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Financial Planner
13 hours ago
Idex Nottingham, United KingdomFinancial Planner opportunity with an award-winning top tier integrated Wealth Management practice. · As one of the largest UK Wealth Managers and Professional Services firms they have the depth, breadth and financial resource to develop a market leading client proposition and su ...
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Chartered Financial Planner
3 days ago
Independent Resourcing Consultancy West Bridgford, United KingdomOur client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement.They are also one o ...
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Assistant Financial Planner
1 day ago
Mazars Nottingham, United Kingdom**Assistant Financial Planner - Private Client** · At Mazars we believe you should be part of a team where you will make a direct impact. We offer you the scope to influence the direction of the firm, in an environment dedicated to lifelong personal and professional development, ...
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Financial Planner
3 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in buildin ...
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Financial Planner
3 days ago
mbf Nottingham, United KingdomJob Description · Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who spe ...
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Financial Planner
2 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingSalary negotiable, from £80,000 to £120,000 plus a discretionary bonusMBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tail ...
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Financial Planner
3 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modelling Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building ...
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Financial Planner
1 day ago
mbf Nottingham, United KingdomJob Description Financial Planner - Nottingham - HNW clients - holistic financial planning & modelling · Salary negotiable, from £80,000 to £120,000 plus a discretionary bonus · MBF are currently working with a boutique, award winning firm of holistic Financial Planners who spe ...
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Financial Planner
2 days ago
mbf Nottingham, United KingdomFinancial Planner - Nottingham - HNW clients - holistic financial planning & modellingSalary negotiable, from £80,000 to £120,000 plus a discretionary bonusMBF are currently working with a boutique, award winning firm of holistic Financial Planners who specialise in building tail ...
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Financial Planner
20 hours ago
Energy Jobline CVL Nottingham, United KingdomSenior Financial Planner · Location: Nottingham, UK · Job Conditions: Full-time, Permanent · Benefits Include: · * Group benefits: pension, death in service, income protection, and private medical insurance. · * Discretionary bonus. · * City centre location with car parking ...
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Financial Planner
3 days ago
mbf. Nottingham, United Kingdom Part time, Full timeFinancial Planner - Nottingham - holistic financial planning & modelling · Salary negotiable depending on experience and qualifications · MBF are currently working with a boutique, award winning firm of holistic, Chartered Financial Planners who specialise in building tailored fi ...
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Financial Planner I
1 day ago
IDEX Consulting Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. · You will play a significant role in steadil ...
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Senior Financial Planner
1 day ago
Idex Nottingham, United KingdomMy client is seeking an experienced Senior Financial Planner to join their growing team. · You will become the trusted Adviser for a group of HNW/UHNW clients with complex financial needs, who expect an exceptional level of service. · This will be met through regular review meeti ...
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Paraplanner (Hybrid)
3 days ago
CAPIO RECRUITMENT LIMITED Grantham, United Kingdom**Job Title: Paraplanner (Hybrid)** · **Salary: £30,000 - £40,000** · **Location: Grantham** · A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong pres ...
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IDEX Consulting Nottingham, United KingdomA national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning. · With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment ...
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IDEX Consulting Nottingham, United KingdomA national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning. · With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment ...
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Idex Nottingham, United KingdomA national wealth management firm are looking to make a senior hire into their Nottingham offices due to succession planning. · With an upcoming retirement of a Senior Advisor this year, the business are looking to recruit an established professional within either the investment ...
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Ifa Administrator
13 hours ago
Ortus PSR Nottingham, United KingdomThis firm has a strong ethos of growth, kindness and collaboration. That's why this practice is recognised as one of the** top financial planning companies to work for**, they have **Chartered Financial Planner** status and areregularly judged to be a** Top 100 Financial Planning ...
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Ifa Administrator
3 days ago
Ortus PSR Nottingham, United KingdomThis firm has a strong ethos of growth, kindness and collaboration. That's why this practice is recognised as one of the** top financial planning companies to work for**, they have **Chartered Financial Planner** status and are regularly judged to be a** Top 100 Financial Plannin ...
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Paraplanner
13 hours ago
GCB Agency Recruitment Nottingham, United KingdomOur clients, an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals are looking for an experienced Paraplanner to join their successful team. · **The responsibilities of the Paraplanner will include**: · - You ...
Financial Planner - Grantham, Lincolnshire, United Kingdom - Casfin
1 week ago
Description
Join our leading financial planning team in Lincolnshire
Are you looking for an exciting role in a thriving financial planning business in Grantham, Lincoln or its surrounding towns? At Castlegate, we are always on the watch for experienced financial planners who can help us continue to excel in our service to clients.
As a Chartered business, we have carefully built a reputation for excellence in the area. We are deeply committed to client satisfaction and continuous improvement. By including more talented individuals in our team, we hope to make even more of a difference to the lives of our clients.
Our financial planning jobs in Lincolnshire offer a range of benefits including career growth opportunities, a chance to build meaningful relationships with clients and staff, a collaborative work environment and a healthy work-life balance.
The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.
At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.
This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.
I enjoy working with clients to help them achieve financial peace of mind and security for themselves and their families. Many people work and save hard, but don't always know if they are on the right path or if they will be able to achieve their goals. They may also have worries about what might happen if things go wrong and can be unsure how to plan and protect themselves against this.
I enjoy working with the client to produce cashflow models to provide them with a pictorial view of what their future may look like, the impact of unforeseen circumstances, and how they can negate the risk of these. My favourite part of the job is seeing the change that the implemented planning makes to the client's confidence, mental wellbeing and lifestyle.
Chartered Status
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth...
Mr M Crush
"I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient."
Mr M Day
"I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product."
Mr A & Mrs V Trumper
"With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice."
'I'm very grateful and value what you do for me".
Mr W & Mrs S Oakes
"We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan."
Mr S Weedon
"I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service."
Mrs J Kirk
"Thank you for looking after our investments, your help has been much appreciated."
Mrs I Morland
"Thank you for your support and advice over 20+ years. It's always been a comfort to know you have been at the other end of the phone."
Mr M Crush
"I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient."
Mr M Day
"I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product."
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
Find out more
If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on or book a consultation below.
Castlegate Financial Management Limited is registered in England No Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No
The guidance and/or advice contained within the website
is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please visit
.
Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to,
can be found at .
Registered Address: Castlegate Financial Management Ltd, 8 Castlegate, Grantham, Lincs, UK, NG31 6SE.
Registered in UK, No: UK VAT Registration Number:
