Financial Planning and Investment Expert

Role OverviewMandeville is seeking a Financial Planning Expert to join their international head office team.The ideal candidate will have experience in managing retail and hospitality profit centers, coordinating budgets and forecasts, and ensuring accurate scenario modeling and commercial thinking aligns with strategic goals.Key ResponsibilitiesReview and...

Financial Planning Support RoleWe are working with a Farnham based IFA Practice to find a Financial Planning Support to join the team. The successful candidate will be involved in a range of administrative tasks, including inputting client details and liaising with clients and product providers.Key ResponsibilitiesInput client details onto the Prestwood...

Technical Support Paraplanner Opportunity at mbfA renowned, privately-owned Independent Financial Planning & Investment Management organisation seeks an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners.This key role focuses on delivering comprehensive assistance, enabling advisors to concentrate on...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

Financial Planning ManagerWe are seeking an experienced Financial Planning Manager to join our team at Mandeville. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:• Review and interpret historical financial results to improve understanding of...

Job Summary: We are seeking a highly skilled Planning Policy Expert to join our team at EliTech Worldwide Ltd. As a key member of our organization, you will play a vital role in shaping our planning policies and procedures.Job Description: The successful candidate will be responsible for developing and implementing planning policies and procedures that meet...

About YouWe are looking for a talented and ambitious Senior Accountant to join our team at Puro Accountancy. As a key member of our accounting department, you will be responsible for managing a diverse portfolio of clients, preparing complex financial statements, and providing expert advice on taxation matters.Your Key StrengthsACA/ACCA qualification or...

Job SummaryWe are seeking an experienced Senior Accountant to join our team at Puro Accountancy. As a key member of our accounting department, you will be responsible for managing a varied client portfolio and providing exceptional financial services.About the RoleManaging a diverse range of clients and ensuring their financial needs are metPreparing...

CMA Recruitment Group is proud to have partnered with a 2-office firm who are currently looking to add to their West Berkshire team due to excess work.These firms pride themselves on their first-class customer service, where they predominantly work with high-net-worth individuals and their businesses.This role will initially be heavily home based, with just...

Job OverviewBennett & Game Recruitment LTD are partnering with a reputable 20-year-old accountancy practice in Farnham to find an ambitious accountant to join their experienced team.The practice offers a competitive salary up to £50k, progression opportunities, hybrid working, and more.Preparation of management accounts, including monthly, quarterly, and...

Profiles Personnel is seeking an experienced Financial Services Administrator to join their client's administrative team. As a key member of the team, you will be responsible for providing exceptional support to clients and advisors, ensuring seamless operations and excellent customer service.Key Responsibilities:Liaising with policy providers to obtain...

As a Business Intelligence Finance Professional, you will be working in a high-performing team at Vitae Financial Recruitment, supporting the growth of our clients.About This Role:We are seeking a highly driven and talented FP&A Analyst to join our ranks. The successful candidate will have demonstrable experience in budgeting, forecasting, and financial...

Financial Services Administrator RoleWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.Key Responsibilities:Liaise with policy providers for policy details and obtain policy...

Pro Talent is seeking a seasoned Audit Manager to spearhead their team of auditors. This dynamic leader will oversee audit missions for diverse clients, analyzing financial data and creating comprehensive reports.About the Role:Drive strategic planning and execution for audits across various sectors.Analyze complex financial information to uncover valuable...

Role OverviewThe role of Finance Business Partner is a crucial position in our organisation, requiring an individual with strong financial acumen and analytical skills to provide strategic insights to the business. As a key member of the finance team, you will be responsible for driving business growth by identifying opportunities for cost savings, improving...

Farnham is a charming town nestled in the heart of Surrey, offering a unique blend of rural charm and urban convenience. As a Senior Accounts Semi Senior at Protalent, you will be part of a well-established accountancy practice that values personalized approach and commitment to professional development.About the Job:Provide expert accounting support to a...

About the RoleWe are seeking an experienced Senior Financial Services Manager to join our team at Pro Talent. In this role, you will be responsible for managing a portfolio of clients and serving as their primary point of contact.Key Responsibilities:Oversee a diverse range of clients, providing expert financial guidance and supportMaintain strong...

About Bigblue Search LtdOur client, a leading company in bespoke fit-out solutions for commercial and industrial spaces, seeks an experienced financial manager to oversee their financial operations in Farnham. The successful candidate will play a crucial role in driving the company's growth and profitability.Job Summary:As a Financial Manager, you will be...

About the RoleWe are seeking an experienced Audit Senior to join our growing team in West Surrey. As a key member of our team, you will play a crucial role in delivering exceptional services to our clients. This is an excellent opportunity for individuals seeking a challenging role with great opportunities for growth and development.The successful candidate...