Current jobs related to Financial Planning Specialist - Winchester, Hampshire - Resource Matters Ltd


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team at Butler Rose. As a key member of our accounting department, you will be responsible for preparing management accounts for multiple companies within the group, including P&L, cashflow, variance analysis, accruals, and prepayments.Key...


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Financial Planning Specialist OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team in Winchester. As a key member of our accounting team, you will be responsible for preparing management accounts for multiple companies within the group, including P&L, cashflow, variance analysis, accruals, and prepayments.Key...


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Job Summary: Butler Rose is seeking an experienced Financial Planning Specialist to join their team in Winchester. The ideal candidate will have a strong background in management accounting and financial planning, with a minimum of 2 years' experience working on management accounts.Key Responsibilities:Preparation of management accounts for multiple...


  • Winchester, Hampshire, United Kingdom Michael Page (UK) Full time

    Job SummaryMichael Page (UK) is seeking a skilled Strategic Financial Planning Specialist to join their team. The ideal candidate will have a strong background in management accounting and experience in producing accurate financial reports.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decision-making.Prepare and...


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Exciting Opportunity for a Management AccountantWe are seeking an experienced Management Accountant to join our team at Butler Rose Ltd. As a key member of our accounting practice, you will be responsible for preparing management accounts, financial planning, and analysis for our internal group companies.Key Responsibilities:Preparation of management...


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Exciting Opportunity for a Management AccountantWe are seeking an experienced Management Accountant to join our team at Butler Rose Ltd. As a key member of our accounting practice, you will be responsible for preparing management accounts, financial planning, and analysis for our internal group companies.Key Responsibilities:Preparation of management...


  • Winchester, Hampshire, United Kingdom Michael Page (UK) Full time

    Job SummaryMichael Page (UK) is seeking a skilled Management Accountant to join their team. The ideal candidate will have a strong background in financial planning and analysis, with experience in producing accurate monthly management accounts and reporting results to senior management.Key ResponsibilitiesPrepare and present financial reports to...


  • Winchester, Hampshire, United Kingdom Butler Rose Full time

    Exciting Opportunity for a Management AccountantWe are seeking an experienced Management Accountant to join our team at Butler Rose Ltd. As a key member of our accounting department, you will be responsible for preparing management accounts, financial planning, and analysis for our internal group companies.Key Responsibilities:Preparation of management...


  • Winchester, Hampshire, United Kingdom Michael Page (UK) Full time

    Job Title: Hybrid Management Accountant Job Summary: We are seeking a skilled Management Accountant to join our team at Michael Page (UK). Key Responsibilities: * Produce accurate monthly management accounts for contracts within the role-holder's remit and report results to Business Unit Managers, the Financial Controller, and the Regional Manager. *...


  • Winchester, Hampshire, United Kingdom Simplyhealth Full time

    Join Our Team as a Financial Planning ManagerWe're seeking a knowledgeable Financial Planning Manager to work closely with our business stakeholders in understanding and planning financial operations. As a key member of our team, you'll be responsible for preparing monthly accounts, managing monthly business area P&L performance, and providing commercial...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    Join Our Team as a Financial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for supporting our planners in providing exceptional client service.Key Responsibilities:Assist planners in writing financial planning reports for...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    We are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.This newly created role is...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    About the RoleWe are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.This newly created...

  • Management Accountant

    3 weeks ago


    Winchester, Hampshire, United Kingdom Butler Rose Full time

    Financial Planning and Analysis RoleAn exciting opportunity has arisen for a skilled Management Accountant to join Butler Rose in central Winchester. As a key member of the team, you will be responsible for the financial planning and analysis of the internal group companies.Preparing P&L, cashflow, variance analysis, accruals, and prepayments for multiple...


  • Winchester, Hampshire, United Kingdom Leisure People Recruitment Full time

    Job Title: Financial Management SpecialistWe are seeking a highly skilled Financial Management Specialist to join our team. The ideal candidate will have a solid background in finance and accounting, with experience in financial controls, management accounts, and stakeholder relationships.About the Role:As a Financial Management Specialist, you will play a...


  • Winchester, Hampshire, United Kingdom Leisure People Recruitment Full time

    Job Title: Finance AnalystCompany: Leisure People RecruitmentLocation: Winchester, HampshireJob Type: Full-timeSalary: Up to £42,500+ development + excellent benefitsAbout the Role:The Finance Analyst will play a crucial role in helping business operations improve the lives of the communities served by the Leisure, Cultural and Heritage Trust. The...


  • Winchester, Hampshire, United Kingdom Penguin Recruitment Full time

    The Role:We are seeking an experienced Urban Planning Specialist to join our dynamic team at Penguin Recruitment. As an Urban Planning Specialist, you will be responsible for providing expert planning, development, and environmental services to our clients.About the Company:Penguin Recruitment is a multidisciplinary town planning consultancy that provides...


  • Winchester, Hampshire, United Kingdom Accountability Recruitment Full time

    Job Title: Financial Reporting SpecialistJob Summary: We are seeking a highly skilled Financial Reporting Specialist to join our team at Accountability Recruitment. The successful candidate will be responsible for assisting the Senior Accountant with a range of duties including the timely preparation of management accounts for 3 companies within a group.Key...


  • Winchester, Hampshire, United Kingdom Hunter Dunning Limited Full time £32,000

    Job Summary: We are seeking a skilled Regional Planning Specialist to join our team at Hunter Dunning Limited. As a key member of our Planning department, you will play a crucial role in securing planning permissions for various projects, from unique bespoke developments to large-scale schemes.Key Responsibilities:Secure planning permissions for projects...


  • Winchester, Hampshire, United Kingdom Hunter Dunning Limited Full time £55,000

    Job Title: Urban Planning SpecialistJob Summary:We are seeking an experienced Urban Planning Specialist to join our team at Hunter Dunning Limited. As a key member of our planning department, you will be responsible for preparing and submitting planning applications and appeals, providing guidance on local and national planning frameworks, and coordinating...

Financial Planning Specialist

2 months ago


Winchester, Hampshire, United Kingdom Resource Matters Ltd Full time

Financial Planning Specialist

**About the Role**

We are seeking a highly skilled Financial Planning Specialist to join our team at Resource Matters Ltd. As a Financial Planning Specialist, you will be responsible for providing tailored financial advice to high net worth clients, helping them achieve their financial goals and objectives.

**Key Responsibilities**

* Provide holistic financial planning services to clients, including investment, retirement, and estate planning
* Conduct thorough financial assessments and develop personalized financial plans
* Collaborate with clients to implement financial plans and provide ongoing support and guidance
* Stay up-to-date with industry developments and best practices in financial planning

**Requirements**

* Full Diploma in financial planning
* Proven track record of consistent success in a financial planning role
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team

**What We Offer**

* Competitive basic salary
* Uncapped quarterly bonuses
* Annual bonuses
* Comprehensive benefits package
* Opportunities for professional growth and development

**How to Apply**

If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please submit your CV in confidence quoting Ref: 867543.