Financial planning jobs in HerefordCreate job alerts

Our people work differently depending on their jobs and needs. From ___, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Job Description Join us as a Senior Personal Banker in Hereford • You’ll proactively support customers, helping them realise the full benefits of our service through our digital channels, as well as helping them with more complex financial needs such as home buying and protection, • With no two days the same, you can expect lots of variety as you help us deliver a banking service that’s beyond what’s expected, • We’ll support you to achieve the Professional Bankers Certificate and build on your existing skills with a full training and development programme, • This job does not meet Skilled Worker visa sponsorship requirements What you'll do As a Senior Personal Banker aligned to one of our branches, you’ll be in the perfect place to build great relationships with our customers, as well as proactively promote the benefits of our growing range of digital services to simplify and enhance their banking experience. Our customers will look to you to support them in their decisions as to how they bank with us. You'll act as a trusted expert, providing them with the knowledge they need to make the most of their money. With an emphasis on the delivery of our popular and insightful Financial Health check, you’ll make sure they're fully informed when it comes to the products and services we offer. Day to day, you’ll be: • Meeting and supporting customers via video banking from home or face to face in a branch, • Conducting Financial Health checks and reviewing customer accounts, • Identifying products and services that are right for our customers, helping them to make the most of their money and savings, • Identifying opportunities to help customers with more complex needs such as mortgages, private banking, business banking and protection, • Completing outbound care calls to customers to grow and maintain the relationship The skills you'll need We’re looking for organised, self-motivated and diligent individuals with a passion for delivering excellent customer service in every interaction. You’ll also be motivated and driven to develop your own career and meet branch and personal goals. As a trusted adviser you’ll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of banking. We’ll also be looking for you to demonstrate: • Experience of working in a customer service environment with the ability to thrive under pressure and achieve customer satisfaction, • The ability to work with and coach the branch team to acquire, grow and retain quality customer relationships via regular customer care calls, • The ability to build rapport and trust with customers in both face to face and virtual environments and provide them with the right options for their circumstances, • Excellent communication and interpersonal skills with a genuine interest in building relationships, • Excellent planning and organisational skills NatWest Group supports and encourages applications from individuals who speak, or are learning to speak, Welsh. (only for branches in Wales otherwise delete) How we'll reward you You’ll join us on a competitive salary starting of £26,350, pro rata for the hours you work. You’ll also benefit from: • A range of protection, healthcare and lifestyle benefits through Natwest Group Benefits, our fully flexible reward programme, • A generous holiday entitlement of 36 days, pro rata for hours worked, • A monthly contribution to your retirement fund To find out more about the benefits we offer, check out our ___. What else you need to know Your working pattern You’re joining an incredible network of colleagues who are here for our customers whenever and wherever they need us. You’ll need to be flexible in terms of the shifts you do and the hours you work, which will be between the hours of 8am and 8pm and will include some bank holidays. Your learning journey Your journey starts with a comprehensive training programme where you’ll gain a range of new skills, and the confidence to use them. You’ll benefit from ongoing coaching and support, and study towards a recognised external qualification that will open the door to further career opportunities too.

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever.With over 50 years in financial services, our client has helped thousands secure their assets.As 60% of the population lacks wills, the demand for their services is unprecedented.In this r

Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented.The Opportunity:In this role as a Estate Planning Consultant, you xrnqpay will havefreedom over your schedule, fant You could be just the right applicant for this job Read all associated information and make sure to apply. Please click on the apply button to read the full job description

Based in London, this is an excellent opportunity for an experienced finance professional to play a key role in shaping financial strategy and supporting business performance across a dynamic and expanding real estate portfolio. Lead the planning, budgeting and forecasting processes for the PBSA bus

The Business & Opportunity:Lyons Recruitment are delighted to be working in exclusive partnership with an exciting fast growth business, operating in the renewable energy sector.They are passionate and driven in accelerating green energy alternatives in light of the current global energy market.With

The postholder is responsible for developing innovative, compliant, and high‑performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. The Titan Group provides a broad range of serv

I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day‑to‑day excellence. In this high‑impact role, you’ll ensure the practice’s Lifestyle Financial Planning proposition is delivered consisten

The ideal candidate will be diploma qualified, ideally a Certified Financial Planner, with strong financial planning experience. A global professional services network in the UK seeks an Associate Director to manage a portfolio of financial planning clients, develop a presence in the local market, a

Excellent stakeholder management and communication skills with a proven ability to present complex financial data to non-financial business partners and executive leadership. Advanced proficiency in financial modeling using Excel / Google Sheets. Were looking for a Director of FP&A to join our expan

Expert financial modelling and scenario planning skills. Support and enhance rolling forecasts and scenario planning across base, upside and downside cases. Collaborate on annual and mid‑year planning, helping align GTM capacity, product roadmap and hiring plans with targets.

The successful candidate will guide the Trust's costing function, develop effective costing models, and oversee essential financial processes.

A leading financial services firm in the UK seeks a Director of Corporate Services (Financial Planning) to shape advisory services and oversee key teams.

An established industry player is seeking a passionate Financial Advisor or Financial Advisor Manager to join their talented team. This role offers the opportunity to provide expert financial advice to high-net-worth clients, ensuring their financial objectives are met through tailored solutions. Wi

A leading global professional services network is seeking a Financial Planner - Associate Director in Milton Keynes to develop client relationships and manage financial planning services. The successful candidate will have strong financial planning expertise, with opportunities for hybrid working an

The role demands strong financial planning expertise and the ability to generate new business. Candidates should possess a minimum diploma qualification, with ideal certifications including Certified Financial Planner.

Offer expert financial advice to clients on a wide range of areas, including investment strategies, retirement planning, tax efficiency, and estate planning. Ethical and client-first approach to financial planning. A leading financial services firm based in London, specialising in providing bespoke

Director of Corporate Services (Financial Planning). This strategic leadership role drives the development and delivery of market‑leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. Pro

Expert financial modelling and scenario planning skills. Financial Planning & Analysis Director. Collaborate on annual and mid‑year planning, helping align GTM capacity, product roadmap and hiring plans with targets.

You’ll lead our financial planning processes, build robust reporting frameworks, partner with senior leaders, and shape the financial narrative of a fast-growing, mission-driven tech company. Lead budgeting, forecasting, long‑range planning, and scenario modelling across the UK and US. Provide c

A financial services consultancy is seeking a Regional Financial Planning Director to oversee strategy and operations in the South of England. This leadership role involves managing a team of Financial Planners and ensuring client excellence through effective coaching and performance management.

As an integral part of our financial planning department, you will be required to business develop and grow new business across the region. Get notified about new Director of Financial Planning jobs in Dorset, England, United Kingdom. Our legacy is built on a commitment to helping individuals and bu

They are also responsible for building financial models for a variety of uses across the company and working closely with other teams to do so. Our FP&A team strives to provide valuable financial information to the business, so we’d love for this person to be able to build strong stakeholder relat