, Worcestershire, United Kingdom Simpson Recruitment Services Careers Full time

    Job Title: Financial Operations SpecialistLocation: Hybrid (remote work arrangement)Salary: Up to £28,000 per annumAbout the Role:We are seeking an organised and experienced Credit Management Professional to join our team at Simpson Recruitment Services Careers. The ideal candidate will play a key role in ensuring the Sales Ledgers are maintained...

  • Financial Controller

    4 weeks ago


    Droitwich, Worcestershire, United Kingdom Cy Resourcing Full time

    About the RoleCy Resourcing is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for managing the daily finances and reporting to the CFO and senior managers on a day-to-day basis.Key Responsibilities:Prepare monthly management accounts and maintain cashflow forecast, including...

  • Tax Policy Lead

    4 weeks ago


    Droitwich, Worcestershire, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a highly skilled Tax Manager to join our team in the Midlands. As a Tax Manager, you will work with a diverse client base of limited companies and partnerships to provide tax advice and resolve queries associated with the day-to-day running of their businesses.Key ResponsibilitiesProvide tax advice to clients on a...


  • Droitwich, Worcestershire, United Kingdom Heat Recruitment Full time

    We are seeking a Trainee Financial Planner to join our team at Heat Recruitment. This is an exceptional opportunity for an ambitious individual to develop their skills and knowledge in financial planning.About the RoleAs a Trainee Financial Planner, you will have the opportunity to support one of our Senior IFAs and work towards becoming a signed-off...


  • Droitwich, Worcestershire, United Kingdom Butcombe Brewery Full time

    We are an award-winning business that prides ourselves in giving our chefs the freedom to create seasonal menus that 'wow' our customers within a leading environment. Friendly, welcoming, and positive kitchens with high standards; always striving to be the best we can be.We are seeking a Senior Kitchen Specialist to join the family.Key BenefitsThe...


  • Droitwich, Worcestershire, United Kingdom Butcombe Brewing Co. Full time

    About the RoleWe are a dynamic and award-winning business that prides itself on offering its chefs the freedom to create premium, seasonal menus that exceed customer expectations. Our kitchens are friendly, welcoming, and positive environments with high standards.We are seeking an experienced Senior Kitchen Specialist to join our team.