Financial Planning

**Independent Financial Adviser - Bournemouth / Poole** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. 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 financial goals and...

About the RoleWe are seeking a highly experienced Financial Planning Consultant to join our team at Ward Goodman Ltd. As a key member of our financial planning department, you will work closely with our Financial Planners to provide expert advice on investment planning, trusts and estate planning, retirement planning, and equity release.The successful...

Job Title: Financial Planning ConsultantLocation: Dorset, UKEstimated Salary: 37,500 - 45,000 pounds per yearAbout the FirmThis Independent Financial Planning firm is seeking an experienced Financial Planning Consultant to join their team. The successful candidate will provide technical support to the Financial Advisors.Job DescriptionPreparing detailed...

About the RoleWe are seeking an experienced FP&A Analysis Manager to join our team at Michael Page (UK).The ideal candidate will have a strong background in financial planning and analysis, with experience in managing financial reporting, budgeting, forecasting, and financial analysis for a group of companies.

As a Financial Planning Manager at Harbour Hotels Group, you will be responsible for supporting the hotel management with all matters related to hotel revenue and costs, debtors and creditors, and other financial queries.The ideal candidate will have a good understanding of hotel financials, including revenue and cost analysis, and will be able to work...

Financial Planning Role">Are you a detail-oriented professional seeking to grow your career in financial services? A well-established Financial Planning firm is looking for an enthusiastic Administrator to join their supportive and friendly team.Collaborate closely with financial advisers and the back-office team to ensure seamless operations.Act as a key...

Job DescriptionWe are seeking a skilled Paraplanner to join our team in Bournemouth, providing high-level technical support and guidance.To assist Financial Planners in formulating advice to clients, offering technical expertise where required.Review client objectives to ensure clarity, concision, and achievability compared to their financial...

Bond Williams Limited is seeking a skilled Financial Planning Specialist to join our team based in Christchurch. This role reports directly to the Finance Manager and collaborates with other finance members.About the RoleThis position involves producing accurate financial information to support the management of various entities. Key responsibilities...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? - To build and develop trusted relationships with current...

Head of Financial Planning and AnalysisWe are seeking a highly experienced Finance Manager to lead our financial planning, reporting, and analysis efforts in Bournemouth, UK. As a key member of our finance team, you will be responsible for ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

Autograph Recruitment is seeking a skilled Financial Planning Professional to join an accountancy practice based in Bournemouth. The ideal candidate will have at least 3 years of experience working within a UK practice and be AAT, ACCA or ACA part or fully qualified.The successful applicant will assist with tax preparation and compliance, ensuring the...

This is a technical role at the heart of the Financial Planning & Stress Testing Team at Nationwide. As a key member of the balance sheet and margin modelling team, you will work to run and manage scenario modelling, utilizing the Society's key financial planning tool (QRM).Key Responsibilities:Deliver scenario forecasting to support the financial plan and...

Are you an experienced Paraplanner looking for a new challenge? Artemis Recruitment Consultants Ltd is seeking a highly skilled individual to join our team as a Paraplanning Professional. In this role, you will be responsible for providing high-level technical paraplanning services to our clients, including cash flow models and suitability...

Dynamite Recruitment is proud to support a growing Independent Financial Planning firm in the UK. We are seeking an experienced Paraplanner to join our client's existing Paraplanning team, providing technical support to the Financial Advisors.The successful candidate will be responsible for preparing recommendation reports and client sign-up packs, as...

Job Description:CMA Recruitment Group seeks a skilled Financial Planning and Analysis Manager to join their team in Bournemouth, Dorset.This role involves developing and maintaining financial models, analyzing costs, and communicating findings to stakeholders.The ideal candidate will have experience working on long-term projects and advanced Excel...

CleverHR: A Leader in Financial PlanningWe are seeking a highly skilled Financial Paraplanner to join our team. As a key member of our paraplanning team, you will play a critical role in producing high-quality suitability reports and cash flow models for our clients.Key Responsibilities:Analyse client information and existing investments/policies to...

**Client Support - Financial Planning - Mercer - London or Bournemouth** **Please note, we are open to a hybrid working pattern with a combination of working from home, plus a number of days in the office.** - We have a fantastic opportunity for an administrator, experienced in working for an Independent Financial Advisor, to join the team at Mercer Private...

About the RoleTeam Jobs - Commercial is seeking a highly skilled Management Accountant to join their team in Bournemouth. This exciting opportunity involves working with the company's new finance system, ensuring accurate management accounts and financial processes are completed on time.Key Responsibilities:Timely preparation and production of monthly...

Job DescriptionAs a Head of Finance at Draken Europe, you will play a critical role in shaping our financial strategy and operations. Your expertise will ensure the accuracy and timeliness of financial reporting, while driving improvements in control environment and efficiency.You will be responsible for managing financial reporting, leading technical...

Venture Recruitment Partners are looking to speak with ambitious Finance professionals who would benefit from working at the forefront of commercial Finance in one of Bournemouth's best known SMEs. As a Sunday Times 100 Best Company to Work For, the business have enviable Central Bournemouth offices as well as a track record of encouraging and supporting...