Financial Planning Assistant

Job ResponsibilitiesAs a Financial Planning Assistant, you will be integral to delivering high-quality services to clients and supporting the team in achieving business objectives.Your key tasks will include:Processing new business and ensuring all documentation is compliant.Communicating effectively with clients and providers.Assisting with research and...

**Independent Financial Adviser** At AFH, as we grow, we’re looking for like-minded financial advisers to join us supporting clients across the West Midlands. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future...

Capio Recruitment is seeking a highly skilled Financial Planning Professional to join our client, a reputable Wealth Management outfit in Cheltenham. The successful candidate will work in a fast-paced environment providing comprehensive financial advice to valued clients.About the RoleThis exciting opportunity involves administering new client pensions,...

Role DescriptionWe are looking for a talented Financial Planning Specialist to collaborate with our Bid Manager and business leaders to develop competitive pricing strategies. The successful candidate will be responsible for preparing and presenting detailed financial models, working closely with cross-functional teams to ensure accurate financial data, and...

British Pregnancy Advisory Service (BPAS) is the UK's leading independent women's reproductive healthcare charity. We work mainly on behalf of the NHS across the country providing abortion, contraception, STI testing & treatment.We are seeking a skilled Financial Planning Specialist to join our finance team. This role offers a unique opportunity to work on...

Pontoon is seeking a highly skilled FP&A Accountant to join their team in Warwick, United Kingdom. As an FP&A Accountant, you will be responsible for delivering high-quality management reporting, providing accurate insights to the Board and Exec team, and driving the performance of National Gas.Responsibilities:Support the FP&A team in developing and...

**Job Description:** We are seeking an experienced Financial Management Lead to join our team at South Warwickshire NHS Foundation Trust. As a key member of our finance department, you will be responsible for providing a comprehensive financial management service to divisional management teams.The ideal candidate will have a strong background in financial...

A new opportunity has arisen within HB&O Financial Services for a Financial Services Administrator (Financial Services experience desirable but not essential). Previous administrative experience is required. Key requirements for this role are strong communication and organisational skills, professional approach, strong attention to detail, ability to work...

A new opportunity has arisen within HB&O Financial Services for a Trainee Financial Services Administrator (no Financial Services experience necessary). Key requirements for this role are strong communication and organisational skills, professional approach, strong attention to detail, ability to work effectively using own initiative and as part of a team....

We are seeking a Senior Financial Planning Specialist to join our finance team at British Pregnancy Advisory Service (BPAS). This is an exciting opportunity to work on diverse financial projects, contribute to BPAS' long-term planning, and enhance your skills in financial modelling and analysis.About the RoleThis permanent, hybrid position involves working...

Due to expansion a world leading manufacturer has a vacancy for an Assistant Financial Controller to join the business on 6 month interim basis. With a recognized accountancy qualification, you will be responsible for supporting the business with key financialdecisions and financial accounting. **Commutable from: Leamington Spa, Coventry, Stratford,...

Pilgrim's Europe is a leading food manufacturer in the UK and Ireland, known for its iconic brands such as Fridge Raiders, Rollover, and Denny. We are seeking an exceptional NPD Finance Manager to join our Product & Innovation Team.About the RoleOversee the financial planning and analysis for new product launches, ensuring alignment with business...

Job Title: Financial AssistantSalary: £30,000 per annumThis role is suitable for a professional with experience in finance. The duties include:Sales ledger management – processing sales invoices, managing credit control services, and verifying purchases.Purchase ledger responsibilities – reconciling supplier statements, preparing payment schedules, and...

Job SummaryThe Financial Assistant will be responsible for supporting the Finance Manager in maintaining and developing the integrity of the accounting, finance, and tax functions. This includes preparing monthly, quarterly, and annual accounting results into OneStream. The ideal candidate will have strong PC and Microsoft skills, especially Excel for...

Job Summary:We are looking for a highly motivated and experienced Senior Accountant - Strategic Planning to join our finance team at Zoë's Place Baby Hospice in Leamington Spa. This is a permanent, full-time role with flexible, hybrid work options (3 to 4 office days).You will have extensive experience in financial management, line management, and...

Job Description:We are seeking a Financial Director to join our senior management team at Zoë's Place Baby Hospice in Leamington Spa. This is a permanent, full-time role with flexible, hybrid work options (3 to 4 office days). The successful candidate will have extensive experience in financial management, line management, and leadership.The ideal candidate...

Robert Walters UK is a leading recruitment agency specialising in permanent and temporary job placements. We are currently seeking a highly experienced Financial Controller to join our team in Warwick.Job SummaryThis is an exciting opportunity to join a dynamic organisation that values its employees' contributions. As a Financial Controller, you will play a...

An exciting company in Leamington Spa are recruiting for a Financial Controller to support plans to grow both in the UK and internationally over the next 5 years. You will be reporting to the current Finance Director, this role is critical to their growthplans and they are looking to arrange interviews ASAP. This is a great opportunity to join a growing...

Finance ManagerWe are seeking a highly skilled Finance Manager to join our senior management team at Zoe's Place Baby Hospice in Leamington Spa.About the RoleThe successful candidate will have extensive experience in financial management, line management, and leadership. A qualification such as ACCA, ACA, or CIMA is essential for this position.Key...

We are looking for a highly skilled Accounts Payable/Accounts Receivable Assistant to join our team at Northampton Business Directory in Daventry.The ideal candidate will have experience in finance, with a strong understanding of accounting principles and practices. You will be responsible for a range of finance-related tasks, including raising and...