Trainee Financial Planner jobs in Nottingham

A financial services firm in the UK is seeking an experienced Financial Planner to join their team in Nottingham. The ideal candidate will have at least 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and a strong ability to communicate effectively. Responsibilities include delivering personalized financial strategies, conducting client reviews, and maintaining...

You will be instrumental in delivering personalized financial strategies, engaging with clients to understand their unique needs and ensuring alignment with their financial goals. The ideal candidate has over 3 years of experience in a client-facing role, holds a Level 4 Diploma in Financial Planning, and is confident in using CRM tools and cashflow modelling.

You will present lifetime cashflow forecasts with multiple scenarios.

You will also present financial plans with our advice, and suitability reports for regulated recommendations.

You will work holistically, and be able to see a client’s ‘big picture’ and work out how they can best achieve their life goals.

You will do this by gaining an in-depth knowledge of all different types of construction methods and working closely with a number of other construction disciplines.

Overview Trainee Financial Adviser – Nottingham – Up to £32,000 We're seeking an ambitious and motivated individual to join our growing team as a Trainee Financial Planner. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear and structured development pathway supported by full exam funding and on-the-job training. Development...

Junior Personal Assistant to the CEO (Early Career)Forsyth Barnes - Nottingham (On-site, 5 days)The OpportunityWe’re looking for a bright, organised and proactive Junior Personal Assistant to support our CEO, Roheel, in a fast-paced, growing business.This is an early-career role and a great opportunity for someone who wants to learn how a CEO operates day-to-day, gain exposure to different areas...

Salary: Competitive (experience dependent) Location: Leicester or Nottingham Skills Required Degree or other qualification in a relevant subject such as Transport, Civil Engineering, Geography, Planning Experience in Transport Planning, working on multiple projects simultaneously Experience of financial elements of project management, including preparing fee proposals, forecasting and...

Principal Transport Planner Location: Leicester or NottinghamSalary: Competitive (experience dependent) Overview An established multidisciplinary consultancy has an immediate requirement for a Principal Transport Planner to join its Transport Planning and Engineering team, based in either Leicester or Nottingham. The role involves leading the delivery of transport planning inputs for development...

My client has an immediate vacancy for a Principal Transport Planner in their Leicester or Nottingham offices to work within their experienced Transport Planning and Engineering team. Responsibilities The position would primarily involve the preparation of transport statements, transport assessments and travel plans to accompany planning applications for private sector clients. The role would...

You will manage client relationships with government departments, local authorities, project and property developers, infrastructure operators, and other organisations across the public and private sectors. Additionally, you will help develop the town planning business through pursuing strategic opportunities, winning new contracts, and managing senior relationships.

You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Financial Planners.

You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others.

Job Description Bat Specialist Ecologist LOCATION FLEXIBLE Leeds, Newcastle, Cockermouth, Leicester, Birmingham, Bristol, London or Southampton Are you a bat specialist, either a BER Registered Consultant or a Natural England Class 2 or above bat survey licence holder? Do you have a desire to apply your bat expertise to a diverse project portfolio with the support of an industry leading team?...

You will be required to work 4 x 10-hour shifts per week, totalling 40 hours per week, these hours can fall any times between 6am and 10pm, Monday to Sunday and the hours will be allocated to you by our resource planner 3-weeks in advance rolling.

You will also ensure to update and maintain all relevant administration records.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You must have a full manual UK or EU driving licence, but we do make accommodations for applicants who don’t drive due to a disability. No drug or alcohol related offence on driving record within the last five years is permitted. Additional Information

A financial services firm in the UK is seeking a Senior Training & Development Manager to drive development across multiple offices. The ideal candidate will support and uplift performance by coaching Financial Planners, enhancing advice quality, and delivering insightful training. The role involves weekly travel to regional offices and requires strong communication skills, financial planning...

Career With 3+ years' experience, you're an ambitious Financial Planner ready to make your mark. You want to join a well-established team of Financial Planners where you can put your stamp on the client experience and help shape how we deliver exceptional service. We're looking for a qualified Financial Planner who's proactive, confident and ready to hit the ground running. If you've got strong...

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

Career You've delivered advice or worked closely with Financial Planners, and you know what great looks like. You bring good energy, clear communication, and the confidence to challenge when it matters. This role is about people: supporting them, stretching them, and helping them deliver consistently high-quality advice. You'll be out in offices every week, building relationships and getting to...