Current jobs related to Financial Planning Expert - Newton Aycliffe, Durham - AMG Search
-
Financial Planning Specialist
4 weeks ago
Newton Aycliffe, Durham, United Kingdom kingswood-group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide...
-
Financial Planning Specialist
4 weeks ago
Newton Aycliffe, Durham, United Kingdom kingswood-group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide...
-
Financial Planning Specialist
4 weeks ago
Newton Aycliffe, Durham, United Kingdom kingswood-group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Financial Planning Specialist
4 weeks ago
Newton Aycliffe, Durham, United Kingdom kingswood-group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Financial Planning Specialist
4 weeks ago
Newton Aycliffe, Durham, United Kingdom kingswood-group Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Financial Planning Specialist
3 days ago
Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full timeJob OverviewEldon Financial, a leading Chartered Financial Planning firm in the North East, is seeking an experienced Financial Planning Specialist to join their dynamic team.The successful candidate will work closely with the Directors and Financial Planners to deliver exceptional financial planning services to clients, focusing on technical research, cash...
-
Financial Planning Assistant
7 days ago
Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full timeOur Financial Planning Team:We are seeking a Paraplanning Support Specialist to provide guidance and assistance to our experienced Financial Planners in Newton Aycliffe. This role offers a unique opportunity to join a dynamic and award-winning team at CV Elite Ltd, where you will be responsible for supporting the Directors and Financial Planners in...
-
Business Planning
4 weeks ago
Newton Aycliffe, Durham, United Kingdom Husqvarna Group Full timeJob Title: Business Planning & Financial Analysis ManagerJob Summary:We are seeking a highly skilled Business Planning & Financial Analysis Manager to join our team at Husqvarna Group. As a key member of our organization, you will be responsible for leading financial planning and analysis activities, providing strategic insights, and driving business...
-
Financial Services Assistant
2 weeks ago
Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full timeAbout the Role:We are seeking a motivated and detail-oriented individual to join our team as a Trainee Financial Services Administrator. The successful candidate will have the opportunity to work in a fast-paced environment and gain valuable experience in the financial services sector.Key Responsibilities:Support the Directors, Financial Planners, and...
-
Procurement Expert
2 weeks ago
Newton Aycliffe, Durham, United Kingdom INEOS Full timeWe're seeking an experienced Procurement Specialist to drive our team's success at our Newton Aycliffe site. At INEOS Hygienics, we're a team of in-house hygiene experts, brilliant product engineers, and passionate individuals dedicated to delivering top-notch products that outperform the market leaders. Our high-level liquids with antibacterial...
-
Financial Planner
2 months ago
Newton Aycliffe, Durham, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...
-
Financial Planner
2 months ago
Newton Aycliffe, Durham, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join its expanding international wealth management team. As a key member of the team, you will be responsible for providing exceptional service to clients and driving business growth.Key Responsibilities:Develop and maintain a client bank, providing tailored financial...
-
Financial Planner
1 month ago
Newton Aycliffe, Durham, United Kingdom CV Library Full timeFinancial Planner OpportunityAMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for providing excellent service to clients and developing business relationships.Key Responsibilities:Deliver high-quality financial planning services to...
-
Procurement Expert
3 weeks ago
Newton Aycliffe, Durham, United Kingdom INEOS Full timeWe are seeking a highly skilled Procurement Specialist to join our team at INEOS Hygienics.About the Role:The Procurement Specialist will be responsible for sourcing and developing packaging and product requirements, collaborating with the Procurement and NPD teams.Key Responsibilities:Developing new products with our suppliersPerformance managing new...
-
Sourcing and Supply Chain Expert
3 days ago
Newton Aycliffe, Durham, United Kingdom INEOS Full timeWe are seeking an experienced professional to join our team as a Sourcing and Supply Chain Expert. Based in the UK, this role will be focused on delivering exceptional results through strategic sourcing and supply chain management.About INEOS Hygienics:INEOS Hygienics is a leading provider of innovative hygiene solutions. With a strong background in...
-
Procurement Specialist
3 weeks ago
Newton Aycliffe, Durham, United Kingdom INEOS Full timeWe are seeking a skilled Procurement Specialist to drive our product development and supply chain strategy forward.About the Role:The successful candidate will be responsible for sourcing and developing packaging and product requirements, collaborating with the Procurement and NPD teams.Key Responsibilities:Developing new products with our...
-
Financial Controller
4 weeks ago
Newton Aycliffe, Durham, United Kingdom Nigel Wright Group Full timeThe Opportunity:We are seeking a highly skilled Management Accountant to join our Finance Team at Nigel Wright Group. As a key member of the team, you will play a crucial role in supporting the annual budget and 5-year business plans. Your responsibilities will include ensuring the delivery of weekly, monthly, and yearly tasks against a tight timetable,...
-
Financial Controller
4 weeks ago
Newton Aycliffe, Durham, United Kingdom Nigel Wright Group Full timeThe Opportunity:We are seeking a highly skilled Management Accountant to join our Finance Team at Nigel Wright Group. As a key member of the team, you will play a crucial role in supporting the annual budget and 5-year business plans. Your responsibilities will include ensuring the delivery of weekly, monthly, and yearly tasks against a tight timetable,...
-
Business Account Coordinator
4 weeks ago
Newton Aycliffe, Durham, United Kingdom Husqvarna Full timeJob OverviewHusqvarna is seeking a highly skilled Business Account Coordinator to join our team. As a key member of our sales organization, you will be responsible for providing financial planning and analysis support to our business partners.Key Responsibilities• Provide analytical review of business performance, including sales and margin analysis•...
-
Business Account Coordinator
4 weeks ago
Newton Aycliffe, Durham, United Kingdom Husqvarna Full timeJob OverviewHusqvarna is seeking a highly skilled Business Account Coordinator to join our team. As a key member of our sales organization, you will be responsible for providing financial planning and analysis support to our business partners.Key Responsibilities• Provide analytical review of business performance, including sales and margin analysis•...
Financial Planning Expert
2 months ago
AMG Search is seeking an experienced Financial Planner to join an expanding international wealth management company. As a Financial Planner, you will be responsible for nurturing and developing a client bank, with full support including paraplanning and administration.
Key Responsibilities:
- Manage a client bank to deliver exceptional service and grow revenue
- Work closely with the team to provide comprehensive financial planning solutions
- Develop and maintain strong relationships with clients to drive business growth
- Stay up-to-date with industry developments and best practices to deliver high-quality services
Requirements:
- Minimum Diploma in Financial Planning (Dip PFS/Level 4) and ideally Chartered or progressing towards
- Proven track record of delivering excellent client service and business development skills
- Strong communication and interpersonal skills to build and maintain relationships
- Self-motivated, well-organized, driven, and ambitious with a passion for delivering exceptional service
About AMG Search:
AMG Search is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates, and we are looking for like-minded professionals to join our team.
