Current jobs related to Financial Planning Coordinator - Midlothian - Thornbury Recruitment Ltd

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Midlothian, United Kingdom Search Full time

    We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Search. As a Management Accountant, you will play a key role in producing monthly management accounts, preparing forecasts and budgets, and delivering finance reports and detailed analysis to specific deadlines.Key responsibilities will include:Producing monthly...

  • Senior Financial Manager

    3 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    **Financial Controller Opportunity**Elevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading manufacturing organisation based in Scotland. As a key member of the senior management team, you will play a crucial role in driving the company's efficiency and profitability.The successful candidate will be...

  • Financial Planning Professional

    6 days ago

    Midlothian, United Kingdom Forvis Mazars Full time

    Forvis Mazars offers a dynamic career path with individually designed career progression, allowing you to pursue your interests and grow your skills.We work with diverse, prestigious clients across various sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.This role, based in...

  • Senior Financial Manager

    3 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - A Key Role in a Fast-Paced Manufacturing BusinessElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading manufacturing organisation based in Scotland. This is an exciting opportunity for a finance professional to work closely with senior management and contribute to the company's growth...

  • IR Student Funding Officer

    3 weeks ago

    Midlothian, United Kingdom The University of Edinburgh Full time

    UE05: £28,879.00 - £33,232.00 Per Annum.CMVM / Deanery of Clinical Sciences.Fixed Term Contract - Temporary for 4 Months.Full Time - 35 Hours Per Week.The Opportunity:We are seeking a highly skilled and organized individual to coordinate student finances for the Institute for Regeneration and Repair at the University of Edinburgh.The post holder will work...

  • Financial Administrator

    4 weeks ago

    Midlothian, United Kingdom The University of Edinburgh Full time

    UE05: £28,879.00 - £33,232.00 Per Annum.CMVM / Deanery of Clinical Sciences.Fixed Term Contract - Temporary for 4 Months.Full Time - 35 Hours Per Week.The Opportunity:We are seeking a highly organized and detail-oriented individual to join our finance team at the University of Edinburgh. As a Financial Administrator, you will play a crucial role in...

  • Financial Administrator

    4 weeks ago

    Midlothian, United Kingdom The University of Edinburgh Full time

    UE05: £28,879.00 - £33,232.00 Per Annum.CMVM / Deanery of Clinical Sciences.Fixed Term Contract - Temporary for 4 Months.Full Time - 35 Hours Per Week.The Opportunity:We are seeking a highly organized and detail-oriented individual to join our finance team at the University of Edinburgh. As a Financial Administrator, you will play a crucial role in...

  • Financial Operations Manager

    3 weeks ago

    Midlothian, United Kingdom Reed Full time

    Financial Operations Manager**Job Summary**Reed Finance is seeking a highly skilled Financial Operations Manager to oversee the financial operations of an organisation with an annual operating budget of circa £4m. The successful candidate will ensure that we meet our regulatory and contractual obligations in managing budgets and reporting to funders.**Key...

  • Financial Director

    4 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading Manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity to work closely with senior management to drive business growth and profitability.Key...

  • Financial Director

    4 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading Manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity to work closely with senior management to drive business growth and profitability.Key...

  • Financial Operations Manager

    4 weeks ago

    Midlothian, United Kingdom Reed Full time

    Finance Manager Opportunity at Reed FinanceReed Finance is seeking a highly skilled Finance Manager to lead the financial operations of our organization. As a key member of our team, you will be responsible for ensuring the effective management of our financial resources, ensuring compliance with regulatory requirements, and providing strategic financial...

  • Financial Operations Manager

    4 weeks ago

    Midlothian, United Kingdom Reed Full time

    Financial Manager Job DescriptionReed Finance is seeking a highly skilled Financial Manager to oversee the financial operations of an organisation with an annual operating budget of circa £4m. The successful candidate will ensure that we meet our regulatory and contractual obligations in managing budgets and reporting to funders.This is a fantastic...

  • Financial Director

    4 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading Manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity to work closely with senior management to drive business growth and profitability.Key...

  • Financial Director

    4 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading Manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity to work closely with senior management to drive business growth and profitability.Key...

  • Planning Manager

    6 months ago

    Midlothian, United Kingdom JPMorgan Chase & Co. Full time

    The Planning team is part of Customer Operations within International Consumer Banking and provides workforce products, technologies, scheduling, forecasting and real time support for Chase UK Contact Centre Operations.  As a Business Analysis & Reporting Manager – Planning Manager within the International Consumer – Service Operations Team, you will...

  • Senior Financial Analyst

    4 weeks ago

    Midlothian, United Kingdom iMultiply Resourcing Ltd Full time

    About the RoleiMultiply Resourcing Ltd is seeking a highly skilled Senior Management Accountant to join their finance team. The ideal candidate will have a strong background in financial reporting and analysis, with the ability to lead and mentor a small finance team.The Senior Management Accountant will play a key role in managing financial reporting,...

  • Senior Financial Manager

    4 weeks ago

    Midlothian, United Kingdom Elevation Recruitment Group Full time

    Financial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity for a finance professional to take on a key role in driving business growth and...

  • Finance Coordinator for Student Funding

    3 weeks ago

    Midlothian, United Kingdom The University of Edinburgh Full time

    UE05: £28,879.00 - £33,232.00 Per Annum.CMVM / Deanery of Clinical Sciences.Fixed Term Contract - Temporary for 4 Months.Full Time - 35 Hours Per Week.The Opportunity:We are seeking a highly organized and detail-oriented individual to coordinate student finances for the Institute for Regeneration and Repair at the University of Edinburgh.The successful...

  • Senior Financial Manager

    3 weeks ago

    Midlothian, United Kingdom iMultiply Resourcing Ltd Full time

    About the RoleiMultiply Resourcing Ltd is seeking a highly skilled Senior Management Accountant to join their finance team. The ideal candidate will have a strong background in financial reporting and analysis, with the ability to lead and mentor a small finance team.Key ResponsibilitiesPrepare monthly and quarterly management accounts, including P&L,...

  • Finance Coordinator for Student Funding

    3 weeks ago

    Midlothian, United Kingdom The University of Edinburgh Full time

    UE05: £28,879.00 - £33,232.00 Per Annum.CMVM / Deanery of Clinical Sciences.Fixed Term Contract - Temporary for 4 Months.Full Time - 35 Hours Per Week.The Opportunity:We are seeking a highly skilled Finance Coordinator to join our team at the Institute for Regeneration and Repair (IRR) at the University of Edinburgh.The successful candidate will be...

Financial Planning Coordinator

2 months ago

Midlothian, United Kingdom Thornbury Recruitment Ltd Full time
Financial Planning Administrator Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.

The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection products.

Responsibilities will include:

  • Managing the 'Letters of Authority' process
  • Valuations and chasing providers for outstanding documentation
  • Processing new business and liaising with clients
  • Booking client review meetings and preparation for client meetings
  • Compliance and data base management

The successful candidate will have excellent communication skills, be able to work independently, and have a strong attention to detail.

If you are a motivated and organized individual looking to develop your career in Financial Services, please contact us to discuss this opportunity further.