Experienced Financial Planning Professional

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

Job OverviewThis is a hybrid-based Paraplanner position in Newcastle, ideal for individuals seeking to be part of a growing company and contribute to delivering exceptional financial planning solutions.As a key member of the team, you will provide paraplanning support to the Financial Advisors who offer comprehensive financial planning services to clients....

Job DescriptionMI Search is seeking a Paraplanning Services Provider to join our team. As a Paraplanner, you will work closely with Financial Planners to deliver holistic financial planning solutions to HNW and UHNW clients.Key responsibilities include preparing suitability reports, conducting technical research, and ensuring compliance policies are adhered...

Africa's Growth OpportunityOld Mutual is a leading insurance company that believes in the African continent's potential.About the RoleWe are seeking self-motivated and dynamic individuals with a strong entrepreneurial spirit to join our team.The role involves championing customers' financial goals by identifying their needs, providing sound advice, and...

This prominent financial planning firm, MI Search, is seeking a skilled professional to join its team in Newcastle.The ideal candidate will work closely with Financial Planners to provide bespoke financial planning solutions to high net worth clients.Key responsibilities include preparing detailed suitability reports, conducting thorough technical research,...

About the RoleWe are seeking an ambitious and organized individual to join our Financial Planning team in Newcastle Upon Tyne as a Client Administrator. This is a hybrid working role with a requirement to be in the office 4 days per week.As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners,...

About Evelyn Partners:We are a leading financial services provider, offering tailored advice to individuals, family trusts, professional intermediaries, charities, and businesses.Our core values are Personal and Performance, reflecting our commitment to delivering first-class results and building long-lasting relationships with our clients.This role provides...

Job OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...

Company OverviewBowdon Associates Ltd is a leading UK-based company, renowned for its innovative approach to the HVAC industry. As one of the fastest-growing brands in the UK, they are expanding their team to support further growth and success.About the RoleWe are currently recruiting for an experienced Accountant to join our client's finance team based at...

Are you a highly skilled Audit Senior looking to take the next step in your career? We are seeking an experienced professional to join our team in Newcastle as a Financial Audit Senior Leader.Job DescriptionWe are looking for a seasoned Audit Senior with strong leadership skills to lead and manage audit engagements from planning to completion. The successful...

We are currently seeking an experienced Senior Audit Professional to join our team in Newcastle. This is an exciting opportunity for a skilled professional to take on new challenges and develop their skills in a dynamic and supportive environment.About the RoleThe successful candidate will be responsible for leading and managing audit engagements from...

MI Search is currently seeking a skilled Paraplanner to join its team in Newcastle. This Financial Planning role offers a unique opportunity to work closely with experienced Financial Planners, providing holistic financial planning solutions to high net worth (HNW) and ultra high net worth (UHNW) clients.Key responsibilities of the Paraplanner role...

Part-time Finance ManagerNewcastle upon TyneCompetitive Salary: £45,000 - £60,000 per annum. We are seeking an experienced Accountant to join our client's team on a part-time, permanent basis. This is a unique opportunity for a finance professional who is looking for a new challenge that offers part-time working hours over 3 days per week.The ideal...

Job Description: We are seeking an experienced Financial Professional to join our team at Puro Accountancy. The ideal candidate will have a strong background in accounting and bookkeeping, with a proven track record of preparing statutory and management accounts. Key responsibilities include liaising with clients, building and maintaining professional...

About Evelyn PartnersEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses across the UK.Our mission is to place...

Job OverviewFletcher George Financial Recruitment is seeking an experienced Financial Assistant to join their team in Newcastle-upon-Tyne.As an Assistant Accountant, you will work closely with senior management to provide accounting and bookkeeping services to clients across various industries.The ideal candidate will have strong organizational skills,...

About the Role:We are seeking an experienced Business Planning Financial Analyst to join our team at TS Tech Americas, Inc. As a key member of our financial planning team, you will be responsible for preparing business plans, managing urgent company matters, and assisting department managers in planning departmental business strategies. This is a challenging...

Company OverviewFletcher George Financial Recruitment is a respected and dynamic firm that provides expert financial recruitment services. We are committed to delivering exceptional results for our clients by understanding their unique needs and preferences.Salary: £45,000 - £50,000This is an exciting opportunity for an ambitious ACA or ACCA Qualified...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. In this role, you will be responsible for maintaining accurate data on our back office system, liaising with internal and external contacts, communicating with life offices and investment houses, managing client...

We are seeking a skilled Financial Planning Assistant to support our financial advisors by conducting research, preparing financial plans, and ensuring all documentation is accurate and compliant with regulations.Key Responsibilities:Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and...