Financial Planning Specialist

4 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time
Financial Advisor Opportunity

Are you a forward-thinking dynamic Financial Advisor looking for a new challenge? We have an exciting opportunity for a Financial Advisor to join our established and supported team in Hertford, covering the Herts and Essex area.

Our client delivers exceptional financial planning services to their HNW clients, and they will provide you with a client bank to help kick-start your journey within the group. You will have the opportunity to work with a talented team of professionals and grow the business.

Key Responsibilities:

  • Assessing and identifying financial needs for new and existing clients
  • Conducting product research and implementing money laundering processes
  • Providing holistic financial planning services and conducting lifestyle planning assessments
  • Presenting financial recommendations to clients and conducting client financial reviews
  • Keeping up to date with regulatory changes and networking with professional partners
  • Contributing to marketing initiatives and maintaining an up-to-date Statement of Professional Standing
  • Participating in ongoing CPD activities and lifestyle cashflow planning

Requirements:

  • Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered status
  • A minimum of 5 years' experience in an authorised financial planning role with competent adviser status
  • Experience in cashflow and lifestyle planning
  • Strong ambition and attention to detail, with excellent communication and interpersonal skills

If you are a motivated and ambitious Financial Advisor looking for a new opportunity, please contact Marie McDermott at Tate Recruitment to discuss this exciting opportunity further.



  • Watford, Hertfordshire, United Kingdom Brook Street UK Full time

    Job Title: Financial Planning SpecialistJob Summary:We are seeking a highly organized and skilled Financial Planning Specialist to join our team at Brook Street UK. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with expert financial advice.Key Responsibilities:Contacting clients...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

    We are seeking a highly skilled Financial Planning Specialist to join our team at Tate Recruitment.As a Financial Planning Specialist, you will be responsible for assessing and identifying the financial needs of our high net worth clients, conducting product research, and implementing money laundering processes.Key Responsibilities:Assessing & identifying...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time £75,000

    Financial Planning SpecialistAre you a forward-thinking dynamic Financial Advisor looking for a new challenge? Our client delivers exceptional financial planning services to their HNW clients, and they will provide you with a client bank to help kick-start your journey within the group. Key Responsibilities: Assessing & identifying financial needs for new...


  • Watford, Hertfordshire, United Kingdom Brook Street UK Full time

    Job DescriptionBrook Street UK is seeking a highly organized and skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with financial planning and advice.Key Responsibilities:Contacting clients and setting up meetingsProviding...


  • Watford, Hertfordshire, United Kingdom West Herts College Full time

    Job SummaryWest Herts College is seeking a skilled Financial Planning Specialist to provide accounting and auditing services, advise clients on financial matters, and collect and analyse financial information. The ideal candidate will have a degree or equivalent qualification and be able to prepare financial documents and reports for management,...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Job Title: Financial Operations SpecialistAbout the Role:As a Financial Operations Specialist, you will be instrumental in supporting the commercial teams in achieving their key goals and financial targets. Your key responsibilities will include:•Annual Budget and Forecast Process: Assist with the annual budget and quarterly forecast process, presenting...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    FP&A Lead Analyst Job DescriptionAbout the Role:We are looking for a highly skilled FP&A Lead Analyst to join our finance team at Vitae Financial Recruitment. As a key member of our team, you will be responsible for leading the development of financial forecasts and strategic plans that support the company's growth objectives.Key Responsibilities:Financial...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Finance Business Partner - A Key Role in Driving Business GrowthWe are seeking a highly skilled Finance Business Partner to join our team at Vitae Financial Recruitment. This exciting opportunity will involve working closely with our clients to provide financial guidance and support, helping to drive business growth and success.Key ResponsibilitiesDevelop...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    **Financial Performance Enhancement Specialist**At Vitae Financial Recruitment, we are seeking a highly skilled Financial Performance Enhancement Specialist to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job Title: Financial AdvisorJob Summary:We are seeking a highly skilled Financial Advisor to join our team at Tate Recruitment. As a Financial Advisor, you will be responsible for assessing and identifying financial needs for new and existing clients, conducting product research, and implementing money laundering processes.Key Responsibilities:Assessing and...


  • Watford, Hertfordshire, United Kingdom NLB Solutions Full time

    Financial Planning and Analysis RoleNLB Solutions is working with a large business in the UK to find an individual to work in the Financial Planning and Analysis team. The role involves the analysis and reporting of management information. Key duties include weekly sales reports and projections, 3-period updates, annual budgets, and 5-year business plans.The...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Financial Consolidation & ReportingWe are seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Manage the preparation and consolidation...


  • Watford, Hertfordshire, United Kingdom Brook Street UK Full time

    Job Title: Financial Advisor RequiredAbout the Role:We are seeking a skilled Financial Advisor to join our team at Brook Street UK. As a Financial Advisor, you will be responsible for contacting clients, setting up meetings, and providing expert financial guidance.Key Responsibilities:Contacting clients and setting up meetings to discuss their financial...


  • Watford, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    At Blakemore Recruitment, we are seeking an experienced Paraplanner to join a reputable Financial Planning firm based in Hertford. The ideal candidate will possess a strong understanding of financial products, tax implications, and regulatory frameworks.Core Responsibilities:Research and analysis of financial products, market trends, and regulatory changes...


  • Watford, Hertfordshire, United Kingdom BRIVTIC Full time

    Financial Management SpecialistWe are seeking a highly skilled and motivated Financial Management Specialist to join our dynamic finance team at BRIVTIC. This pivotal role is essential in maintaining exceptional financial management and control across our operations.About the Role:The Financial Management Specialist will be responsible for preparing timely,...


  • Watford, Hertfordshire, United Kingdom CITRUS CONNECT LTD Full time

    Discover a rewarding career with CITRUS CONNECT LTD as an Estate Planning Consultant. Leverage our 50 years of expertise in financial services to make a lasting impact on people's lives.Key Responsibilities:Develop and implement effective estate planning strategies for clients.Collaborate with our team to provide exceptional customer service and support.Stay...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Financial Controller OpportunityWe are seeking a dynamic and experienced Financial Controller to join our team. As Financial Controller, you will be responsible for leading and developing a team of finance professionals, producing accurate and timely accounting information, and managing financial and statutory matters.About the RoleThe ideal candidate will...


  • Watford, Hertfordshire, United Kingdom Marc Daniels Specialist Recruitment Ltd Full time

    At Marc Daniels Specialist Recruitment Ltd, we are seeking a highly skilled Commercial Finance Specialist to join our team. As a key member of our finance department, you will be responsible for preparing accurate and timely management accounts and board reports.You will work closely with our Sales and Brand teams to provide financial analysis and...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Role Overview:We are seeking a Senior Financial Analyst to contribute to the success of our finance team at Vitae Financial Recruitment. This role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with stakeholders.Key Responsibilities:Financial Consolidation & Reporting:Manage the preparation and...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Senior Financial Analyst - Strategic InsightsJob OverviewVitae Financial Recruitment is seeking a Senior Financial Analyst to join our team. This role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders.Key ResponsibilitiesFinancial Consolidation & Reporting:Manage the preparation...