Current jobs related to Senior Financial Planner Assistant - Cambridge, Cambridgeshire - Blakemore Recruitment

  • Senior Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom CV Library Full time

    Vacancy Summary Job Title: Senior Planner Job Type: Permanent Job Ref: Location: Start Date: Salary: \u00a375k-\u00a380k basic plus competitive package Company & Project: A successful and profitable Main Contractor with a long track record of delivering projects in the region have a new requirement for a Senior Planner to join their business on a...

  • Financial Planner

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planner RoleIn light of Progeny's continued growth, an opportunity has arisen for an experienced Financial Planner to join the evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high...

  • Financial Planner

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

  • Financial Planner

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our evolving team at The Progeny Group. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and ultimately take over established client relationships with High Net Worth (HNW) and Very High Net...

  • Financial Planner

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Progeny Full time

    Financial Planner OpportunityWe are seeking an experienced Financial Planner to join our evolving team at Progeny, a leading provider of independent financial planning, asset management, tax, HR, and private and corporate legal services.Key ResponsibilitiesDevelop and implement comprehensive financial plans for high net worth and very high net worth clients,...

  • Financial Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom The Progeny Group Full time

    Financial Planning OpportunityProgeny Wealth is seeking an experienced Financial Planner to join its evolving team. As part of ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with high net worth and very high net worth clients.The ideal...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom supplychainonline.co - Jobboard Full time

    Senior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will play a key role in leading and managing small to medium-sized projects, working closely with clients and colleagues to deliver high-quality results.Key ResponsibilitiesDevelop and implement...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom fish4.co - Jobboard Full time

    Senior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, including writing and approving technical reports, project managing schemes, and client liaison.Key Responsibilities:Develop...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom fish4.co - Jobboard Full time

    Senior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, including writing and approving technical reports, project managing schemes, and client liaison.Key Responsibilities:Develop...

  • Senior Financial Planning Specialist

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

  • Senior Transport Planner

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Ltd Full time

    {"title": "Senior Transport Planner", "description": "Job Title: Senior Transport PlannerAward-winning Civil Engineering and Transport Planning consultancy is seeking a Senior Transport Planner to join their team in Cambridge.About the RoleAs a Senior Transport Planner, you will lead and manage small to medium-sized projects, working closely with clients and...

  • Senior Transport Planner

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Ltd Full time

    {"title": "Senior Transport Planner", "description": "Job Title: Senior Transport PlannerAward-winning Civil Engineering and Transport Planning consultancy is seeking a Senior Transport Planner to join their team in Cambridge.About the RoleAs a Senior Transport Planner, you will lead and manage small to medium-sized projects, working closely with clients and...

  • Senior Financial Planning Specialist

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time £35,000 - £50,000

    We are seeking a highly experienced Senior Paraplanner to join our team at Cooper Lomaz Recruitment Ltd. This is a pivotal role that requires direct communication with advisers and clients.The successful candidate must have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor. Key responsibilities include collaborating with...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Ltd Full time

    Senior Transport PlannerAldwych Consulting Ltd is seeking a highly skilled Senior Transport Planner to join their team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, preparing technical reports, and project managing schemes.Key Responsibilities:Write, check, and approve technical...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Aldwych Consulting Ltd Full time

    Senior Transport PlannerAldwych Consulting Ltd is seeking a highly skilled Senior Transport Planner to join their team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, preparing technical reports, and project managing schemes.Key Responsibilities:Write, check, and approve technical...

  • Senior Financial Planner

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Allerton Park Recruitment Solutions Full time

    Role Overview: We are working with a renowned National firm of Financial Planners seeking to grow their team. The company offers a strong flow of leads focused on the Medical and Dental Professions, with no initial client follow-up required. Key Responsibilities: As a Financial Planner, you will be involved in speaking at seminars, identifying new business...

  • Senior Transport Planner

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom ALDWYCH CONSULTING LTD Full time

    Job Title: Senior Transport PlannerCompany: Aldwych Consulting LtdLocation: CambridgeJob Type: Full-timeSalary: £40,000 - £50,000About the Role:We are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, including...

  • Senior Financial Planning Specialist

    7 days ago

    Cambridge, Cambridgeshire, United Kingdom Cooper Lomaz Recruitment Ltd Full time

    Job Role: Cooper Lomaz Recruitment Ltd is seeking a highly skilled Senior Paraplanner to support their team in delivering exceptional financial services. The ideal candidate will have extensive experience working as a Paraplanner or Financial Planner, with a proven track record of developing comprehensive financial plans and strategies. Key Responsibilities:...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom supplychainonline.co - Jobboard Full time

    Senior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, including writing and checking technical reports, preparing appeal documentation, and project managing schemes.Key...

  • Senior Transport Planner

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom supplychainonline.co - Jobboard Full time

    Senior Transport Planner OpportunityWe are seeking a highly skilled Senior Transport Planner to join our team in Cambridge. As a Senior Transport Planner, you will be responsible for leading and managing small to medium-sized projects, including writing and checking technical reports, preparing appeal documentation, and project managing schemes.Key...

Senior Financial Planner Assistant

2 months ago

Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time
Senior Paraplanner Opportunity

Blakemore Recruitment is assisting a forward-thinking and vibrant IFA in Cambridgeshire in their search for a skilled Senior Paraplanner to join their team. This company offers ethical and honest solutions to help clients achieve their financial goals. With extensive experience built over many years, they have earned an enviable reputation in the market.

Key Responsibilities:
  • Supporting Financial Planners: Assist in research and analysis to meet client needs and objectives.
  • Preparing Client Plans: Support Financial Planners in preparing client financial plans and suitability reports.
  • Business Development: Promote the profile of the business within the profession and wider communities.
  • Internal Relationships: Develop and maintain internal relationships to help maintain business flow and meet agreed targets.
  • Financial Analysis: Prepare and compile financial analysis data.
  • Cash Flow Analysis: Analyze client data and prepare cash flow analyses.
  • Recommendations: Compile financial planning recommendations and suitability reports.
  • Support Services: Provide support for Financial Planners and ensure all regulatory and compliance standards are met.
  • Liaison: Liaise with product providers and other relevant third parties.
  • Client Presentations: Assist Financial Planners with client presentations and other activities as agreed.
  • Application Preparation: Prepare applications for submission.

If you believe you are well-suited for this role, please apply to be considered.