Financial Planning Specialist

17 hours ago


East Midlands, United Kingdom Paul Mitchell Associates Full time
Job Title: Financial Planning Specialist

We are seeking a highly skilled AAT Qualified individual to join our team as a Temporary Accountant at Paul Mitchell Associates. The successful candidate will have excellent financial planning skills, attention to detail, and the ability to work well under pressure.

Main Responsibilities:
  • Prepare timely and accurate monthly management accounts, including journals for Payroll, Accruals, Prepayments, Income, and Central Allocations.
  • Conduct thorough monthly balance sheet reconciliations and investigate unexplained reconciling items.
  • Ensure timely preparation of monthly payroll.
  • Collaborate with the Head of Finance, Operations & HR to maintain an effective system of financial controls.

Requirements:
  • Part Qualified/AAT/QBE or equivalent certification.
  • Demonstrated expertise in Microsoft Office, specifically Excel.

Salary: £33,000 - £36,000 per annum (approximately £17-£19 per hour).

  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking an experienced Senior Financial Planning Professional to join our team at Quilter Financial Planning. As a successful Financial Adviser based in or around East Grinstead, you will have a good client bank and be looking to strengthen future growth.This is an excellent opportunity for the right candidate to find out more about our...

  • Financial Consultant

    3 weeks ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and ambitious Financial Consultant to strengthen our team at Quilter Financial Planning.As a Financial Consultant, you will be responsible for building and maintaining a strong client base, providing expert financial advice, and driving business growth.Our ideal candidate will have a proven track record of success in financial...

  • Financial Advisor

    7 days ago


    East End, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

    Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    Financial Planning Services RoleWe are seeking a skilled Financial Planning Specialist to join our team at Duncan & Toplis group. As a key member, you will be responsible for delivering high-quality financial planning services to our clients.Main ResponsibilitiesProvide comprehensive financial planning advice to clients, incorporating wealth management,...

  • Financial Advisor

    7 days ago


    East End, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewQuilter Financial Planning is a leading financial services provider offering a range of solutions to individuals and businesses. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.SalaryWe offer a competitive salary of £40,000 per annum, which can be...


  • East Midlands, United Kingdom Medlock Partners Ltd Full time

    We are seeking a talented Financial Planning Support Specialist to join our firm of independent financial planners at Medlock Partners Ltd.As a key member of our team, you will be responsible for providing administrative support to top-performing Financial Planners. Your duties will include LOA administration and processes, valuations, illustrations, letter...


  • East Midlands, United Kingdom North Oak Recruitment Full time

    Are you an experienced Paraplanner looking for a new challenge in the wealth management industry?We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording...

  • Protection Specialist

    4 months ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

  • Protection Specialist

    1 month ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Job Description Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family...

  • Protection Specialist

    4 months ago


    West Midlands, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

  • Protection Specialist

    4 months ago


    West Midlands, UK, UK, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...


  • East Midlands, United Kingdom Talent Build Solutions Full time

    Are you an ambitious and detail-oriented individual looking for a part-time opportunity to advance your career in accounting?About the RoleTalent Build Solutions is seeking a highly skilled Part-time Bookkeeper to join their innovative team. As a key member of the organization, you will be responsible for managing the financials of a small but growing...


  • East Midlands, United Kingdom GCB Recruitment Full time

    We are seeking a skilled Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. This role offers great earning potential, career path, and hybrid working.Job Description:A successful Paraplanner will be offered GBP30,000 - GBP40,000 Basic (depending on experience)The position includes 26 days holiday + bank holidaysIn...


  • East Midlands, United Kingdom G2 Recruitment Group Limited Full time

    Job Title: Interim Financial Planning ManagerOverview:G2 Recruitment Group Limited is currently working with a local authority in the Midlands to find an experienced Interim Financial Planning Manager. The ideal candidate will have strong experience in financial planning and management, with a focus on delivering high-quality results in a fast-paced...


  • East Midlands, United Kingdom Kuehne + Nagel AS Full time

    Job SummaryThe Operations Planning Specialist will be responsible for optimizing logistics solutions within the framework of all road legislation, driving hours, and WTD. This role requires strong analytical skills and the ability to work closely with stakeholders and customers to drive sustainability in the Domestic Operation.About the RoleSalary: £45,000...


  • East Midlands, United Kingdom Work Sponsors Full time

    Tactical Asset PlanningWe are Work Sponsors, a leading water and wastewater company seeking a talented Wastewater Asset Planning Specialist to support our portfolio management and business planning initiatives within the Tactical Asset Planning function.The role of this specialist will play a pivotal part in identifying and developing effective solutions to...


  • East Midlands, United Kingdom Michael Page (UK) Full time

    Accountant RoleWe are seeking an experienced Accountant to join Michael Page (UK) on an immediate start basis, offering a hybrid flexible work pattern with 2/3 days working from home.About the CompanyMoving forward in a rapidly changing business environment, our client is a well-established business based in Derbyshire, providing a comfortable and dynamic...


  • East Midlands, United Kingdom Cherry Professional Full time

    We are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Cherry Professional.About the RoleAs a Senior Financial Planning Manager, you will be responsible for leading the production of financial accounts, maintaining an effective financial control environment, and managing payroll services. You will also lead and...