Financial Planning Specialist

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...

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...

Financial Planning OpportunityMI Search is seeking an experienced financial planner to join its team, working on a substantial and established portfolio of clients. The successful candidate will have a CII level 4 Diploma status or equivalent and a basic salary range of £40k to £80k, bonus scheme, and benefits, with hybrid working available.Key...

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...

About the RoleClayton Davies is seeking a skilled Financial Planning Associate to support our team of Financial Advisers.The successful candidate will be responsible for conducting thorough research, accurate calculations, and effective communication to deliver high-quality client outcomes.Key Responsibilities:Undertake comprehensive research to provide...

Job Title: Paraplanning ExpertJob Description:This is an exciting opportunity to join a rapidly growing financial planning firm in Doncaster as a Paraplanning Expert. As a key member of the team, you will be responsible for providing a full paraplanning function to Financial Advisors, ensuring client service and compliance are always delivered.The business...

Job Title: Paraplanner - Wealth ManagementLocation: Remote based with expectation of being in the office twice per monthSalary: £45,000 + BenefitsAbout the Role:We are seeking an experienced Paraplanner to support our Financial Advisers in a growing wealth management firm. The successful candidate will be responsible for undertaking research, calculations,...

My client is a highly regarded regional law firm based in Leeds, servicing a regional, national and international client base.The firm has built a reputation for delivering top-notch legal services within a collegiate and supportive work environment. The firm is attracting senior lawyers from many of the international law firms and is quickly gaining a...

Book of clients given - Employed role - Junior or newly qualified advisor Fram are working with a Halifax based IFA, who are seeking a Junior financial advisor to join their team. This role is to take over existing clients from some of the more senior advisors in order for them to develop new business. Our client is happy to talk to a or new qualified...

Financial Leadership OpportunityHeadstar is seeking a seasoned Financial Controller to lead the financial operations of our manufacturing business in Wakefield. As a key member of our team, you will be responsible for managing financial planning, budgeting, and forecasting. If you have a passion for solving complex financial problems and driving business...

We Power Your Car Ltd is a fast-growing, entrepreneurially led business in the EV charging point installations market. The company serves both domestic and commercial markets, with ambitious growth plans for installations and associated services.The company is seeking a commercially focused Finance Director to bring increased structure, control, and insight...

Job Title: Industry Accountant - Financial Insight LeaderAbout the Role:We are seeking a commercially-minded accountant to lead our clients finance team, driving financial insight and supporting decision-making across the group. As a key member of our team, you will play a pivotal role in shaping the financial strategy and direction of our clients.Key...

Carrington West is currently looking for an experienced Highway Infrastructure Planning Specialist to join their team. The ideal candidate will have a proven track record in developing and delivering transport strategies, with a strong understanding of strategic planning and early-stage transport scheme development.Responsibilities include leading the...

PLANNING LAWYERS NQ TO SENIOR LEVEL LEEDS (WITH HYBRID WORKING) Competitive Salary & Benefits Package An exceptional opportunity to join one of the strongest Planning practices in the country at a time of real growth. Haggerty Jaques is keen to speak to lawyers from NQ up to senior level with experience of Planning law about joining this specialist team...

Sewell Wallis Ltd is seeking an experienced Management Accountant to join their team in North Leeds. This role will play a key part in the company's long-term development plan and growth, offering a clear progression path to become a Finance Manager/Financial Controller.Key responsibilities include:Assisting with projects on an ad-hoc basisOverseeing the...

We are seeking an aspiring and hands-on Financial Controller to join the senior management team of a niche manufacturing business based in the Halifax area.This is an excellent opportunity for an accountant who is eager to contribute to the future success of the company, gaining exposure both at a detailed level in running the accounts and at a high level in...

We are seeking an aspiring and hands-on Financial Controller to join the senior management team of a niche manufacturing business based in the Halifax area. This is an excellent opportunity for an accountant who is eager to contribute to the future success of the company, gaining exposure both at a detailed level in running the accounts and at a high level...

Job Description:As our Commercial Planning Manager, you’ll work with the Commercial Planning team to design and build future season flying programmes. Your insights will drive decisions on route development, capacity management, and pricing strategies, allowing us to remain competitive in a rapidly evolving market.As our Commercial Planning Manager,...

Job Description:As our Commercial Planning Manager, you’ll work with the Commercial Planning team to design and build future season flying programmes. Your insights will drive decisions on route development and capacity management, allowing us to remain competitive in a rapidly evolving market.As our Commercial Planning Manager, you’ll have access to a...

About the RoleWe are seeking a highly skilled and motivated Assistant Management Accountant to join our finance team at AFI-Rentals. As a key member of the team, you will be responsible for preparing divisional monthly management accounts, rolling trading forecasts, and annual budgets.You will work closely with the finance team to present financial results...