Financial Planning Manager

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...

In this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you!About the TeamWe are a dynamic and innovative Wealth Management company,...

About the RoleWe are seeking a highly skilled Financial Planning Manager to join our team at ENGINEERINGUK. This is an exciting opportunity for a senior finance professional to work closely with business leaders to drive financial planning and decision-making.Key Responsibilities:Provide strategic financial guidance and advice to senior leaders on 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...

Technical Support Analyst – Financial PlanningLocation: CardiffSalary: Competitive + Bonus (£50,000 - £70,000 per annum)About the RoleWe are seeking an experienced Technical Administrator to join our dynamic Finance Team in Cardiff.You will be responsible for providing high-quality support to the Financial Planning Manager and clients.Manage financial...

Job Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...

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...

Network Rail is seeking a skilled Financial Planning Specialist to join our team. This role involves working as an integral member of our business senior leadership team, proactively identifying and enabling the finance needs of the business to be met.The ideal candidate will have successful relevant experience working in a complex financial environment,...

About the RoleRecruit UK is excited to present a fantastic opportunity for an individual to join one of the UK's leading and rapidly growing financial advice firms in Cardiff. This role will provide valuable experience within the financial planning industry, including working directly with clients to guide them in making informed decisions about their...

Financial planning is a crucial aspect of any business, and we are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK Ltd. in Cardiff. This role offers a competitive salary of up to £32,000 per annum, with opportunities for career progression.In this position, you will be responsible for onboarding new clients, sending...

Job Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...

This is an exciting opportunity to join the finance team at Cardiff and Vale University Health Board as a financial planning specialist. The successful candidate will be responsible for providing business partnering support to various directorates, working closely with the Clinical Board to ensure efficient use of financial resources.The role requires a...

Commissioning Manager Job SummaryAre you an experienced finance professional looking for a new challenge? Do you have a passion for commissioning and financial planning? We are seeking a skilled CCAB qualified professional to join our team as a Commissioning Manager.In this role, you will be responsible for managing provider activity and agreements as well...

About the Role:Brook Street is recruiting for a Head of Financial Planning with extensive experience in finance and accounting. Key responsibilities include:Developing financial strategies and forecasting.Ensuring accuracy and timeliness of financial reporting.Providing guidance on financial matters and policies.This position offers a competitive salary of...

Role Summary:We are seeking a highly skilled Corporate Financial Planning Analyst to join our finance team in Cardiff. As a key member of the team, you will be responsible for developing strategic plans and enhancing financial insights across key areas of the business.About the Role:Financial Analysis & Reporting: You will prepare and interpret weekly...

Role Summary:We are looking for an experienced IFA Administrator to support our Financial Advisers in Cardiff.Key responsibilities include processing new business cases, handling client and provider communications, ensuring compliance, and preparing meeting materials.The successful candidate will have a background in Financial Planning Administration,...

Job Title: Financial Planning AnalystAbout the Role:The Sitka Recruitment Ltd is seeking a skilled Financial Planning Analyst to join their finance team on a temporary basis with a potential for permanency. This role will be responsible for developing accurate financial forecasts and long-term plans that align with the company's objectives.Key...

Role OverviewAs a Strategic Planning and Financial Analysis Manager, you will play a critical role in driving business growth and decision-making at the BBC Studios Finance team. This exciting opportunity allows you to utilize your analytical skills and experience in financial planning to inform strategic initiatives and drive value.The ideal candidate will...

Overview">PDA Search and Selection Ltd, an industry leader in the fashion retail sector, is seeking a talented Management Accountant to join their finance team at their head office in Cardiff. This exciting opportunity will involve working closely with the Finance Manager and Head of Financial Reporting to create and develop the company's strategic plan, as...

At Recruit UK | Certified B Corp, we're on the hunt for an IFA Administrator to join our team in Cardiff. As a key member of our financial planning firm, you'll play a pivotal role in supporting our Financial Advisers, ensuring top-notch service standards are met.Key ResponsibilitiesManage new business, process valuations, and maintain accurate records in...