Senior Financial Planning Specialist
3 weeks ago
The Role: We are seeking an experienced Paraplanner to join our team at CB3 Associates Ltd. This is a private wealth biased role that involves providing key product research and suitability report writing support to our IFA's. Key accountabilities include:
- Compile suitability reports detailing recommended advice to suit the clients' needs
- Maintain an ongoing relationship with clients - Keeping them informed, answering technical queries and arranging review meetings where appropriate
- Carry out product research and analyse products and services to provide advice to our IFA's
**Package:** Our offer includes a competitive salary, 15% annual bonus and a range of company benefits:
- Benefits: Scottish Widows pension, quarterly recognition awards, support with professional development (CII) as well as free parking on site
- Holidays: 25-days + stats
- Standard hours: 37.5hrs p/w - 9am-5pm (Mon-Fri)
**Location:** Our office is located in Clifton Moor, North York, with a hybrid/home working arrangement available.
-
Financial Planning Specialist
4 weeks ago
York, York City, United Kingdom IDEX Consulting Ltd Full timeFinancial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at IDEX Consulting Ltd.The successful candidate will work alongside our Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing...
-
Senior Financial Planning and Analysis Director
4 weeks ago
York, York City, United Kingdom Iff Talent Full timeFinancial Planning and Analysis ManagerAre you a seasoned financial planning and analysis professional looking for a new challenge? Do you have a passion for creating and implementing financial planning and analysis processes and systems from scratch? We have an exciting opportunity for a Financial Planning and Analysis Manager to join our team at Iff...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
York, York City, United Kingdom Iff Talent Full time £60,000 - £75,000Financial Planning and Analysis Manager OpportunityThis is a unique chance to develop and implement financial planning and analysis processes and systems from scratch. As a Senior Financial Planning and Analysis Manager, you will have the opportunity to work with a talented and experienced team of finance professionals and establish and lead the Group FP&A...
-
Financial Planning Specialist
4 weeks ago
York, York City, United Kingdom IDEX Consulting Ltd Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd.The successful candidate will work alongside our Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans, and ongoing reviews of client affairs.This is a...
-
Senior Financial Planning and Analysis Professional
19 minutes ago
York, York City, United Kingdom ETAS Full timeOverviewWe are seeking an experienced Senior Financial Planning and Analysis Professional to join our team at ETAS in the UK.
-
Senior Financial Planning and Analysis Leader
4 weeks ago
York, York City, United Kingdom https:www.energyjobline.comsitemap Full timeFinancial Planning & Analysis ManagerSalary: £60k-75k + Bonus + HealthAlso working for a Finance Director who will trust you to build, grow, and shape an FP&A function and not clip your wings. A chance to work with a talented and experienced team of finance professionals The potential for accelerated career growth and development within the...
-
Financial Planning Lead
3 weeks ago
York, York City, United Kingdom Equals One Ltd Full timeJob DescriptionWe are seeking a highly skilled Financial Planning & Analysis Manager to join our team at Equals One Ltd. In this exciting role, you will have the opportunity to create and lead our FP&A function from scratch, leveraging your expertise to drive business growth.Main Responsibilities:Design and implement comprehensive financial planning and...
-
Financial Planning and Analysis Expert
3 days ago
York, York City, United Kingdom Equals One Ltd Full timeEstablish a High-Performing FP&A FunctionIn this exciting opportunity, you will have the chance to create an FP&A function from scratch for a high-growth business in North Yorkshire. With full autonomy and responsibility, you will be able to develop and implement financial planning and analysis processes and systems that drive business growth.The ideal...
-
Financial Reporting Specialist
4 weeks ago
York, York City, United Kingdom Aviva Full timeFinancial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team at Aviva. As a key member of our financial reporting team, you will play a crucial role in ensuring the timely and accurate delivery of financial reports to internal and external stakeholders.About the Role:You will be responsible for supporting the...
-
Financial Reporting Specialist
4 weeks ago
York, York City, United Kingdom Aviva Full timeFinancial Reporting SpecialistAviva is seeking an experienced Financial Reporting Specialist to join its team in York. The primary purpose of this role is to provide in-house advisory support to the Aviva Group, supporting the overall objectives of Aviva's technical advisory and policy centre of excellence.About the RoleThe Financial Reporting Specialist...
-
Financial Planning Expert
4 weeks ago
York, York City, United Kingdom Iff Talent Full timeFinancial Planning and Analysis ManagerAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for building and implementing financial planning and analysis processes from scratch?This is an exceptional opportunity to join a dynamic and growing SME company, Iff Talent, as a Financial Planning and...
-
Financial Planning Associate
3 weeks ago
York, York City, United Kingdom IDEX Consulting Ltd Full timeAbout the Role:We are seeking a skilled Financial Planning Associate to join our team at IDEX Consulting Ltd. As a Financial Planning Associate, you will work alongside our experienced Financial Planners to prepare and maintain client files, develop and implement recommendations, and conduct ongoing reviews of client affairs.Key Responsibilities:Prepare and...
-
Financial Planning Lead
4 weeks ago
York, York City, United Kingdom Equals One Ltd Full timeJob DescriptionAs a key member of the Equals One Ltd team, we are seeking a highly skilled Financial Planning and Analysis Manager to join our organization.The ideal candidate will have a strong background in financial planning and analysis, with experience in creating and implementing financial models, forecasts, and budgets.Responsibilities will...
-
Interim Financial Planning and Analysis Manager
4 weeks ago
York, York City, United Kingdom PRATAP PARTNERSHIP LTD Full timePRATAP PARTNERSHIP LTD is seeking an experienced Interim FP&A Manager to strengthen their team on a temporary basis. The ideal candidate will have a strong background in financial planning and analysis, with expertise in Excel, BI, and SQL.The key responsibilities for this role include:Developing and implementing financial models to enhance profitability and...
-
Senior Local Transport Plans Specialist
4 weeks ago
York, York City, United Kingdom Strata Construction Consulting Full timeJob Title: Senior Local Transport Plans SpecialistThis role is a contract position based in York for a well-known consultancy looking to hire a Transport/Senior Transport Planner.As a Senior Transport Planner, you will communicate with clients and provide advice on transport and highway matters. You will also be involved in liaising and negotiating with...
-
Senior Financial Services Professional
1 week ago
York, York City, United Kingdom Aviva Full timeA career-defining opportunity awaits an experienced financial services professional to join Aviva's esteemed Equity Release Commercial team as a Senior Financial Services Professional - Equity Release Specialist.With a salary of circa £55,000, this role promises to deliver an exceptional compensation package that aligns with industry standards. The...
-
Financial Planning Assistant
4 weeks ago
York, York City, United Kingdom Exchange Street Claims ltd Full time**Career Advancement Opportunities**At Exchange Street Claims ltd, we're committed to helping you grow your skills and expertise in financial planning. As an Apprentice Financial Planning Administrator, you'll have the chance to develop your knowledge and experience in a supportive and structured environment.**Key Responsibilities**Assist in the...
-
Senior Financial Professional
4 weeks ago
York, York City, United Kingdom Alaska Black Full time £50,000Job Summary:We are seeking a highly skilled Senior Financial Professional to join our team at Alaska Black. As a key member of our accounting practice, you will be responsible for providing expert financial guidance to our clients across Yorkshire. With a strong background in accounting and a passion for delivering exceptional results, you will be...
-
Financial Reporting Specialist
4 weeks ago
York, York City, United Kingdom Aviva Full timeFinancial Reporting SpecialistAviva is seeking an experienced Financial Reporting Specialist to join our team in York. As a key member of our accounting team, you will be responsible for providing high-quality financial reporting support to the Aviva Group.About the RoleThe primary purpose of this role is to deliver best-in-class financial reporting support...
-
Financial and Contractual Specialist
4 weeks ago
York, York City, United Kingdom beBee Professionals Full time £35,000 - £45,000We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. The ideal candidate will have a strong background in cost estimation and budget control, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...