Financial Planning Expert
2 weeks ago
We are seeking a highly skilled Financial Planning Expert to join our client's Financial Planning team, based in Yeovil/Weymouth offices, covering the South West region. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice across all areas.
Key Responsibilities- Develop and maintain strong relationships with clients, accountancy partners, and other professional connections to drive business growth.
- Manage a portfolio of clients, providing tailored financial advice and guidance.
- Collaborate with a team of Paraplanners and Sales Support Administrators to deliver exceptional client service.
- Stay up-to-date with industry developments, best practices, and regulatory requirements to ensure compliance and excellence in service delivery.
- Chartered status or equivalent, with a strong track record of delivering high-quality financial advice.
- Excellent communication, interpersonal, and presentation skills, with the ability to build strong relationships with clients and stakeholders.
- Experience of using Intelligent Office (IO) client database/back office and paperless office systems.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
Our client offers a competitive salary, benefits package, and opportunities for professional development and growth. If you are a motivated and experienced Financial Planning Expert looking for a new challenge, please apply with your CV and a covering letter.
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Financial Planning Expert
4 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Expert
4 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Expert to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Expert
2 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the roleWe are seeking a Financial Planning Expert to join our client's Financial Planning team, based in Yeovil/Weymouth offices. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling the...
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Financial Planning Specialist
3 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Specialist
3 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Specialist
4 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Specialist
4 weeks ago
Weymouth, Dorset, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our client's Financial Planning team in Yeovil/Weymouth. The successful candidate will be responsible for managing a portfolio of clients, providing holistic financial advice, and developing strong relationships with accountancy partners and professional connections.Key...
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Financial Planning Compliance Specialist
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Financial Planning Compliance Specialist
4 weeks ago
Weymouth, Dorset, United Kingdom Fram Executive Search Limited Full timeCompliance Assistant or File Reviewer OpportunityWe are working with an established financial planning firm in the Southeast of England who are seeking a Compliance Assistant or File Reviewer to join their team. This is a remote role with occasional office attendance, making it an ideal opportunity for those living in the Southern Home Counties.The firm is...
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Financial Director
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Planning and Estimating Engineer
4 weeks ago
Weymouth, Dorset, United Kingdom Rise Technical Recruitment Limited Full timeJob Title: Planning and Estimating EngineerWe are seeking a skilled Planning and Estimating Engineer to join our team at Rise Technical Recruitment Limited. As a Planning and Estimating Engineer, you will be responsible for determining material and labour costs, monitoring and evaluating performance, and ensuring good communication with clients in a...
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Planning and Estimating Engineer
4 weeks ago
Weymouth, Dorset, United Kingdom Rise Technical Recruitment Limited Full timeJob Title: Planning and Estimating EngineerWe are seeking a skilled Planning and Estimating Engineer to join our team at Rise Technical Recruitment Limited. As a Planning and Estimating Engineer, you will be responsible for determining material and labour costs, monitoring and evaluating performance, and ensuring good communication with clients in a...
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Expert Paediatric Dietitian
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Weymouth, Dorset, United Kingdom London Bridge Hospital Full time**About the role**We are seeking an Advanced Dietician to join our Dietetics team at The London Bridge Hospital. The successful candidate will provide expert assessment, management and education for paediatric patients requiring specialist dietetic and nutrition intervention.**Key responsibilities**Provide expert assessment, management and education for...
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Senior Financial Planner
2 weeks ago
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Financial Operations Manager
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