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...

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 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...

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...

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...

About Evelyn PartnersWe are a leading financial planning firm based in Newcastle Upon Tyne, seeking an ambitious individual to join our team as a Senior Financial Planning Assistant. This role offers an excellent opportunity for personal and professional growth.As a key member of our team, you will be responsible for providing administrative support to our...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

At BMC Recruitment Group, we are seeking a seasoned Accountant to take on a challenging role as Chief Financial Planning Officer. This position involves overseeing financial operations and driving strategic growth. If you have experience in management accounting and bookkeeping, and possess relevant qualifications such as AAT or ACCA, this could be the ideal...

Are you a skilled finance professional looking for a new challenge? We have an exciting opportunity available for a Corporate Financial Planning Specialist to join our client, a leading leisure business based in Newcastle. With a salary of up to £45,000 per annum, this role offers excellent company benefits and a flexible hybrid working arrangement.Key...

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,...

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...

About the RoleThis Financial Trainee Professional position offers an exciting opportunity to progress in your career with ATT/CTA study support, 33 days' holiday, and salary increases in line with exam passes. You will work closely with clients to provide consultancy services, create tax strategies, and plan their financial futures.A successful candidate...

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...

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...

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...

MI Search is currently seeking a highly skilled Senior Financial Planning Consultant to join its team in Newcastle.This role will involve working closely with the Financial Planners to provide holistic financial planning solutions to high net worth and ultra high net worth clients.The successful candidate will be responsible for preparing suitability...

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...