Job Description Arrange meetings.
Process and prepare applications.
Complete tax calculations.
Produces reports.
Maintain general industry knowledge.
Complete product research using a range of industry software for investments and more.
New Directions Professional is acting as an Employment Agency in relation to this vacancy.
New Directions Commercial is acting as an Employment Agency in relationto this vacancy.
Financial Planner, Rhondda Cynon Taff
Free
Financial Planner, Rhondda Cynon Taff
United Kingdom, Wales, Rhondda Cynon Taff,
Modified March 15, 2025
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New Directions works nationally with the most senior level executives and professionals who are seeking new opportunities such as full-time positions, corporate boards, consulting practices, business ventures, non-profit leadership, or alternatives to full-time work through our Life Portfolio Program®. Each year, 70% of our clients engage in new, full-time positions and 30% do something they hardly imagined possible.
Individuals work with us at critical times during their careers, including when they are in transition, anticipating retirement or are at a career crossroads.
The majority of our clients are moving on from their positions due to a change in management, M&A, reorganization or sale of their own company. Highly customized, we support their individual short and long term career and life goals.
Those considering a change of work/lifestyle often begin our Life Portfolio Program one to two years prior to a retirement date while mentoring their successors. They plan ahead and create new identities and engagements before leaving the company.
For our clients at a career crossroads, including returning ex-pats, the executive’s company benefits from the executive being more productive and less anxious. As a result, the organization can make more informed decisions and provide a smoother process for redeployment, retention or succession.