Financial Planning Specialist

We are seeking an experienced Financial Planning Specialist to join our team at Lime People Search & Select Ltd. The ideal candidate will have a minimum of 2-5 years experience working in a Regulated Financial Advisory position, ideally with an IFA firm.Key Responsibilities:Providing Independent Financial Advice to Corporate and Individual clients on a range...

Role OverviewAt MERJE, we are seeking a skilled Financial Planning Specialist to join our Wealth Management team. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and client interactions.Key ResponsibilitiesInterpret data obtained by advisers during client meetings and provide solutions to meet client needs...

Role OverviewWe are seeking a talented Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Key ResponsibilitiesProduce financial planning reports...

Role OverviewWe are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Key ResponsibilitiesProduce financial...

Job OpportunityWe are seeking a highly skilled and experienced Financial Manager to join our client's team in central Leeds.As a key member of the management team, you will be responsible for the overall financial management of the business, including financial planning, budgeting, forecasting, and financial reporting.Key responsibilities will...

Job OpportunityWe are seeking a highly skilled and experienced Financial Manager to join our client's team in central Leeds.As a key member of the management team, you will be responsible for the overall financial management of the business, including financial planning, budgeting, forecasting, and financial reporting.Key responsibilities will...

About Our ClientMichael Page (UK) is proud to partner with a reputable not-for-profit organisation that has undergone rapid growth, expanding its nationwide presence. This organisation provides vital support and services to those in need, and we are seeking a commercial candidate to join their team for a 12-month fixed term contract.Job DescriptionWe are...

About Our ClientMichael Page (UK) is proud to partner with a reputable not-for-profit organisation that has undergone rapid growth, expanding its nationwide presence. This organisation provides vital support and services to those in need, and we are seeking a commercial candidate to join their team for a 12-month fixed term contract.Job DescriptionWe are...

Finance Business Partner OpportunityThis is a fantastic opportunity for a 12-month Fixed Term Contract Finance Business Partner to join a not-for-profit organisation in South Yorkshire. As a key member of the finance team, you will be responsible for managing the portfolio of operational contracts and management account services, and leading within the...

Finance Business Partner OpportunityThis is a fantastic opportunity for a 12-month Fixed Term Contract Finance Business Partner to join a not-for-profit organisation in South Yorkshire. As a key member of the finance team, you will be responsible for managing the portfolio of operational contracts and management account services, and leading within the...

Financial Planning Opportunity with a Well-Established FirmNJR Recruitment is proud to partner with a reputable and established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including pensions and...

Financial Planning Opportunity with a Well-Established FirmNJR Recruitment is proud to partner with a reputable and established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including pensions and...

Job Summary: We are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Elevation Recruitment Group. As a key member of our commercial division, you will work closely with the CFO, board, and private equity investors to drive strategic decision-making and guide the operational and financial performance of our...

Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients. We are currently seeking a skilled Paraplanner to join our team.About the RoleWe are looking for a highly motivated and organized Paraplanner to assist in the provision of financial plans and advice to our clients. As a Paraplanner, you...

Job Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients. We are currently seeking a skilled Paraplanner to join our team.About the RoleWe are looking for a highly motivated and organized Paraplanner to assist in the provision of financial plans and advice to our clients. As a Paraplanner, you...

Job DescriptionFinancial Management RoleWe are seeking a highly skilled Financial Management Specialist to join our client, a well-established non-profit organization based in West Yorkshire. The successful candidate will be responsible for providing financial management support to the organization while they recruit on a permanent basis.Key...

Job DescriptionFinancial Management RoleWe are seeking a highly skilled Financial Management Specialist to join our client, a well-established non-profit organization based in West Yorkshire. The successful candidate will be responsible for providing financial management support to the organization while they recruit on a permanent basis.Key...

Job Title: Head of FP&AThis is a newly created role for a highly acquisitive private equity backed SME in West Yorkshire.The role will play a crucial role within this financially robust organisation, and take responsibility for building models, providing commercial insights and visibility to the business, influencing key business decisions and results.You...

Job Title: Head of FP&AThis is a newly created role for a highly acquisitive private equity backed SME in West Yorkshire.The role will play a crucial role within this financially robust organisation, and take responsibility for building models, providing commercial insights and visibility to the business, influencing key business decisions and results.You...

Job Title: Financial Planning AssistantCompany: Clayton DaviesLocation: Remote with occasional office visitsSalary: £45,000 + BenefitsJob Description:We are seeking an experienced Financial Planning Assistant to support our Financial Advisers in providing top-notch wealth management services to our clients. The ideal candidate will have a RQF level 4...