Financial Planning Expert

17 hours ago


Swindon, Swindon, United Kingdom mbf. Full time

Are you looking for a challenging role in financial services? We are working with one of the UK's largest and most successful financial planning and investment management organisations to recruit an experienced paraplanner.

The company has an outstanding reputation, with offices across the country. They are forward-thinking and modern, offering flexible working options including once a week in the office, once a fortnight, and potentially once a month for the right individual.

This is a fantastic opportunity to join one of the leading names in the industry where you can have a long-term career. The focus of this role will be to provide 1-2-1 support to a very successful senior financial planner/director. You will work closely with them to provide thorough technical support and regular contact with high net worth and ultra-high net worth clients.

The role involves conducting thorough analysis of client financial situations and goals, developing comprehensive financial plans, and collaborating with financial advisors and clients to gather necessary information. You will also write client reports and detailed suitability letters, conduct research on products and market trends, and enhance your technical knowledge and skills through professional development.

To be considered, you should have a Level 4 Diploma as a minimum, 3+ years' experience within a paraplanning role, and proven ability to develop and maintain long-term, trusted working relationships with financial planners and other colleagues at all levels.

The company provides first-class on-the-job training, support for market exams, and encourages progression. As a result, they have minimal staff turnover. The salary is estimated to be around £40,000 - £50,000 per annum, plus excellent bonus, generous holiday entitlement, pension, PHI, DIS, critical illness cover, and much more.



  • Swindon, Swindon, United Kingdom Quilter Financial Planning Full time

    Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job Overview:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Monahans Financial Services Limited. This role is ideal for an individual with expertise in financial planning, analysis, and reporting.Key Responsibilities:Perform weekly data analysis and create comprehensive reports to inform business decisionsDevelop and...

  • Financial Expert

    7 days ago


    Swindon, Swindon, United Kingdom Ingeus Full time

    We are seeking a skilled Financial Expert to join our team at Ingeus in Wiltshire. The successful candidate will be responsible for providing comprehensive financial guidance and support to clients, ensuring they achieve their debt management goals.Main Responsibilities:Provide expert advice on debt reduction strategies and budgetingDevelop personalized...


  • Swindon, Swindon, United Kingdom ENGINEERINGUK Full time

    Job Description:We are seeking an experienced Accounting and Financial Planning Manager to join our team at ENGINEERINGUK. This is an exciting opportunity for a talented individual to play a key role in driving business performance and delivering strategic goals.About the Role:This position will work closely with senior leaders to provide expert financial...


  • Swindon, Swindon, United Kingdom CV-Library Full time

    Leading Financial Planning and ManagementWe are looking for a Strategic Financial Planning Professional to join our team as a Senior Finance Manager. The ideal candidate will have 5+ years of experience in an accountancy practice accounting role, with proficiency in Xero accounting software and advanced Microsoft Excel skills. They will be responsible for...


  • Swindon, Swindon, United Kingdom Carrington West Full time

    Planning and Sustainability Expert needed for a private planning consultancy based in the UK. We are seeking a highly motivated and experienced Town Planner to join our team and lead on a diverse range of projects, providing expert advice and guidance to clients while ensuring compliance with planning regulations and policies.You will have the opportunity to...


  • Swindon, Swindon, United Kingdom Nationwide Full time

    We are seeking a seasoned Financial Governance Expert to lead our tax team's efforts in managing tax risk and ensuring compliance with relevant regulations. The successful candidate will be responsible for developing and implementing effective tax governance frameworks, collaborating with internal stakeholders to identify and mitigate tax risks, and staying...


  • Swindon, Swindon, United Kingdom 4Square Recruitment Ltd Full time

    4Square Recruitment Ltd seeks a highly skilled Chief Financial Planning and Analysis Officer to join their team based near Swindon for a permanent role.This is a hybrid opportunity with an estimated salary of £75,000 per annum.The successful candidate will be responsible for driving the company's financial vision and overall success by overseeing financial...


  • Swindon, Swindon, United Kingdom UK Research and Innovation Full time

    At UKSBS, we are committed to delivering high-quality services and expertise to our partners. As a Data Analytics Specialist, you will play a critical role in identifying opportunities to replace, upgrade, and improve people and system processes.About the RoleThis is an exciting opportunity to join our Systems Application Engineering team as a Financial...

  • Financial Expert

    1 week ago


    Swindon, Swindon, United Kingdom CV-Library Full time

    Italian Speaking Financial ExpertAbout the Role:We are seeking an experienced financial professional to manage our company's invoices and maintain accurate financial records. As a financial expert, you will be responsible for processing invoices accurately and maintaining complete financial records.Main Responsibilities:Process invoices accurately and...


  • Swindon, Swindon, United Kingdom mbf. Full time

    Company OverviewMbf are working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit an experienced and qualified Paraplanner.SalaryThe role comes with a basic salary up to £50,000, accompanied by an excellent bonus structure.Job DescriptionThe position involves providing thorough technical...


  • Swindon, Swindon, United Kingdom Matchtech Full time

    We are seeking a talented Planning and Development Expert to join our team at Matchtech. The successful candidate will be responsible for developing and managing planning applications for various projects, including housing developments and leisure studies. This is a permanent role offering a balance of flexibility and regular office presence is preferred....


  • Swindon, Swindon, United Kingdom Recruit UK Ltd. Full time

    Job Title:Financial Planning AdministratorAbout the Role:We are seeking an experienced administrator to join our team in Swindon. As a Financial Planning Administrator, you will provide technical support and work collaboratively with experienced administrators.Duties:Providing administrative support for financial planning servicesPreparing meeting packs and...


  • Swindon, Swindon, United Kingdom 4Square Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Head of FP&A to join our client based near Swindon for a permanent opportunity.This is a hybrid role that offers a great work-life balance.The salary for this position is approximately £80,000 per annum.The Head of FP&A will be a key strategic partner, driving the company's financial vision and success. You will...


  • Swindon, Swindon, United Kingdom Yolk Recruitment Full time

    Expert Financial Services Advisor RoleWe are currently seeking an experienced and skilled Expert Financial Services Advisor to join our team on a 9-month contract basis.The ideal candidate will have a strong background in financial services and be looking for a new challenge with the potential to transition into a permanent role.About the Job:This is a...


  • Swindon, Swindon, United Kingdom Carbon60 Full time

    About the RoleWe are seeking an experienced Commercial and Financial Expert to join our team at Carbon60. This role offers an exciting opportunity to work on high-profile projects and develop your skills in value engineering and estimating.The successful candidate will be responsible for providing accurate financial analysis and developing innovative...


  • Swindon, Swindon, United Kingdom 4Square Recruitment Ltd Full time

    Key ResponsibilitiesThe Head of FP&A will be responsible for:Owning financial planning, forecasting, and variance analysis;Building and maintaining strong relationships with senior team members and functional leadership;Providing financial insights and recommendations to senior team members;Hiring, developing, and leading a high-performing team;Managing and...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    About the Role:Monahans Financial Services Limited is looking for a talented Financial Data Analyst and Strategist to join our finance team. As a key member of our team, you will play a vital role in supporting the financial activities of our practice.Main Responsibilities:Conduct weekly data analysis and generate insightful reports to facilitate informed...


  • Swindon, Swindon, United Kingdom RWE Gruppe Full time

    RWE Renewables UK Management Ltd. is a leading company in the offshore wind industry, offering a full-time or part-time permanent opportunity for a Financial Planning Manager.As a Financial Planning Manager, you will be responsible for providing strategic, timely and accurate advice to management and internal stakeholders on all aspects of technical...


  • Swindon, Swindon, United Kingdom Recruit UK Ltd. Full time

    Job OverviewAs a skilled administrator in the financial planning sector, you will provide technical support to our team and contribute to the preparation of meeting packs and templated reports. Your role will involve liaising with clients via various communication channels and supporting new team members.About YouWe are looking for an individual with strong...