Financial Planning and Analysis Manager

Job OverviewWe are seeking a skilled Financial Planning and Analysis Specialist to join our Finance Department in Guildford. The ideal candidate will have experience in commercially focused roles, particularly in budgeting and forecasting cycles.The successful candidate will be responsible for supporting the Director of Finance and Head of Finance in...

Financial Planning and Analysis SpecialistA dynamic opportunity has arisen for a Financial Planning and Analysis Specialist to join Holden Jones, a growing Accountancy Practice in Guildford. The successful candidate will be responsible for supporting the Director of Finance and Head of Finance in communicating financial strategy issues and recommended...

Job OverviewWe are seeking a skilled Financial Planning and Analysis Accountant to join our growing team at Holden Jones in Guildford.This exciting opportunity is ideal for an FP&A analyst or management accountant looking to take their career to the next level with a forward-thinking company.The successful candidate will have experience of working with...

Job Description:Holden Jones is a growing, fun, friendly and supportive Accountancy Practice in Guildford seeking a Financial Planning and Analysis Expert to join the internal Finance Department. As an FP&A Analyst, you will be responsible for supporting the Director of Finance and Head of Finance in communicating financial strategy issues and recommended...

Financial Planning and Analysis RoleA great opportunity has arisen for an experienced FP&A analyst to join a dynamic, forward-thinking Accountancy Practice in Guildford.This role would be ideal for a professional with expertise in budgeting and forecasting, commercially focused management accountants or individuals with exposure to financial strategy. We are...

Job OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

**Job Summary:**Page Personnel Sales is seeking a talented Financial Planning Specialist to join our finance team. As a key member of our team, you will be responsible for developing and maintaining financial plans, forecasts, and budgeting models to support business decisions.Responsibilities:Prepare detailed financial plans and forecasts to drive business...

Join a boutique Chartered IFA firm as a Wealth Planning Specialist, where you will have the opportunity to work with high net worth individuals and manage a portion of the Managing Director's existing book of business.This is a servicing role that requires a candidate with experience in an independent wealth planning firm, who can handle complex HNW...

About the JobWe are seeking a highly skilled High Net Worth Planning Specialist to join our team as a Senior Wealth Advisor.In this role, you will be responsible for managing a significant portion of the company's existing book of business, working closely with the CEO and other stakeholders to deliver exceptional client service.Key responsibilities...

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

Fletcher George Financial Recruitment is looking for a highly skilled Financial Operations Specialist to join their team. This is an excellent opportunity for someone with sound accounts preparation skills and up-to-date UK GAAP knowledge.About the FirmWe offer audit, accounting, and tax services to corporate and personal clients, including service-based,...

Accounts Supervisors are in high demand, and our international client is no exception. As a leading firm of accountants with an excellent reputation in the UK and abroad, they are looking for a skilled professional to manage their Surrey office.We are seeking an ACA or ACCA Qualified Accountant with experience in Practice to join our team as a Financial...

Financial Planning and Analysis Accountant OpportunityWe are seeking a highly motivated Financial Planning and Analysis Accountant to join our team at Holden Jones in Guildford.This is an exciting opportunity for an experienced FP&A analyst or management accountant to take on new challenges and develop their skills in a dynamic company.The successful...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

Requirements and QualificationsTo excel in this role, you will need to possess proven experience working with high-net-worth individuals, a strong understanding of financial planning principles and practices, and excellent communication and interpersonal skills. Your ability to work collaboratively with the support team will be crucial in delivering...

Job SummaryWe are seeking an experienced Senior Wealth Manager to join our team at Financial Divisions. As a key member of our financial planning division, you will be responsible for managing a portion of the CEO's existing book of business.Your primary objective will be to provide exceptional wealth management services to high net worth clients, building...