Financial Planning Manager

Quilter Full-Time Financial Adviser Programme Are 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...

Pursue a Rewarding Career as a Financial Services ProfessionalWe are seeking a talented Financial Services Professional to join our team at Quilter Financial Planning. As a self-employed Mortgage advisor, you will have the opportunity to work independently, providing expert mortgage and protection advice to clients across the UK.The ideal candidate will...

We are a values-led business seeking a motivated Mortgage & Protection Adviser to join our team on a self-employed basis. As a Four Nations Mortgages adviser, you will provide expert guidance to clients across the UK, helping them achieve their financial goals.Your key responsibilities will include:Delivering exceptional customer experiences through tailored...

A Challenging and Rewarding Career OpportunityWe are currently seeking a highly skilled Senior Mortgage Advisor to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert mortgage and protection advice to clients across the UK, working on a self-employed basis.The ideal candidate will possess...

Financial Planning Manager **Salary**: £60,000 - £65,000 Location: Leeds (hybrid working) Duration: Permanent Sellick Partnership has been assigned to recruit a permanent Financial Planning Manager for a very successful and instantly recognisable business based in Leeds. The business has outperformed their competitors over the past few years and will...

Job Title:Financial Planning Manager\About the Role:\We are seeking an experienced Financial Planning Manager to join our team at Pro-Tax in Leeds City Centre.\Key Responsibilities:\\Manage a portfolio of high-net-worth clients, providing tax planning services and compliance support.\Review and manage personal tax work of junior team members.\Develop and...

Are you a driven professional looking for a challenging role that combines finance and data analysis? Look no further than Lowell Financial Ltd's Financial Insights Manager position. Based in Leeds, UK, this role offers a competitive salary of £65,000 - £80,000 per annum.Job ResponsibilitiesIn this critical role, you'll be responsible for developing and...

This is a fantastic opportunity for an experienced financial planning administrator to take on an important role in our recently established business, that is built on very solid foundations. Our director, Adam Downes, is a highly experienced Chartered FinancialPlanner. As well as working closely with Adam, you will be working with Chloe Phillips, a...

Senior Financial Leadership Opportunity in LeedsWe are seeking a highly experienced Financial Controller to join our client's executive team in Leeds. As a key member of the leadership team, you will be responsible for overseeing and managing all aspects of the company's financial operations.This is an exciting opportunity to provide robust financial...

We aren't sure if you’re supposed to have favourite clients. But this financial advice business in Warrington is just that. And that’s because the things that people don’t get at work. The chance to develop, the opportunity to take exams, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work...

We are currently seeking a Financial Planning and Analysis Manager to join our team at Leeds Building Society. This exciting opportunity will see you take on a key leadership role within our Planning, Decision Support & Cost Team, helping us drive our purpose of making home ownership a reality for more people.As a Financial Planning and Analysis Manager, you...

At our client, a leading Investment Management & Financial Planning firm in Central Sheffield, they manage clients' money and provide sound financial advice to businesses and individuals. They are seeking a Junior Financial Adviser with a Diploma in Financial Advice / Planning to take their first step into advice.">Key ResponsibilitiesMeet potential new...

We are partnering with a leader in Marketing/Software space to support in their search for an Financial Planning and Analysis Manager. Working closely with senior stakeholders, the FP&A Manager will provide detailed analysis and insights to inform decision-making and improve financial outcomes. This is a fantastic opportunity for a driven individual to...

At Lowell Financial Ltd, we are committed to making credit work better for all. Our team of experts is dedicated to helping customers become debt-free through our innovative approach.Job DescriptionAs a Financial Analyst Manager, you will play a crucial role in conducting detailed analysis of historical and current financial data to identify trends,...

Job DescriptionWe are seeking an experienced Financial Planning Director to join our Finance team. As a key member of the leadership team, you will play a critical role in driving financial planning and analysis across the organization.About UsWe are Progeny, a leading provider of financial services. We create, enhance, and preserve wealth for our clients...

Unlock Your Earning Potential as a Mortgage ConsultantWe are seeking a skilled Mortgage Consultant to join our team at Quilter Financial Planning. As a Self-Employed Mortgage professional, you will have the opportunity to work on a flexible basis, providing high-quality mortgage and protection advice to clients across the UK.With a competitive revenue share...

**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...

Role Summary:IDEX Consulting Ltd is seeking an experienced Financial Planning Supervisor to join their Supervision and Competency Oversight team. This role involves providing regulatory supervision over financial planning activities, ensuring adherence to the firm's Training and Competency scheme.About the Company:IDEX Consulting Ltd is a leading provider of...

**About Us**Austin Fraser is a leading Financial Planning firm based in Central Leeds, providing comprehensive financial services to businesses and individuals throughout the UK.We are seeking an experienced Financial Planning Assistant to join our growing team in Central Leeds. As a key member of our team, you will provide administrative and technical...

About the RoleElevation Recruitment Group is currently looking for a skilled Senior Finance Business Partner on behalf of an innovative organization based in Leeds.The ideal candidate will have extensive knowledge of profit and loss accounting and the accounting treatments for financial transactions, as well as a strong sense of commercial acumen.This is a...