Senior Financial Planning Specialist
2 days ago
We are seeking a highly skilled and experienced Senior Financial Planning Specialist to join our IFA team at Brook Street. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.
This role involves delivering high-quality client reports, conducting thorough research on investment funds, and applying sales process principles to ensure compliance with regulatory requirements.
The successful candidate will have a minimum of two years' experience in the financial services industry, with a solid understanding of the sector's dynamics and regulations. A competitive salary range of £35,000 - £45,000 per annum is offered, depending on experience.
In addition to a competitive salary, you will benefit from:
- A minimum of 25 days holiday plus bank holidays, allowing for relaxation and rejuvenation.
- Two additional days dedicated to community service, fostering social responsibility and teamwork.
- Your birthday off each year, celebrating your special day with loved ones.
- Auto-enrolment into our pension plan, supporting long-term financial security.
- Hybrid working options available, balancing work-life flexibility with professional demands.
- Access to an Employee Assistance Programme for personal support, promoting mental well-being and work-life balance.
- Enjoy discounts from various local businesses, enhancing quality of life and economic benefits.
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Financial Planning Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Network Rail Full timeNetwork Rail is seeking a skilled Financial Planning Specialist to join our team. This role involves working as an integral member of our business senior leadership team, proactively identifying and enabling the finance needs of the business to be met.The ideal candidate will have successful relevant experience working in a complex financial environment,...
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Financial Planning Expert
4 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeWe deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...
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Senior Financial Planning Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment limited Full timeAbout the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...
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Financial Planning Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Hoop Recruitment Full timeJob OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Hoop Recruitment. The successful candidate will be responsible for delivering timely and accurate financial reports, as well as overseeing budgeting and forecasting processes.
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Financial Planning Specialist
1 month ago
Cardiff, Cardiff, United Kingdom Care & Repair Full timeAbout the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...
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Financial Planning Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full timeThis is an exciting opportunity to join the finance team at Cardiff and Vale University Health Board as a financial planning specialist. The successful candidate will be responsible for providing business partnering support to various directorates, working closely with the Clinical Board to ensure efficient use of financial resources.The role requires a...
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Financial Planning and Analysis Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Sitka Recruitment Ltd Full timeSitka Recruitment Ltd is seeking a highly skilled Financial Planning and Analysis Specialist to join our finance team. As a key member of our team, you will be responsible for developing accurate financial forecasts, providing strategic planning support, and enhancing the presentation of financial information.">Key Requirements:Proven experience in FP&A or a...
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Director of Financial Planning
7 days ago
Cardiff, Cardiff, United Kingdom SmartSourcing Ltd Full timeCommissioning Manager Job SummaryAre you an experienced finance professional looking for a new challenge? Do you have a passion for commissioning and financial planning? We are seeking a skilled CCAB qualified professional to join our team as a Commissioning Manager.In this role, you will be responsible for managing provider activity and agreements as well...
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Senior Financial Crime Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Secure Trust Bank Ltd Full timeKey ResponsibilitiesWe are seeking a Senior Financial Crime Specialist to join our Financial Crime Operations team in the 1LoD. As a Senior Financial Crime Specialist, you will play a key role in ensuring that our business operates within anti-money laundering regulations.You will be responsible for providing guidance on anti-money laundering regulations and...
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Academic Accounting Specialist
6 days ago
Cardiff, Cardiff, United Kingdom CV-Library Full timeAbout the Role: We are seeking a highly skilled Academic Accounting Specialist to join our team as a Financial Planning expert. As a key member of our finance department, you will play a critical role in supporting the financial performance and strategic growth of our Autism, ADHD & Therapy Service. Reporting to the CFO, you will work closely with clinical...
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SAP Financial Planning and Analysis Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom GE Aviation Full timeJob DescriptionIn this challenging and rewarding role as SAP Financial Planning and Analysis Specialist, you will work closely with our finance team to develop and implement financial planning and analysis processes using SAP FI, CO, and MM modules. You will provide technical SAP support and advice to the finance team, ensuring seamless integration of...
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Senior Financial Professional
3 weeks ago
Cardiff, Cardiff, United Kingdom South Wales Fire and Rescue Full timeAbout Our RoleAt South Wales Fire & Rescue Service, we're committed to protecting our community and maintaining the highest standards of fire and rescue services.As a Senior Accountant, you'll be part of our Award Winning finance team, working with a fantastic Public Sector Organisation.We're looking for a skilled Accounting Specialist to join our team,...
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Financial Planning Analyst
24 hours ago
Cardiff, Cardiff, United Kingdom Peacocks Full timeJob Title: Financial Planning AnalystWe are seeking a highly skilled FP&A Retail Analyst to join our Finance team at Peacocks Head Office in Cardiff. This role plays a key part in analysing and reporting the performance of both business segments, including store and ecommerce financial information.About the Role:The ideal candidate will have strong excel...
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Head of Financial Planning
2 months ago
Cardiff, Cardiff, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a skilled Financial Manager to lead our finance team in Cardiff, United Kingdom.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, and ensure compliance with regulations.Build and maintain...
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Quilter Academy
1 month ago
Cardiff, Wales, Cardiff County, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
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UK Financial Advisor
4 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAs a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...
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Project Financial Specialist
4 days ago
Cardiff, Cardiff, United Kingdom Sphere Solutions Full timeJob Summary: Project Financial SpecialistWe are seeking an experienced Project Financial Specialist to join our team at Sphere Solutions. As a Project Financial Specialist, you will be responsible for managing the financial aspects of construction projects, including cost planning, budget control, and contract administration.About the Role:This role offers...
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Financial Planning and Analysis Specialist
8 hours ago
Cardiff, Cardiff, United Kingdom Sitka Recruitment Ltd Full timeJob DescriptionThe ideal candidate will be skilled in financial analysis, forecasting, and data presentation, with a keen eye for leveraging technology to enhance financial processes.About the CompanySitka Recruitment Ltd is a dynamic and driven company looking for a talented FP&A Analyst to join our team.Key RequirementsFinancial planning and analysis...
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Senior Financial Reporting Specialist
1 month ago
Cardiff, Cardiff, United Kingdom Admiral Insurance Plc Full timeAt Admiral Insurance Plc, we are seeking a Senior Financial Reporting Specialist to join our finance team.About the RoleThis is an exciting opportunity to work in a leading insurance company and shape systems and processes in the Finance function.The role will play a key role across both the UK and International insurance entities of the Group, covering all...
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Financial Planning Compliance Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Prestige Recruitment Group Full timeAbout the RolePrestige Recruitment Group is working with a financial services company in Flintshire, North Wales to find an experienced AML / Compliance Analyst.Job Summary:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for...