Financial Planning Consultant

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...

**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...

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...

**About Armstrong Watson LLP** As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...

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...

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...

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...

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...

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...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingCarlisleJob descriptionWhat the Hiring Manager SaysWe 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...

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...

Are you an experienced IFA Administrator looking for a new opportunity? If so, we can help! We are currently working with a directly authorized financial advisory and accountancy firm that has been successfully operating for over 150 years. With 17 locations across the UK, they have established themselves as a prominent player in the industry. Due to their...

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...

A national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Carlisle. Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingCarlisleJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

Company OverviewFirst Command is committed to helping military families achieve financial stability and success. Our team of experienced professionals provides expert guidance and support to ensure our clients' financial well-being.

About First CommandFirst Command is a company that specializes in helping military families achieve their financial goals. We have been serving the military community since 1958, and we are committed to providing expert coaching and guidance to help them succeed.

**Business overview** a leading provider of consultancy services to farmers, food companies and retailers. We create and analyse a vast array of industry data to keep us at the forefront of trends and provide reliable evidence to back our advice. Our people are nutritionists, vets, agronomists, environmentalists, marketeers, financial planners,...