Financial Planning Expert
22 hours ago
Job Title:
We are seeking a highly skilled Financial Advisor to join our team at Quilter Financial Planning.
About the Role:
- This is an exciting opportunity for a talented Financial Adviser to provide holistic financial advice to clients.
- The successful candidate will be responsible for analysing complex financial data and information, collaborating with the team to achieve goals.
- Key skills include maintaining professionalism and adaptability in all interactions, conducting research and analysis to maintain client confidentiality.
- A strong understanding of the investment business is essential.
Requirements:
- Diploma in Financial Advice (UK Level 4).
- Some Industry Sales experience is desirable.
- Excellent communication and interpersonal skills.
Salary and Benefits:
- Estimated salary: £45,000 - £60,000 per annum.
- Competitive remuneration package with bonus structure.
- Full Administration Service support.
- Full Paraplanning Support available.
-
Financial Services Expert
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeJob Description:We are seeking an experienced Financial Services Expert to join our team at Quilter Financial Planning, based in Bury, Lancashire. As a key member of our Partner Firm, you will provide comprehensive financial advice to clients.The ideal candidate will hold a Diploma in Financial Advice and have some industry sales experience. A strong...
-
Financial Planning Specialist
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeJob OverviewWe are seeking a highly skilled Financial Planner to join our team at Quilter Financial Planning. The successful candidate will be responsible for providing comprehensive financial advice to clients, ensuring they achieve their long-term goals.Estimated Salary: £45,000 - £60,000 per annum, depending on experience.About the Role:Provide fully...
-
UK Financial Planning Specialist
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeJob Opportunity:Quilter Financial Planning is looking for a highly motivated UK Financial Planning Specialist to join our Partner Firm in Bury, Lancashire. As a key member of our team, you will be responsible for providing financial advice to clients and helping them achieve their financial goals.The ideal candidate will have a Diploma in Financial Advice...
-
Holistic Financial Consultant
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their money.Key Requirements:Relevant qualifications, such as a Diploma in Financial Advice.Proven...
-
Holistic Wealth Manager
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeAbout the Role:Quilter Financial Planning is recruiting a Holistic Wealth Manager to join our Partner Firm in Bury, Lancashire. This is a fantastic opportunity to work with a dynamic team and provide high-quality financial advice to clients.The successful candidate will possess a Diploma in Financial Advice and have some industry sales experience. A strong...
-
Wealth Management Advisor
2 weeks ago
Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full timeAbout the RoleAs a Financial Adviser with Quilter Financial Planning, you will play a key role in helping our clients achieve their financial objectives. We are looking for someone with strong analytical skills, excellent communication abilities, and a passion for delivering exceptional customer service.Key Responsibilities:Conduct thorough analysis of...
-
Financial Planning and Analysis Expert
1 month ago
Bury, Borough of Bury, United Kingdom COREcruitment Full timeWe are currently seeking an experienced Financial Planning and Analysis (FP&A) Professional to join our Corecruitment team. As a Commercial Finance Manager, you will be responsible for ensuring the company's financial health and driving strategic decision-making through data-driven insights.The ideal candidate will have a strong background in financial...
-
Financial Planning Manager
3 weeks ago
Bury, Borough of Bury, United Kingdom Kenton Black Limited Full timeKenton Black Limited is a leading company in the accounting industry, and we are currently seeking a skilled Financial Planning Manager. This role involves overseeing financial planning, budgeting, and forecasting to ensure the company's financial health. As a key member of our team, you will be responsible for preparing financial reports, analyzing...
-
Financial Planning Specialist
2 weeks ago
Bury, Borough of Bury, United Kingdom COREcruitment Full time**Job Overview**COREcruitment is seeking a highly skilled Financial Planning Specialist to join our team. This exciting opportunity will see you play a key role in shaping the financial future of our client, a rapidly expanding retail business.The successful candidate will be responsible for ensuring the company's financial health is robust and that...
-
Taxation and Financial Planning Manager
3 weeks ago
Bury, Borough of Bury, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD is partnering with a top 100 Accountancy Practice in Bury to find a skilled Tax Manager for a full-time position. The firm offers a competitive starting salary, excellent benefits, and opportunities for professional growth and development.About the RoleThis role involves providing expert tax guidance to clients across a...
-
Director of Financial Planning
2 weeks ago
Bury, Borough of Bury, United Kingdom hireful Full timeA unique opportunity has arisen for a Director of Financial Planning at Hireful to join their team on a 12-month contract.As part of the finance team, you will be responsible for supporting the Director of Finance and Corporate Services in Greater Manchester.The ideal candidate will have a qualified accountant (CIMA, ACCA, CIPFA or equivalent) background and...
-
Financial Planning and Analysis Lead
2 weeks ago
Bury, Borough of Bury, United Kingdom beBee Professionals Full time £45,000 - £65,000About the RoleWe are seeking a highly experienced Financial Planning and Analysis Lead to join our finance team in Bury, United Kingdom.Key Responsibilities:Prepare comprehensive financial reports, forecasts, and budgets for senior management review.Monitor and manage cash flow to ensure financial stability and compliance with regulations.Oversee month-end...
-
Financial Planning Analyst
2 weeks ago
Bury, Borough of Bury, United Kingdom Greene King Full timeCompany OverviewGreene King, the country's leading pub company and brewer, has a rich 220-year history of creating great British hospitality. Our mission is to pour happiness into lives, making us the pride of the industry.About the RoleWe are seeking an experienced Management Accountant to join our team based in Bury St Edmunds offices on an agile working...
-
Financial Planning Manager
5 days ago
Bury, Borough of Bury, United Kingdom Bennett and Game Recruitment LTD Full timeRole OverviewThe position of Tax Manager is available at a top 100 Accountancy Practice in Bury. The company offers a competitive starting salary and an excellent benefits scheme, including a pension scheme, health and wellbeing support packages, charity events, social events, sports teams, and hybrid working arrangements.In this role, you will collaborate...
-
Financial Planning and Analysis Leader
7 days ago
Bury, Borough of Bury, United Kingdom BUUK Infrastructure Full timeBecome part of a dynamic team at BUUK Infrastructure and take on the challenge of being a Senior Finance Manager - FP&A.About the RoleIn this position, you will play a critical role in supporting the month end process, coordinating FP&A team activities, reviewing journal entries, and contributing to the management accounts pack. You will also be responsible...
-
Strategic Financial Analyst
1 hour ago
Bury, Borough of Bury, United Kingdom Greene King Full timeEnterprise Activity Finance Business PartnerJoin us at Greene King, where we're passionate about creating a workplace culture that promotes growth, innovation, and excellence. As a Finance Business Partner, you will be a key member of our Corporate and Strategic Finance team, working closely with senior stakeholders to deliver strategic business...
-
Financial Services Professional
3 weeks ago
Bury, Borough of Bury, United Kingdom Bennett and Game Recruitment LTD Full timeJob SummaryWe are seeking an experienced Audit & Accounts Senior to join our team in Bury, Manchester. The successful candidate will be responsible for managing audits and accounts, working closely with clients to understand their financial needs and providing expert guidance on financial matters.Key ResponsibilitiesThe key responsibilities of this role...
-
Head of Financial Planning
2 months ago
Bury, Borough of Bury, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Manager to join our finance team in the UK.Key Responsibilities:Prepare and present financial reports, forecasts, and budgets.Manage cash flow and ensure financial stability.Oversee financial processes, including audits.Ensure compliance with tax laws and regulations.Build relationships with external auditors, banks,...
-
Financial Planning Accountant
20 hours ago
Bury, Borough of Bury, United Kingdom Michael Page (UK) Full timeAbout Our Company">We are a leading recruitment agency, Michael Page (UK), specialising in accounting and finance roles.Our client is seeking an ambitious Financial Planning Accountant to join their existing finance team in Bury.">The Role">Assist with balance sheet reconciliations, P&L completion & analysis, journals - accruals & prepayments, VAT returns,...
-
Senior Financial Planning and Analysis Manager
3 weeks ago
Bury, Borough of Bury, United Kingdom BUUK Infrastructure Full timeAt BUUK Infrastructure, our mission is to accelerate the UK towards net zero for all customers. We are looking for a Senior Finance Manager in our Financial Planning and Analysis team to support our vision.About the RoleSupport the month end process, coordinating FP&A team activities, reviewing journal entries, and contributing to the management accounts...