Financial Planning Specialist

About the RoleAs a Financial Planning Specialist, you will provide technical research and report writing support to financial advisers, attending meetings as needed.You will assist with holistic independent financial advice, cash flow modelling, pensions, investments, and estate/tax planning services.This role offers hands-on exposure to clients, a vital...

Our client, a leading financial planning company, is seeking an experienced Financial Planning Support Specialist to join their team. Based in a hybrid office setup, this role offers flexibility and the opportunity to work with a dynamic team focused on career development.The successful candidate will provide essential support to financial advisers through...

FP&A SpecialistLusona LLP are partnering with a service sector client to recruit an FP&A Specialist. As part of the wider finance team, you will focus on financial planning and budgeting processes.Analyzing financial performance to provide valuable insights.Supporting the financial planning process with expertise and knowledge.Required qualifications:Finance...

We are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...

We are seeking a Director of Financial Operations to join our client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is an exciting opportunity for a senior finance professional to lead the development and implementation of financial strategies that drive business growth and profitability.The ideal candidate will have significant...

Company OverviewThis is an exciting opportunity to join a prestigious finance team working for one of Glasgow's top employers. As a key member of the department, you will play a vital role in providing financial analysis and business partnering support.About the RoleIn this permanent position, you will be responsible for supporting the provision of financial...

We are seeking a Chief Financial Officer to join our client, Reed Specialist Recruitment Ltd, based in Glasgow City Centre. This is an exciting opportunity for a senior finance professional to drive the growth of the company by providing strategic financial leadership and ensuring the delivery of high-quality services.The ideal candidate will have...

Job Description: We are seeking an experienced Financial Operations Director to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The successful candidate will play a key role in ensuring the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. The role involves providing...

Experience a career-boosting opportunity with Hays Specialist Recruitment Limited as we seek an exceptional Financial Analyst to join our team in Glasgow.About the Role:We are offering a competitive salary of £50,000 per annum, plus 42 days annual leave and a fantastic pension scheme.You will be responsible for supporting the provision of financial...

Lusona LLP is seeking a highly skilled FP&A Analyst to join their finance team.The successful candidate will be responsible for financial planning and budgeting processes, working closely with the wider finance team.Key responsibilities will include:Developing and maintaining financial models and forecastsProviding financial analysis and insights to inform...

Job Title: Chief Financial StrategistA newly created position has arisen at Reed Specialist Recruitment Ltd due to the growth of the company, reporting directly to the Finance Director. As a senior manager, you will ensure the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. You will provide...

National Financial Planning business is seeking a skilled Paraplanning Assistant to support Advisers and clients in the advice giving process.Key Responsibilities:Obtain information on existing policies by issuing letters of authority, chasing up providers, and collecting data online, over the telephone, or in writing.Produce new business illustrations using...

As a leader in financial services, Reed Specialist Recruitment Ltd is seeking an experienced Chief Financial Strategist to join their team. This newly created position offers the opportunity to drive growth and success through strategic financial leadership.Main Responsibilities:Team Leadership: Directly manage a team of three finance professionals,...

Chase de Vere Financial Advisers. We are known for being knowledgeable, trustworthy, and proactive. Our team listens, advises, and works diligently to help clients plan a financial future that suits their needs.We are looking for Financial Advisers to cover the Scotland area. Successful candidates will have a proven track record in providing financial advice...

Financial Planning ProfessionalWe are looking for a skilled Financial Planning Professional to join our team at IDEX Consulting.Key Responsibilities:Deliver exceptional financial planning, advice, and service to clients.Generate new client enquiries and convert leads.Undertake sales and marketing activity in line with local and national plans.Work to achieve...

Financial Adviser Role in GlasgowArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering exceptional holistic financial planning advice to a portfolio of retail clients.The successful candidate will have a Level 4 Diploma in Financial...

We are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and...

Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team in Glasgow City Centre. This is an excellent opportunity for a motivated individual to take on a key role in driving financial performance and supporting business growth.About the RoleThe successful candidate will work closely with the Head of Finance to provide...

Company OverviewJenson Fisher Consulting Ltd is a rapidly expanding organisation based in East Kilbride. Our team provides expert recruitment services to clients across various industries.Salary & BenefitsWe offer a competitive salary of £45,000 - £55,000 per annum, depending on experience.Additional benefits include access to ongoing training and...

About the RoleWe are seeking a skilled Financial Planner to join our team at IDEX Consulting as a home-based desk-based Financial Adviser. The successful candidate will be responsible for delivering exceptional financial planning, advice, and service to clients.Key Responsibilities:Manage a client portfolio and generate new business opportunitiesDevelop and...