Financial Planning Specialist

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...

About the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...

Cooper Lomaz Recruitment Ltd Job OpportunityWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and ambitious Financial Planning Specialist.The ideal candidate will have a proven track record in financial planning, with a strong understanding of the industry's best practices. Previous experience as a Paraplanner,...

Supporting Role: We are currently seeking a talented individual to fill the role of a Chartered Financial Planning Support specialist. In this position, you will work closely with our Financial Planners to develop and implement comprehensive financial plans tailored to meet client needs. To succeed in this role, you must possess excellent planning and...

Lead Financial Planning Role\At Jagex Limited, we are seeking a highly skilled Financial Planning Director to join our team. This is an excellent opportunity to leverage your expertise in financial planning and analysis to drive business growth and profitability. As a key member of our leadership team, you will be responsible for developing and executing...

Job OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...

Established in the UK, our client is one of the fastest growing Financial Planning businesses.This advisory role offers a unique opportunity to join a leading Financial Planning/Wealth Management business in Cambridge, covering 42+ hubs and expanding further.The successful candidate will inherit circa clients/households, requiring expert advice on pension &...

Job TitleWe are seeking a Financial Planning Director to join our team at Robert Walters. In this pivotal role, you will collaborate with senior leadership and cross-functional teams to drive financial insights and support ambitious growth plans. Our estimated salary for this position is £120,000 - £150,000 per annum, depending on experience.The ideal...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Cambridge, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

Company OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our award-winning service for clients is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our...

Select Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...

Job DescriptionWe are seeking an experienced Financial Planning Manager to join our Education team. As a key member of the finance department, you will play a crucial role in driving financial planning and analysis across the organization.Key Responsibilities:Develop and implement financial plans and forecasts to inform business decisionsProvide analytical...

About Cooper LomazWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and skilled Financial Planner or Financial Adviser to join their team.Job OverviewThis is a fantastic opportunity for someone who wants to take their career to the next level in financial planning. As a successful candidate, you will have...

This is a highly sought-after opportunity for an ambitious and experienced financial professional to take ownership of the finance function at The One Group in Cambridge.We are looking for a talented Financial Controller who will be responsible for leading the 5-year financial planning strategy, overseeing the statutory accounts, financial reporting,...

Role OverviewWe are partnering with a prominent regional firm to recruit a skilled Corporate Finance Specialist.This is an exciting opportunity for qualified accountants (ACA/ACCA or equivalent) currently working in practice and looking to transition into Corporate Finance.The successful candidate will gain exposure to a high-profile client base, working on...

Job DescriptionThe role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client...

Tbwa Chiat/Day Inc seeks a seasoned Finance Director to lead our financial planning and analysis efforts. This role will focus on providing strategic and operational support to the VP of Finance, developing and managing annual budgets, and ensuring accurate and reliable financial controls.Key Responsibilities:Develop and manage comprehensive financial plans,...

beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in quantity surveying and excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...

We are seeking a highly skilled Financial Operations Specialist to join our Business Services and Outsourcing team at BDO LLP. As an Assistant Manager, you will be responsible for providing financial outsourcing services to our clients and ensuring the delivery of high-quality solutions.We offer a competitive salary of £55,000 - £75,000 per annum, plus...

Abcam, a global leader in the scientific community, seeks an experienced Financial Planning and Analysis (FP&A) expert to support its Commercial and Digital function.The successful candidate will be responsible for driving revenue budgeting and forecasting processes, owning detailed modelling, and ensuring accuracy and alignment with business goals.This role...