Financial Planning Support Expert
1 day ago
As a key member of our Wealth Planning team, you will be responsible for delivering exceptional client experiences while supporting the development of tailored financial solutions.
Key responsibilities include:
- Client Support: Collaborate with wealth planners to deliver high-quality client service, ensuring timely completion of suitability letters and other documentation.
- Analysis & Strategy: Conduct thorough analysis of client needs, developing targeted financial plans to meet complex goals.
- System Administration: Manage client data within our CRM system, maintaining accuracy and currency of information.
- Project Contribution: Participate in initiatives aimed at improving our Wealth Planning services and client engagement.
- Compliance & Quality Assurance: Ensure adherence to regulatory standards and internal policies, prioritizing client satisfaction and quality outcomes.
An attractive salary of £55,000 - £70,000 per annum is available for this role, accompanied by flexible working arrangements to promote work-life balance.
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Financial Planning Manager
1 month ago
Lisburn, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our finance team in Lisburn, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...
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Financial Planning Specialist
1 week ago
Lisburn, United Kingdom Hays Accounts and Finance Full timeYour new career opportunityThis role will be within the Department of Agriculture, Environment and Rural Affairs-Financial Planning in Lisburn.About the roleProvision of financial analysis and management accounts.Income modelling for the organization.The ideal candidate will have a strong understanding of public finance.Key skills and qualificationsChartered...
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Senior Financial Planning Specialist
4 weeks ago
Lisburn, United Kingdom Hays Senior Finance Full timeHays Senior Finance is recruiting a Senior Financial Planning Specialist to join our client, a large public sector organization.Job Summary:This is an exciting opportunity to provide financial and workforce planning analysis, management accounts, and income modeling for the Department of Agriculture, Environment and Rural Affairs-Financial Planning in...
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Financial Solutions Leader Seeks Software Expert
3 weeks ago
Lisburn, United Kingdom Ocho Full timeSeeking a software expert to contribute to our financial solutions team. At Ocho, we prioritize staff and client security, steady growth, and industry leadership in financial outsourcing.Key BenefitsCompetitive salary: £35-45kWe are looking for a collaborative team member who can contribute fresh ideas and make an impact. If you thrive in a small-team...
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Senior Financial Planning Specialist
1 week ago
Lisburn, United Kingdom Hays Senior Finance Full timeCompany OverviewHays Senior Finance is working in partnership with a large public sector organisation to appoint a Staff Officer or Deputy Principal Accountant.Salary and BenefitsThis role offers a competitive market leading salary, along with public benefits, including free car parking and hybrid working options.The estimated salary for this position is...
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Cost Estimation and Control Expert
1 month ago
Lisburn, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals is seeking a highly skilled Cost Estimation and Control Expert to join our construction team. The ideal candidate will have a strong background in cost estimation and control, with excellent analytical and communication skills.Key Responsibilities:Develop and manage project cost estimates and forecasts.Negotiate contracts with clients and...
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Financial Controller
2 months ago
Lisburn, 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 in Lisburn, 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 regulations.Key Responsibilities:Develop and implement...
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Financial Technology Expert Wanted
1 week ago
Lisburn, United Kingdom Ocho Full timeCompany Overview:Ocho is a well-established leader in financial outsourcing, providing advanced, secure, and client-focused solutions. Our company has a strong reputation for steady growth, commitment to staff and client security, and a close-knit team culture. Job Description:We are seeking an experienced Frontend Developer to join our team in Northern...
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Financial Management Specialist
4 weeks ago
Lisburn, United Kingdom VanRath Full timeAs a Financial Management Specialist with VanRath, you will play a key role in delivering a complete financial management service to specified Directorates within a large public sector body in Lisburn. Your opportunity to undertake a 12-month contract will allow you to work as part of a busy finance team, contributing to the overall financial management of...
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Financial Management Specialist
1 month ago
Lisburn, United Kingdom VanRath Full timeJob Summary:We are seeking a highly skilled Financial Management Specialist to join our team at VanRath. As a key member of our finance team, you will be responsible for delivering a complete financial management service to specified Directorates within the business.Main Responsibilities:Deliver a complete financial management service to specified...
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Financial Leader
4 days ago
Lisburn, United Kingdom ASSA ABLOY Full timeJob Title: Financial LeaderWe are seeking a highly skilled Financial Leader to join our team at ASSA ABLOY Opening Solutions, UK & Ireland Door Group. This is a fantastic opportunity for a senior finance professional to take on a key leadership role and make a significant impact on the company's financial performance.About the Role:The Financial Leader will...
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Head of Financial Management
6 months ago
Lisburn, United Kingdom Brook Street Full timeBrook Street Recruitment is delighted to be recruiting on behalf of our client -a large public sector organisation for the appointment of a Head of Financial Management and Business Partnering, offering a competitive market leading salary and public benefits. This role will act as an integral member of the finance team, you will be responsible for the...
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Cost Estimation and Management Expert
1 month ago
Lisburn, United Kingdom beBee Professionals Full time £35,000 - £55,000We are seeking a highly skilled Cost Estimation and Management Expert to join our construction team at beBee Professionals. The ideal candidate will have a Bachelor's degree in Quantity Surveying, Construction Management, or a related field, and previous experience as a Quantity Surveyor in the construction industry.Key Responsibilities:Estimate costs for...
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Construction Planning Specialist
4 weeks ago
Lisburn, United Kingdom 3D Personnel Full timeAbout the Role3D Personnel is seeking a highly skilled and experienced Programme Manager to join their team as a Construction Planning Specialist. The ideal candidate will have a strong background in project planning and scheduling, with experience in the construction industry.Key ResponsibilitiesDevelop and maintain comprehensive construction programmes,...
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Financial Services Administrator
2 months ago
Lisburn, United Kingdom Abacus Professional Recruitment Full timeExciting Opportunity: Financial Services Administrator Lisburn Are you an experienced Administrator looking to take the next step in your career? Join my client, a leading firm of Independent Financial Advisers based in Lisburn, specialising in providing bespoke financial planning services to High Net Worth clients. Why Join Us? With my client, youll work...
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Chief Financial Officer
1 month ago
Lisburn, United Kingdom beBee Professionals Full time £45,000 - £65,000Chief Financial OfficerWe are seeking a highly skilled Chief Financial Officer to join our finance team in Lisburn, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
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Financial Services Administrator
2 days ago
Lisburn, United Kingdom Brook Street Uk Full timeBrook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their team If you want to know about the requirements for this role, read on for all the relevant information.The candidate hired will be responsible to support the advisors giving the clients financial...
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Financial Controller
4 days ago
Lisburn, United Kingdom Amplifi Talent Full timeAmplifi Talent are proud to be partnering with a highly respected Industry leader. This role is due to significant growth and the successful candidate will have opportunities for career progression in a busy and growing company.The primary duties and responsibilities of this varied role include:Monthly Management Accounts preparationFinancial control of...
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Financial Officer
6 months ago
Lisburn, United Kingdom MPA Recruitment Full time**Role**: Financial Officer MPA are currently looking a Financial Officer for their large public sector client in the Dundonald area. Our client provides a wide range of services and employs secretaries in a wide variety of settings. Finance Officers provide an administrative service/support in a variety of different settings within the Finance & Estates...
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Financial Services Administrator
3 hours ago
Lisburn, United Kingdom Brook Street UK Full timeBrook Street Recruitment is working on behalf of our client in Lisburn to recruit a Financial Services Administrator / Entry level Paraplanner to join their teamThe candidate hired will be responsible to support the advisors giving the clients financial planning advice, ensuring the TCF principles are applied and that all internal procedures are being...