Financial Planning Specialist
2 days ago
Mbf are working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit an experienced and qualified Paraplanner.
SalaryThe role comes with a basic salary up to £50,000, accompanied by an excellent bonus structure.
Job DescriptionThe position involves providing thorough technical support to a Senior Financial Planner/Director, conducting in-depth analysis of client financial situations and goals, and developing comprehensive financial plans. You will collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data. This will include writing client reports and detailed suitability letters within agreed timescales/quality standards.
You will also conduct research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors. Furthermore, you will work closely with Financial Planners on a daily basis to enhance your technical knowledge and skills through professional development.
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Financial Planning Specialist
4 weeks ago
Swindon, Swindon, United Kingdom Quilter Financial Planning Full timeJoin our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...
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Senior Financial Planning Specialist
4 days ago
Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full timeJob Overview:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Monahans Financial Services Limited. This role is ideal for an individual with expertise in financial planning, analysis, and reporting.Key Responsibilities:Perform weekly data analysis and create comprehensive reports to inform business decisionsDevelop and...
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Senior Financial Planning Specialist
2 weeks ago
Swindon, Swindon, United Kingdom Monahans Full timeAbout MonahansAt Monahans, we are seeking a highly skilled Senior Financial Planning Specialist to join our Accounts department.The successful candidate will support our financial activities, providing key insights through weekly data analysis and reporting. Responsibilities include:Data Analysis and Reporting:Prepare monthly KPIs for group reporting.Develop...
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Real Estate and Infrastructure Financial Manager
4 weeks ago
Swindon, Swindon, United Kingdom Ameriprise Financial Full timeAbout Columbia Threadneedle InvestmentsColumbia Threadneedle Investments is a global asset manager that provides a wide range of investment solutions across all major asset classes and markets. We have a global team of 2,500 people working together to help our clients achieve their long-term goals. Our expertise is diverse, with more than 650 investment...
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Director of Financial Planning
1 day ago
Swindon, Swindon, United Kingdom 4Square Recruitment Ltd Full timeKey ResponsibilitiesThe Head of FP&A will be responsible for:Owning financial planning, forecasting, and variance analysis;Building and maintaining strong relationships with senior team members and functional leadership;Providing financial insights and recommendations to senior team members;Hiring, developing, and leading a high-performing team;Managing and...
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Financial Data Analyst and Strategist
4 days ago
Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full timeAbout the Role:Monahans Financial Services Limited is looking for a talented Financial Data Analyst and Strategist to join our finance team. As a key member of our team, you will play a vital role in supporting the financial activities of our practice.Main Responsibilities:Conduct weekly data analysis and generate insightful reports to facilitate informed...
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Financial Planning Administrator
2 weeks ago
Swindon, Swindon, United Kingdom Recruit UK Ltd. Full timeJob OverviewAs a skilled administrator in the financial planning sector, you will provide technical support to our team and contribute to the preparation of meeting packs and templated reports. Your role will involve liaising with clients via various communication channels and supporting new team members.About YouWe are looking for an individual with strong...
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Senior Accountant
3 weeks ago
Swindon, Swindon, United Kingdom Irecruit4 Full timeAbout Our Client:iRecruit4 is pleased to partner with a rapidly growing company that values innovation and operational excellence. As part of their leadership team, the successful candidate will contribute to shaping the company's financial direction and ensuring its continued success.The Opportunity:We are seeking an accomplished Financial Controller to...
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Financial Planning and Analysis Manager
4 weeks ago
Swindon, Swindon, United Kingdom Mantell Associates Full timeMantell Associates is partnering with a leading Life Science organization to find a Senior Manager of Financial Planning & Analysis (FP&A) to drive strategic financial decision-making.This role is critical in developing and executing the annual budgeting process, including revenue forecasts, expense projections, and capital expenditure planning.The ideal...
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Swindon, Swindon, United Kingdom ENGINEERINGUK Full timeJob Description:We are seeking an experienced Accounting and Financial Planning Manager to join our team at ENGINEERINGUK. This is an exciting opportunity for a talented individual to play a key role in driving business performance and delivering strategic goals.About the Role:This position will work closely with senior leaders to provide expert financial...
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Financial Services Specialist
4 days ago
Swindon, Swindon, United Kingdom Ingeus Full timeJob Title: Financial Services SpecialistThe successful candidate will work in Wiltshire, covering various locations as part of their daily commute and occasional multi-site visits. They will be required to have access to transport for this purpose.About the Role:Provide comprehensive debt advice and support to clients, tailoring guidance to individual...
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Senior Fund Accounting Specialist
4 weeks ago
Swindon, Swindon, United Kingdom Ameriprise Financial Full timeCompany OverviewColumbia Threadneedle Investments is a leading global asset manager, committed to helping investors achieve their long-term goals. We provide a wide range of investment solutions across all major asset classes and markets.Job SummaryWe are seeking an experienced Senior Fund Accountant to join our Real Estate and Infrastructure Operations...
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Financial Planning and Analysis Lead
3 weeks ago
Swindon, Swindon, United Kingdom SF Recruitment (Birmingham) Full timeAbout the Role We are looking for an experienced finance professional to fill the position of Financial Controller at SF Recruitment (Birmingham). In this capacity, you will be responsible for overseeing all financial operations, including financial planning, budgeting, forecasting, and reporting. You will also ensure compliance with statutory reporting,...
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Financial Operations Specialist
4 days ago
Swindon, Swindon, United Kingdom Miles Recruitment Full timeJob Title: Financial Operations SpecialistMiles Recruitment is seeking an experienced financial operations specialist to join their team. This is a fantastic opportunity for someone who thrives in a fast-paced environment and enjoys working with clients.The ideal candidate will have excellent communication skills, attention to detail, and the ability to work...
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Financial Reporting Specialist
19 hours ago
Swindon, Swindon, United Kingdom Taylor Hopkinson | Powered by Brunel Full timeJob Title: Financial Reporting SpecialistEstimated Salary: £50,000 - £65,000 per annumAbout the RoleTaylor Hopkinson | Powered by Brunel is seeking a highly skilled Financial Reporting Specialist to join our team. As a Financial Reporting Specialist, you will be responsible for managing and preparing financial reports, including management reporting and...
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Strategic Financial Planning Professional
4 days ago
Swindon, Swindon, United Kingdom CV-Library Full timeLeading Financial Planning and ManagementWe are looking for a Strategic Financial Planning Professional to join our team as a Senior Finance Manager. The ideal candidate will have 5+ years of experience in an accountancy practice accounting role, with proficiency in Xero accounting software and advanced Microsoft Excel skills. They will be responsible for...
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Corporate Restructuring Specialist
1 day ago
Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full timeWe are seeking a highly skilled and experienced individual to join our dynamic team at Monahans Financial Services Limited. As a Corporate Restructuring Specialist, you will be responsible for managing a portfolio of corporate insolvency cases, ensuring compliance with UK insolvency law and internal procedures.The successful candidate will have at least 2...
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Financial Operations Specialist
4 weeks ago
Swindon, Swindon, United Kingdom Page Personnel Full timeThe Financial Operations Specialist will collaborate closely with the Accountant to prepare annual statutory accounts and contribute to enhancing financial processes. This role demands excellent time management and interpersonal skills to ensure seamless audit and management reporting timelines.Client DetailsOur client is a prominent not-for-profit...
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Financial Management Specialist
1 day ago
Swindon, Swindon, United Kingdom Ministry of Defence Full timeAbout the RoleThe Ministry of Defence is seeking a highly organised and detail-oriented Financial Management Specialist to join its team as an Accounts Receivable Professional. This exciting opportunity allows you to play a pivotal role in the finance team, supporting senior management and the Finance Manager with financial operations and reporting.As a...
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Financial Reconciliation Specialist
4 weeks ago
Swindon, Swindon, United Kingdom Nationwide Full timeNationwide, the world's largest building society, is seeking a highly skilled Financial Reconciliation Specialist to join its team in Swindon. This exciting role offers the opportunity to work in a fast-paced environment, reconciling financial transactions and interfacing with various projects to optimize solutions.About the RoleAs a Financial Reconciliation...