Financial Planning Manager
3 weeks ago
We are seeking a skilled Financial Planning Manager to join our team in Staffordshire.
This pivotal role will bridge the gap between senior advisers and the technical planning support team, ensuring smooth running and efficiency of the company.
The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, with exposure to managing clients of all variety within wealth planning.
Key Responsibilities include supporting a team of Financial Advisers and Chartered Financial Planners, conducting data analysis and research, and streamlining processes to enhance efficiency and productivity.
A competitive salary up to £65,000 (negotiable dependent on skill-set and qualifications), pension scheme, flexible working options, and ongoing career professional development make this a unique opportunity.
Skill requirements include ability to coach and motivate a team, Level 6 Chartered or willingness to become CF30 qualified, and a passion for technical paraplanning support.
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Financial Planner
5 days ago
Staffordshire, United Kingdom Quilter Financial Planning Full time**The Company** At Quilter Financial Planning, we are delighted to be working with an exceptional financial planning business, and we are looking for a dedicated individual to join our team, who will offer tailored financial planning advice, focusing on pensions and investments. **The Role** As a Financial Adviser you will be working closely with our...
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Senior Financial Planning Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...
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Financial Planning Support Director
3 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Summary:Recruit UK | Certified B Corp` is seeking a highly skilled Financial Planning Support Director to lead our financial planning support team. As a key member of our team, you will be responsible for providing technical paraplanning support and assisting with client engagement.Key Responsibilities:LEAD A TEAM OF FINANCIAL ADVISERS AND CHARTERED...
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Financial Planning Team Lead
3 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeKey ResponsibilitiesAs a Financial Planning Team Lead, you will be responsible for managing the financial planning support team.Key responsibilities will include streamlining and implementing new processes to enhance efficiency and productivity.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years.The salary range for this...
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Senior Financial Planning Coordinator
3 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description:Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.About the Job:The job involves providing technical...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about supporting individuals and businesses achieve their property ambitions by making finance work for...
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Wealth Planning Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeWealth Planning ManagerA prestigious client in Staffordshire is seeking a skilled Paraplanner Manager to bridge the gap between senior advisers and technical planning support teams. This pivotal role will be key to the smooth running and efficiency of the company, encompassing technical paraplanning, team management, and support to the Financial Planning...
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Technical Planning Support Manager
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionAs a Technical Planning Support Manager, you will be responsible for supporting a team of Financial Advisers and Chartered Financial Planners, assisting with client engagement, conducting data analysis and research, providing technical paraplanning support, and managing the financial planning support team.You will play a key role in...
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Financial Planning Support Director
3 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTechnical Paraplanning Manager RoleWe are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.The...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description 14 month fixed term contract.Managing one of our IT Delivery Teams Join as we implement our company wide £60m CRM solution Competitive base salary and generous annual bonus Health Cover/ local gym access We are Together -Proud to be a Financial Services success story based in South Manchester.Established in 1974, we employ around 800...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together.For over 50 years, we've helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to lending.That means we take the time to understand our customers and find a property finance solution that works for them.Our door is always open, so we can often help when other...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description Benefits of working at Together 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays Free access to company holiday homes Buy & sell holidays Discretionary annual bonus plus an additional Shared Reward Bonus Matched pension contribution Health cash plan plus Private medical insurance...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description Learn more about the general tasks related to this opportunity below, as well as required skills.We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together.For over 50 years, we've helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to lending.That means we take the time to understand our customers and find a property finance solution that works for them.Our door is always open, so we can often help when other...
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East Staffordshire, United Kingdom Together Financial Services Limited Full timeCompany Description We're Together - the market leading property finance experts with an entrepreneurial spirit.Based in Cheadle, South Manchester, we've been established since in 1974 and have built a team of over 750 colleagues, who are passionate about supporting individuals and businesses achieve their property ambitions by taking a common-sense approach...
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Senior Financial Crime Analyst
3 weeks ago
East Staffordshire, United Kingdom Together Financial Services Limited Full timeSenior Financial Crime Analyst Lakeside, Cheadle SK8, UK Full-time Working Hours: Standard (09:00am-17:30pm) Department: Financial Crime Office Based Contract type: Fixed Term Benefits working at Together 26days holiday (increasing with service), plus bank holidays Buy & sell holidays Discretionary annual bonus Matched pension contribution Life assurance...
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Financial Director
3 weeks ago
Staffordshire, United Kingdom Winsearch Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team. As a key member of our Senior Management team, you will play a crucial role in driving financial strategy and governance across the business.The successful candidate will be responsible for managing all aspects of the Finance team, ensuring tasks are effectively allocated,...
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Technical Planning Lead
4 weeks ago
Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full timeRole SummaryWe are seeking a highly skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners.The ideal candidate will have a strong background in paraplanning, including experience in managing clients and supporting...
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Financial Controller
1 month ago
Staffordshire, United Kingdom Winsearch Full timeFinancial Controller Cannock, Staffordshire Up to £63,000 DOE Monday to Thursday 8:00-16:30 Friday 8:00-13:00 Financial Controller The Role Manage all aspects of the Finance team to ensure tasks are effectively allocated, completed and workload is balanced to meet the needs of the business. Participate as a member of the Senior Management team to...
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Financial Controller
1 week ago
Staffordshire, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are working exclusively in partnership with a hugely profitable and established manufacturing business in Staffordshire, who are on the lookout for a Financial Controller to lead the Finance division. This business has deep rootsin Staffordshire and have been manufacturing their products for over 150 years, supplying their products...