Financial Planning Specialist

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...

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...

Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Biocair. As a key member of our Finance department, you will be responsible for providing financial analysis and planning support to our business stakeholders.Key ResponsibilitiesAssist the Head of Financial Planning and Analysis in delivering timely and...

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...

Cooper Lomaz Recruitment Ltd Job OpportunityWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and ambitious Financial Planning Specialist.The ideal candidate will have a proven track record in financial planning, with a strong understanding of the industry's best practices. Previous experience as a Paraplanner,...

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 Role: Cooper Lomaz Recruitment Ltd is seeking a highly skilled Senior Paraplanner to support their team in delivering exceptional financial services. The ideal candidate will have extensive experience working as a Paraplanner or Financial Planner, with a proven track record of developing comprehensive financial plans and strategies. Key Responsibilities:...

We are seeking a Senior Paraplanner to collaborate with our Chartered Financial Planners and develop comprehensive financial plans and strategies for our clients.The successful candidate will have extensive experience working as a Paraplanner or Financial Planner or Financial Advisor and will be responsible for:Collecting and collating information from...

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...

This specialist logistics organisation has experienced significant year on year growth, and they are now looking for an experienced Finance Business Analyst in a newly created role, allowing you to make it your own.Job TitleFinance Business AnalystWorking ArrangementHybrid Working or Fully RemoteKey ResponsibilitiesPartner with various teams across the...

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...

Company OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our award-winning service for clients is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our...

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...

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...

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 Cooper LomazWe are working with a reputable Chartered Financial Planning institute that seeks an experienced and skilled Financial Planner or Financial Adviser to join their team.Job OverviewThis is a fantastic opportunity for someone who wants to take their career to the next level in financial planning. As a successful candidate, you will have...

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...

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...

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...