Financial Planning Professional

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...

Blakemore Recruitment is seeking a highly skilled Paraplanner to join an award-winning, talented, and driven Independent Financial Advisory firm in Cambridge. The successful candidate will be part of a dynamic team that prioritizes customer experience and success.The role involves working closely with Advisers and Financial Planning Executives to provide...

An exciting opportunity has emerged for a seasoned Management Accountant to lead financial reporting, budgeting, and forecasting efforts in our Accounting & Finance department.Company OverviewWe are a well-established entity in the Leisure, Travel & Tourism industry, renowned for delivering exceptional service with over 1000 employees. We offer an engaging...

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...

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...

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...

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...

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...

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...

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...

Select Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...

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...

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...

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...

About the Role:Aveva is a global leader in industrial software, and we're looking for a talented Financial Associate to join our team. As a key member of our Finance Shared Services Centre, you'll be responsible for collecting, processing, and presenting timely and accurate financial data.Key Responsibilities:Collecting and processing financial data from...

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...

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...

About CATS Global SchoolsLocated in Cambridge, CATS Global Schools is a leading education group dedicated to inspiring the next generation of world shapers. With a history dating back to 1899, our group brings together 16 institutions comprising independent boarding schools, an Arts University College, English language schools, and summer programs...

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...

Job Category: Accounting & FinanceElby Professional Recruitment is seeking a highly skilled Senior Financial Analyst to join our team.The ideal candidate will have at least 5 years of accounting experience, with a strong understanding of US GAAP and experience working in a multi-national corporation.Responsibilities will include:Providing financial insight...