Financial Planning Specialist

Job Purpose">To provide high-quality financial capability support to individuals who are homeless and/or at risk of homelessness across our projects in Gateshead and Sunderland. This includes helping people access bank accounts, managing debt, maximising income, supporting welfare benefit applications and appeals, and delivering education work to improve...

Self Employed Financial Planner PositionWe are seeking an experienced Financial Planner to join our team as a self-employed financial advisor, covering the Consett, Gateshead, Hexham, and surrounding areas. This is an exciting opportunity for an Independent Financial Adviser to work with the Director of Financial Planning, providing holistic financial advice...

Company OverviewWe are a renowned organisation in the financial services industry, based in the UK, providing tailor-made wealth planning solutions to our clients. We pride ourselves on our commitment to delivering exceptional service and building strong relationships with our clients.About the Role:As a Trainee Financial Paraplanner, you will be responsible...

Financial Planning Consultant OpportunityOur company is seeking a highly skilled and experienced Chartered Financial Planner to join our team as a Financial Planning Consultant. This is an exciting opportunity for a motivated and ambitious financial planner who wants to take their career to the next level.As a Financial Planning Consultant, you will work...

Central Employment Agency is seeking a Financial Planning and Analysis Manager to join their team. As a Management Accountant, you will be responsible for analyzing financial data to support business profitability and expansion.Benefits:Opportunity for career progression and professional development.A dynamic and growing company with a reputation for...

beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. In this role, you will play a crucial part in managing the financial and contractual aspects of our construction projects.Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction budgets and...

Looking for a challenging opportunity to work with a top 25 accountancy firm in the UK, we are seeking a highly skilled and experienced Chartered Financial Planner to join our team on a self-employed basis.You will be responsible for providing holistic financial advice to clients in various locations. This role offers highly flexible working arrangements,...

Austin Fraser is seeking a seasoned Financial Management Specialist to join their management team in Gateshead. This senior accountant position involves managing the on-site accounts team and overseeing all financial operations.Key Responsibilities:Manage the on-site accounts team and oversee all financial operations, ensuring accuracy and efficiency in...

We are looking for a highly organized and detail-oriented Financial Operations Specialist to join our team in Team Valley. In this role, you will be responsible for managing financial operations, including bank reconciliations, customer account management, and quality document maintenance.Responsibilities:Manage and reconcile bank statements, ensuring...

About UsGateshead Health NHS Foundation Trust is a leading healthcare provider in the North East of England, established in 2005. We are one of the first foundation trusts in the country and have consistently achieved the highest levels of care for patients.Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our finance team....

Job DescriptionAn exceptional opportunity has arisen for a finance expert to collaborate with Coleman James, a leading firm specializing in fit-out solutions across diverse sectors. This includes retail, leisure, hospitality, healthcare, commercial, and public entities.Coleman James continues to grow, establishing a reputation for professionalism and...

Job Title: Financial Project ManagerWe are seeking a highly experienced Financial Project Manager to join our team in Gateshead. As a Financial Project Manager, you will be responsible for managing the financial aspects of our projects, ensuring efficiency and profitability.The ideal candidate will have a minimum of 5 years' experience in Quantity Surveying...

Job Title: Financial Estimator SpecialistWe are looking for an experienced project estimator with a strong background in shopfitting and fit-out projects at CV Library.About the Role:The ideal candidate will be responsible for producing accurate cost estimates, ensuring that all projects are delivered on time and within budget. This role is critical to the...

BeBee Professionals: Seeking a Meticulous Quantity SurveyorWe are a dynamic construction company based in Gateshead, seeking a detail-oriented Quantity Surveyor to join our team. As a key member of our construction team, you will play a crucial role in managing the financial and contractual aspects of our projects, ensuring costs are controlled and budgets...

Job Description:Researching products, financial planning solutions, and investment strategies to support the wealth advisersAssisting in the preparation of recommendation reports for client meetingsProviding high-level administrative support to the teamAssisting advisers with client managementGenerating technical reports and information for advisers and...

About Us: Central Employment Agency is a highly respected recruitment specialist in the North East region. We are committed to providing exceptional service to our clients and candidates alike.Job Description: We are seeking a skilled Management Accountant to join our team. This is a Permanent position, offering a salary of up to £32,000 depending on...

Join Our Team as a Senior Wealth Management SpecialistWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at TC Group.In this role, you will provide expert advice on various financial matters, including investment planning, company investments, inheritance tax planning, pensions, life and protection.The ideal...

About UsAt Changing Lives, we are a nationwide charity dedicated to supporting individuals facing complex challenges. Our mission is to empower people to make positive changes in their lives.We offer a range of services across the country, helping thousands of people each year who are experiencing difficulties such as homelessness, addiction, unemployment,...

Office Angels is seeking a highly skilled Trainee Financial Paraplanner / Administrator to join our dynamic team in the financial services industry.About the Role:We are looking for an individual with excellent attention to detail and strong Word and Excel skills to assist the wealth advisers by researching products, financial planning solutions, and...

Senior Financial Planning PositionWe are seeking a highly skilled and experienced Chartered Financial Planner to provide holistic financial advice on a range of financial planning services.This is an exciting opportunity for a motivated and ambitious financial planner who wants to take their career to the next level. The role involves working with a...