Head of Financial Planning

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Georgiana Head Recruitment Limited.This role will involve managing everyday trust administration, tax and basic trust accounts for a portfolio of trusts and settlements. You will also be responsible for some related personal tax work for beneficiaries.The ideal...

Lowell Financial Ltd, a leading player in the UK finance sector, is seeking an experienced Financial Risk Governance Manager to join its dynamic team.About the RoleThis exciting opportunity will see you working closely with the Group Head of Audit and Regional Heads of Audit to ensure that our risk management systems, internal controls, and governance...

Retail Planning Merchandiser Job DescriptionAbout the RoleWe are seeking a highly skilled Retail Planning Merchandiser to join our team at Head Office. The successful candidate will be responsible for strategically planning the retail space to maximize sales performance through detailed analysis and future planning.Main ResponsibilitiesBuild and report on...

About the RoleThis is an exciting opportunity to join our Finance team as a Head of Financial Operations. You will be responsible for ensuring accuracy, compliance, and efficiency in all financial transactions, driving process improvements of end-to-end processes.

Job OverviewWe are looking for an exceptional Head of Financial Operations to join our team. As the key holder of our finance department, you will be responsible for leading our month-end close processes and ensuring they are completed accurately and efficiently.About the RoleThe Head of Financial Operations will have the opportunity to work closely with...

Lime People Search & Select Ltd is seeking an experienced Financial Planning Consultant to join our team. The ideal candidate will have a minimum of 2-5 years experience working in a Regulated Financial Advisory position, ideally with an IFA firm. You will be responsible for providing Independent Financial Advice to Corporate and Individual clients,...

Financial Planning Coordinator Role OverviewWe are seeking a skilled Financial Planning Coordinator to join our team in Central Leeds. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.The ideal candidate will have 2+ years of experience in a...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Leeds, UK.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, including...

Paraplanner - LeedsSalary: £40,000We are partnering with a dynamic firm in Leeds to find a skilled paraplanner who can assist their financial planners in formulating client advice and provide technical support. The ideal candidate will have at least 2 years of experience and a strong understanding of the financial planning process.To aid the Financial...

Overview:Are you interested in a career in financial planning? Exchange Street Claims ltd is seeking a Financial Planning Administrator to join our team.Key Responsibilities:As a Financial Planning Administrator, you will be responsible for assisting our financial planners in providing excellent client service. This will include tasks such as data entry,...

**About the Role**Are you an experienced Adviser looking for a new challenge? We are working with a national Advisory firm to find a talented Desk Based Advisor to join their team in Leeds.**Key Responsibilities**Manage a large portfolio of clients, typically with AUA below £500k, maintain recurring income streams, and deliver high-quality financial...

About the role:The Lanes Group is seeking a highly skilled Management Accountant to join the Finance team at their Leeds Head Office. This role will support the Senior Management Accountant in producing monthly management accounts and completing various financial tasks.Produce monthly management accounts, including journal postings and cash...

Company OverviewLime Search & Select Ltd is a leading Investment Management and Financial Planning firm based in Central Sheffield, providing sound financial advice to businesses and individuals. We are seeking a Junior Financial Adviser to join our team.

Job OverviewThe role of Apprentice Financial Planning Administrator at Exchange Street Claims ltd offers a unique opportunity for individuals to develop their skills in financial planning and administration. As an apprentice, you will gain hands-on experience in the field while pursuing a formal qualification.Salary and BenefitsThis position comes with an...

About UsEversheds Sutherland is a leading global law firm with over 5,000 professionals across more than 30 countries. We provide full-service expertise, combined with deep niche and sector experience.Role OverviewWe are seeking an experienced Financial Planning Strategist to join our team in a highly collaborative environment. As a key member of our Pricing...

Job Title: Financial Planning AnalystAbout the RoleWe are seeking an experienced Financial Planning Analyst to join our team at PureGym People. This is a fantastic opportunity for a motivated and detail-oriented individual to work with our finance team in Leeds.Key ResponsibilitiesPrepare month-end schedules, accruals, and prepayments, and reconcile balance...

About UsThe Financial Conduct Authority (FCA) regulates the conduct of thousands of firms in the UK, ensuring that financial markets are honest, fair and competitive.As a key member of our Strategy team, you will play a leading role in developing the next phase of our strategy. You will provide advice to senior leaders on key consumer and market issues, and...

Finance Business Partner OpportunitySharp Consultancy is seeking a Finance Business Partner to join their expanding accounts function. As a key member of the commercial team, you will support senior finance in communicating financial reports to internal and external stakeholders, providing detailed insight.This role offers great exposure and the chance to...

Competitive salary & benefitsAbout the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our dynamic team at Hays Senior Finance in Leeds, UK.This is a pivotal role ensuring the financial health and compliance of a key division of the organisation.Financial Planning: Prepare 5-year financial plans, quarterly forecasts, monthly...

About the CompanyOur client, a highly successful business based in Leeds, is seeking a Financial Planning Specialist to join their expanding team. As a well-established company with continuous development at its core, this role offers an excellent opportunity for a motivated individual to take on varied responsibilities and gain exposure to commercial...