Financial Planning Specialist

Job Purpose">To provide high-quality financial capability support to individuals who are homeless and/or at risk of homelessness across our projects in Gateshead and Sunderland. This includes helping people access bank accounts, managing debt, maximising income, supporting welfare benefit applications and appeals, and delivering education work to improve...

We are seeking a Financial Controller to join our team at Oasis Charitable Trust in Gateshead and Sunderland.As a Financial Controller, you will play a crucial role in carrying a caseload and providing personalised financial capability support to individuals who are homeless or at risk of homelessness.The ideal candidate will have experience in helping...

Company OverviewWe are a renowned organisation in the financial services industry, based in the UK, providing tailor-made wealth planning solutions to our clients. We pride ourselves on our commitment to delivering exceptional service and building strong relationships with our clients.About the Role:As a Trainee Financial Paraplanner, you will be responsible...

Financial Planning Consultant OpportunityOur company is seeking a highly skilled and experienced Chartered Financial Planner to join our team as a Financial Planning Consultant. This is an exciting opportunity for a motivated and ambitious financial planner who wants to take their career to the next level.As a Financial Planning Consultant, you will work...

Central Employment Agency is seeking a Financial Planning and Analysis Manager to join their team. As a Management Accountant, you will be responsible for analyzing financial data to support business profitability and expansion.Benefits:Opportunity for career progression and professional development.A dynamic and growing company with a reputation for...

Oasis Charitable Trust is seeking an experienced Financial Capability Specialist to join its team in Gateshead and Sunderland.The ideal candidate will have a strong background in financial support, case management, and personal finance education. This full-time role comes with an estimated £25,000 - £30,000 per annum, depending on experience, and includes...

Job Overview:  As a Financial Specialist in Construction at beBee Professionals in Gateshead, you will play a crucial role in ensuring the financial success of our construction projects. Your primary responsibilities will include estimating costs, preparing detailed quantity requirements, and monitoring budgets. To succeed in this role, you will need a...

Looking for a challenging opportunity to work with a top 25 accountancy firm in the UK, we are seeking a highly skilled and experienced Chartered Financial Planner to join our team on a self-employed basis.You will be responsible for providing holistic financial advice to clients in various locations. This role offers highly flexible working arrangements,...

Austin Fraser is seeking a seasoned Financial Management Specialist to join their management team in Gateshead. This senior accountant position involves managing the on-site accounts team and overseeing all financial operations.Key Responsibilities:Manage the on-site accounts team and oversee all financial operations, ensuring accuracy and efficiency in...

About the Role:We are seeking an experienced Financial Operations Specialist to join our team. As a key member of our financial operations department, you will be responsible for managing all aspects of payroll administration, including processing payrolls, maintaining accurate records, and ensuring compliance with relevant laws and regulations.The ideal...

We are looking for a highly organized and detail-oriented Financial Operations Specialist to join our team in Team Valley. In this role, you will be responsible for managing financial operations, including bank reconciliations, customer account management, and quality document maintenance.Responsibilities:Manage and reconcile bank statements, ensuring...

Job DescriptionAn exceptional opportunity has arisen for a finance expert to collaborate with Coleman James, a leading firm specializing in fit-out solutions across diverse sectors. This includes retail, leisure, hospitality, healthcare, commercial, and public entities.Coleman James continues to grow, establishing a reputation for professionalism and...

BeBee Professionals: Seeking a Meticulous Quantity SurveyorWe are a dynamic construction company based in Gateshead, seeking a detail-oriented Quantity Surveyor to join our team. As a key member of our construction team, you will play a crucial role in managing the financial and contractual aspects of our projects, ensuring costs are controlled and budgets...

About the Role:In this exciting opportunity as Financial Insight Specialist at Worldpay, you will focus on creating high-quality data-centric reports and visualizations using Tableau/PowerBI. Your primary goal is to ensure robust data management and produce outputs of exceptional quality.Responsibilities:Design and implement data-centric reports and...

Job Description:Researching products, financial planning solutions, and investment strategies to support the wealth advisersAssisting in the preparation of recommendation reports for client meetingsProviding high-level administrative support to the teamAssisting advisers with client managementGenerating technical reports and information for advisers and...

Job Title: Financial Estimator SpecialistWe are looking for an experienced project estimator with a strong background in shopfitting and fit-out projects at CV Library.About the Role:The ideal candidate will be responsible for producing accurate cost estimates, ensuring that all projects are delivered on time and within budget. This role is critical to the...

About Us: Central Employment Agency is a highly respected recruitment specialist in the North East region. We are committed to providing exceptional service to our clients and candidates alike.Job Description: We are seeking a skilled Management Accountant to join our team. This is a Permanent position, offering a salary of up to £32,000 depending on...

Join Our Team as a Senior Wealth Management SpecialistWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at TC Group.In this role, you will provide expert advice on various financial matters, including investment planning, company investments, inheritance tax planning, pensions, life and protection.The ideal...

Job Title: Financial DirectorThe role of a Financial Director at beBee Professionals in Gateshead, UK is to lead the finance team and oversee financial planning, reporting, and analysis. This involves preparing financial reports, forecasts, and budgets for management review, as well as monitoring and managing cash flow.Salary: £60,000 - £80,000 per annum...

Office Angels is seeking a highly skilled Trainee Financial Paraplanner / Administrator to join our dynamic team in the financial services industry.About the Role:We are looking for an individual with excellent attention to detail and strong Word and Excel skills to assist the wealth advisers by researching products, financial planning solutions, and...