Senior Financial Planning Specialist

Financial Division OverviewEstablished for over 15 years, we pride ourselves on providing high-quality advisory services to families and professionals with significant investable assets.Salary and BenefitsThe role offers a competitive salary of £100,000 - £150,000, depending on experience, along with flexible working arrangements and opportunities for...

Job OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team at Pro Talent in Norwich. This role involves managing a portfolio of personal tax clients, preparing personal tax returns, and providing taxation advice.About the RoleManage a portfolio of personal tax clients, including semi-senior and senior portfolios.Prepare...

Nxtgen Recruitment is excited to partner with a rapidly scaling business in Norwich, seeking an experienced Financial Planning Specialist to drive financial insights and growth.This dynamic role will be the first finance position within the company, reporting directly to the Managing Director. As a key member of the team, you will provide detailed financial...

We are seeking a highly skilled Financial Planning Specialist to join our team at Service Service Employment Agency Limited.Job SummaryThis is an exciting opportunity for a talented individual to provide high-level financial planning support and servicing to clients as part of our dynamic team. The successful candidate will be responsible for servicing...

Atkinson Moss Job Description:We are seeking a highly organized and detail-focused Budget and Financial Planning Specialist Assistant to join our team at Atkinson Moss. This exciting opportunity offers the chance to work closely with senior finance professionals and contribute to the effective management of our finances.Key Responsibilities:- Collaborate...

A dynamic and growing brokerage is seeking an experienced FP support professional to join their busy team. The successful candidate will work collaboratively with Paraplanners and Chartered advisers, providing administrative support in a fast-paced environment. The role offers two positions available, each with opportunities for career growth and development...

At EA First Compass House, we are currently seeking a talented Senior Financial Planning Analyst to join our team.This is an exciting opportunity for you to utilize your skills in financial planning and analysis to support the growth and success of our organization.The ideal candidate will have a strong background in financial planning and analysis, with...

Develop Your Career in Corporate FinanceWe are seeking a Corporate Finance executive to join our team and support the senior leadership in recruiting candidates for this key role.The primary objectives of this position include liaison with clients and other professionals, preparation of business plans, information memorandum, and supporting financial...

Service Service Employment Agency Limited is seeking an experienced Paraplanner to join their established Financial Planning team.About the RoleThis is an excellent opportunity for a skilled professional to work with a well-established team of wealth management and retirement provision experts.Key ResponsibilitiesProviding research and report writing support...

**Financial Reporting Specialist Opportunity**Huntress - Maidstone is seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our finance department, you will play a crucial role in supporting the preparation and reconciliation of annual budgets.Your duties will include producing accurate monthly budget reports,...

Job Description:We are seeking an experienced Financial Planner to join our team at Service Service Employment Agency Limited. As a Financial Planner, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.Key Responsibilities:Contacting clients and setting up meetings to discuss their...

Opportunity OverviewWe are looking for a talented Financial Services Manager - Deputy Section 151 Officer to join our team and contribute to shaping the council's financial future.About the Role:Develop and maintain a comprehensive understanding of local government finance frameworks and regulationsProvide expert advice to elected members and senior officers...

We are Lanpro, a leading consultancy providing exceptional planning services across the UK. We're looking for a Senior Planning Specialist to join our team and support our growth in delivering excellence.Job DescriptionThis role involves working as a key point of contact for clients, delivering planning advice on applications and projects.You will be...

Role OverviewWe are seeking an experienced Financial Planner Assistant to join our established Financial Planning team at Service Service Employment Agency Limited. This is an excellent opportunity for a professional with a strong background in financial services to grow their career.The ideal candidate will have experience working in a Financial Planning...

At Service Service Employment Agency Limited, we are seeking a highly skilled Financial Planning Assistant to join our team. This role is an excellent opportunity for someone with experience in financial planning and administration to take their career to the next level.The ideal candidate will have a strong understanding of financial products and services,...

We are seeking an accomplished Financial Planning Administrator to join our thriving team, supporting the delivery of high-quality services to our clients. This role offers an exceptional opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

This role oversees finance for a small to medium-sized enterprise, playing a crucial part in the business's overall strategy and performance.Job OverviewWe are seeking an experienced accounting professional to manage all aspects of company finance, including preparation and distribution of statutory accounts, management accounts, budgets, forecasts, and tax...

Paraplanner / Technical Planner Job DescriptionRole Overview:We are seeking an experienced Paraplanner / Technical Planner to join our client's Financial Planning team. As a key member of the team, you will be responsible for providing research and report writing support to the Financial Planners, ensuring all compliance requirements are met for new and...

About Norse GroupNorse Group is a leading provider of commercial, property, and care services in the UK. Our team supports the delivery and development of essential service functions through joint venture partnerships.**Job Opportunity**We have an exciting opportunity for an experienced Finance Business Partner to join our finance department based at our...

Company OverviewService Service Employment Agency Limited is a well-established employment agency that provides top-notch talent to leading organizations in the financial sector. Our team of experts is dedicated to connecting skilled professionals with exciting career opportunities.Job Description:We are seeking an experienced Paraplanner / Technical Planner...