Financial Planner Jobs

Financial Planner

Professional and motivated Financial Planner to join a fantastic South West orga...

Location

United Kingdom , Exeter

Salary:

50000.00 - 60000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Excellent communication and presentation skills
Strong attention to detail with the ability to think analytically
A proactive learner with excellent problem-solving abilities
Demonstrated experience building and maintaining client relationships
Chartered status preferred (essential for top band salary)

Job Responsibility

Review and evaluate client's financial documents including income, expenses, and liabilities
Provide tailored advice on pensions, insurance, and investment planning
Deliver annual review meetings and maintain long-term client relationships
Monitor client's needs and adjust plans as required
Present and promote financial products and services where appropriate
Collaborate closely with colleagues across the team
Keep up to date with regulations, market practices, and new financial products

What we offer

Health insurance
Company pension scheme
Ongoing professional development and career growth opportunities
Structured support and sponsorship to achieve Chartered status

Fulltime

New

Financial Aid Planner

Come care with us at American Career College where you will meet with students a...

Location

United States , Richardson

Salary:

Not provided

American Career College

Expiration Date

Until further notice

Requirements

Minimum of 1 year’s experience as a customer service provider in a professional environment
Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function
Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively
Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor
May not be in default on a federal student loan or owe repayment on a federal grant
Consent to audio and video record student financial aid appointments and overviews for training and quality assurance purposes required
Associate's Degree from an accredited College or University preferred

Job Responsibility

Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling
Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now
Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same
Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file
Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling
Providing in-person student loan counseling for those who are unable to complete online counseling

What we offer

medical
dental
vision
flexible spending accounts
401(k) match
paid time off
holidays
parental leave
tuition reimbursement
adoption assistance

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Hessle

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Faversham

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

25 days annual leave
An extra day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days
Enhanced Maternity and Paternity pay

Fulltime

Wealth Planner

We are currently looking to appoint an individual who has direct experience work...

Location

United Kingdom , Lincoln

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of level 4 in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing the very best support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies

Job Responsibility

Form key client relationships and collaborate with Investment Managers to increase client engagement
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews
Growing your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations and cash flow modelling reports
Responsible for some general administrative tasks as part of the scope for this role
Liaising directly with the Client Liaison Administrators and Paraplanners to ensure a seamless client experience
Maintain competency via successful completion of your required ‘continuing professional development’ (CPD) hours

What we offer

25 days annual leave
An extra day of for your birthday!
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days
Enhanced Maternity and Paternity pay

Fulltime

Chartered Wealth Planner

We're looking for someone with at least 5 years direct experience working with c...

Location

United Kingdom , Abingdon

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Qualified to a minimum of Chartered in Regulated Financial Planning
Experiencing in managing private client relationships and providing financial advice
Knowledge across a range of products and asset classes
The ability to work with clients across all wealth bands and providing support and guidance to clients with little to no financial knowledge
Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
Experience in managing relationships and handling sensitive situations with tact and diplomacy
At least 5 years direct experience working with clients to provide holistic wealth and financial planning solutions

Job Responsibility

Form key client relationships with around 70 clients ranging from medium net worth to ultra-high net worth portfolios
Working directly with clients, providing a wide range of financial planning solutions and conducting annual reviews whilst providing that extra support and guidance
Grow your client bank organically through referrals and developing relationships with professional connections
Prepare, present and implement advice recommendations, cash flow modelling reports and provide bespoke servicing that is tailored to each individual client
Responsible for some general administrative tasks as part of the scope for this role
Working directly with a named Client Liaison Administrator and Paraplanner to ensure a first-class client experience

What we offer

26 days annual leave – including a day of for your birthday
Cycle to work scheme
Life Assurance
Private healthcare
2 paid volunteering days – per year
Enhanced Maternity and Paternity pay
Clear and transparent bonus structure for acquiring new clients and boosting your retention existing clients

Fulltime

Hybrid Cloud Business Planner

Defines, manages, and evaluates business plans to ensure they are operationally ...

Location

Mexico , Guadalajara

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically 6-10 years work experience in strategy, planning, operations, finance, or related functional area
advanced university degree (e.g., MBA) or demonstrable equivalent
extensive knowledge of research methodology for key business issues
excellent analytical thinking, technical analysis, and data manipulation skills
ability to leverage new analytical techniques to develop creative approaches to business analysis
extensive knowledge and understanding of how to analyze business problems using Excel, Access, statistical analysis, and financial modeling
strong business acumen and technical knowledge within area of responsibility
excellent verbal and written communication skills
very strong project management skills, including leading large, cross-functional initiatives
strong relationship management skills, including partnering and consulting

Job Responsibility

Leads complex data and business analyses to develop business plans, and identifies recommendations and insights
works independently to construct highly complex statistical and financial models to forecast business performance
establishes the metrics required to measure business performance, and develops the process for identifying and addressing performance gaps
manages complex, time-sensitive market research projects and prepares synthesized intelligence reports with clear implications
leads cross-functional teams across the entire span of business planning activities
contributes to priority projects by adding creative insights and developing recommendations
partners with business leaders to develop business plans and proactively identify new opportunities
develops go-forward business plan recommendations based on potential risks and returns
identifies cutting-edge analytical tools, models, and methods for making key business decisions.

What we offer

Comprehensive suite of benefits that supports physical, financial and emotional wellbeing
personal and professional development programs
unconditional inclusion environment.

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Financial Planner

Robert Half

Location:
United States, San Ramon

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 26, 2025

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