Financial Planning Professional
4 days ago
Forvis Mazars offers a dynamic career path with individually designed career progression, allowing you to pursue your interests and grow your skills.
We work with diverse, prestigious clients across various sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
This role, based in our Edinburgh offices, is an excellent opportunity to develop your knowledge in business administration and make a meaningful contribution to our support team.
- Ensure files and store records are held in accordance with internal standards for efficient access and retrieval.
- Follow the firm's processes by entering adequate notes of activities in the firm's back office system and providing clear instructions when passing tasks to other team members or teams.
- Set up new prospects and opportunities on our CRM system, ensuring accurate and timely input.
- Arrange client meetings, prepare agendas, and complete meeting work including technical and product research as required, along with fund performance data.
Key Skills and Experience:
- Financial Services industry experience.
- Excellent communication skills both verbally and in writing.
- Strong IT skills.
- Able to work to deadlines.
- Able to work within defined business processes.
- Seeks opportunities to develop own skills.
Forvis Mazars is a leading global professional services network, celebrating individuality and teamwork. We support each other to deliver quality, create change, and make an impact, allowing everyone to reach their full potential.
-
Financial Planning Associate
4 weeks ago
Midlothian, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job Opportunity in EdinburghThis is an exciting opportunity to join a rapidly growing financial planning firm in Edinburgh, where you will play a key role in providing a full paraplanning function to their Financial Advisors.Your responsibilities will include:Preparing and maintaining client files and client reviewsBuilding cash flow models to...
-
Financial Planning Associate
4 weeks ago
Midlothian, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job Opportunity in EdinburghThis is an exciting opportunity to join a rapidly growing financial planning firm in Edinburgh, where you will play a key role in providing a full paraplanning function to their Financial Advisors.Your responsibilities will include:Preparing and maintaining client files and client reviewsBuilding cash flow models to...
-
Senior Financial Professional
3 weeks ago
Midlothian, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior Financial ProfessionalJob Summary: We are seeking a highly skilled Senior Financial Professional to join our team at Public Practice Recruitment Ltd. As a Senior Financial Professional, you will be responsible for autonomously managing a client portfolio of various sizes and within a broad range of business sectors.About the Role: The...
-
Financial Planning and Analysis Specialist
3 weeks ago
Midlothian, United Kingdom Search Full timeWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Search. As a Management Accountant, you will play a key role in producing monthly management accounts, preparing forecasts and budgets, and delivering finance reports and detailed analysis to specific deadlines.Key responsibilities will include:Producing monthly...
-
Senior Financial Manager
4 weeks ago
Midlothian, United Kingdom Elevation Recruitment Group Full timeFinancial Controller - Manufacturing Location: Central Belt - ScotlandElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading manufacturing organisation based in the Central Belt of Scotland. This is an exciting opportunity for a finance professional to take on a key role in driving business growth and...
-
Financial Professional
3 weeks ago
Midlothian, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company:Hays Specialist Recruitment Limited is proud to partner with a Top 20 Chartered Accountancy firm in Edinburgh city centre, specialising in owner-managed businesses across the UK.This company is experiencing rapid growth and is seeking a permanent Accountant to join their team.Your new role:The client's account department is evolving and...
-
Senior Financial Analyst
3 weeks ago
Midlothian, United Kingdom iMultiply Resourcing Ltd Full timeAbout the RoleiMultiply Resourcing Ltd is seeking a highly skilled Senior Management Accountant to join their finance team. The ideal candidate will have a strong background in financial reporting and analysis, with the ability to lead and mentor a small finance team.The Senior Management Accountant will play a key role in managing financial reporting,...
-
Senior Financial Analyst
3 weeks ago
Midlothian, United Kingdom iMultiply Resourcing Ltd Full timeAbout the RoleiMultiply Resourcing Ltd is seeking a highly skilled Senior Management Accountant to join their finance team. As a key member of the team, you will play a hands-on role in managing financial reporting and overseeing a small finance team.This is an exciting opportunity for a driven professional who is keen to step into a key role within a...
-
Financial Controller
4 weeks ago
Midlothian, United Kingdom Michael Page Scotland Full timeJob Title: Controls Office Financial ControllerThe Controls Office Financial Controller plays a pivotal role in overseeing the implementation of control measures within a professional services environment. This position ensures the seamless functioning of the accounting and finance department by providing strategic direction and leadership.About the...
-
Financial Controller
4 weeks ago
Midlothian, United Kingdom Michael Page Scotland Full timeJob Title: Controls Office Financial ControllerThe Controls Office Financial Controller plays a pivotal role in overseeing the implementation of control measures within a professional services environment. This position ensures the seamless functioning of the accounting and finance department by providing strategic direction and leadership.About the...
-
Financial Operations Manager
4 weeks ago
Midlothian, United Kingdom Reed Full timeFinance Manager Job DescriptionReed Finance is seeking a highly skilled Finance Manager to oversee the financial operations of an organisation with an annual operating budget of circa £4m. The successful candidate will ensure that we meet our regulatory and contractual obligations in managing budgets and reporting to funders.Key ResponsibilitiesFinancial...
-
Financial Operations Manager
4 weeks ago
Midlothian, United Kingdom Reed Full timeFinance Manager Job DescriptionReed Finance is seeking a highly skilled Finance Manager to oversee the financial operations of an organisation with an annual operating budget of circa £4m. The successful candidate will ensure that we meet our regulatory and contractual obligations in managing budgets and reporting to funders.Key ResponsibilitiesFinancial...
-
Senior Financial Manager
3 weeks ago
Midlothian, United Kingdom iMultiply Resourcing Ltd Full timeAbout the RoleiMultiply Resourcing Ltd is seeking a highly skilled Senior Management Accountant to join their finance team. The ideal candidate will have a strong background in financial reporting and analysis, with the ability to lead and mentor a small finance team.Key ResponsibilitiesPrepare monthly and quarterly management accounts, including P&L,...
-
Senior Financial Manager
3 weeks ago
Midlothian, United Kingdom Elevation Recruitment Group Full timeFinancial Controller - A Key Role in a Fast-Paced Manufacturing BusinessElevation Recruitment Group is currently seeking a highly skilled Financial Controller to join a leading manufacturing organisation based in Scotland. This is an exciting opportunity for a finance professional to work closely with senior management and contribute to the company's growth...
-
Financial Controller
4 weeks ago
Midlothian, United Kingdom Michael Page Scotland Full time{"title": "Financial Controller", "content": "Job SummaryWe are seeking a highly skilled Financial Controller to join our team in Edinburgh. As a key member of our accounting and finance department, you will be responsible for overseeing the day-to-day operations and ensuring the seamless running of the department.Key ResponsibilitiesOversee the accounting...
-
Financial Controller
4 weeks ago
Midlothian, United Kingdom Michael Page Scotland Full time{"title": "Financial Controller", "content": "Job SummaryWe are seeking a highly skilled Financial Controller to join our team in Edinburgh. As a key member of our accounting and finance department, you will be responsible for overseeing the day-to-day operations and ensuring the seamless running of the department.Key ResponsibilitiesOversee the accounting...
-
Financial Systems Implementation Manager
4 weeks ago
Midlothian, United Kingdom Anthony Cole Associates Full timeFinancial Systems Implementation ManagerThis is a challenging yet rewarding role that requires a strong understanding of accounting and financial reporting, as well as experience with financial systems and process and software. The successful candidate will lead the design, implementation, and maintenance of the Agresso / Unit4 system for the Company,...
-
Financial Operations Manager
3 weeks ago
Midlothian, United Kingdom Reed Full timeFinancial Operations Manager**Job Summary**Reed Finance is seeking a highly skilled Financial Operations Manager to oversee the financial operations of an organisation with an annual operating budget of circa £4m. The successful candidate will ensure that we meet our regulatory and contractual obligations in managing budgets and reporting to funders.**Key...
-
Senior Financial Analyst
4 weeks ago
Midlothian, United Kingdom iMultiply Resourcing Ltd Full time{"title": "Senior Management Accountant Opportunity", "description": "iMultiply Resourcing Ltd is partnering with a manufacturing business based in Edinburgh to recruit a Senior Management Accountant. The successful candidate will be responsible for managing financial reporting and overseeing a small finance team. This is an exciting opportunity for a driven...
-
Senior Financial Analyst
4 weeks ago
Midlothian, United Kingdom iMultiply Resourcing Ltd Full time{"title": "Senior Management Accountant Opportunity", "description": "iMultiply Resourcing Ltd is partnering with a manufacturing business based in Edinburgh to recruit a Senior Management Accountant. The successful candidate will be responsible for managing financial reporting and overseeing a small finance team. This is an exciting opportunity for a driven...