Financial Planning and Portfolio Management Specialist

At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once...

About the Role:As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community, ensuring we continuously improve our delivery frameworks, controls, and...

At University Hospitals Bristol and Weston NHS Foundation Trust, we are seeking a skilled Financial Planning Specialist to join our team. This is an excellent opportunity for a qualified accounting professional to leverage their expertise in financial planning and contribute to the success of our organization.">About Us: We are one of the largest acute...

Flexicruit is seeking a Financial Portfolio Manager to join our team. As a key member of our accounting department, you will be responsible for managing all facets of bookkeeping for our client portfolio.Responsibilities include reconciling bank transactions, supervising an outsourced team, handling purchase and sales ledgers, and processing staff expenses....

Financial Planning SpecialistSF Recruitment is working with a manufacturing business to fill a key role in their finance team.About the RolePrepare accurate and timely financial reports, including monthly management accounts, quarterly forecasts, and annual budgets.Develop actionable insights and recommendations for senior management based on financial...

About the RoleUniversity Hospitals Bristol and Weston NHS Foundation Trust is seeking an experienced Financial Planning and Reporting Specialist to join their finance team. As a key member of the corporate finance team, you will provide support for the Trust's financial planning, reporting, and performance function.The ideal candidate will have experience of...

Job DescriptionThis is a new opportunity to join Rockfield Specialist Recruitment as a Commercial Financial Planning and Analysis Manager. We are looking for an experienced professional who can provide financial insight to support business decision-making.The company is a Private Equity-backed, international business with impressive growth levels and a...

Job Description:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The ideal candidate will have strong leadership skills, with experience in transforming...

Job Title: Estate Planning SpecialistWe are seeking an experienced and skilled Estate Planning Specialist to join MP Estate Planning UK. The successful candidate will play a key role in shaping the financial futures of our clients, helping them secure their legacy and build lasting relationships with their loved ones.This is an exciting opportunity for...

Job SummaryWe are seeking an experienced Financial Portfolio Manager to join our team at Workman LLP. As a key member of our accounting department, you will be responsible for managing the day-to-day financial processes and ensuring accurate and timely reporting for our diverse property portfolio.About the RoleThis is a challenging and rewarding opportunity...

We are seeking a highly skilled Financial Planning Specialist to join our team at Lord Accounting & Finance.The estimated salary for this role is £55,000 - £75,000 per year.The Financial Planning Specialist will be responsible for providing financial expertise and support to the business, including:Developing and implementing financial plansBudgeting and...

About UsHargreaves Lansdown Asset Management Limited is a leading asset management company dedicated to providing high-quality investment solutions to individuals and institutions. Our purpose is to make it easy for people to save and invest for a better future.Our investment team is passionate about delivering exceptional results for our clients, and we are...

Job DescriptionA well-established financial advisory firm in the UK is seeking a skilled Paraplanner to join their team. As a key member of the team, you will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.The ideal candidate will have a strong background in...

BeBee Professionals is seeking a highly skilled Financial Planning Specialist to lead our finance team in Bristol, UK. The ideal candidate will have a strong background in financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to drive business growth.Monitor and manage cash flow to...

Accounting Role OverviewWe are seeking a highly skilled Accounting Manager to join our successful team. As an Accounting Manager, you will be responsible for the financial management of projects, expenditure management, annual financial accounts, budgets, and revenue reporting.The ideal candidate will have a background in practice, financial services, or...

About QuilterQuilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.The RoleWe are seeking a highly skilled Portfolio Administration...

Get-Recruited (UK) Ltd is proud to partner with a leading business in Bristol to find a talented Client Portfolio Specialist. As a Client Portfolio Specialist, you will be responsible for handling client queries, ensuring compliance with regulatory requirements, and providing exceptional customer service. With a strong focus on delivering results-driven...

A Portfolio Claims Specialist is needed to support one of Finitas' long-term clients in Bristol.Responsibilities include managing an allocated portfolio of Financial Lines claims and collaborating with stakeholders.The ideal candidate will possess a minimum of two years of experience in claims handling, strong stakeholder management skills, and a commitment...

About the JobWe are seeking a highly skilled Commercial Portfolio Specialist to join our team at Workman LLP. As a Senior Property Management Surveyor, you will be responsible for managing a diverse property portfolio, including commercial, industrial, and retail properties.Your primary objective will be to deliver exceptional results by working closely with...

We are looking for a highly skilled Property Portfolio Specialist to join our Home Turf Lettings Team. The successful candidate will be responsible for managing a portfolio of properties, ensuring they are well-maintained and meet the needs of our tenants.DHI offers a competitive salary of £30,467 per annum, depending on experience. As a Property Portfolio...