Lead Financial Planning Manager

*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...

At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...

BeBee Professionals is seeking a highly skilled Financial Planning Specialist to lead our finance team in Bristol, UK. The ideal candidate will have a strong background in financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Monitor and manage cash flow to...

Join Our Growing Team in a Growing Industry as an Estate Planning ConsultantAt MP Estate Planning UK, we are expanding rapidly, and were looking for motivated and driven professionals to join our team. If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you.As an Estate Planning...

Key ResponsibilitiesThe ideal candidate for this role will be responsible for the financial management of payroll-related costs, sales operations, and capital expenditure. This will include:Providing high-quality analytical information to support management decisionsPreparing month-end P&L and balance sheet, including accruals and prepaymentsSupporting and...

Introduction to the Financial Planning Team at Evelyn PartnersEvelyn Partners has been a leading force in UK wealth management and professional services for over 180 years. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We are a team of passionate professionals united by a shared purpose: to deliver good...

Established landscape architecture studios in the UK are seeking highly skilled professionals to lead their projects from initial concept through to completion. As a Senior Landscape Architect, you will be responsible for managing client relationships, mentoring junior team members, and contributing to the preparation of planning applications, feasibility...

About Haines Watts (Western)Haines Watts (Western) is a leading accounting firm that provides expert financial guidance to businesses and individuals in the Bristol area.As a prestigious firm, we are committed to delivering exceptional service and ensuring our clients' financial success. We take pride in building long-term relationships with our clients and...

About the Role:Page Personnel Sales is seeking a highly skilled Financial Management Lead to join our team. As a key member of our finance department, you will be responsible for overseeing the credit control function within the organisation.In this role, you will work closely with the Head of Finance to improve financial processes, manage risk, and ensure...

About the PositionSS&C Technologies is seeking a seasoned Director of Financial Planning to oversee financial reporting, manage processes carried out offshore, and ensure regulatory compliance. As a key member of our finance team, you will work closely with actuarial and tax teams to deliver high-quality financial reports.Key Responsibilities:Financial...

Join Our Growing Team in a Growing Industry as an Estate Planning Consultant At MP Estate Planning UK , we are expanding rapidly, and were looking for motivated and driven professionals to join our team. If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you. As an Estate...

Join Our Growing Team in a Growing Industry as an Estate Planning ConsultantAt MP Estate Planning UK, we are expanding rapidly, and were looking for motivated and driven professionals to join our team. If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you.As an Estate Planning...

Join Our Growing Team in a Growing Industry as an Estate Planning Consultant At MP Estate Planning UK , we are expanding rapidly, and were looking for motivated and driven professionals to join our team.If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you.

Financial Operations LeadAs the Financial Operations Lead, you will be responsible for overseeing the charity's financial controls, ensuring compliance and promoting best practices. You will lead financial planning, producing monthly management accounts, annual budgets, and forecasts. Your expertise will help non-finance colleagues understand financial data...

Join Our Growing Team in a Growing Industry as an Estate Planning Consultant At MP Estate Planning UK, we are expanding rapidly, and were looking for motivated and driven professionals to join our team.If youre passionate about helping clients secure their financial future and build a lasting legacy, this is the opportunity for you.If your skills,...

**Job Title**: Financial Planning Administrator **Industry**: Wealth Management **Location**:Bristol **Salary**: £24,000-£28,000 **Job Reference: 8393** Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Bristol to join a Financial Planning firm. Our client is a thriving company that has faced exceptional...

Head of Complaints - Financial Planning & Wealth Management Hybrid role Reporting into any of the following offices: Birmingham | Carlisle l Chester l Exeter l Leeds l London IDEX Consulting are working in partnership with a leading Financial Planning Group who are in the process of bolstering their compliance team and have numerous newly created...

Job Title: Client Support Manager - Financial PlanningLocation: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFHAbout the RoleWe are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client...

Job Title: Client Support Manager - Financial PlanningLocation: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFHAbout the RoleWe are delighted to be recruiting on behalf of a leading wealth management firm for a Client Support Manager to oversee a dedicated client...

Head of FP&A Are you ready to drive financial strategy at the heart of a thriving business?As Head of Financial Planning & Analysis (FP&A) , you'll shape the company's success, delivering insights that influence decisions at the highest level.Partnering with the CFO, CEO, and executive team, you'll lead financial planning, budgeting, and forecasting across...