Financial Planning Manager

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Cambridge, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.We provide an award-winning service to our clients by employing the best people. Our mission is to place the power of good advice into more...

About the RoleThe Financial Planning Manager will be responsible for delivering financial planning and wealth management advice across the East Anglia region.Key ResponsibilitiesSupport client needs and develop trusted relationships with current and potential clientsPlan, implement, and execute the annual Business Plan in line with agreed individual...

At Stanton House, we are seeking an experienced Financial Planning and Analysis Manager to join our commercial finance team. This role offers a unique opportunity to work with a market leader in the consumer goods industry, driving strategic decisions and ensuring accurate financial planning and analysis.Key ResponsibilitiesTo lead the development and...

About the RoleWe are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our East Anglia region, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDeliver financial planning and wealth management advice to clients in the East...

About the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...

Financial Planning SpecialistThe role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Preparing lifetime cashflow models relevant to each client's circumstances, objectives and possible financial outcomes.Communicating these models to each client in person and in...

Key Responsibilities:As a Senior Financial Planning and Analysis Manager at Jagex, you will play a pivotal role in driving financial insights and supporting our ambitious growth plans. You will collaborate closely with senior leadership and cross-functional teams to develop and execute financial strategies, leveraging your deep financial expertise to...

About the RoleWe are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide full...

Evelyn Partners is the UK's leading integrated wealth management and professional services group, boasting over 186 years of experience in helping generations of individuals and businesses thrive.We pride ourselves on providing an extensive range of financial and professional services to our clients, including individuals, family trusts, professional...

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Salary: £60,000 - £80,000 per annum.In this role, you will prepare lifetime cashflow models...

Pure Resourcing Solutions Limited are partnering with an international charity to recruit a Finance Business Partner to join their team in Cambridge. This position will report into the Financial Planning Manager and will take responsibility for looking after one of the key business units.The main duties of this role are:Support the preparation of management...

Job Title: Senior Financial Planning SpecialistOsmii is seeking a highly skilled Senior Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for designing, developing, and maintaining financial planning and performance management solutions using the Jedox platform.Key Responsibilities:Develop and...

Job DescriptionThe role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client...

Head of Financial Planning and Analysis Role:Are you an accomplished financial professional with a passion for driving business growth? Do you have a track record of delivering strategic financial insights and expertise?As the Head of Financial Planning and Analysis at Jagex, you will play a pivotal role in shaping our financial strategy, collaborating...

We are delighted to be partnering with the University of Cambridge on the recruitment of a Management Accountant for the Cambridge University Libraries. This position is a core member of the finance team and is joint deputy to the Head of Finance.Cambridge University Library is one of the world's great research libraries, providing a major resource not only...

Financial Planning Expertise in East AngliaEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an experienced Senior Financial Planning Consultant to join their team in East Anglia.This role offers the opportunity to deliver high-quality financial planning advice to clients across the region, building strong...

Cooper Lomaz is partnering with a leading Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.The ideal candidate will have achieved Chartered status, although this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is crucial.Key responsibilities will...

Cooper Lomaz Recruitment Ltd is seeking an experienced Financial Planner or Financial Adviser to join their team at a Chartered Financial Planning institute. The ideal candidate will have achieved Chartered status, but this is not essential. Previous experience working as a Paraplanner, Financial Adviser, or Financial Planner is required.The successful...

Overview:As a Senior Financial Planning and Analysis Manager at Revvity, you will play a pivotal role in shaping the company's financial strategy. Reporting directly to the Finance Leader for Tech & Licensing, you will oversee various aspects of Horizon's consolidated planning and management reporting processes.Key Responsibilities:Develop and manage...