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Planning Consultant
1 day ago
Social Value Portal Ltd London, United Kingdom**Join Our Trailblazing Team**: Become a Consultant in Planning (Real Estate) at Social Value Portal and Shape the Future Enjoy a flexible hybrid working model, 25 days of annual leave plus your birthday off, private medical insurance, enhanced parental leave, and more. Discover ...
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Planning Consultant
2 days ago
Mott MacDonald London, United Kingdom**Do you want to work for a company whose purpose is to improve society by considering social outcomes, and to transform businesses, communities, and opportunities for its employees? Mott MacDonald is a global consultancy whose people do exactly that.** · **The Role** · Reporting ...
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Planning Consultant
1 day ago
Mott MacDonald London, United KingdomPlanning Consultant - Highways · **Country**:United Kingdom**Position Location**:London, United Kingdom**Contract Type**:Permanent**Work Pattern**:Full Time**Sector**:Advisory**Discipline**:Project programme and commercial management**Job Ref**:1158**Recruiter Contact**:Laura Shi ...
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Planning Consultant
1 week ago
SearchWorks London, United Kingdom**WHO ARE WE** · One of the UKs leading Project Controls Consultancies, working with Microsoft, Arup and National Grid to help manage their construction projects. With global clients there may be opportunities to travel if that is of interest to you, they have completed work thro ...
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Planning Consultant
3 days ago
Macdonald & Company London, United Kingdom**Location**: · **London** · **Salary**: · ** ** · **Job Type**: · **Permanent** · **Reference**: · **65130** · **Job Summary**: Are you a driven and ambitious Planner looking to make a move and work on major developments across the UK? Want to push yourself to the next level and ...
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Town Planning Consultant
1 hour ago
Mattinson Partnership London, United KingdomA leading, expanding London based planning and land consultancy is expanding its London office and is recruiting for an ambitious Town Planning Consultant. · **Role & Company** · - This consultancy work across a wide range of developments, focusing mostly in London and the home C ...
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Estate Planning Consultant
6 days ago
The Honey Legal England, United KingdomHoney Legal is looking for talented Estate Planning Consultants across the whole of England and Wales. · - Throughout England and Wales · - OTE £30-80k+ · **A Rewarding Career**: · A consultant role with the Honey is an extremely rewarding career. Working with a dynamic company s ...
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Junior Planning Consultant
1 day ago
Social Value Portal Ltd London, United KingdomEmbark on a Transformative Career as a Junior Consultant in Planning (Local Needs) at Social Value Portal Enjoy a flexible hybrid working model, 25 days of annual leave plus your birthday off, private medical insurance, enhanced parental leave, and more. Discover the full range o ...
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Planning Permission Consultant
1 week ago
Tranquil Landscapes Ltd East Worldham, United Kingdom**About Us**: · Tranquil Landscapes is a dynamic and innovative construction and landscape company dedicated to providing amazing outdoor spaces for its clients. We pride ourselves on our commitment to excellence and sustainable development in all our projects. · We are currently ...
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Plan Zero Consultant
1 week ago
Akton Recruitment London, United Kingdom**Location**: London/hybrid · **Salary**: Up to 50k · **Job Type**: Permanent - Full time · How you will make Plan Zero happen · The client is passionate about bringing about positive change for our customers and aspires to be their decarbonisation partner as they embark on the j ...
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Planning Consultant London
1 day ago
Penguin Recruitment Ltd London, United Kingdom**Planning Consultant / Senior Consultant** · **London** · Penguin Recruitment is delighted to present an excellent opportunity for a Consultant/Senior Consultant to join a world-renowned Engineering firm as part of their growing Environment and Consents nationwide team. · This p ...
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Planning Analytics Consultant
1 week ago
Lorien London, United KingdomPlanning Analytics Consultant - Senior Level · Up to £70,000 per annum based on experience + company benefits · Completely remote role working from home Mon to Fri - having to travel to contact centres on occasion, if needed. · We are working with one of the major consulting firm ...
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Planning Analytics Consultant
1 week ago
Lorien London, United KingdomPlanning Analytics Consultant - Mid Level · Up to £60,000 per annum based on experience + company benefits · Completely remote role working from home Mon to Fri - having to travel to contact centres on occasion, if needed. · We are working with one of the major consulting firms i ...
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Town Planning Consultant
1 day ago
Hunter Dunning London, United KingdomLocation South West England · - Type Permanent · - Salary Negotiable · - Ref 13755 · **Town Planning Consultant Job Nationwide** · **I have a number of Town Planning Consultant jobs available with a growing planning consultancy. This planning consultancy are looking to partner wi ...
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Solution Consultant Planning
1 week ago
Workday London, United KingdomYour work days are brighter here. · At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us a ...
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Financial Planning Consultant
1 day ago
eFinancialCareers London, United Kingdom**Location: England (Home Workers)** · **What the Hiring Manager Says** · "This is an opportunity for a Financial Planner to join a team in its transformational phase, in a business committed to delivering exceptional client outcomes through the means of remote communication meth ...
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Workforce Planning Consultant
6 days ago
Venn Group London, United Kingdom**Contract Opportunity** · **Workforce Planning Consultant (strategy and performance)** · **Location**: London, Hybrid (two days a week on site) · **Rate**: £450 - £500 per day · **Length**:4 - 6 months · **Job duties**: · - Work alongside colleagues in Transformation, HR and acr ...
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Financial Planning Consultant
1 week ago
JJ SEARCH LIMITED Guildford, Surrey, United KingdomJob Description 28-35K Salary (depending on experience) · A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals · This is an exciting opportunity for an individual to be part of a team perf ...
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Financial Planning Consultant
14 hours ago
JJ SEARCH LIMITED Guildford, Surrey, United Kingdom28-35K Salary (depending on experience) · A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals · This is an exciting opportunity for an individual to be part of a team performing various ad ...
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Financial Planning Consultant
1 week ago
JJ SEARCH LIMITED Guildford, Surrey, United Kingdom25-30K Salary (depending on experience)The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performi ...
Financial Planning Consultant - Guildford, Surrey, United Kingdom - JJ SEARCH LIMITED
Description
25-30K Salary (depending on experience)A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals
This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.
The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors.
The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers.
The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.
Process new business including submission, follow up of medicals if required, income management and distributing policy documents to clients.
The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.
Client Administration experience - either from financial planning, wealth management, investment management background.Good knowledge of financial planning, such as products like pensions and investments.
Strong time management skills and able to meet deadlines
Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)