Expert Financial Planning Specialist

Job Title: Financial Planner Reporting to: Premier Planning Manager Department: Planning About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession...

Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our Financial Planning team. The ideal candidate will possess strong analytical and problem-solving skills, with the ability to communicate complex financial information effectively.The successful candidate will be responsible for providing expert advice on...

Reporting to: Head Of Financial PlanningDepartment: PlanningAbout Prosperous FinancialAt Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on...

About the RoleTax Expert - Financial Planning SpecialistOur client, a global manufacturing leader in various sectors such as automotive and healthcare, seeks an experienced Tax Expert to join their team. As a key member of the financial planning department, this role will play a vital part in ensuring accurate and timely tax reporting.Key...

Financial Planning ExpertWe are seeking a highly skilled Financial Planning Expert to join our team. This role will involve providing expert advice on pensions, life cover, savings, and investments to clients.Main Responsibilities:Meet with new and existing clients to assess their financial planning needsProvide in-depth analysis of client situations and...

Job OverviewAs a highly motivated and performance driven individual, you will play a key role in delivering exceptional customer experiences. You will be responsible for providing expert advice to customers on a broad range of financial needs, particularly in the areas of protection, investment, savings, and pensions.Key Responsibilities:Provide expert...

Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team. They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and...

Job TitleA highly skilled Financial Planning Manager is required to lead and develop a team of Private Client Consultants, providing expert financial planning services and driving business growth.Key Responsibilities:- Lead and mentor a high-performing team of Private Client Consultants- Develop and implement best practices for financial planning and...

Financial Planning Consultant, CFP About the Role: A leading firm is expanding its Wealth and Employee Benefits division, creating an exciting opportunity for a Financial Planning Consultant to join their growing team.They are known for their independent approach, placing client needs at the centre of their decision-making, with a collaborative and...

Job Title: Financial Planning SpecialistAbout the Role:This is an exciting opportunity to work as a Financial Planning Specialist where you will play a vital role in supporting the General Manager and financial teams. Your primary responsibility will be to prepare regular accounts from sites, working closely with the GM on procurement analysis and...