Financial Planning Expert

We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...

Core 3 Ltd Career OpportunityAbout the roleWe are seeking an experienced Financial Planning and Analysis Expert to join our team on a 6-month Fixed Term Contract. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to the business.The ideal candidate will have a strong background in accounting...

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...

Quilter Full-Time Financial Adviser ProgrammeAre 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...

We are seeking a skilled Finance Manager to provide expert financial support and business planning services to Care & Repair.You will be responsible for developing positive internal and external working relationships, utilizing your finance and accounting experience in the preparation of management accounts, budgets, and financial business planning.A highly...

About Churchill Executive:We are a leading firm specialising in comprehensive wealth management solutions. Our commitment to personalised financial strategies has earned us a reputation for delivering expert advice and tailored services to help clients achieve their long-term financial goals.Key Responsibilities:Monitor the quality of para-planning work and...

Management Accountant Job OpportunityAt Redkite, we're looking for a skilled Management Accountant to join our finance team and contribute to driving financial excellence across the organisation.Key Responsibilities:Preparing and reviewing monthly management accounts and business performance reports for the senior leadership teamMaintaining the budget and...

**Company Overview**Hoop Recruitment is a forward-thinking organization that prioritizes innovation and professional growth. We're at the forefront of financial innovation, with a nationally recognized, award-winning finance team.Salary: Up to £60,000 per annumJob Description:We're hiring a Senior FP&A Manager to lead our Financial Planning & Analysis team....

This role presents an exceptional opportunity for a Financial Leadership Expert to lead the finance team at Page Personnel Finance in Cardiff. The successful candidate will be responsible for preparing monthly management accounts, overseeing budget and forecast production, delivering financial analysis and reporting, and ensuring accurate financial...

Our team at Quilter Financial Planning is seeking a highly skilled financial advisor to join our UK operations. As a key member of our team, you will be responsible for delivering exceptional financial planning services to clients across the UK, Scotland, and Northern Ireland.The Opportunity:You will work directly with clients to understand their financial...

Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their dynamic team.This is an exciting opportunity for a skilled administrator to work in a fast-paced environment and contribute to the success of the firm.The ideal candidate will have experience working in the Financial...

About Our ClientMichael Page (UK) is proud to be working with a well-established NHS body based in Cardiff.Job DescriptionThis is a newly created role as a Finance Business Partner to strengthen the finance team until the end of March 2025.The successful candidate will report to the Head of Finance and be responsible for:Providing Financial Advice and...

Planning Law Role Overview">We are looking for an experienced Planning Lawyer to join our team in Wales. As a Planning Lawyer, you will be responsible for providing general planning advice to stakeholders, drafting and negotiating 106 agreements, and attending planning committee meetings once a month.">Key Responsibilities">The successful candidate will...

We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

About the Role:Churchill Executive is seeking a highly skilled Financial Planning Manager to join their team in Cardiff. As a Senior Technical Manager and Paraplanner, you will play a crucial role in delivering comprehensive wealth management solutions to clients.Key Responsibilities:Monitor the quality of Para-planning work produced by Paraplanners/Trainee...

Role Overview:We are working with a successful firm in the financial planning sector, seeking a skilled Paraplanning Professional to join their team.As a key member of the back office team, you will play a crucial role in delivering high-quality financial planning services to clients.Main Responsibilities:Producing Suitability Reports: Create comprehensive...

Penguin Recruitment is currently seeking a highly skilled Regional Planning Expert to join our team. As an experienced town planner, you will lead on key projects, develop strategies for community-focused development, and drive positive change in urban environments across the UK.The ideal candidate will have a Master's degree in Town & Country Planning, RTPI...

Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...