Financial Planning Professional
1 month ago
This is an exciting opportunity for a talented individual to work as a Private Client Advisor, meeting with clients and prospective clients to provide tailored financial planning solutions that align with company propositions.
- Key responsibilities include maintaining and developing client relationships, maximizing their potential, and accurately recording information into the CRM system in a timely manner.
- The ideal candidate will ensure all revenue targets are met while working efficiently and complying with regulatory requirements.
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Financial Planning Professional
19 hours ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Private Client Advisor to join their team. This role involves meeting with clients and prospective clients to provide financial planning services that align with the company's propositions, resulting in compliant initial and ongoing income.The ideal candidate will have Chartered status or be...
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Financial Planning Specialist
2 months ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...
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Financial Planning Analyst
6 days ago
Preston, Lancashire, United Kingdom Rebus Recruitment Careers Full timeAre you a detail-oriented and analytical individual looking for a challenging role in a dynamic company?We are seeking an experienced Financial Planning Analyst to join our team in Preston, UK.The successful candidate will be responsible for producing accurate and timely financial reports, including monthly management accounts and cash flow forecasts.This is...
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Financial Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom Kenton Black Limited Full timeEstimated salary: £35,000 - £50,000 per annum.About Kenton Black LimitedWe are a well-established business seeking a skilled Finance Professional to join our team. The successful candidate will be responsible for financial planning, budgeting, and analysis.Key Responsibilities:Develop and implement effective financial plans and budgets.Conduct thorough...
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Financial Planning Administrator
4 days ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeYour new career opportunity is with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional financial services for over two decades.As a key member of the team, you will be working closely with experienced professionals to deliver comprehensive financial planning solutions for clients. Your...
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Financial Planning Specialist
1 week ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeJob Title: Financial Planning SpecialistWe are seeking an experienced paraplanner to join our team at a leading national practice in the UK.Package:A highly competitive salary of £42,750 per annum based on experience.The successful candidate will be responsible for undertaking comprehensive reviews for clients, preparing detailed reports, conducting...
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Senior Financial Planning Manager
4 days ago
Preston, Lancashire, United Kingdom RSM UK Full timeAt RSM UK, we offer a rewarding career opportunity as a Senior Financial Planning Manager. This role is ideal for an experienced finance professional looking to take on new challenges and responsibilities.About the JobThe successful candidate will be responsible for leading the development of financial plans and forecasts, working closely with senior...
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Head of Financial Planning and Management
19 hours ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob Title: Head of Financial Planning and ManagementAgility Resourcing seeks an experienced professional to lead its Finance Team as Head of Financial Planning and Management. This role will be responsible for driving financial growth and overseeing the implementation of financial strategies.Key Responsibilities:Oversee the finance function, ensuring...
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Financial Planning Manager
2 days ago
Preston, Lancashire, United Kingdom Camino Partners Ltd Full timeJob Title: Financial Planning ManagerAbout Us: Camino Partners Ltd is a leading global professional services firm that values culture and career development.Salary: £80,000 - £110,000 per annum (dependent on experience)Company Overview: We are seeking a highly skilled Commercial Finance Lead to collaborate closely with business leaders and drive...
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Financial Planning Specialist
2 days ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeRole OverviewA leading national practice, Ferguson Dean, is seeking an experienced Financial Planning Specialist to support their Adviser in delivering exceptional client experiences. With a strong focus on whole-of-market research and collaborative team work, this role presents an exciting opportunity for a skilled paraplanner to grow professionally.Key...
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Financial Planning Director
4 days ago
Preston, Lancashire, United Kingdom FFR Limited Full timeAbout the RoleWe are seeking an experienced Financial Planning Director to join our team at FFR Limited.The ideal candidate will have a strong background in finance, with experience in developing and implementing financial strategies that drive business growth.Responsibilities include:Leading the finance function and developing financial plans to support the...
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Financial Planning and Analysis Manager
2 days ago
Preston, Lancashire, United Kingdom Kenton Black Limited Full timeJob Title: Financial Planning and Analysis Manager">Kenton Black Limited, a dynamic business based in Preston, requires a highly skilled Financial Planning and Analysis Manager to cover a maternity leave for a minimum period of 12 months. This exciting opportunity presents the chance to play a pivotal role in the company's ambitious 5-year growth strategy,...
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Financial Planning Assistant
1 week ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeYour new role offers a career opportunity with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional services for over two decades.You will be working closely with a skilled team of financial experts to deliver comprehensive planning solutions for clients. Your responsibilities will...
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Financial Services Professional
18 hours ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeAbout the RoleWe are seeking a skilled Financial Services Professional to join our team in Penrith. This is an excellent opportunity to work with a local, Chartered Financial Planning firm that prides itself on caring for its employees and candidates alike.As a key member of our team, you will be responsible for working closely with Financial Planners to...
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Head of Financial Planning
2 months ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Preston, United Kingdom.Key Responsibilities:Prepare and present financial reports, forecasts, and budgets to management.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, to ensure...
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Financial Planning Manager
1 week ago
Preston, Lancashire, United Kingdom Kenton Black Limited Full time £50,000Kenton Black LimitedWe are currently seeking a seasoned Management Accountant/FP&A Manager to join our team for a minimum period of 12 months. As a key member of our finance team, you will play a pivotal role in driving business growth and contributing to our company's strategic objectives.With a focus on expanding our services and entering overseas markets,...
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Financial Planning Specialist
3 days ago
Preston, Lancashire, United Kingdom Rebus Recruitment Careers Full timeAbout the RoleWe are seeking an experienced Financial Planning Specialist to join our client, a dynamic company based in Preston. As a key member of the finance team, you will play a crucial role in producing monthly management reports and analyzing financial data.The successful candidate will have excellent communication skills and be able to work closely...
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Strategic Planning Professional
3 days ago
Preston, Lancashire, United Kingdom BAE Systems Full timeAbout the RoleAs a Strategic Planning Professional, you will play a key role in supporting the developing and implementing of the information strategy for the infrastructure function at BAE Systems.You will work closely with the Strategic Project Management team to establish the architecture for project control systems, security, and data quality...
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Senior Planning Professional
4 weeks ago
Preston, Lancashire, United Kingdom Volkerrail Group Full timeWe are currently seeking a highly experienced Senior Planning Professional to join our team as a Leading Project Controller. In this role, you will be responsible for leading cross-functional teams and driving project delivery through effective planning and coordination. With a strong focus on commercial and contract knowledge, you will ensure that all...
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Financial Planning Associate
3 days ago
Preston, Lancashire, United Kingdom Ferguson Dean Full timeAn instantly recognisable name in the Financial Planning sector is seeking an additional paraplanner to support their Adviser. As part of a wider group, they have major financial backing and are looking for someone to join their team.Key Highlights$40,000 - $50,000 salary rangeAbout the CompanyFerguson Dean is a leading national practice with excellent...