Client Management and Financial Planning Specialist

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

Hays Accountancy and Finance is seeking a highly skilled Financial Planning and Analysis Specialist to join our team on an initial 6-month fixed-term contract.The successful candidate will be based on the East outskirts of Cardiff, with two days spent working on-site in a hybrid role. This is a fantastic opportunity for someone looking to take their career...

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

About the Role:Churchill Executive is seeking a highly skilled Financial Planning Manager to join their team in Cardiff. As a Senior Technical Manager and Paraplanner, you will play a crucial role in delivering comprehensive wealth management solutions to clients.Key Responsibilities:Monitor the quality of Para-planning work produced by Paraplanners/Trainee...

About the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...

{"Your New RoleIn this position at Hays Specialist Recruitment Limited, you will be responsible for managing estate planning cases end to end, drafting and taking instructions on various wills and associated estate planning documents. You will provide exceptional client service, communicate with clients remotely, and work in a supportive team to gain...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Job DescriptionIn this challenging and rewarding role as SAP Financial Planning and Analysis Specialist, you will work closely with our finance team to develop and implement financial planning and analysis processes using SAP FI, CO, and MM modules. You will provide technical SAP support and advice to the finance team, ensuring seamless integration of...

About the RolePrestige Recruitment Group is working with a financial services company in Flintshire, North Wales to find an experienced AML / Compliance Analyst.Job Summary:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

We are seeking a skilled Finance Manager to provide expert financial support and business planning services to Care & Repair.You will be responsible for developing positive internal and external working relationships, utilizing your finance and accounting experience in the preparation of management accounts, budgets, and financial business planning.A highly...

Your new companyWorking with a leading independent Accountancy Practice based in Cardiff, you'll be part of an excellent local team that prides itself on flexibility and staff development.Role OverviewPreparing and submitting tax returns by the deadline to ensure timely compliance.Liaising and negotiating with HM Revenue & Customs (HMRC) on behalf of clients...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team in Cardiff.This role will provide you with the opportunity to develop your skills in financial operations, including expertise and advice in accounting for capital assets and leases.You will work closely with the Financial Operations Team to...

About Our Business Services ProviderOur client is a leading provider of Apprenticeships and Vocational Training Qualifications in the UK.Salary:£80,000 - £120,000 per annum, depending on experience.Job SummaryWe are seeking an experienced Finance Director to join our client's leadership team. In this role, you will lead the finance team, overseeing...

beBee Professionals is looking for a Financial and Contractual Specialist to manage the financial and contractual aspects of our construction projects. The ideal candidate will have a Bachelor's degree in Quantity Surveying, Construction Management, or a related field, and previous experience as a Quantity Surveyor in the construction industry.Key...

Legal & General, a leading financial services group and major global investor, is seeking a skilled Financial Risk Assessment Specialist to join its team. With a strong heritage and an exciting future, the company aims to build a better society for the long term by investing its customers' money in things that make life better for everyone.About the RoleThis...

**Company Overview**Hoop Recruitment is a forward-thinking organization that prioritizes innovation and professional growth. We're at the forefront of financial innovation, with a nationally recognized, award-winning finance team.Salary: Up to £60,000 per annumJob Description:We're hiring a Senior FP&A Manager to lead our Financial Planning & Analysis team....

Our team at Quilter Financial Planning is seeking a highly skilled financial advisor to join our UK operations. As a key member of our team, you will be responsible for delivering exceptional financial planning services to clients across the UK, Scotland, and Northern Ireland.The Opportunity:You will work directly with clients to understand their financial...

About Northeast Private Client Group:We value our clients and strive to provide exceptional service. Our team is dedicated to ensuring seamless order fulfillment and efficient administrative processes.Job Description:The ideal candidate will have experience in managing key client accounts and delivering excellent customer service.Responsibilities:Process...