Financial Planning and Analysis Specialist

Job OverviewWe are seeking an experienced FP&A Manager to support the Head of Internal Financial Reporting in our financial planning, budgeting, forecasting, and reporting efforts. This role is central to providing insightful financial data and recommendations to senior management, supporting strategic initiatives, and aligning financial goals with business...

**Job Summary:**Page Personnel Sales is seeking a talented Financial Planning Specialist to join our finance team. As a key member of our team, you will be responsible for developing and maintaining financial plans, forecasts, and budgeting models to support business decisions.Responsibilities:Prepare detailed financial plans and forecasts to drive business...

Financial Planning and Analysis RoleA great opportunity has arisen for an experienced FP&A analyst to join a dynamic, forward-thinking Accountancy Practice in Guildford.This role would be ideal for a professional with expertise in budgeting and forecasting, commercially focused management accountants or individuals with exposure to financial strategy. We are...

Job OverviewWe are seeking a skilled Financial Planning and Analysis Accountant to join our growing team at Holden Jones in Guildford.This exciting opportunity is ideal for an FP&A analyst or management accountant looking to take their career to the next level with a forward-thinking company.The successful candidate will have experience of working with...

Job OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...

Join a boutique Chartered IFA firm as a Wealth Planning Specialist, where you will have the opportunity to work with high net worth individuals and manage a portion of the Managing Director's existing book of business.This is a servicing role that requires a candidate with experience in an independent wealth planning firm, who can handle complex HNW...

Fletcher George Financial Recruitment is looking for a highly skilled Financial Operations Specialist to join their team. This is an excellent opportunity for someone with sound accounts preparation skills and up-to-date UK GAAP knowledge.About the FirmWe offer audit, accounting, and tax services to corporate and personal clients, including service-based,...

About the JobWe are seeking a highly skilled High Net Worth Planning Specialist to join our team as a Senior Wealth Advisor.In this role, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.Key responsibilities...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

Requirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...

Established financial recruitment firm Fletcher George seeks an experienced accounting professional to manage client portfolios and lead junior staff in Surrey.Salary: £60,000 - £80,000 per annum. A competitive salary and excellent benefits package are on offer.Job Description:Company OverviewFletcher George is a respected financial recruiter with a strong...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Key ResponsibilitiesProvide administrative support to our Chartered Financial AdvisersPrepare reports and presentations for client meetingsConduct research and analysis to inform adviser decisionsAssist in the development of marketing materialsWe are looking for an individual who is studying towards their Level 4 Diploma in Financial Services and has...

A Trust Accountant is sought by Fletcher George Financial Recruitment to join their team in Leatherhead, Surrey. This is an exciting opportunity for a qualified professional to work with a leading firm of Chartered Accountants and Tax Advisers.About the JobThe successful candidate will be responsible for preparing trust accounts and tax returns for UK and...

**About the Role:**We are seeking a highly skilled Senior Financial Analyst to join our team at Page Personnel Sales. This is an exciting opportunity for a motivated and detail-oriented individual to take on a challenging role in financial planning and analysis.Key Responsibilities:Prepare accurate and timely financial statements, including balance sheets,...

Business Analysis and Software Development OpportunityWe are seeking an experienced Business Analysis and Software Development Specialist to join our team in the Leatherhead office. In this role, you will work closely with our software development team to ensure our software development projects align with customer needs and deliver maximum value while...