Financial Planning Specialist

Job DescriptionPrydis is seeking a highly skilled Financial Planning Specialist to deliver high-quality, independent financial planning services to clients in Exeter and beyond. The successful candidate will be responsible for developing professional connections, particularly in retirement planning, Inheritance Tax mitigation, Equity Release, and specialist...

We are seeking a highly experienced Financial Planning Compliance Specialist to join our Supervision and Competency Oversight team at IDEX Consulting Ltd. This role will provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and the overarching control environment.Key...

Job OverviewIDEX Consulting Ltd is seeking a highly experienced Training and Competency Oversight Specialist to join our Supervision and Competency Oversight team.Key Responsibilities:Provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and control environment.Support new and existing...

At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to lead our finance team in Exeter, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingExeterJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

About the Company Bloor Homes - Land & Planning is a leading developer of residential and mixed-use schemes across the UK. We are committed to delivering high-quality homes and commercial spaces, while also investing in the communities we serve. Our team of experienced professionals works closely with local authorities, developers, and other stakeholders to...

Job Description: Payroll ManagerStreamline Search is partnering with a reputable Financial Planning business to recruit a skilled Payroll Manager for their expanding accounts department. This role involves working with various accounting services across different industries.Key Responsibilities:Manage the entire payroll process, from salary calculations to...

Butler Rose is recruiting a dynamic Finance Manager for a 12-month fixed-term contract in Exeter. This hybrid role involves working closely with the Finance Director, taking responsibility for the finances of multiple group businesses.Key Responsibilities:Presenting detailed financial reports to Directors outlining the financial position and ensuring...

About the Role: A dynamic and exciting opportunity has arisen for a seasoned Senior Finance Business Partner to join our esteemed client in Exeter, UK. This role will support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.Key Responsibilities:Provide financial expertise for investment and...

About Our CompanyMichelmores is a dynamic and agile organization that values flexibility and inclusivity.Job RoleWe are looking for a Financial Services Specialist to join our team. In this role, you will be responsible for providing expert advice on financial matters to clients.Key ResponsibilitiesDevelop and implement effective financial planning...

DK Recruitment is seeking a highly skilled and detail-oriented Financial Accountant to join their dynamic finance team in Exeter. This is an excellent opportunity for a motivated and analytical professional ready to contribute to the company's strategic financial planning and operational success.About the RoleThe successful candidate will oversee the...

About the RoleWe are seeking a proactive Financial Management Specialist to partner with senior managers in our Asset Management division. As a key member of our team, you will provide financial expertise to drive performance and achieve strategic goals.Key responsibilities include:Providing financial insights and analysis to inform investment and...

We are seeking an experienced Financial Management Specialist to join our team at Butler Rose Accountancy & Finance Recruitment. As a key member of our team, you will be responsible for taking charge of the finances of several group businesses.The ideal candidate will have a strong background in accounting (ACA, ACCA, CIMA, or equivalent) and excellent...

About the RoleThe Financial Planning Compliance Expert will be responsible for providing supervisory support to regulated individuals within our financial services business. The ideal candidate will have proven experience of carrying out skills observations/assessments and in-depth knowledge of financial services regulations.Responsibilities:Support the...

Are you looking for a challenging role in financial services? LCS Legal Services Group has an exciting opportunity for a Financial Support Specialist to join their team in Dawlish.We are offering a salary of £28,000 - £35,000 per annum, commensurate with experience.About Us:LCS Legal Services Group provides a comprehensive range of Estate Planning...

We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare...

Haines Watts (Western) Limited is seeking a highly skilled Financial Management Specialist to join their Exeter branch. The ideal candidate will have extensive experience in statutory accounts preparation, including charities and non-profit organizations. This role involves working closely with the Senior Management team and Directors to deliver high-quality...

**Career Development Opportunity:**We are seeking a talented Financial Services Specialist to join our team in Exeter. As a studying or Part Qualified Audit Senior, you will be responsible for delivering audits to a wide range of corporate, not-for-profit, charity, and other specialist sector clients.The successful applicant will have a career background...

Job SummaryWe are seeking a highly experienced Financial Planning Governance Manager to join our Supervision and Competency Oversight team. The successful candidate will be responsible for providing regulatory supervision over our financial planning population, ensuring they adhere to our Training and Competency scheme and overarching control environment.The...

Job Title: Financial Support SpecialistWe are looking for a highly organized Financial Support Specialist to support our team in Exeter. As a Financial Support Specialist, you will be responsible for processing invoices and payments, reconciling accounts, and preparing financial reports.Key Skills and Qualifications:1+ years of experience in an accountancy...