Financial Planning Associate
4 weeks ago
Key Responsibilities:
We are seeking a highly organized and detail-oriented Financial Planning Associate to support our Wealth Management team. As a Financial Planning Associate, you will be responsible for servicing existing business, platform-based work, and illustrations.
Key tasks include:
- Providing regular contact directly with clients and wrap/platform providers;
- Supporting advisers with analysing information and conducting basic research to produce high-quality outcomes;
- Ensuring accurate and timely completion of tasks and projects.
Requirements:
We are looking for a motivated and proactive individual with excellent communication skills and a passion for financial planning. The ideal candidate will have a strong work ethic and be able to work effectively as part of a team.
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Financial Planning Manager
1 month ago
Burnley, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Burnley, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to ensure financial stability.Oversee month-end and year-end financial processes,...
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Financial Planning Expert
2 days ago
Burnley, Lancashire, United Kingdom CleverHR Full timeThis is an exciting opportunity to work as a Financial Planning Expert with CleverHR, based in Burnley.We are seeking a highly skilled and ambitious individual to provide financial planning advice to prospective and existing clients, meeting their financial goals and objectives.The ideal candidate will have a track record of building successful and long-term...
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Financial Planning Professional
4 weeks ago
Burnley, Lancashire, United Kingdom Merje Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Professional to join our team at Merje. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and client relationships.The ideal candidate will have a strong understanding of the financial planning process and be able to produce professional and...
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Head of Financial Planning
4 weeks ago
Burnley, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Finance Manager to lead our financial planning, reporting, and analysis efforts in the UK.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, to ensure compliance with regulations.Build...
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Financial Planning Specialist
1 month ago
Burnley, Lancashire, United Kingdom CleverHR Full timeSelf Employed Financial Adviser, BurnleyThis is a well-established and successful business that delivers comprehensive and holistic advice to clients across the region.With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and business...
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Financial Planning and Control Specialist
2 weeks ago
Burnley, Lancashire, United Kingdom Trostan Dene Full time**Job Title:** Management AccountantTrostan Dene, a leading manufacturer of advanced solutions, seeks an experienced Management Accountant to join their finance team. This role will involve producing monthly accounts for the main engineering business and working closely with the Finance Business Partner.Key responsibilities include:Producing accurate and...
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Financial Planning and Analysis Specialist
4 weeks ago
Burnley, Lancashire, United Kingdom Trostan Dene Full timeAbout this role: Trostan Dene, a specialist in advanced manufacturing and machining solutions, is seeking a skilled Financial Planning and Analysis Specialist to join their team. As a key member of the finance department, you will be responsible for producing the monthly accounts for the main engineering business, working closely with the Finance Business...
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Financial Services Associate
14 hours ago
Burnley, Lancashire, United Kingdom SS&C Full timeSS&C Technologies is a leading provider of financial services solutions. As a Customer Service Representative, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.Job Summary:We are seeking an experienced Customer Service Representative to join our team. The successful candidate will...
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Financial Planning and Analysis Expert
3 weeks ago
Burnley, Lancashire, United Kingdom Association of International Certified Professional Accountants Full timeAbout the Role:Your new role at Association of International Certified Professional Accountants involves playing a crucial part in their finance team. You will be responsible for the preparation of Management Accounts for several limited companies within the Group, ensuring the accuracy and completeness of the Profit & Loss packs and balance sheet...
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Financial Director
2 months ago
Burnley, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Manager Job DescriptionAt beBee Professionals, we are seeking a highly skilled and experienced Financial Manager to join our finance team in Burnley, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with...
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Care Associate
2 weeks ago
Burnley, Lancashire, United Kingdom Voyage Care Full timeWe are seeking a dedicated and caring Care Associate to join our team at Voyage Care in Burnley. As a Care Associate, you will have the opportunity to make a real difference in the lives of the people we support, helping them to gain more independence in their daily lives.Our residential service in Burnley is a welcoming and friendly environment, and as a...
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Business Accounting Associate
15 hours ago
Burnley, Lancashire, United Kingdom Kerry Full timeBusiness Accounting Role:The Business Accounting Associate will support the Plant Controller in various business accounting activities, including invoicing, reconciliations, and credit control.Key Responsibilities:Issuing invoices to clients and managing cash flowMaintaining accurate records of financial transactionsPerforming bank reconciliations and...
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Financial Controller
2 months ago
Burnley, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Burnley, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...
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Senior Financial Leader
2 months ago
Burnley, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Manager Job DescriptionAt beBee Professionals, we are seeking a highly skilled and experienced Financial Manager to join our finance team in Burnley, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with...
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Chief Financial Officer
2 days ago
Burnley, Lancashire, United Kingdom AFR Consulting Full timeJob SummaryA leading consulting firm, AFR Consulting, is seeking a highly skilled Chief Financial Officer to lead their finance function. Operating in the retail and distribution sector, they have enjoyed steady growth across all product categories.This is an exciting opportunity for a finance professional to leverage expansion opportunities and create...
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Associate Dentist Role in Burnley
16 hours ago
Burnley, Lancashire, United Kingdom mydentist Full timeAbout the RoleWe are seeking a highly skilled and dedicated Associate Dentist to join our team at mydentist in Burnley. As a self-employed dentist, you will have the flexibility to manage your own schedule and work with us to deliver exceptional patient care.Estimated Salary: £80,000 - £120,000 per annumYour salary will be based on your level of experience...
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Chief Financial Officer
3 weeks ago
Burnley, Lancashire, United Kingdom Townsend Music Ltd Full timeTownsend Music Ltd, a leading music direct-to-consumer company and part of the Artone Music family, is seeking an experienced and dynamic Head of Finance to drive its financial performance and support business strategy. As a key member of the Senior Management Team, you will play a pivotal role in overseeing the company's financial operations, integrating...
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Customer Experience Associate
3 weeks ago
Burnley, Lancashire, United Kingdom SS&C Technologies Holdings Full timeJob OverviewSS&C Technologies Holdings is seeking a skilled Customer Services Associate to join our team. As a key member of our customer service team, you will be responsible for providing excellent customer service to clients and internal stakeholders.Key Responsibilities:Respond to customer inquiries via telephone and provide accurate information and...
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Full-time Associate Dentist Opportunity
11 hours ago
Burnley, Lancashire, United Kingdom mydentist Full timeAbout the RoleWe are seeking a skilled and motivated Associate Dentist to join our team at mydentist in Burnley. As a self-employed dentist, you will have the flexibility to manage your own schedule and work with us to provide exceptional care to our patients.Estimated Salary: £80,000 - £120,000 per annumYour salary will be based on your level of...
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Senior Financial Controller
1 month ago
Burnley, Lancashire, United Kingdom AFR Consulting Full timeSenior Financial ControllerA key role within our organisation, the Senior Financial Controller will be responsible for overseeing and leading the accounting function as we continue to grow. This will involve improving processes and financial reporting across all sites, developing the finance function, and providing the Directors and Managers with meaningful...