Personal Finance Specialist

4 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time
About the Role

We are seeking an experienced Financial Planner to join our team in Cheltenham or Hereford. The successful candidate will have a minimum level 4 qualification, experience managing high net-worth clients, and strong client service skills.


Key Requirements
  • Level 4 Diploma qualified
  • Experience giving regulated advice and preferably CAS/SPE
  • Strong client service skills
  • Passionate, proactive, and self-motivated

Benefits
  • Hybrid working arrangement with 1 day/week at our offices
  • Discretionary bonus
  • 6% pension contribution
  • Wellbeing programme
  • Death in service benefit
  • Study support available


  • Cheltenham, Gloucestershire, United Kingdom PSI Services LLC Full time

    We are looking for a talented Finance Support Specialist to assist our team in managing accounts payable and receivable at PSI Services LLC. As a Finance Support Specialist, you will play a vital role in maintaining accurate and up-to-date financial records, ensuring timely payment processing, and resolving any discrepancies that may arise.Key...


  • Cheltenham, Gloucestershire, United Kingdom Reed Full time

    **Job Title:** Corporate Finance Specialist**Estimated Salary Range:** £45,000 - £60,000 per annumWe are seeking a skilled Corporate Finance Specialist to join our expanding team at Reed. As a key member of our finance team, you will play a vital role in examining financial and operational data, assessing current performance, and predicting future...


  • Cheltenham, Gloucestershire, United Kingdom Anderson Recruitment Ltd Full time

    Job Summary: We are seeking a Part Time Finance Specialist to join our team at Anderson Recruitment Ltd. This is a rare opportunity for you to play a fundamental role in the implementation and success of our client's upcoming new financial and commercial software system, Sage Intacct.The successful candidate will have the opportunity to assist the Head of...


  • Cheltenham, Gloucestershire, United Kingdom Turning Point Full time

    Turning Point is a leading health and social care provider with over 300 locations across England. We are committed to delivering high-quality support services that empower individuals with learning disabilities and complex needs to live independently.About the RoleWe are seeking a Personal Support Specialist to join our team at one of our supported living...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Core 3 Ltd is seeking a talented Corporate Finance Specialist to join its team as an FP&A Analyst. This is an excellent opportunity for a motivated and ambitious individual to make a real impact on the company's financial performance.As an FP&A Analyst, you will be responsible for developing and maintaining financial models, analyzing financial data, and...


  • Cheltenham, Gloucestershire, United Kingdom Bupa Full time

    About the RoleWe are seeking a skilled and compassionate Personal Care Specialist to join our team at Richmond Villages Cheltenham. As a key member of our care team, you will play a vital role in providing high-quality clinical, social, and emotional care to our residents.


  • Cheltenham, Gloucestershire, United Kingdom City & County Healthcare Group Full time

    Care Assistant Job SummaryWe are seeking a skilled Personal Care Specialist to join our team at City & County Healthcare Group. As a Personal Care Specialist, you will provide high-quality care to our clients in their own homes, ensuring they maintain their independence and dignity. Your compassionate nature, strong communication skills, and ability to work...


  • Cheltenham, Gloucestershire, United Kingdom RGH-Global Ltd Full time £46,500 - £54,000

    We are seeking a skilled Personal Tax Specialist to join our team at RGH-Global Ltd. The role comes with a competitive salary of £46,500 and offers a mix of remote and in-office work. As a key team member, you will be responsible for leading and developing team members, reviewing their work, and collaborating on various projects with the director.About the...


  • Cheltenham, Gloucestershire, United Kingdom Georgiana Head Recruitment Limited Full time

    Job Description:">We are recruiting for a Personal Tax Specialist to join our team at Georgiana Head Recruitment Limited. In this role, you will provide expert tax advice and guidance to law firms.Key Responsibilities:">">Provide high-quality tax advice to law firms">Collaborate with our team to deliver exceptional services">Stay up-to-date with tax laws and...


  • Cheltenham, Gloucestershire, United Kingdom Lord Accounting & Finance Full time

    Job Title: Senior Quality and Regulatory EngineerOverview: Lord Accounting & Finance is a leading defence and aerospace manufacturer in Gloucestershire. We are seeking a dynamic Senior Quality and Regulatory Engineer to join our team.Salary: £60,000 - £80,000 per annum, depending on experience.The Job DescriptionLead quality assurance activities across the...


  • Cheltenham, Gloucestershire, United Kingdom Home Instead Full time

    About Home InsteadAs the world's leading provider of non-medical care and companionship services, Home Instead is dedicated to delivering high-quality support to older individuals within their own homes. Our mission is built on providing personalized care tailored to each client's unique needs and preferences.The RoleWe are seeking a compassionate and...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    **Company Overview**Hays Accountancy & Finance is partnering with a successful international legal group to recruit a dynamic and experienced Full-time Or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. This role offers a unique opportunity to join a well-established legal group.The ideal candidate will have experience in...


  • Cheltenham, Gloucestershire, United Kingdom i2i Recruitment Full time

    AAT Finance ProfessionalAre you a detail-oriented and organized individual looking to advance your career in finance? As a Finance Professional, you will have the opportunity to study for your AAT qualification while working in a fast-paced office environment.**Key Responsibilities:**Manage financial transactions, including invoicing and receipt...


  • Cheltenham, Gloucestershire, United Kingdom Hazlewoods Full time

    At Hazlewoods Corporate Finance, we are passionate about delivering exceptional results for our clients. Our Transaction Support team provides specialist advice on a wide range of transactions, including business acquisitions, disposals, due diligence, and raising finance for expansion.We are seeking a highly skilled individual to join our team and help...


  • Cheltenham, Gloucestershire, United Kingdom Careers at MI5, SIS and GCHQ Full time

    About UsAt MI5, diversity and inclusion are critical to our mission. To protect the UK, we need a truly diverse workforce that reflects the society we serve. This includes diversity in every sense of the word: those with different backgrounds, ages, ethnicities, gender identities, sexual orientations, ways of thinking and those with disabilities or...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page (UK) Full time

    About Our ClientOur client is a globally recognised entity within the industrial/manufacturing industry. With a workforce of over 10,000 employees, the company thrives on innovation and commitment to ensuring excellence in its product offerings.The successful candidate will have a competitive salary of £45,000 - £50,000 per annum, as well as a hybrid...

  • FP&A Specialist

    4 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Hays Accountancy and Finance Full time

    Key ResponsibilitiesThe successful candidate will be responsible for preparing for and attending weekly flash forecast meetings to assess the company's latest financial position. You will also attend operational walkround meetings to identify areas where finance can positively impact the business and take relevant actions. Additionally, you will be...


  • Cheltenham, Gloucestershire, United Kingdom Lord Accounting & Finance Full time

    Lord Accounting & Finance is on a significant growth journey with extensive investment to deliver best-in-class products and processes.The RoleA fast-growing manufacturing business is seeking an experienced Inventory Control Manager who knows the ins and outs of ERP systems and has the expertise to revolutionize how inventory is managed.Elevate our inventory...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    About UsWe are a leading law firm based in the beautiful Cotswolds region, providing expert legal services to individuals and businesses across the country.Job SummaryWe are seeking an experienced senior associate to join our family law team, specializing in matrimonial finance and private child law matters.Main ResponsibilitiesAdvise clients on complex...


  • Cheltenham, Gloucestershire, United Kingdom Turning Point Full time

    About UsTuring Point is a leading provider of support services across the country, with a vision to create a society where everyone has the chance to thrive. Our mission is to provide person-centred support in the right location at the right time, making a real difference for the people and communities we support.Salary and BenefitsThe estimated salary for...