Current jobs related to Financial Planning Specialist - Lincoln, Lincolnshire - IDEX Consulting Ltd
-
Financial Planning Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Benjamin Edwards Full timeBenjamin Edwards is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.The role of the Financial Planning SpecialistCoordinate the month-end close process, ensuring accurate and timely financial...
-
Financial Planning and Analysis Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Benjamin Edwards Full timeBenjamin Edwards is seeking a highly skilled Financial Planning and Analysis Specialist to join their team. The ideal candidate will have a strong background in accounting and financial analysis, with the ability to interpret complex financial data and provide actionable insights.The role of the Financial Planning and Analysis Specialist will...
-
Financial Reporting Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join a leading Lincoln company on a full or part-time hybrid basis. As a key member of the finance team, you will be responsible for producing monthly management accounts, managing the purchase ledger, and overseeing financial operations.Key...
-
Financial Reporting Specialist
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Hays Specialist Recruitment Limited Full timeJoin Our Team as a Management AccountantHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join our team in Lincoln. As a key member of our finance team, you will be responsible for producing monthly management accounts, managing the purchase ledger, and overseeing expenses, VAT, and Intrastat returns.Key...
-
Financial Reporting Specialist
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Hays Specialist Recruitment Limited Full timeJoin Our Team as a Management AccountantHays Specialist Recruitment Limited is seeking a highly skilled Management Accountant to join our team in Lincoln. As a key member of our finance team, you will be responsible for producing monthly management accounts, managing the purchase ledger, and overseeing expenses, VAT, and Intrastat returns.Key...
-
Financial Planning Partner
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Page Personnel Finance Full timeJob Title: Finance Business PartnerThis is a vital role in supporting the strategic planning and decision-making processes within a thriving not-for-profit organisation. With a strong focus on the Accounting & Finance department, the position will provide financial analysis, guidance and support to various stakeholders.About the RoleProvide insightful...
-
Financial Planning Partner
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Page Personnel Finance Full timeJob Title: Finance Business PartnerThis is a vital role in supporting the strategic planning and decision-making processes within a thriving not-for-profit organisation. With a strong focus on the Accounting & Finance department, the position will provide financial analysis, guidance and support to various stakeholders.About the RoleProvide insightful...
-
Financial Planning Assistant
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Finlink Ltd Full timeFinancial Planning AssistantFinlink Ltd is seeking a skilled Financial Planning Assistant to join their team in Lincoln. As a Financial Planning Assistant, you will be working closely with Financial Advisers to provide technical support in accordance with the client's Financial Advice needs.Key Responsibilities:Conduct research on products to provide...
-
Financial Planning Assistant
4 weeks ago
Lincoln, Lincolnshire, United Kingdom Finlink Ltd Full timeFinancial Planning AssistantFinlink Ltd is seeking a skilled Financial Planning Assistant to join their team in Lincoln. As a Financial Planning Assistant, you will be working closely with Financial Advisers to provide technical support in accordance with the client's Financial Advice needs.Key Responsibilities:Conduct research on products to provide...
-
Financial Management Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Spinwell Careers Full timeRole: Financial Management SpecialistSpinwell Careers is recruiting for a Financial Management Specialist for an excellent opportunity within the public sector.Responsibilities:Provide an effective financial management service for a designated segment of the organization.Prepare monthly management reports for discussion with budget holders.Advise and assist...
-
Financial Planning Manager
2 weeks ago
Lincoln, Lincolnshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance Manager RoleWe are seeking a highly skilled Finance Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Lincoln, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Manage cash flow and ensure financial stability.Oversee month-end and year-end financial processes.Ensure...
-
Lincoln, Lincolnshire, United Kingdom Lincolnshire Community Health Services NHS Trust Full timeJob Title: AAT/ACCA Trainee Management AccountantWe are seeking a highly motivated and detail-oriented individual to join our team as a Trainee Management Accountant. As a key member of our Finance Team, you will be responsible for providing high-quality financial advice and services to our Trust service managers.Key Responsibilities:Support the Financial...
-
Financial Planning Manager
1 month ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Finance professional to join our team as a Financial Planning Manager. As a key member of our Commercial Finance function, you will play a critical role in developing and leading the annual budgeting and re-forecasting processes.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting...
-
Financial Planning Manager
1 month ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking an experienced Finance professional to join our team as a Financial Planning Manager. As a key member of our Commercial Finance function, you will play a critical role in developing and leading the annual budgeting and re-forecasting processes.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting...
-
Financial Management Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom Adecco Full timeFinancial Management SpecialistAdecco is seeking a Financial Management Specialist to partner with budget holders at Lincolnshire Police. As a key member of the team, you will provide financial advice, support, and training to ensure effective financial management.Key Responsibilities:Provide a comprehensive financial management service for a designated...
-
Financial Management Specialist
2 weeks ago
Lincoln, Lincolnshire, United Kingdom SUMMER-BROWNING ASSOCIATES LIMITED Full timeJob DescriptionWe are seeking a skilled Financial Management Specialist to join our team at Summer-Browning Associates Limited. As a key member of our finance department, you will be responsible for providing expert financial guidance and support to budget holders across the organization.About the RoleYou will be working closely with our law enforcement...
-
Financial Planning Manager
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a growing multi-site, multi-channel retail business in Lincolnshire.Job DescriptionWe are seeking an experienced Finance professional to develop and upskill the Commercial Finance function of our client's business.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting processes...
-
Financial Planning Manager
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a growing multi-site, multi-channel retail business in Lincolnshire.Job DescriptionWe are seeking an experienced Finance professional to develop and upskill the Commercial Finance function of our client's business.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting processes...
-
Financial Planning Manager
1 month ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a growing multi-site, multi-channel retail business in Lincolnshire.Job DescriptionWe are seeking an experienced Finance professional to develop and upskill the Commercial Finance function of our client's business.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting processes...
-
Financial Planning Manager
1 month ago
Lincoln, Lincolnshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a growing multi-site, multi-channel retail business in Lincolnshire.Job DescriptionWe are seeking an experienced Finance professional to develop and upskill the Commercial Finance function of our client's business.Key ResponsibilitiesDevelop and lead the annual budgeting and re-forecasting processes...
Financial Planning Specialist
2 months ago
Job Title: Financial Planning Specialist
Job Type: Full-time
Company: IDEX Consulting Ltd
Location: Remote (Home-based)
About Us: IDEX Consulting Ltd is a leading independent financial advisory firm with over 30 years of experience and more than 200 accredited advisers nationwide.
Key Responsibilities:- Client Relationship Management: Build long-term relationships with clients, understand their current and future financial goals, and formulate easy-to-understand financial strategies to guide them to financial independence.
- Financial Planning: Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports best suited to the individual clients' requirements.
- Business Development: Acquire and develop new business from new/existing clients and professional introducers, via personal business planning, referrals, and company lead generation programs.
- Marketing and Networking: Optimize the use of all marketing opportunities available, including social media and networking with introducers and other professionals to develop new business.
- Client Communication: Contact corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises, or virtually via Microsoft Teams.
- Reporting and Administration: Deliver accurate management information as requested and maintain good client and introducer relationships through client meetings, seminars, and continuous feedback to the team and contact center.
- Qualifications: Diploma in Regulated Financial Planning (or FCA-approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
- Skills: Clear demonstration of a client-centric approach with a well-presented and articulate manner and dedication to doing the right thing for our clients.
- Experience: Excellent interpersonal skills, approachability, and professionalism, harnessing IT skills to embrace the new virtual/digital ways to communicate with clients.
- Business Development: Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional, and retail clients.
- Support: Support to build your client base and future value.
- Client Journey: End-to-end in-house client journey and back-office support with full DIS, admin, and para-planning support, with lead generation from our call center.
- Client Proposition: Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
- Solutions: Platform to deliver efficient and cost-effective solutions.
- Practice Buy Out: Established practice buy-out option on exit.
- Marketing Support: Consultative marketing support.
- IT Technology: IT technology through XPlan our POS system.
- Admin Support: Full admin support.
- Para-Planning Support: Full para-planning and technical support.
