Financial Planning Support Specialist

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

About UsWe are Aegon, a company of ambitious, positive problem-solvers who get things done. We believe in collaboration and leaving things better than we find them.Our MissionWe help people live their best lives by providing expert financial guidance and support. Our team is dedicated to delivering exceptional customer experiences and making a meaningful...

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

At National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...

Job SummaryMenzies Distribution Limited is seeking a skilled Finance Analyst to join our dynamic team. As a key member of our Financial Planning & Reporting team, you will play a crucial role in providing 'real-time' support and analysis to our businesses.Key ResponsibilitiesAssist in the management of the reporting and planning cycle, ensuring review...

About SchrodersSchroders is a global investment manager that helps institutions, intermediaries, and individuals around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.About the RoleWe are seeking a highly organized and motivated individual to join our Wealth Management team as a Paraplanner Support Specialist....

Job OverviewWe are seeking an experienced Paraplanner or Senior/Paraplanner Team Leader to join our team in Edinburgh or Dundee office. The successful candidate will provide essential support to our financial advisers through technical research and report writing.

Financial Control Specialist (Trading)At Lusona Consultancy (Financial) Limited, we are seeking a skilled Financial Control Specialist to join our dynamic team in Edinburgh. As a key member of our trading team, you will play a crucial role in delivering financial insights and supporting our trading position.Key Responsibilities:Deliver daily P&L and monthly...

We are seeking a highly motivated and compassionate Care Support Specialist to join our team at Bespoke Support in Dumfries.This is an exciting opportunity for individuals who value independence, dignity, and respect in the lives of those we support.As a Care Support Specialist, you will play a vital role in providing tailored support to enable individuals...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

Data Governance Specialist OpportunityBruin Financial is seeking a Data Governance Specialist to support the development and implementation of a new data governance framework. The ideal candidate will have 2-3 years of experience in data governance and a strong track record of stakeholder engagement and management.The successful candidate will have a solid...

Financial Planning Career OpportunityEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. This role offers a unique opportunity to develop a well-respected profession and work with a firm with an unparalleled reputation.As a Trainee, Financial Planning, you will be learning the skills and...

We are seeking a skilled Product Specialist to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The successful candidate will focus on enhancing our Wrap proposition for Adviser Firms, delivering initiatives that improve our core platform journeys, enable better service design, and drive better...

We're seeking a talented Product Specialist to join our proposition team at Nucleus Financial Platforms group. As a key member of the team, you will play a vital role in supporting the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. Your primary focus will be on enhancing our Wrap proposition for Adviser Firms,...

We are seeking a highly skilled Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial reports, analyzing data, and ensuring compliance with company policies.Key Responsibilities:Prepare financial reports and statementsAnalyze financial data and identify trendsEnsure compliance...

About the Role:We're seeking a talented Quality Assurance and Training Specialist to join our team at Nucleus Financial. As a Quality Assurance and Training Specialist, you will play a crucial role in delivering an inspired support service to our Client Solutions teams, helping to promote excellent customer outcomes by quality checking interactions and...

Job OverviewWe are seeking a highly skilled Financial Controller Support Specialist to join our team in Edinburgh, UK. This is an exciting opportunity for a qualified accountant to work closely with the financial controller and provide top-class support to the product and maintenance sector.

About the RoleWe are seeking a highly skilled Data Quality Specialist to join our team at Nucleus Financial. As a Data Quality Specialist, you will play a critical role in ensuring the accuracy, integrity, and quality of our data.Key ResponsibilitiesExamine and test datasets for integrity, accuracy, and quality.Assist with remediation of M365 data quality...

Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...