Financial Planning Specialist

We are seeking an experienced Financial Planning Specialist to join our team at TC Group in the Truro, Falmouth, Plymouth areas. The role involves providing holistic financial advice on investment planning, company investments, inheritance tax planning, pensions, life, and protection. Our ideal candidate has a Level 4 Diploma in Financial Planning,...

Acorn by Synergie is seeking a highly skilled Financial Operations Specialist to join their team in Truro. This exciting opportunity offers an estimated salary of £23,500 per annum, dependent on experience.The ideal candidate will be analytical with excellent IT skills and have strong data rationality. Key responsibilities include managing financial...

Based in Truro, a respected charitable organisation is seeking an experienced Financial Operations Specialist to cover the Deputy Director of Finance's maternity leave. This is a full-time contract lasting circa 15 months with potential for extension.The ideal candidate will work closely with the Finance Director to manage a team of 3-4 and ensure...

About this role:As a Financial Operations Specialist at TalentTide, you'll be part of a dynamic team that's shaping the future of finance. You'll be working closely with management teams to prepare financial reports, review supplier contracts, and lead on initiatives that drive business growth.Your key responsibilities will include:Preparing management...

About Our FirmWe are a leading firm based in Truro, with an excellent reputation for delivering high-quality tax services to private clients. Our team of experienced professionals advises on complex trust and inheritance tax matters, as well as providing business advice and planning services.The ideal candidate will have a strong background in personal or...

Are you a seasoned and motivated leader with a background in wealth planning and financial services? Achieve Recruitment Ltd is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.Job Overview:This role involves leading and overseeing a team of financial advisors, ensuring they meet...

We are seeking a highly experienced Senior Financial Reporting Specialist to join our client, a high-performance FinTech business, on an interim basis. The successful candidate will lead the design, implementation, testing, and rollout of the accounting architecture for one of the company's brands, utilizing Xero software and API integrations.Key...

Financial Operations SpecialistTrial Balance Consulting has been re-engaged by a prominent services business to recruit an experienced Finance Officer to join their small but highly efficient finance function.The role is a full-time, permanent position based at the company's headquarters on the outskirts of Truro, with free parking.Work closely with the...

Job Title: Financial AssistantAbout the Role:Work with a specialist hospitality services business in Truro, offering hybrid working arrangements.The role involves accounting payable and reconciliations, maintenance of fixed asset register, account reconciliations, and customer statement generation.Requirements include at least 12-18 months of general finance...

Join Achieve Recruitment Ltd as a Wealth Planning Manager and lead our team of financial advisors in delivering exceptional client service and driving business success. With a competitive salary and opportunities for professional growth, this role is ideal for a dynamic leader passionate about wealth planning and team development.Job OverviewThe successful...

Join Achieve Recruitment Ltd as a Wealth Planning Manager and lead our team of financial advisors in delivering exceptional client service and driving business success. With a competitive salary and opportunities for professional growth, this role is ideal for a dynamic leader passionate about wealth planning and team development.Job OverviewThe successful...

Job Title: Financial Reporting SpecialistWe are seeking an experienced Financial Reporting Specialist to join our team at Trial Balance Consulting. The successful candidate will take a lead responsibility in producing monthly and quarterly management accounts with accompanying commentary for the senior management team. Key responsibilities include cash flow...

Job Title: Senior Wealth Planning ManagerThe Talent Partnership is seeking a highly motivated and experienced Senior Wealth Planning Manager to lead our wealth planning services team. As a key member of our team, you will be responsible for guiding and nurturing a team of financial advisors, ensuring they meet performance targets and comply with best...

About the RoleA leading accountancy practice in Truro is seeking a Qualified Audit Senior to bolster their team. This role offers increasing technical responsibility, client contact/management, and opportunities for career growth within a respected firm environment.Job DescriptionAs a Qualified Audit Senior, you will provide financial accounting and audit...

We are seeking a results-driven Wealth Planning Director to join our team at Achieve Recruitment Ltd. This is an exciting opportunity for a seasoned leader to take charge of a team of financial advisors and drive business growth through strategic partnerships and process enhancements. Key Responsibilities:Lead and manage a team of financial advisors to...

About Our ClientMichael Page (UK) is partnering with a highly regarded and successful accountancy firm based in Truro. The firm provides quality compliance services and delivers on planning work including IHT planning, CGT, and personal tax planning alongside wealth management advice.Job DescriptionAs a Personal Tax Senior, you will initially focus on...

We are seeking an experienced Senior Town Planner to be an integral part of a dynamic team at Penguin Recruitment Ltd, helping our client create a more sustainable, inclusive, and prosperous future for the community.About Our Client:Our client is committed to transforming the community into a thriving and harmonious urban environment. Their diverse projects...

Job Title: Senior Wealth Planning ManagerAt The Talent Partnership, we are seeking an exceptional Senior Wealth Planning Manager to lead our team of financial advisors in delivering exceptional client service and driving business growth.The ideal candidate will have a proven track record of inspiring and coaching teams to achieve outstanding results,...

Trial Balance Consulting are delighted to be assisting a specialist construction services business based in the region who seek to recruit an experienced financial professional. This is a newly created position which is offered on a full-time, permanent contract and will be based from newly refurbished offices.Working as part of an experienced finance team,...

We are currently working with a **Local Authority **who are looking for a **Strategic Sourcing Specialist** to report to the **Strategic Sourcing Managers for People** and may move between areas/be responsible for commercial activity relating to other areas depending on service wide priorities and demands. **Strategic Sourcing Specialist** **Day...