Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

Financial Planning Specialist**Job Summary**Menzies Distribution Limited is seeking a Financial Planning Specialist to join our dynamic team. The successful candidate will be responsible for providing financial planning and reporting support to our businesses.**Key Responsibilities*** Assist in the management of the reporting and planning cycle, ensuring...

Job Title: Financial Planning SpecialistJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Highland Council. The successful candidate will provide accounting support to Services and the Council as part of the Budget Strategy.Key Responsibilities:Sound knowledge and experience of Local Government financial...

At National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...

About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for building and maintaining great relationships with clients to deliver high-quality financial planning and paraplanning services.Key Responsibilities:Manage a large portfolio of clients, typically with AUA below...

Job SummaryMenzies Distribution Limited is seeking a skilled Finance Analyst to join our dynamic team. As a key member of our Financial Planning & Reporting team, you will play a crucial role in providing 'real-time' support and analysis to our businesses.Key ResponsibilitiesAssist in the management of the reporting and planning cycle, ensuring review...

About UsWe are Aegon, a company of ambitious, positive problem-solvers who get things done. We believe in collaboration and leaving things better than we find them.Our MissionWe help people live their best lives by providing expert financial guidance and support. Our team is dedicated to delivering exceptional customer experiences and making a meaningful...

We're seeking a highly skilled Product Specialist to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. This role will focus on enhancing our Wrap proposition for Adviser Firms, with a strong emphasis on delivering initiatives that improve our core platform journeys, enable better service design, and drive...

We are seeking a highly skilled Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial reports, analyzing data, and ensuring compliance with company policies.Key Responsibilities:Prepare financial reports and statementsAnalyze financial data and identify trendsEnsure compliance...

About SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.About the RoleWe are seeking a highly organized and motivated individual to join our Wealth Management team as a Paraplanner Support Specialist....

Financial Control Specialist (Trading)At Lusona Consultancy (Financial) Limited, we are seeking a skilled Financial Control Specialist to join our dynamic team in Edinburgh. As a key member of our trading team, you will play a crucial role in delivering financial insights and supporting our trading position.Key Responsibilities:Deliver daily P&L and monthly...

About the RoleWe are seeking a highly skilled Data Quality Specialist to join our team at Nucleus Financial. As a Data Quality Specialist, you will play a critical role in ensuring the accuracy, integrity, and quality of our data.Key ResponsibilitiesExamine and test datasets for integrity, accuracy, and quality.Assist with remediation of M365 data quality...

Data Governance Specialist OpportunityBruin Financial is seeking a Data Governance Specialist to support the development and implementation of a new data governance framework. The ideal candidate will have 2-3 years of experience in data governance and a strong track record of stakeholder engagement and management.The successful candidate will have a solid...

We are seeking a skilled Product Specialist to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The successful candidate will focus on enhancing our Wrap proposition for Adviser Firms, delivering initiatives that improve our core platform journeys, enable better service design, and drive better...

Role OverviewEden Scott is seeking a skilled Paraplanner Manager to support their financial advisers in Edinburgh or Dundee. The ideal candidate will have a strong background in financial planning and wealth management, with experience in providing technical support to financial advisers.Key ResponsibilitiesProvide technical research and report writing...

Strategic Planning LeadWe are seeking a Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets issues and the...

Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

At Nucleus Financial, we're seeking a Business Transformation Specialist to join our team on an exciting project. You'll work with project sponsors across the organization to define and deliver process improvements that meet business needs.In this role, you'll take ownership of process mapping and embedding initiatives within relevant business areas. You'll...