Current jobs related to Financial Planning and Analysis Specialist - Newbury, West Berkshire - IN2 Consult
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Focus Resourcing Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Focus Resourcing. The ideal candidate will have experience with cloud accounting software and a strong background in financial planning and analysis.Key Responsibilities:Preparation of management accounts and VAT returns.Preparation and presentation of management...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeAt AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed adviser, you'll work with clients to understand their financial goals and develop tailored strategies for achieving financial independence.Key responsibilities include:Reviewing and responding to clients' changing needs and...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom fish4.co - Jobboard Full timeAs a Financial Planning Specialist at AFH, you will play a key role in helping clients achieve their financial goals. With a focus on client-centric advice, you will work closely with clients to understand their current and future financial needs, and develop tailored financial strategies to guide them towards financial independence.Key responsibilities will...
-
Financial Planning Specialist
5 days ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeFinancial Planning SpecialistAt AFH Wealth Management, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesReview and respond to clients' changing needs and financial circumstances,...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Focus Resourcing Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Focus Resourcing. As a key member of our outsourcing team, you will play a crucial role in developing our clients' services and technologies in cloud accounting and virtual finance.Key Responsibilities:Preparation of management accounts and VAT returnsPreparation...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Focus Resourcing Full timeRole OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Focus Resourcing. The ideal candidate will have experience with cloud accounting software and associated applications, as well as strong analytical and problem-solving skills.Key ResponsibilitiesPreparation of management accounts and VAT returns.Preparation and...
-
Financial Planning Support Specialist
1 week ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeJob Description:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working closely with our IFA's to deliver exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial AdvisorAre you a qualified Financial Advisor seeking a new challenge? We have an exciting opportunity for a motivated and experienced professional to join our team as a Financial Advisor.This role offers a unique chance to work with a highly respected IFA firm, providing high-quality financial planning services to clients. As a Financial...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser Opportunity at AFH Wealth ManagementAt AFH Wealth Management, we are seeking a skilled and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you will have the opportunity to work with a progressive and client-centric financial planning-led wealth management firm.In this role,...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser Opportunity at AFH Wealth ManagementAt AFH Wealth Management, we are seeking a skilled and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you will have the opportunity to work with a progressive and client-centric financial planning-led wealth management firm.In this role,...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser Opportunity at AFH Wealth ManagementAt AFH Wealth Management, we are seeking a skilled and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you will have the opportunity to work with a progressive and client-centric financial planning-led wealth management firm.As an...
-
Financial Planning Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo: Attivo is a leading Independent Lifestyle Financial Planners. Our experienced and highly qualified Financial Planners and expert support teams are dedicated to delivering exceptional results for our clients. We provide bespoke financial plans tailored to meet our clients' lifestyle needs. Whether you're a private client or a business, you can...
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Attivo Group Full timeAbout Attivo: Attivo is a leading Independent Lifestyle Financial Planners. Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private...
-
Financial Planning Specialist
1 month ago
Newbury, West Berkshire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser OpportunityAt AFH Wealth Management, we are seeking a skilled and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you will play a key role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and maintain strong relationships with...
-
Financial Operations Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Orka Financial Full timeFinancial Operations AssistantOrka Financial is partnering with a global business based in Newbury to hire a skilled and detail-oriented Financial Operations Assistant. The ideal candidate will play a pivotal role in ensuring the seamless operation of financial processes, contributing to the financial stability of the organisation.Key Responsibilities:Raise...
-
Financial Operations Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Orka Financial Full timeFinancial Operations AssistantOrka Financial is partnering with a global business based in Newbury to hire a skilled and detail-oriented Financial Operations Assistant. The ideal candidate will play a pivotal role in ensuring the seamless operation of financial processes, contributing to the financial stability of the organisation.Key Responsibilities:Raise...
Financial Planning and Analysis Specialist
2 months ago
We are partnering with a high-growth client to recruit a fully qualified FP&A Analyst to join their commercial finance division. The purpose of this role is to drive long-term financial planning and analysis while partnering with key stakeholders to aid decision-making.
Key Responsibilities:- Develop and maintain comprehensive financial models to support business strategy
- Analyse large, complex data sets to inform business decisions
- Collaborate with senior stakeholders to drive financial planning and analysis
- Utilize PowerBi to create interactive financial dashboards
- Identify opportunities for process improvement and implement changes
- ACCA/CIMA/ACA fully qualified
- 2+ years of FP&A experience
- Strong exposure to budgeting, forecasting, and financial analysis
- Experience in producing complex financial models
- Advanced Excel skills
This is a permanent, hybrid role based in Newbury, with a salary range of £60,000-£65,000.