Financial Planning Assistant

A fantastic opportunity has arisen to join a leading Financial Planning practice based in their Carlisle office as a Financial Planning Assistant. This will provide an interesting and varied role for an experienced Financial Planning Administrator looking for their next career move. The employer considers continued professional development, wellbeing and...

This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...

This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...

**About Armstrong Watson LLP** As an expanding business with 17 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 420 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

**About Armstrong Watson LLP** As an expanding business with 17 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 470 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

Job OverviewWe are looking for a Financial Planning Consultant to join our team at IDEX Consulting. The successful candidate will be responsible for providing expert financial planning advice to clients while ensuring compliance with regulatory requirements.Key Responsibilities:Develop and implement comprehensive financial plans for clients.Work closely with...

OverviewFirst Command is a leading provider of financial planning services to military families. As a Financial Planning Leader, you will play a critical role in helping our clients achieve their financial goals.With over 60 years of experience serving the military community, First Command has established itself as a trusted partner in financial planning and...

Agility Resourcing is seeking a Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you'll be responsible for developing and implementing financial plans, analysing financial data, and providing insights to drive business growth.Your key responsibilities will include:Developing and implementing financial plans...

Job DescriptionFinancial Planning ManagerA competitive salary of £52,500 per annum is on offer for this exciting Commercial Finance role based in Carlisle.We are seeking a highly skilled and experienced Financial Planning Manager to join our successful business located 10 miles west of Carlisle.The ideal candidate will have excellent financial planning and...

Job Title: Assistant Financial ManagerDescription: Agility Resoucing is a fast-paced company seeking an experienced Assistant Financial Manager to lead our financial reporting and analysis functions.Responsibilities:Financial Planning and Analysis: Develop and maintain financial plans, budgets, and forecasts to inform business decisions.Accounting and...

Key ResponsibilitiesPrepare month-end management accounts and present them to senior managementProcess bank transactions, raise customer invoices, and perform credit control tasksPrepare and submit monthly VAT returns, balance sheet reconciliations, and cash forecastsLead year-end audits and work closely with senior management to improve systems and...

IDEX Consulting is a values-driven firm dedicated to excellence in financial planning. As a Financial Planning Assurance Lead, you will play a key role in ensuring the highest standards of regulatory compliance.Job Description:Drive Regulatory Assurance and Compliance: Support core compliance activities and regulatory risk control through meticulous review...

Training and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Carlisle Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

Job Description Training and Competency Oversight Specialist – Financial Planning Salary up to £70,000 plus bonus and benefits + hybrid working Carlisle Job description What the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and...

Agility Resourcing is seeking a highly motivated Senior Financial Assistant to join their finance team.The ideal candidate will have a strong background in financial operations and be proficient in financial software systems.The salary for this role is estimated at £32,000 - £42,000 per annum, depending on experience.About the Role:Support a Finance...

Job SummaryWe are seeking a motivated and detail-oriented Financial Assistant to join our finance team at Agility Resoucing in Carlisle. As a key member of the team, you will be responsible for ensuring the accuracy and timeliness of financial transactions.Key Responsibilities:Banking reconciliations and journal entriesResponding to queries and resolving...

Company Overview:About Our ClientWe are a growing, private equity-backed business with a strong track record of success. With a wealth of experience in our field, we are well-positioned for continued growth and expansion.Salary:A competitive salary of £60,000 per annum is on offer, reflecting the importance of this role in driving financial performance.Job...

Job Overview:We are seeking a Financial Controller Assistant to join our dynamic team at Agility Resourcing. As a key member of our finance department, you will be responsible for assisting the Financial Controller in managing fixed assets, preparing financial reports, and analyzing financial data.The ideal candidate will have a strong background in...

Agility Resoucing is a growing Accountancy Practice based in the North of England, offering an exciting opportunity for an ambitious individual to join our team as a Junior Financial Assistant.Job DescriptionAs a Junior Financial Assistant, you will be responsible for performing data entry tasks accurately and efficiently, inputting financial transactions...

**Job Title:** Financial Controller Assistant We are seeking a highly skilled and experienced Financial Controller Assistant to join our team at Michael Page. This is an exciting opportunity for a qualified accountant to take on a key role in supporting the Financial Controller with statutory and financial reporting compliance. About Us:We are a leading...