Financial Planning and Analysis Expert

Job OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...

Job OverviewWe are seeking an experienced FP&A Manager to support the Head of Internal Financial Reporting in our financial planning, budgeting, forecasting, and reporting efforts. This role is central to providing insightful financial data and recommendations to senior management, supporting strategic initiatives, and aligning financial goals with business...

Financial Planning and Analysis SpecialistA dynamic opportunity has arisen for a Financial Planning and Analysis Specialist to join Holden Jones, a growing Accountancy Practice in Guildford. The successful candidate will be responsible for supporting the Director of Finance and Head of Finance in communicating financial strategy issues and recommended...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

Financial Planning and Analysis RoleA great opportunity has arisen for an experienced FP&A analyst to join a dynamic, forward-thinking Accountancy Practice in Guildford.This role would be ideal for a professional with expertise in budgeting and forecasting, commercially focused management accountants or individuals with exposure to financial strategy. We are...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

About the JobWe are seeking a highly skilled High Net Worth Planning Specialist to join our team as a Senior Wealth Advisor.In this role, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.Key responsibilities...

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

Join a boutique Chartered IFA firm as a Wealth Planning Specialist, where you will have the opportunity to work with high net worth individuals and manage a portion of the Managing Director's existing book of business.This is a servicing role that requires a candidate with experience in an independent wealth planning firm, who can handle complex HNW...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

Fletcher George Financial Recruitment is looking for a highly skilled Financial Operations Specialist to join their team. This is an excellent opportunity for someone with sound accounts preparation skills and up-to-date UK GAAP knowledge.About the FirmWe offer audit, accounting, and tax services to corporate and personal clients, including service-based,...

About the OpportunityThe Financial Divisions offer a unique opportunity for a Senior Wealth Advisor to join their team and take on a challenging and rewarding role.In this position, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional...

Requirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...

Job Description: We are seeking an Audit and Accounts Expert to join our team at Fletcher George Financial Recruitment. As a key member of our accounting department, you will be responsible for conducting audits, preparing financial statements, and providing support to clients.The ideal candidate will have a strong background in accounting, excellent...

We are seeking a skilled Financial Reporting Expert to join our team in the Leatherhead office.The ideal candidate will have a minimum of 18 months experience in Audit and Assurance within an accountancy practice, with a strong understanding of International Standards on Auditing. They should be AAT Qualified or studying towards ACA/ACCA qualification, with...

At Heat Recruitment Ltd, we're looking for a skilled and ambitious individual to join our team as a Financial Planning Administrator. This role is perfect for someone who wants to work one-on-one with experienced professionals in the financial industry.About the RoleProvide administrative support to financial advisers, ensuring seamless day-to-day...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

ProTalent Limited is seeking a highly skilled Financial Manager - Audit Expert to join their team as an Audit Manager in Leatherhead, Surrey.The ideal candidate will have a strong understanding of accounting principles and practices, as well as excellent communication and leadership skills.The estimated salary for this role is £75,000 - £90,000 per...

Career OpportunityWe are seeking a skilled Financial Planner to join our team at Financial Divisions, a leading provider of wealth management services. As a servicing Financial Planner, you will be responsible for managing a significant portion of the CEO's existing book of business, comprising high-value cases with assets between £600k and £8m.The ideal...