Financial Planning Professional

Job Title: Financial Planning ProfessionalWe are seeking a highly skilled and motivated Financial Planning Professional to join our team at Heat Recruitment.Key Responsibilities:Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.Research financial products and services, such as pensions,...

My client, Lime People Search & Select Ltd, is a leading Financial Planning firm in Central Leeds, UK. They provide comprehensive Financial Planning services to businesses and individuals nationwide.The main purpose of this role is to offer first-line administrative support to Financial Planning Consultants and act as the primary point of contact for...

Job OverviewNJR Recruitment is pleased to be partnering with a well-established firm of Independent Financial Planners seeking to expand their advising team from their office in Leeds.This role will suit an experienced advisor who has delivered face-to-face advice on various financial products, including pensions and investments.The successful candidate will...

Are you a motivated and detail-oriented professional seeking a challenging role in financial planning and analysis? We are currently looking for a talented Corporate FP&A Analyst to join our team at Marks Sattin (UK) Ltd. As a key member of our finance department, you will play a crucial role in supporting the development and execution of strategic financial...

At Hays Senior Finance, we are seeking a highly skilled Financial Planning and Analysis Professional to join our client's team in West Yorkshire. This role offers a competitive salary of £45-55K + benefits.About the RoleThis is an exciting opportunity for a Senior Financial Analyst to take on a challenging position that involves preparation of management...

Company Overviewabrdn Financial Planning & Advice Ltd, now part of Interactive Investor, has been helping customers achieve their financial goals for over 30 years. With a wide range of investments and expert advice, they strive to deliver the best possible outcomes for their clients.

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...

At our client, a leading Investment Management & Financial Planning firm in Central Sheffield, they manage clients' money and provide sound financial advice to businesses and individuals. They are seeking a Junior Financial Adviser with a Diploma in Financial Advice / Planning to take their first step into advice.">Key ResponsibilitiesMeet potential new...

**About Us**Austin Fraser is a leading Financial Planning firm based in Central Leeds, providing comprehensive financial services to businesses and individuals throughout the UK.We are seeking an experienced Financial Planning Assistant to join our growing team in Central Leeds. As a key member of our team, you will provide administrative and technical...

We are seeking a skilled Financial Planning Specialist to join our team at CV-Library in Leeds, West Yorkshire. As a key member of our accounting and finance team, you will have the opportunity to work with experienced professionals and contribute to financial planning for our clients.About UsOur client specialises in delivering top-tier accounting and...

Are you an experienced administrative professional looking to advance your career in financial services? We have a fantastic opportunity for a highly skilled Financial Planning Support Specialist to join our team at CV-Library.The ideal candidate will possess excellent organizational and communication skills, with the ability to work collaboratively as part...

Company OverviewWe are Lime People Search & Select Ltd, a leading recruitment agency specializing in placing professionals within the Financial Planning sector. Based in Central Leeds, we have an excellent opportunity for a skilled Financial Planning Assistant. Our ideal candidate will possess strong administrative and technical skills, as well as excellent...

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...

Leeds-based software development business is seeking an experienced Financial Planning Specialist to join their accounts function. This exciting opportunity offers a chance to work in a growing industry and progress your career in a commercially focused role.The ideal candidate will have a strong background in financial planning, with experience in monthly...

We are currently recruiting for a skilled Paraplanner to join our team at CV-Library in Edinburgh.This is an ideal opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The...

About the RoleWe are seeking a highly skilled Chartered Accountant to join our team in Leeds.This is an excellent opportunity for a career-minded professional to transition into industry from a firm of accountants.As a Partner Support Specialist, you will work closely with Partners across the UK and overseas, providing support with financial planning,...

Yorkshire | Hybrid working - reporting into offices in either Leeds or SheffieldIDEX Consulting, a highly regarded financial advisory business, requires a Financial Planner to join their busy team.The company has experienced acquisitions and continues to grow its Funds Under Management (FUM) via organic growth. This presents an opportunity to inherit a...

About UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...

Lead Strategic Financial Planning at Progeny£80,000 - £100,000 per annumAbout the RoleIn this critical position as Head of Financial Planning and Analysis (FP&A) at Progeny, you will drive the strategic plan, annual budgeting, and forecasting processes for our business. You will work closely with Senior Management to develop and execute business plans,...

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...