Financial Planning Support Specialist
1 week ago
We are seeking a highly skilled Financial Planning Support Specialist to join our team in the Midlands. As a key member of our financial planning team, you will provide support to one of our Senior Financial Advisors, ensuring the delivery of exceptional client service and compliance.
Job Highlights:
- A competitive estimated salary of £35,000-40,000 per annum
- Opportunity to work in a rapidly growing financial planning firm
- Chance to develop your skills and expertise in paraplanning and financial planning
- A supportive and dynamic work environment
Your Key Responsibilities:
- Preparing and maintaining client files and reviews
- Building cash flow models to provide accurate financial planning solutions
- Undertaking research to identify suitable financial planning strategies
- Preparing recommendations and suitability reports for clients
- Identifying areas for further financial planning and growth opportunities
- Liaising with clients' legal and tax advisors to ensure seamless implementation
- Overseeing the implementation of recommendations and ensuring all compliance is in order
- Attending client meetings on occasions to build strong relationships
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Financial Planning Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeRecruit UK Ltd. is seeking a highly skilled Financial Planning Specialist to support our team in Market Harborough, Leicestershire.This role offers an excellent opportunity for a dedicated administrator to work with a well-established financial advice practice prioritizing exceptional client service and tailored solutions.Main Responsibilities:Provide...
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Financial Planning Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Planning Specialist in the Midlands.The role involves providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £40,000 - £60,000 per annum is available, depending on...
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Financial Planning Support Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job Overview:A rare opportunity to join a thriving financial planning firm in the Midlands as a Paraplanner. In this exciting role, you will work closely with a Senior Financial Advisor to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is home to a highly respected team of professionals who are...
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Senior Financial Planning Specialist
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job DescriptionWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Premier Jobs UK Limited. This is an exciting opportunity for an experienced professional to work as a Paraplanner, providing a full paraplanning function to a Senior Financial Advisor.Key Responsibilities:Build and maintain accurate cash flow models to...
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Care Support Specialist
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Creative Support Ltd Full timeAs a Care Support Specialist with Creative Support Ltd, you will have the opportunity to make a real difference in the lives of individuals with diverse care needs.About the RoleWe are seeking an enthusiastic and resourceful Relief Support Worker to join our Bank Team in Market Harborough, Leicestershire. You will be responsible for providing respectful and...
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Financial Planning Coordinator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited seeks an experienced Financial Planning Coordinator to join their team in the Midlands.In this role, you will provide administrative support to Senior Financial Advisors, ensuring smooth delivery of client services and adherence to regulatory requirements.Main Duties:Undertake thorough research and analysis for financial planning...
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Financial Planning Assistant
2 months ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeParaplanner Role OverviewThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands as a Paraplanner. As a key member of the team, you will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.The business is building an...
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Financial Planning Professional
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000This is an exciting opportunity for a Financial Planning Professional to join our team in the Midlands. As a Paraplanner, you will be working closely with one of our Senior Financial Advisors to provide a full paraplanning function.">The role involves providing client service and ensuring compliance are always delivered. Our company is committed to building...
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Financial Planning Professional
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Job Title:** Financial Planning ProfessionalWe are seeking a skilled and experienced Financial Planning Professional to join our team at Premier Jobs UK Limited in the Midlands.The ideal candidate will have a strong background in paraplanning, with experience of working in a fast-paced financial planning environment. The role offers an excellent...
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Financial Planning Expert
7 days ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeJob OverviewWe are seeking a skilled Financial Planning Administrator to join our team at Recruit UK Ltd. in Market Harborough, Leicestershire. This role involves providing administrative support to our financial planners and maintaining accurate records of clients and their portfolios.Main Responsibilities:To assist with the preparation of reports,...
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Senior Financial Planning Advisor
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is a rapidly growing financial planning firm offering an exciting opportunity for a Senior Financial Planning Advisor in the Midlands. This paraplanning role comes with a competitive salary of £45,000 - £55,000 per annum.As a key member of the back office team, you will provide a full paraplanning function to one of our Senior...
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Financial Planning Administrator
1 month ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeJob SummaryWe are seeking an experienced financial planning administrator to join our well-established financial advice practice in the Market Harborough area. This is a fantastic opportunity for someone to take their career to the next level and work with a highly respected team.About UsOur company, Recruit UK Ltd., is a leading provider of financial...
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Financial Planner Support Specialist
11 hours ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Are you a motivated individual looking for a challenging role as a Paraplanner in the Midlands?This exciting opportunity has arisen with a rapidly growing financial planning firm, where you will be working closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance.The business is building an infrastructure to support a...
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Financial Planning Associate
1 day ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob Summary: We are seeking a skilled Paraplanning Professional to join our team at Premier Jobs UK Limited. This is an exciting opportunity for someone to provide high-quality support to our Financial Advisors, ensuring client service and compliance standards are consistently met. About the Role: As a Paraplanning Professional, you will be responsible for...
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Senior Financial Planning Administrator
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis opportunity in the financial planning sector is centered around supporting a Senior Financial Advisor. The role offers a unique chance to contribute to client service and ensure compliance are consistently met.You will be providing a comprehensive paraplanning function, which involves working closely with the Senior Financial Advisor to deliver...
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Financial Planning Professional
6 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Are you a motivated and experienced Paraplanner looking for a new challenge in the financial services industry?This exciting opportunity has arisen with Premier Jobs UK Limited, a rapidly growing IFA firm based in the Midlands.As a Hybrid Paraplanner, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring...
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Financial Planning Associate
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a rapidly growing financial planning firm based in the Midlands.We are committed to delivering exceptional client service and compliance, while fostering a supportive and dynamic work environment.">About the RoleThis exciting Paraplanner position offers a unique opportunity to join our team and contribute to our...
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Financial Planning Associate
6 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job SummaryWe are seeking an experienced Paraplanning Professional to join our rapidly growing financial planning firm in the Midlands. This is a unique opportunity to be part of a dynamic team and contribute to delivering exceptional client service and compliance.
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Financial Operations Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Stand Tall Consultancy Ltd Full timeJob Title: Financial Operations SpecialistStand Tall Consultancy Ltd is looking for an experienced Financial Operations Specialist to support our commercial operations in Leicestershire.You will play a key role in managing the financial aspects of our construction projects, ensuring that budgets are set correctly and costs are controlled effectively.The...
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Financial Planning Associate
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeCompany Overview: Premier Jobs UK Limited is a rapidly growing financial planning firm based in the Midlands, committed to delivering exceptional client service and compliance.Salary: The estimated annual salary for this role is £40,000 - £60,000 depending on experience.Job Description:The successful candidate will provide a full paraplanning function to...