Strategic Financial Advisor
3 weeks ago
We are seeking a highly motivated Strategic Financial Advisor to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Paraplanning Professional to support our financial advisers in delivering exceptional client services.
As a key member of our team, you will play a vital role in supporting our Financial Planning Coordinators in providing high-quality client support and services. Your primary responsibilities will include:
- Producing comprehensive suitability reports using standard paragraphs and free text, ensuring accuracy and clarity.
- Writing suitability letters on various topics, including pensions, investments, mortgages, and protection, with a focus on meeting regulatory requirements.
- Preparing illustrations for multiple products, such as protection, and ensuring all necessary documentation is completed.
- Providing back-office administration support related to the paraplanning role, including updating client files and ensuring compliance with regulatory and company requirements.
- Staying up-to-date with industry developments through continuous professional development, both internally and externally.
- Liaising with Business Assurance to ensure cases are graded correctly and meet regulatory standards.
- Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and clients.
- A high standard of personal organization and time management, with a focus on delivering exceptional service.
- Experience working to targeted service standards and procedures, with a proven track record in delivering first-class client service.
- A good working knowledge of regulatory requirements, with a commitment to staying up-to-date with industry developments.
- Ambition and a goal-oriented mindset, with a desire to progress in your career and contribute to our team's success.
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Strategic Financial Advisor
1 month ago
Maidstone, Kent, United Kingdom BTA Full timeJob SummaryKent County Council's Finance Division is seeking a highly skilled and experienced individual to fill the role of Strategic Financial Advisor. As a key member of the Finance team, you will play a pivotal role in providing strategic financial advice, support, and challenge to the Council's central directorates.Key ResponsibilitiesProvide financial...
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Strategic Financial Advisor
1 month ago
Maidstone, Kent, United Kingdom Kent County Council Full timeAt Kent County Council, we are seeking a highly skilled and experienced Strategic Financial Advisor to join our Finance Division. As a key member of our team, you will play a pivotal role in providing strategic financial advice, support, and challenge to our services.The successful candidate will have a strong background in finance and a proven track record...
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Strategic Financial Advisor
4 weeks ago
Maidstone, Kent, United Kingdom Kent County Council Full timeRole OverviewKent County Council's Finance Division is seeking a highly skilled individual to provide strategic financial advice and support to central directorates. This role involves building direct working relationships with senior officials to support the Council's strategic ambitions.Key ResponsibilitiesProvide financial advice and support to central...
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Strategic Financial Partner
2 days ago
Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full timeAbout the RoleAs a Strategic Financial Partner, you will play a key role in the financial planning and management of your organisation. You will be responsible for preparing five-year financial plans for entities within the organisation, as well as preparing annual budgets that support the financial plan.This role requires excellent analytical and...
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Financial Advisor
3 days ago
Maidstone, Kent, United Kingdom Financial Divisions Full timeAbout Our ClientOur client is a well-established, Chartered independent wealth planning firm with offices across Kent. They provide comprehensive financial advice to high net worth individuals and businesses based in the South East region.With a strong presence in the local community, they offer expert guidance on pensions, investments, tax planning, cash...
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Strategic Financial Leadership Position
7 days ago
Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full timeJob OverviewThe role of Finance Director is a crucial part of our company's leadership team. We are seeking a highly skilled and experienced individual to oversee all financial operations, including budgeting, forecasting, and financial reporting.About the RoleThis is an exciting opportunity for a qualified accountant (ACA/ACCA/CIMA) to join our dynamic team...
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Strategic Financial Operations Lead
7 days ago
Maidstone, Kent, United Kingdom Apogee Corporation Limited Full timeWe are seeking an exceptional Strategic Financial Operations Lead to support the Head of FP&A in delivering financial and non-financial insights. This role focuses on variance analysis, budgeting, and forecasting for sales departments.The successful candidate will be responsible for building strong relationships with senior executives and finance teams. They...
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Strategic Financial Business Partner
2 weeks ago
Maidstone, Kent, United Kingdom Apogee Corporation Limited Full timeWe are seeking a Strategic Financial Business Partner to support the Head of FP&A in delivering financial and non-financial insights, focusing on variance analysis, budgeting, and forecasting for sales departments.Key Responsibilities:Build strong relationships with senior executives and finance teams.Meet tight reporting deadlines, ensuring full accounts by...
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Senior Mortgage Advisor
9 hours ago
Maidstone, Kent, United Kingdom Premier Jobs UK Full timeSenior Mortgage Advisor PositionWe are seeking a highly experienced Senior Mortgage Advisor to join our team in the Medway / Maidstone area. As a Senior Mortgage Advisor, you will play a key role in driving business growth, developing strategic relationships, and delivering exceptional results.Key Responsibilities:Drive business growth through new business...
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Strategic Financial Planning Manager
2 days ago
Maidstone, Kent, United Kingdom CV-Library Full timeThis is a part-time position for a seasoned Finance professional to oversee the financial operations of our Transport & Distribution company. The ideal candidate will have experience in managing financial health, providing financial advice, and driving business growth.Key ResponsibilitiesManage financial operations, ensuring timely and accurate financial...
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Strategic Finance Director
2 days ago
Maidstone, Kent, United Kingdom Morepeople 01780 Full timeJob Title: Strategic Finance DirectorAbout the Role:Morepeople 01780 is seeking an experienced and skilled Strategic Finance Director to lead our operational programs, ensure financial accuracy, and oversee accounting records. This role requires a strategic thinker who can develop and manage annual budgets while maintaining financial integrity.
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Maidstone, Kent, United Kingdom Page Personnel Full timePage Group is currently recruiting for a number of Management Accountant roles across East Kent.About the RoleThe ideal candidate will have strong financial and business awareness, with the ability to analyse data and provide strategic recommendations. Proficiency in accounting software and Microsoft Office Suite is also required.Description of...
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Organisation Finance Advisor
3 days ago
Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full timeYour Career OpportunityWe are seeking an experienced Organisation Finance Advisor to join our team. As a key member of the leadership team, you will be responsible for providing financial advice and guidance to support business decisions. This will involve preparing five-year financial plans for entities within the organisation, as well as preparing annual...
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Financial Controller
2 weeks ago
Maidstone, Kent, United Kingdom Kamro Ltd Full timeAbout Kamro Ltd:Kamro Ltd is an established company in the Mechanical and Electrical industry, renowned for delivering high-quality services across various sectors. With a strong emphasis on innovation and customer satisfaction, they pride themselves on their collaborative work culture, where every team member's input is valued.About the Role:This is a key...
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Senior Finance Director for Strategic Growth
3 days ago
Maidstone, Kent, United Kingdom Commercial Services Interim & Executive Search Full timeAbout the Role:As a key member of our client's central finance team, you will play a crucial role in delivering strategic and operational finance services across their network of sites. With a proven track record in financial management, you will help maintain and enhance the financial health of the organisation, ensuring high standards and regulatory...
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Strategic Delivery Lead
4 weeks ago
Maidstone, Kent, United Kingdom PeoplePlus Full timeThe RoleWe are seeking a highly skilled Strategic Delivery Lead to join our team at PeoplePlus. As a key member of our delivery team, you will be responsible for leading and driving the performance of our new delivery team based in Kent.You will oversee all aspects of the Multiply contract, including learner and employer attraction, programme delivery and...
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Corporate Finance Advisor
4 weeks ago
Maidstone, Kent, United Kingdom TPF Recruitment Full timeTPF Recruitment is seeking a highly skilled Corporate Finance Executive to join their team of expert advisors. The ideal candidate will have extensive experience in audit and corporate finance, with a strong analytical mindset and a desire to progress within the field.The successful candidate will work closely with clients to provide independent expert...
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Strategic Financial Planning Specialist
2 days ago
Maidstone, Kent, United Kingdom CV-Library Full timeMaidstone, Kent-based CV-Library is recruiting a Senior Finance Planner to lead the organization's financial planning efforts.Key Responsibilities:Oversee the maintenance of the 30-year business plan, ensuring timely updates and scenario planning.Develop and submit the FFR Return to the Regulator of Social Housing.Analyze key drivers impacting business...
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Strategic Corporate Finance Advisor
5 days ago
Maidstone, Kent, United Kingdom TPF Recruitment Full timeAbout TPF RecruitmentTPF Recruitment is a leading firm of chartered accountants based in Maidstone, Kent. We are currently recruiting for an experienced Corporate Finance Senior to join our team.Job DescriptionWe are seeking a highly skilled and ambitious individual with extensive audit experience or corporate finance expertise to take on a challenging role...
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Corporate Finance Advisor
1 month ago
Maidstone, Kent, United Kingdom TPF Recruitment Full timeTPF Recruitment is seeking a highly skilled Corporate Finance Executive to join their team of corporate finance advisors. The ideal candidate will have a strong background in audit and corporate finance, with a desire to progress within the field.The successful candidate will work closely with clients, funders, and intermediaries to execute transactions,...