Financial Planning Administration Manager

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience helping generations of people and businesses to thrive. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Key...

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.Job SummaryWe are seeking an experienced Financial Planning Team Manager to join our team. As a key member of our leadership team, you will be responsible for...

Austin Fraser is seeking a skilled Financial Planning Administrator to join our team in Cambridge. The successful candidate will be responsible for providing independent financial planning advice to clients.About the RoleWe are looking for an experienced professional with minimum 5 years of experience in financial services, who can work effectively in a...

Job OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Cambridge, 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...

Evelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Manager to join their team. This role offers a competitive salary of £70,000 - £90,000 per annum and requires a strong leader who can drive growth and success.Job SummaryThe successful candidate will be responsible for working closely with the financial planning team to...

Select Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...

Role Overview:This Administrative Support role involves working closely with our team of Financial Advisors to provide high-level support, including preparing suitability reports and discussing client objectives. The successful candidate will have a strong understanding of the Financial Planning process and be able to work independently, prioritizing tasks...

We are seeking a talented Financial Planning Manager to join our EA First Compass House team. The successful candidate will be responsible for providing expert financial planning and advice to our clients.Responsibilities:Prepare and complete accurate management accounts and VAT returns.Requirements:ACA / ACCA/ CIMA Qualified.Experience using software such...

We are seeking a highly skilled Financial Planning and Wealth Management professional to join our team at Eden Resourcing. The ideal candidate will have a strong background in financial services and the ability to work closely with clients to develop personalized wealth management solutions.The successful candidate will have a Chartered status and broad...

Job DescriptionWe are seeking an experienced Financial Planning Manager to join our Education team. As a key member of the finance department, you will play a crucial role in driving financial planning and analysis across the organization.Key Responsibilities:Develop and implement financial plans and forecasts to inform business decisionsProvide analytical...

About Us: Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with a rich history of delivering exceptional results to our clients.Job Description:We are seeking a highly skilled and experienced individual to join our team as a Senior Client Administration Manager. In this role, you will work...

Role Overview">This is a senior management position within Evelyn Partners Fund Solutions Limited, where you will lead the financial planning team to deliver exceptional client outcomes. The successful candidate will have experience in managing and developing teams, as well as a strong understanding of client administration within the financial planning...

About NXTGEN RecruitmentNXTGEN Recruitment is excited to be recruiting an FP&A Manager, a pivotal role where you'll lead financial planning, analysis, and strategy to support the ongoing growth of our ambitious organisation.

Tbwa Chiat/Day Inc seeks a seasoned Finance Director to lead our financial planning and analysis efforts. This role will focus on providing strategic and operational support to the VP of Finance, developing and managing annual budgets, and ensuring accurate and reliable financial controls.Key Responsibilities:Develop and manage comprehensive financial plans,...

This is an exciting opportunity for a skilled Financial Administrator to join our team at Bell Educational Trust Ltd. The successful candidate will be responsible for providing financial accounting support, with a focus on purchase ledger management.About YouWe are looking for someone with a strong background in finance and administration, with previous...

We are excited to announce a new opportunity for a Senior Finance Strategist to join Cambridge City Council. In this role, you will be responsible for developing and implementing financial strategies that drive business growth and improve financial performance.As a key member of the finance team, you will work closely with senior leaders to identify areas of...

Financial Planning LeaderWe are looking for an experienced Financial Planning Leader to join our finance team at Finatal. As a key member of our leadership team, you will be responsible for developing and implementing financial plans that support the company's strategic objectives.Your key responsibilities will include leading the preparation of annual...

About the JobIn this Senior Financial Planning Manager role, you will be responsible for driving financial performance and supporting business growth. You will work closely with senior leadership to develop and implement financial strategies, analyze financial data, and make recommendations to inform business decisions.Key SkillsStrong analytical and...

Job Title: Senior Client Administration SpecialistLocation: London, UK (Remote work options available)Job Type: Full-timeAbout the Role:Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group. We're seeking an experienced Team Lead to oversee our client administration team and drive exceptional...