Planner Work, Jobs in Eastham, Chs (with Salaries)

Financial Planner
Evelyn Partners —Liverpool
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply
Customer Service/Sales Administrator
Locit Ltd —Deeside
- £27,000 - £28,000 a year
- Full-time
- Writing skills
- Microsoft Office
- Data entry
- Free parking
Quick apply
6d
Demand Planner
Cereal Partners Worldwide —Wirral
- £40,000 a year
- Full-time
- Data analysis skills
13d
Senior Planner
Wood —Ellesmere Port
- Part-time
- Hybrid work
- Bachelor's degree
- Contracts
- Business
- Annual leave
- Life insurance
Resource Planner
Fresenius Kabi Limited —Runcorn
- Full-time
- Continuous improvement
- Free parking
- Employee assistance programme
16h
Construction Planner
Watkin Jones —Chester
- Full-time
- Remote
- Construction experience
- Communication skills
- Annual leave
- Employee discount
Quick apply
Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- English
- Administrative experience
- Annual leave
- Life insurance
Quick apply
4d
Repairs Works Planner
Wrexham County Borough Council —Wrexham
- £26,403 - £27,254 a year
- Call to connect
- Organisational skills
- Business
- Communication skills
- Annual leave
- Employee assistance programme
5d
Senior Planning Officer
Wirral Council —Wirral
- £42,839 - £46,142 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
Global Supply Planner
Convatec —Deeside
- Weekend availability
- Analysis skills
- Bachelor's degree
- Continuous improvement
Demand & Forecasting Planner AMP-E
Ardagh Group —Chester
- Data analysis skills
- Analysis skills
- Bachelor's degree
Customer Experience Resource Planner
Weaver Vale Housing Trust —Northwich
- £31,415 a year
- Full-time
- Hybrid work
- Continuous improvement
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Global Supply Planner (Fixed-Term)
Convatec —Deeside
- Weekend availability
- Analysis skills
- Bachelor's degree
- Continuous improvement
5d
Transport Controller
Sykes Seafood Limited —Warrington
- Up to £35,000 a year
- Full-time
- ERP systems
- Organisational skills
- IT
- Free parking
- Employee assistance programme
Quick apply
10d
Supply Chain Planner
Kerry —Runcorn
- Full-time
- Data analysis skills
- Computer skills
- Communication skills
- Annual leave
- Employee discount
Supply Planner
pladis —Aintree
- Full-time
- Computer literacy
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
Senior Planner
Caddick Construction Ltd —Warrington
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
13d
Planner
KBR —Birchwood
- Full-time
- Hybrid work
- Civil engineering
- Microsoft Office
Senior Planner
Wates —Warrington
- Hybrid work
- No degree
- Mentoring
- Contracts
5d
Project Planner
Aqua Consultants —Warrington
- Full-time
- Hybrid work
- No degree
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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Financial Planner

Evelyn Partners -
Liverpool

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Client engagement
Business development
Risk management
Relationship management
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

Key Responsibilities

Build, maintain and develop strong client relationships, delivering exceptional ongoing service to meet client needs, minimizing attrition and generating new business opportunities through referrals and introductions.
Deliver tailored financial planning advice and lead professional client meetings, ensuring recommendations are technically accurate, compliant and aligned to clients’ financial objectives, retirement plans, inheritance considerations and tax efficiency needs.
Conduct regular client reviews, adapting strategies in line with changing circumstances, risk profiles and long-term financial goals.
Collaborate effectively with Investment Management, Professional Services colleagues, and Centres of Influence (COIs) to strengthen client relationships and create business development opportunities.
Manage and maintain the New Business Pipeline (NBP) and client records, ensuring all information, valuations, and documentation are accurate, current, and compliant with Group policies.
Uphold high professional and regulatory standards by resolving client issues promptly, striving for zero complaints, and undertaking continuous professional development (CPD) to maintain and enhance technical expertise.

Qualifications

Skills, Experience & Qualifications

Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
Proven ability to deal with new and existing clients on a fee basis
Ability to understand and communicate advice practices and processes clearly and effectively.
Ability to analyse client information and highlight requirements to make suitable recommendations
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
A strong ethic of client service
Ability to work under pressure and to prioritise work
Ability to understand and communicate advice practices and processes clearly and effectively.
Excellent communication skills
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

planner jobs in eastham, chs

Financial Planner

Customer Service/Sales Administrator

Demand Planner

Senior Planner

Resource Planner

Construction Planner

Administrator - Full Time

Repairs Works Planner

Senior Planning Officer

Global Supply Planner

Demand & Forecasting Planner AMP-E

Customer Experience Resource Planner

Global Supply Planner (Fixed-Term)

Transport Controller

Supply Chain Planner

Supply Planner

Senior Planner

Planner

Senior Planner

Project Planner

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