Financial Planning Specialist

5 hours ago

Cheltenham, Gloucestershire, United Kingdom enable Recruitment Full time
Financial Planning Specialist Opportunity

We are seeking a highly skilled Financial Planning Specialist to join our team at enable Recruitment. As a Financial Planning Specialist, you will play a key role in supporting our advisers in researching, analysing and preparing financial plans and reports for clients.

Key Responsibilities:
  • Support the development of financial plans and reports for clients, ensuring compliance with regulatory standards and best practices.
  • Conduct research and analysis to identify opportunities for clients to achieve their financial goals.
  • Collaborate with the advisory team to deliver high-quality financial planning services to clients.
  • Stay up-to-date with the latest changes and developments in the financial services industry, ensuring our clients receive the best possible advice.
Requirements:
  • At least a level 4 diploma in financial planning or equivalent, with a strong desire to achieve chartered status.
  • Minimum of two years' experience as a Paraplanner or similar role in the financial services industry, with a proven track record of delivering high-quality financial planning services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide clear recommendations.
What We Offer:
  • A competitive salary and bonus scheme.
  • A comprehensive benefits package, including pension, life insurance, income protection, and private medical insurance.
  • Ongoing professional training and development opportunities, to help you achieve your career goals.
  • A dynamic and culture-focused work environment, with a strong emphasis on teamwork and collaboration.

If you are a highly motivated and experienced Financial Planning Specialist looking for a new challenge, we would love to hear from you. Please submit your application, including your CV and a cover letter, to enable Recruitment.

  • Financial Planning Specialist

    1 day ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a Financial Planning Specialist, you will have the opportunity to work with a variety of clients, providing expert advice on financial planning and wealth management.Key ResponsibilitiesProvide financial planning advice to...

  • Financial Planning Specialist

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a Financial Planning Specialist, you will have the opportunity to work with a variety of clients, providing expert advice on financial planning and wealth management.Key ResponsibilitiesProvide financial planning advice to...

  • Financial Planning Specialist

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.The ideal candidate will have a minimum of 5 years...

  • Financial Planning Specialist

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning OpportunityWe are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.The ideal candidate will have a minimum of 5 years...

  • Financial Planning Specialist

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Job OpportunityCapio Recruitment is seeking an experienced Financial Planning Specialist to join their team.About the Role:The successful candidate will have a minimum of 5 years of experience in financial planning, with a Level 4 diploma in regulated financial planning and working towards chartered status.Key Responsibilities:Service an existing client...

  • Financial Planning Specialist

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Job OpportunityCapio Recruitment is seeking an experienced Financial Planning Specialist to join their team.About the Role:The successful candidate will have a minimum of 5 years of experience in financial planning, with a Level 4 diploma in regulated financial planning and working towards chartered status.Key Responsibilities:Service an existing client...

  • Financial Planning Specialist

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Job Title: Financial Planning SpecialistLocation: UKSalary: £50,000 - £80,000 + Additional BonusAbout the Company:Capio Recruitment is a leading recruitment agency specializing in financial services. We are passionate about connecting talented professionals with exciting career opportunities.This role offers a unique chance to join a reputable, Chartered...

  • Financial Planning Specialist

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Job Title: Financial Planning SpecialistLocation: UKSalary: £50,000 - £80,000 + Additional BonusAbout the Company:Capio Recruitment is a leading recruitment agency specializing in financial services. We are passionate about connecting talented professionals with exciting career opportunities.This role offers a unique chance to join a reputable, Chartered...

  • Financial Planning Specialist

    4 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunityCapio Recruitment is seeking an experienced Financial Planning Specialist to join their team. As a Chartered Financial Advisor, you will have the opportunity to work with a variety of clients, providing expert financial planning advice and guidance.Key Responsibilities:Provide financial planning advice to clients, including...

  • Financial Planning Specialist

    4 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Financial Planning OpportunityCapio Recruitment is seeking an experienced Financial Planning Specialist to join their team. As a Chartered Financial Advisor, you will have the opportunity to work with a variety of clients, providing expert financial planning advice and guidance.Key Responsibilities:Provide financial planning advice to clients, including...

  • Senior Financial Planning Specialist

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Career Opportunity: Financial Planning Expertise **About the Role** We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our Financial Planning division, you will be responsible for providing expert financial planning advice to our clients. **Key Responsibilities** * Provide comprehensive...

  • Senior Financial Planning Specialist

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Career Opportunity: Financial Planning Expertise **About the Role** We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our Financial Planning division, you will be responsible for providing expert financial planning advice to our clients. **Key Responsibilities** * Provide comprehensive...

  • Senior Financial Planning Specialist

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Career Opportunity: Financial Planning Expertise **About the Role** We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our Financial Planning division, you will be responsible for providing expert financial planning advice to our clients. **Key Responsibilities** * Provide comprehensive...

  • Senior Financial Planning Specialist

    5 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Career Opportunity: Financial Planning Expertise **About the Role** We are seeking an experienced Financial Planning Specialist to join our team at Capio Recruitment. As a key member of our Financial Planning division, you will be responsible for providing expert financial planning advice to our clients. **Key Responsibilities** * Provide comprehensive...

  • Senior Financial Planning Specialist

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced financial planning professional to join our team at Capio Recruitment. As a Chartered Financial Planning firm, we pride ourselves on offering our clients an outstanding service and providing opportunities for development and progression. **Key Responsibilities** * Cover all...

  • Senior Financial Planning Specialist

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced financial planning professional to join our team at Capio Recruitment. As a Chartered Financial Planning firm, we pride ourselves on offering our clients an outstanding service and providing opportunities for development and progression. **Key Responsibilities** * Cover all...

  • Senior Financial Planning Specialist

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    ## Financial Planning Opportunity ### Overview Capio Recruitment is seeking an experienced financial planning professional to join their team. This role offers a unique opportunity to work with an established, Chartered Financial Planning firm that prioritizes exceptional client service and staff development. ### Key Responsibilities * Provide...

  • Senior Financial Planning Specialist

    6 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    ## Financial Planning Opportunity ### Overview Capio Recruitment is seeking an experienced financial planning professional to join their team. This role offers a unique opportunity to work with an established, Chartered Financial Planning firm that prioritizes exceptional client service and staff development. ### Key Responsibilities * Provide...

  • Senior Financial Planning Specialist

    6 days ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    ## Financial Planning Opportunity ### Overview Capio Recruitment is seeking an experienced financial planning professional to join their team. This role offers a unique opportunity to work with an established, Chartered Financial Planning firm that prioritizes exceptional client service and staff development. ### Key Responsibilities * Provide...

  • Senior Financial Planning Specialist

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time £50,000 - £80,000

    ## Financial Planning Opportunity ### Overview Capio Recruitment is seeking an experienced financial planning professional to join their team. This role offers a unique opportunity to work with an established, Chartered Financial Planning firm that prioritizes exceptional client service and staff development. ### Key Responsibilities * Provide...