Senior Financial Planning Assistant

As a Financial Planning and Reporting Specialist at Hays Accountancy and Finance, you will be responsible for organisation-wide accounting and reporting, including budgeting and forecasting. You will make key business decisions for new initiatives whilst overseeing general accounting for income and expenditure including cash management.Key...

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...

Job DetailsAs a Management Accountant at Hays Specialist Recruitment Limited, you will be responsible for organisation-wide accounting and reporting, including budgeting and forecasting. You will make key business decisions for new initiatives while overseeing general accounting for income and expenditure, including cash management.Key ResponsibilitiesFixed...

We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

About the RoleAs a Senior Financial Manager at Hays Senior Finance, you will be responsible for managing a client portfolio of clients, preparing and reviewing statutory and management accounts, and managing a team of 3 staff with the support of a HR team.Key ResponsibilitiesManage a client portfolio of clientsPrepare and review statutory and management...

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...

Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

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...

beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Cardiff, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, and ensure compliance with regulations.Build and maintain...

Financial Planning ExpertCleverHR is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to families and businesses across London, Southwest, and Wales.Key Responsibilities:Conduct in-depth reviews of clients' financial...

Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...

We are seeking a highly skilled FP&A Retail Analyst to join our Finance team at Peacocks Head Office in Cardiff. The successful candidate will be responsible for analysing and reporting the performance of our retail business, including sales and margin performance, as well as assisting in the preparation and production of weekly trading slides.Key...

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...

We are seeking a highly skilled Senior Financial Analyst to join our expanding Finance department at our Head Office in Cardiff. As a Senior Financial Analyst, you will be responsible for the production of weekly trading packs, budgets, forecasts, and latest views. Accuracy is key due to the impact on cash forecasting. You will also be responsible for the...

Chief Financial Officer Role at ExecThreadThe ExecThread company is seeking a highly skilled Chief Financial Officer to lead its statutory finance functions and drive financial strategy and budget planning.This pivotal role involves overseeing the financial strategy and budget of the organization, ensuring effective and efficient use of resources.The...

Management Accountant Job OpportunityAt Redkite, we're looking for a skilled Management Accountant to join our finance team and contribute to driving financial excellence across the organisation.Key Responsibilities:Preparing and reviewing monthly management accounts and business performance reports for the senior leadership teamMaintaining the budget and...

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...

Role OverviewHays Specialist Recruitment Limited is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for managing financial operations, ensuring accurate financial reporting, and providing strategic financial guidance to our clients.Key ResponsibilitiesManage...

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...

**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....