Financial Planning Specialist

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Hoop Recruitment. The successful candidate will be responsible for delivering timely and accurate financial reports, as well as overseeing budgeting and forecasting processes.

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

This is an exciting opportunity to join the finance team at Cardiff and Vale University Health Board as a financial planning specialist. The successful candidate will be responsible for providing business partnering support to various directorates, working closely with the Clinical Board to ensure efficient use of financial resources.The role requires a...

Sitka Recruitment Ltd is seeking a highly skilled Financial Planning and Analysis Specialist to join our finance team. As a key member of our team, you will be responsible for developing accurate financial forecasts, providing strategic planning support, and enhancing the presentation of financial information.">Key Requirements:Proven experience in FP&A or a...

Job Title: Senior Financial Planning SpecialistWe are seeking a highly skilled and experienced Senior Financial Planning Specialist to join our IFA team at Brook Street. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.This role involves delivering...

About the Role: We are seeking a highly skilled Academic Accounting Specialist to join our team as a Financial Planning expert. As a key member of our finance department, you will play a critical role in supporting the financial performance and strategic growth of our Autism, ADHD & Therapy Service. Reporting to the CFO, you will work closely with clinical...

About the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...

Job DescriptionIn this challenging and rewarding role as SAP Financial Planning and Analysis Specialist, you will work closely with our finance team to develop and implement financial planning and analysis processes using SAP FI, CO, and MM modules. You will provide technical SAP support and advice to the finance team, ensuring seamless integration of...

Commissioning Manager Job SummaryAre you an experienced finance professional looking for a new challenge? Do you have a passion for commissioning and financial planning? We are seeking a skilled CCAB qualified professional to join our team as a Commissioning Manager.In this role, you will be responsible for managing provider activity and agreements as well...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Job Summary: Project Financial SpecialistWe are seeking an experienced Project Financial Specialist to join our team at Sphere Solutions. As a Project Financial Specialist, you will be responsible for managing the financial aspects of construction projects, including cost planning, budget control, and contract administration.About the Role:This role offers...

About the RolePrestige Recruitment Group is working with a financial services company in Flintshire, North Wales to find an experienced AML / Compliance Analyst.Job Summary:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for...

Technical Support Analyst – Financial PlanningLocation: CardiffSalary: Competitive + Bonus (£50,000 - £70,000 per annum)About the RoleWe are seeking an experienced Technical Administrator to join our dynamic Finance Team in Cardiff.You will be responsible for providing high-quality support to the Financial Planning Manager and clients.Manage financial...

About the Role:Brook Street is recruiting for a Head of Financial Planning with extensive experience in finance and accounting. Key responsibilities include:Developing financial strategies and forecasting.Ensuring accuracy and timeliness of financial reporting.Providing guidance on financial matters and policies.This position offers a competitive salary of...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

About Our Business Services ProviderOur client is a leading provider of Apprenticeships and Vocational Training Qualifications in the UK.Salary:£80,000 - £120,000 per annum, depending on experience.Job SummaryWe are seeking an experienced Finance Director to join our client's leadership team. In this role, you will lead the finance team, overseeing...

beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Cardiff, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, and ensure compliance with regulations.Build and maintain...

OverviewYolk Recruitment is seeking a talented Accounting Specialist - Financial Insights to join our team. As an Accounting Specialist, you will play a key role in delivering financial insights that drive business decisions.Job SummaryThis is a fantastic opportunity for an experienced accountant to work on complex financial projects, analyze data, and...