Financial planning Work, Jobs in Derby, Eng (with Salaries)

Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Financial Planning and Analysis Accountant
Finance - Urban Playground Holdings —Nottingham
- £60,000 a year
- Full-time
- Budgeting
- Communication skills
Quick apply
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
8d
Transport (Admin) Coordinator
Greggs —Derby
- £39,817 a year
- Nights as needed
- Time management
- Annual leave
- Employee assistance programme
Quick apply
8d
Financial Planning & Analysis Business Partner
Flint Bishop —Derby
- Full-time
- Writing skills
- Computer skills
- Leadership
- Free parking
- Employee discount
Quick apply
Supply Chain Planning Assistant
Aldi —Atherstone
- £37,545 - £43,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Continuous improvement
- Time management
- Annual leave
- Sick pay
Business Analyst (12 Month FTC)
Cooper Parry —Derby
- Organisational skills
- Agile
- Communication skills
Finance Manager Inclusion
Derby City Council —Derby
- £56,475 - £61,133 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
2d
Procurement & Contract Compliance Manager
Derby City Council —Derby
- £50,269 - £53,460 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee assistance programme
4d
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
6d
Customer Experience Consultant (Supply Chain Planning)
Maersk —Derby
- Full-time
- Microsoft Word
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
CRM Manager
Riviera Travel —Burton-On-Trent
- Up to £55,000 a year
- Full-time
- Hybrid work
- Team management
- Travel
- In-person
- Work from home
- Employee assistance programme
Quick apply
Finance Analyst
ONYX Insight —Nottingham
- Full-time
- CRM software
- Analysis skills
- Accounting
Quick apply
Admin Operations Team Leader
Greene King Corporate - BRA_001 —Burton-On-Trent
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
8d
Senior Commercial Insights Manager
East Midlands Railway —Derby
- £66,000 a year
- Hybrid work
- Analysis skills
- Team management
- Employee discount
- Flexible schedule
2d
Commercial Analyst
NHS Supply Chain —Nottingham
- £37,502 - £41,669 a year
- Hybrid work
- Budgeting
- Employee assistance programme
- Life insurance
1d
Business Support Officer
KAYANX GROUP LTD —Nottingham
- £32,000 - £44,000 a year
- Full-time
- Administrative experience
- Human resources
- Recruiting
Quick apply
12d
Finance Analyst
Specsavers —Nottingham
- Up to £30,000 a year
- Full-time
- Analysis skills
- Analytics
5d
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply

I want to receive the latest job alerts for financial planning in derby, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planning jobs near derby, eng

Financial Planning Associate - East Midlands

Atomos -
Nottingham

Apply Now

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 derby, eng

Financial Planning Associate - East Midlands

Financial Planning Administrator

Financial Planning and Analysis Accountant

Financial Planning Administrator / Wealth Management Administrator

Transport (Admin) Coordinator

Financial Planning & Analysis Business Partner

Supply Chain Planning Assistant

Business Analyst (12 Month FTC)

Finance Manager Inclusion

Procurement & Contract Compliance Manager

Finance Manager

Customer Experience Consultant (Supply Chain Planning)

CRM Manager

Finance Analyst

Admin Operations Team Leader

Senior Commercial Insights Manager

Commercial Analyst

Business Support Officer

Finance Analyst

Financial Planner (Virtual)

I want to receive the latest job alerts for financial planning in derby, eng

Related Searches

Explore jobs in more locations

Benefits

Jobseeker tools

Employer Tools

Browse

Stay Connected