Financial Planning and Reporting Specialist

Senior Audit and Financial Reporting SpecialistOur client, a large firm of accountants, is seeking a Senior Audit and Financial Reporting Specialist to join their team in the North-East office.This role will involve working closely with senior management to plan, execute, and review audits, as well as providing expert advice to clients on financial reporting...

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at ENGINEERINGUK. As a key member of the finance department, you will be responsible for financial planning and analysis, ensuring that our business operations are running efficiently.The ideal candidate will have strong forecasting and planning skills, with experience...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. In this role, you will be responsible for maintaining accurate data on our back office system, liaising with internal and external contacts, communicating with life offices and investment houses, managing client...

**Job Description:**We are seeking a Financial Planning Governance Specialist to join our team at IDEX Consulting Ltd. The successful candidate will be responsible for managing and overseeing the complaints team, as well as recruiting and growing the Financial Planning complaints team.About You:Proven experience in creating policy and procedure within a...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

Key ResponsibilitiesIn this role as a Global Financial Reporting Specialist at Datatonic, you will be responsible for the preparation of monthly management accounts, development of financial processes and operations, and ad-hoc project support. We are looking for a fully qualified accountant with a strong audit background and excellent communication...

Are you a skilled finance professional looking for a new challenge? We have an exciting opportunity available for a Corporate Financial Planning Specialist to join our client, a leading leisure business based in Newcastle. With a salary of up to £45,000 per annum, this role offers excellent company benefits and a flexible hybrid working arrangement.Key...

Whitehaven Coal Limited, a leading player in Australia's high-quality coal basin, seeks an experienced Management Accountant to join its team at the Newcastle Office.The ideal candidate will possess strong financial management skills, with expertise in preparing monthly management accounts and reporting for a mine site. Additionally, they will have...

Job DescriptionRSM is seeking an experienced Financial Reporting Expert to join our team. As a key member of the firm, you will be responsible for managing a portfolio of corporate clients and providing exceptional client service.Key Responsibilities:Manage day-to-day client relationships and provide excellent client servicePlan assignments in accordance...

This is an excellent opportunity for a skilled Paraplanner to contribute to the delivery of exceptional financial planning services in Newcastle.The successful candidate will provide high-quality support to our team of experienced Financial Advisors, who offer comprehensive financial planning solutions to clients.As a Paraplanner, you will play a vital role...

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

We are seeking a skilled Financial Planning Assistant to support our financial advisors by conducting research, preparing financial plans, and ensuring all documentation is accurate and compliant with regulations.Key Responsibilities:Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and...

Job Title:Financial Reporting SupervisorAbout the Role:We are seeking a Financial Reporting Supervisor to join our Audit team in Newcastle. As a key member of our team, you will be responsible for supervising financial reporting and statutory filing engagements of clients.The ideal candidate will have strong external audit experience and be fully qualified...

Job DescriptionMI Search is seeking a Paraplanning Services Provider to join our team. As a Paraplanner, you will work closely with Financial Planners to deliver holistic financial planning solutions to HNW and UHNW clients.Key responsibilities include preparing suitability reports, conducting technical research, and ensuring compliance policies are adhered...

MI Search is currently seeking a highly skilled Senior Financial Planning Consultant to join its team in Newcastle.This role will involve working closely with the Financial Planners to provide holistic financial planning solutions to high net worth and ultra high net worth clients.The successful candidate will be responsible for preparing suitability...

Job DetailsThis is an exciting opportunity to join RSM as an Assistant Manager Financial Reporting. We are seeking an experienced professional to manage a portfolio of corporate clients and provide exceptional client service.Key Responsibilities:Manage day-to-day client relationships and provide excellent client servicePlan assignments in accordance with...

We are seeking a talented Financial Operations Specialist to join our team at CV-Library in Newcastle, UK. This role is responsible for managing day-to-day finance operations, ensuring compliance, and contributing to strategic financial planning.Key Responsibilities:Prepare accurate financial reports, budgets, and forecasts.Manage month-end and year-end...

**Company Overview:**Aspect Resources is a leading recruitment agency providing top talent to the public sector. Our team of experts has extensive knowledge of the government's financial landscape, making us an ideal partner for organizations seeking skilled professionals.**Salary:** £550 per day (Umbrella), competitive package offered by Aspect...

MI Search is currently seeking a skilled Paraplanner to join its team in Newcastle. This Financial Planning role offers a unique opportunity to work closely with experienced Financial Planners, providing holistic financial planning solutions to high net worth (HNW) and ultra high net worth (UHNW) clients.Key responsibilities of the Paraplanner role...