Financial Planning Specialist

**About the Role**Financial Divisions is seeking an experienced Financial Planning Consultant to manage an existing book of business from a retiring adviser. The successful candidate will be responsible for servicing a portfolio of high net worth individuals, generating over £250k in ongoing advice fees.**Key Responsibilities**Provide holistic advisory...

Role OverviewWe are currently recruiting for a Financial Planning practice based in Guildford who are seeking a Paraplanner to join their team. This role offers hybrid working with 1 day in the office and 4 days from home.About the CompanyThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial...

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Financial Planning specialist.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.Role DescriptionThe role involves...

Financial Planning Director OpportunityWe are seeking a highly skilled Financial Planning Director to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser, generating over £250k in ongoing advice fees.Our clients are high net worth individuals...

Job Title: Senior ParaplannerLocation: GuildfordSalary: £40 – 50k + Bonus + BensCameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower our clients to achieve their financial goals. Our collaborative culture fosters integrity, accountability, and innovation.Role OverviewWe are seeking an...

Role OverviewCameron Kennedy is seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.Key ResponsibilitiesConduct thorough and accurate research on financial...

We are currently recruiting for a Financial Planning practice based in the UK who are looking to recruit a Technical Paraplanner. This role offers hybrid working with a balance of time spent in the office and from home.Company OverviewThe company is a boutique wealth management firm based in the UK, providing expert financial advice to a range of private and...

Financial Planning Role at Evelyn PartnersEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. As a key member of our team, you will be responsible for assisting qualified financial planners and their support teams with new and existing client work.Key Responsibilities:Support the...

beBee Professionals is seeking a Head of Financial Planning to join our finance team in Guildford, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage...

Grow Your Career as a Trainee Financial PlannerWe are seeking highly motivated and ambitious individuals to join our team as Trainee Financial Planners. In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with experienced professionals who will guide and support you every step of the way.As...

About the CompanyEvelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services, with a long history of delivering exceptional client service and driving business growth. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a talented Financial...

Finance Role at Gatwick AirportWe are seeking a skilled Finance Analyst to join our team at Gatwick Airport Limited. This role will involve working closely with the Finance Business Partners and directly with other areas of the business to provide timely financial insight and analysis.Key Responsibilities:Accurate and timely completion of monthly management...

We are seeking a Financial Operations Specialist to join our Accountancy team in Guildford. The ideal candidate will have a strong background in costing and bidding, with experience in operating as a finance lead on bidding activities.Key Responsibilities:Review and validate bid costings prepared by Engineering, ensuring correct application of financial...

About the RoleAs a key member of the Hays Specialist Recruitment Limited team, we are seeking a highly skilled Group Financial Controller to join our group finance team. This is a critical role that will involve leading a small team of qualified accountants and overseeing various financial functions, including consolidated management accounts, group...

We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. The ideal candidate will have a strong background in financial management, contract negotiation, and project coordination.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...

Financial Planning and Analysis ExpertWargaming is seeking a highly motivated and experienced Financial Planning and Analysis Expert to join our Financial Planning and Analysis function. This role is responsible for overseeing the financial planning, budgeting, forecasting, and analysis activities across a number of functions/products, ensuring alignment...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our wealth management team, you will be responsible for delivering financial planning and wealth management advice to our clients, while also managing a team of financial planners and providing...

Senior Financial Planning RoleFletcher George is recruiting a Part Qualified or Newly Qualified ACA or ACCA Audit & Accounts Senior to work in a forward-thinking independent firm in Surrey. As a key member of our team, you will be responsible for planning and executing audits, as well as preparing financial statements for our clients.Our ideal candidate will...