Financial planning Work, Jobs in Somercotes, Dby (with Salaries)

Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planning and Analysis Accountant
Finance - Urban Playground Holdings —Nottingham
- £60,000 a year
- Full-time
- Budgeting
- Communication skills
Quick apply
Registration and Advice Officer
Social Work England —Sheffield
- £30,080 - £31,262 a year
- Full-time
- Hybrid work
- Databases
- Continuous improvement
- Mentoring
- Annual leave
- Life insurance
4d
Customer Liaison Officer
Network Plus —Alfreton
- Management
- Leadership
- Communication skills
Quick apply
Parts Sales Advisor
Mitchell Powersystems —Sutton-In-Ashfield
- £27,000 - £29,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Same Day Transport Planner
Bow Distribution —Riddings
- £35,000 a year
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Business Analyst (12 Month FTC)
Cooper Parry —Derby
- Organisational skills
- Agile
- Communication skills
Talent Acquisition Partner - Fixed Term until September 2027
MiningRemediation —Mansfield
- £39,346 - £43,718 a year
- Hybrid work
- Annual leave
10d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Contracts Analyst
Vaillant Group U.K. Ltd —Belper
- Full-time
- Databases
- Analysis skills
- Contracts
Marketing and Communications Officer
Diverse Academies —Loughborough
- £14,286.97 - £28,141.00 a year
- Part-time
- Organisational skills
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Finance Analyst
Lithia UK —Nottingham
- Data analysis skills
- Analysis skills
- Organisational skills
- Annual leave
- Employee discount
Quick apply
Finance Analyst
ONYX Insight —Nottingham
- Full-time
- CRM software
- Analysis skills
- Accounting
Quick apply
Urban Outfitters Visual Coordinator (NEW STORE) - Sheffield, UK
Urban Outfitters —Sheffield
- Full-time
- Merchandising
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Community Fundraising and Challenge Events Assistant
St John Ambulance —Chesterfield
- £24,479 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
SHEFFIELD – Junior to Lead Business Process, Automation & Change Roles for 2026
Vantage Point —Sheffield
- Hybrid work
- Software troubleshooting
- SQL
- Analysis skills
Local Buyer
Sherwin-Williams —Sheffield
- £29,215 - £37,360 a year
- Weekend availability
- English
- Analysis skills
- Travel
- Annual leave
- Flexible schedule
Business Support Coordinator | Sheffield
Knight Frank —Sheffield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
6d
Finance Manager
MSG Tours Ltd —Derby
- £38,000 - £48,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Human resources
- Communication skills
- Flexitime
- Work from home
Quick apply
8d
Marketing Communications and Content Executive
PKF Smith Cooper —Nottingham
- Full-time
- Hybrid work
- Organisational skills
- AI
- Communication skills
- Annual leave
- Employee discount
14d

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financial planning jobs near somercotes, dby

Financial Planning Associate - East Midlands

Atomos -
Nottingham

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Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial planning jobs in somercotes, dby

Financial Planning Associate - East Midlands

Financial Planning and Analysis Accountant

Registration and Advice Officer

Customer Liaison Officer

Parts Sales Advisor

Same Day Transport Planner

Business Analyst (12 Month FTC)

Talent Acquisition Partner - Fixed Term until September 2027

Financial Planning Administrator

Contracts Analyst

Marketing and Communications Officer

Finance Analyst

Finance Analyst

Urban Outfitters Visual Coordinator (NEW STORE) - Sheffield, UK

Community Fundraising and Challenge Events Assistant

SHEFFIELD – Junior to Lead Business Process, Automation & Change Roles for 2026

Local Buyer

Business Support Coordinator | Sheffield

Finance Manager

Marketing Communications and Content Executive

I want to receive the latest job alerts for financial planning in somercotes, dby

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