Senior Financial Planner
3 weeks ago
This role offers a competitive and negotiable package with an estimated OTE of £80,000+ per annum.
The successful candidate will be responsible for providing holistic advice to a wide range of personal and corporate clients. They will work in an office-based, hybrid, or possibly remote environment, utilizing the company's offices in Fareham, Dorchester, and Chiswick for client meetings. The administration and management team are based at the head office in Fareham.
In return for their hard work and dedication, the IFA/Financial Planner will receive a comprehensive benefits package and ongoing professional development opportunities. This role is ideal for a driven and ambitious individual who is looking to take their career to the next level.
To be considered for this exciting opportunity, you must have a minimum Diploma level qualification and significant experience as a Financial Adviser/Planner. A Mortgage Adviser who has started working through the DipFA exams may also find this role appealing.
The key responsibilities and requirements for this position include:
- Providing expert financial planning advice to clients
- Maintaining a strong understanding of industry developments and regulatory requirements
The ideal candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this rewarding opportunity.
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Financial Planner Assistant
4 weeks ago
Fareham, Hampshire, United Kingdom mbf Full timeAbout the RoleWe are seeking a skilled Financial Planner Assistant to join our team at mbf, a highly respected and fully independent financial planning business. This is an excellent opportunity for an experienced Paraplanner to take on a pivotal role in supporting our financial planners by delivering high-quality reports and recommendations.
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Senior Financial Planner Professional
2 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner - FarehamWe are seeking an experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for someone who wants to take their career to the next level.To assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.Review client objectives to...
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Senior Development Planner
3 weeks ago
Fareham, Hampshire, United Kingdom Aldwych Consulting Full timeJob Title: Senior Development PlannerAldwych Consulting, a renowned consultancy in Fareham, invites applications from skilled Senior Development Planners. This exciting opportunity offers an estimated salary of £62,000 per annum and provides a platform for experienced professionals to take their careers to the next level.About the Role:The ideal candidate...
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Senior Financial Planner
3 months ago
Fareham, Hampshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Manager Job OpportunitybeBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Fareham, UK.Responsibilities:Develop and manage financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Monitor and manage cash flow, ensure financial...
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Administrative Support for Financial Planners
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd seeks an experienced Administrative Support for Financial Planners. The ideal candidate will have a deep understanding of the financial planning process and be able to work within defined business processes.Key Responsibilities:You will be responsible for collecting and collating client information, discussing client...
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Chartered Financial Planner
3 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full time £80,000About the Role: As a Financial Adviser or IFA with Pinstripe Personnel, you will have the opportunity to deliver high-quality financial planning services to clients, working collaboratively with our administration and management teams to achieve business objectives.Key Responsibilities:To provide expert financial planning services to clients, ensuring they...
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Senior Transportation Planner
2 weeks ago
Fareham, Hampshire, United Kingdom Aldwych Consulting Full timeAbout the CompanyAldwych Consulting is a forward-thinking multidisciplinary consultancy specializing in transportation projects. We are expanding our team of Transport Planners in our Fareham office and seeking a skilled Development Planning Specialist to join us.Role Overview:Lead project management for small and medium development planning projects.Work...
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Paraplanner for Financial Services
3 weeks ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for a Paraplanner for Financial Services to provide technical support to our Financial Planners. As a key member of our team, you will play a vital role in helping us deliver exceptional service to our clients.You will assist Financial Planners in formulating client advice and provide technical guidance.Review client objectives to ensure they...
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Senior Transportation Planner
4 weeks ago
Fareham, Hampshire, United Kingdom Real Recruitment Solutions Full timeRole OverviewWe are seeking a highly experienced Chartered Principal Civil Engineer to join our team at Real Recruitment Solutions. As a key member of our transportation planning division, you will play a crucial role in delivering high-quality projects and leading our team of engineers.About the RoleThis is an exceptional opportunity for a seasoned...
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Financial Planning Assistant
4 weeks ago
Fareham, Hampshire, United Kingdom mbf Full timeAbout the RoleAs a Financial Planning Assistant at mbf, you will play a pivotal role in supporting our financial planners by delivering high-quality reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.Key Responsibilities:Preparing detailed suitability reports for...
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Chartered Financial Adviser
2 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the FirmPinstripe Personnel are delighted to introduce a leading Chartered Independent Financial Planning firm.Fareham, Dorchester or Chiswick (W. London)Flexible Working ArrangementsEstimated Annual Salary: £80,000+This is an exceptional opportunity for a motivated and experienced Financial Adviser/Planner to join a long-established and respected...
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Independent Financial Planning Professional
3 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the RolePinstripe Personnel is seeking a skilled Financial Adviser / Planner to join their award-winning team. As a key member of the team, you will be responsible for delivering high-level service to clients and contributing to the firm's growth.Key Responsibilities:• Deliver exceptional financial planning services to clients• Develop and maintain...
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Financial Services Consultant
3 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timePinstripe Personnel is an award-winning Chartered Independent Financial Planning firm seeking a highly skilled Financial Adviser / Planner. The successful candidate will be responsible for delivering high-level service to clients, collaborating with colleagues to achieve business objectives, and contributing to the firm's growth. As a key member of the team,...
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Financial Planning Specialist
3 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeAbout the Role:An award-winning Chartered Independent Financial Planning firm is seeking a highly skilled financial adviser or IFA to join their team.The ideal candidate will have a minimum of a Diploma in Financial Planning and experience as a Financial Adviser/Planner. This role may also suit a Mortgage Adviser looking to transition into Wealth Planning...
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Fareham Financial Planning Assistant
1 week ago
Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning RoleWe are recruiting for a Financial Planning Assistant to work in our Fareham office. This role requires a skilled individual to assist Financial Planners in providing high-quality advice to clients.The Financial Planning Assistant will be responsible for reviewing client objectives to ensure they are aligned with the client's financial...
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Administrative Assistant
7 days ago
Fareham, Hampshire, United Kingdom Atomos Full timeSupport Administrator - Financial Services:">Join Atomos, a leading wealth management firm, as a Support Administrator - Financial Services. This role involves providing high-quality administrative support to our Financial Planners, ensuring efficient client service and diary management.">Key Responsibilities:">Liaise with third-party providers and navigate...
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Town Planner Role Opportunity
4 weeks ago
Fareham, Hampshire, United Kingdom CV Library Full timeAbout the Company: Our client is a privately owned regional housebuilder based in Hampshire. With exciting growth plans ahead, they are looking to double in size over the coming year, providing plenty of opportunities for career progression.The Job: We are seeking a Town Planner at Senior or Planning Manager level to manage successful planning applications...
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Award-Winning Financial Adviser
4 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Careers Full timeSalary and BenefitsThe estimated salary for this position is £80,000+. A comprehensive benefits package rewards high-level service, making it an attractive offer for a skilled Financial Adviser or Planner seeking growth and opportunities.
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Development Planning Professional
2 months ago
Fareham, Hampshire, United Kingdom Aldwych Consulting Full timeJob OverviewWe are seeking a Senior Transport Planner to join our small team in Fareham. The successful candidate will have experience in all technical aspects of a transport planner role, including project management, financial management, and guidance on standards and modelling.
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Financial Services Professional
3 weeks ago
Fareham, Hampshire, United Kingdom Pinstripe Personnel Full timeJob OverviewAn award-winning, Chartered Independent Financial Planning firm seeks a driven and ambitious Financial Adviser or IFA to join their team.About the RoleThis is an outstanding opportunity for a skilled professional who wants to take their career to the next level. As a Financial Adviser, you will be responsible for providing holistic advice to a...