Financial Planning Specialist
4 weeks ago
We are seeking a skilled Financial Planning Specialist to join our team in Welwyn. The successful candidate will provide technical support and maintain high standards of compliance and client files.
The ideal candidate will have a strong understanding of financial products and be willing to learn and understand more complex financial products. They will be comfortable working in a team and independently, with excellent communication and organizational skills.
The role will involve:
- Providing technical support and ensuring compliance procedures are maintained
- Preparing and writing reports for clients on financial planning matters
- Undertaking research and obtaining quotations and valuations
- Maintaining client review processes and liaising with admin/support
- Attending client meetings and contributing to team meetings
The successful candidate will have a Diploma in Financial Planning and be working towards becoming Chartered. They will have excellent communication and organizational skills, with a focus on delivering a high-quality service.
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Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Claims ltd Full timeAs a seasoned Financial Planning Specialist with Exchange Street Claims ltd, you'll have the opportunity to work from home and focus on retaining existing clients while expanding your services. With a strong background in financial planning, you'll inherit a book of clients from retiring financial planners and take on a key role in the company's growth.The...
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Financial Planning and Analysis Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Welwyn Hatfield Borough Council Full timeJob OverviewWe are seeking a highly motivated and experienced finance professional to join our team as a Financial Planning and Analysis Specialist. As a key member of our finance team, you will be responsible for providing financial advice and support to various departments within the organization.Key Responsibilities:Provide financial planning and analysis...
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Experienced Financial Planning Specialist
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a highly skilled Paraplanner to join our team in Welwyn. We are a renowned Financial Planning practice providing comprehensive services to our clients. Background: We are a highly regarded Financial Planning practice based in Welwyn, seeking an experienced Paraplanner to join our team. Our company provides a range of...
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Financial Planning and Analysis Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Network Ltd Full timeAn exciting opportunity has arisen to join the PayPoint Network Ltd team as a key member. This role will be responsible for driving the business forward in a profitable manner, offering valuable insights and process improvement while taking the lead on financial matters and ensuring delivery of business and operational objectives.This role will cover both...
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Financial Planning Administrator
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £32,500Financial Planning RoleThis is an exciting opportunity to further your career in financial planning with a dynamic and growing financial planning firm. The company prides itself on providing high-quality, tailored financial advice to its diverse client base. The role is based in the Welwyn office and involves supporting the financial planning team with...
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Financial Planning Assistant
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full timeFinancial Planning Assistant RoleAt Heat Recruitment, we are seeking a motivated individual to join our team as a Financial Planning Assistant. This exciting opportunity will allow you to develop your skills in financial planning and gain valuable experience working with a dynamic and growing financial planning firm.Key Responsibilities:Support the...
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Financial Planning Expert
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Expert to lead our finance team in the UK. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for...
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Financial Planning Assistant
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeFinancial Planning Assistant**Job Summary**We are seeking a highly motivated and organized Financial Planning Assistant to join our team at Heat Recruitment Ltd. As a key member of our financial planning team, you will provide administrative support to our experienced professionals, ensuring the smooth operation of our financial planning services.**Key...
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Financial Planning Expert
2 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a highly respected Financial Planning practice based in Welwyn, seeking an experienced Paraplanner to join their team. The company provides comprehensive financial planning and discretionary management services to its clients, including investment advice, pension, protection, and holistic financial planning.Key Responsibilities:Provide...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £50,000 - £65,000Senior Paraplanner RoleWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to help the Paraplanning Manager with processes, technical cases, and overall team improvements.Key Responsibilities: Strong leadership skills, with an entrepreneurial spirit for idea...
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Financial Planning Professional
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a Financial Planning practice in Welwyn, seeking an experienced Paraplanner to join their team.Practice Overview:The company provides comprehensive financial planning and discretionary management services to its clients. They offer investment advice, pension, protection, and holistic financial planning for corporate and individual...
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Experienced Financial Planning Professional
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Paraplanner to join our Financial Planning practice in Welwyn. Our company provides comprehensive financial planning and discretionary management services to corporate and individual clients.Key Responsibilities:• Provide technical support to our team of financial planners• Maintain client files and ensure compliance...
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Senior Financial Planning Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner OpportunityWe are working with a highly successful Financial Planning and Investment Management practice who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and...
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Financial Planning and Analysis Manager
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Tesco Full timeAbout the RoleTesco is seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join its UK Central Finance team. As a key member of the FP&A team, you will play a crucial role in shaping the company's financial strategy and driving business success.Your primary responsibility will be to work collaboratively with cross-functional teams...
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Experienced Financial Planning Professional
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice based in Welwyn who are looking for an experienced Paraplanner to join their team.Background:The company provides comprehensive financial planning and discretionary management service to its clients. They provide investment advice, pension, protection, and holistic financial...
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Financial Business Partner
2 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Financial Staffing Solutions Full timeWe are partnering with a leading multinational supermarket to secure an experienced Finance Business Partner for their Customer team. This critical role will define and achieve both financial and non-financial objectives.Key Responsibilities:Carrying out detailed financial analysis and interpreting findings for senior colleagues.Supporting Customer teams...
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Experienced Financial Planning Professional
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Paraplanner to join our Financial Planning team in Welwyn. The successful candidate will provide technical support and maintain high standards of compliance procedures and client files.Duties and Responsibilities: Provide technical support to the team Ensure all compliance procedures and client files are maintained to a high...
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Financial Planning and Analysis Leader
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom ENGINEERINGUK Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at ENGINEERINGUK. As an FP&A Manager, you will play a key role in providing strategic financial insights and analysis to support business decision-making.Key ResponsibilitiesDesign and manage FP&A timelines, ensuring timely communication with...
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Senior Financial Planning and Analysis Manager
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Group Full timeJob Details: Financial Planning and Analysis ManagerAs a key member of the PayPoint Group team, you will be responsible for driving the business forward in a profitable manner, offering valuable insights and process improvement while taking the lead on financial matters and ensuring delivery of business and operational objectives.Key Responsibilities:Ensure...
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Strategic Financial Planning Manager
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom SRM RECRUITMENT LIMITED Full timeFP&A Manager Job DescriptionWe are seeking a highly skilled FP&A Manager to join our team at SRM RECRUITMENT LIMITED. As a key member of our finance team, you will be responsible for providing executive committee members with key performance indicators (KPIs) and analysis for performance appraisal against strategic plans.Key Responsibilities:Lead on annual...