Financial Planning Specialist

2 weeks ago


North East, United Kingdom Trent University Full time

Company Overview:

">
  • Trent University is a leading institution in Canada, committed to academic excellence and innovation.

Salary: $64,045 - $85,391 per annum (equivalent to approximately $25 bi-weekly).

Job Description:

The successful candidate will provide complex administrative support and be responsible for monitoring and reporting on the Trent University Durham campus' administrative budgets. Key responsibilities include providing statistical, financial, and analytical data to enable long-term planning for Trent University Durham.

Required Skills and Qualifications:

The ideal candidate will possess excellent analytical and problem-solving skills, with the ability to work effectively in a fast-paced environment. Strong communication and interpersonal skills are essential, as well as the ability to prioritize tasks and manage multiple projects simultaneously.

Benefits:

Trent University offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as a pension plan and paid time off.

Others:

The successful candidate will have the opportunity to work with a talented team of professionals and contribute to the university's mission of fostering a diverse and inclusive learning environment.



  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewWe are a successful financial planning business based in the UK, looking to strengthen our team with an experienced Financial Adviser. Our aim is to provide excellent opportunities for individuals who want to grow their client bank and enhance their career.


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Overview:We are seeking a skilled Financial Adviser to strengthen our team and contribute to future growth.About the Role:This is an excellent opportunity for a professional looking to deliver exceptional results and help clients achieve their financial goals as a Financial Adviser.Key Responsibilities:Providing expert financial guidance and services to...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Join Our Team as a Financial AdvisorWe are seeking a talented Financial Adviser to join our team in East Grinstead. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and maintaining a strong client base.Responsibilities:Deliver high-quality financial planning services to clientsMaintain...

  • Financial Consultant

    1 month ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and ambitious Financial Consultant to strengthen our team at Quilter Financial Planning.As a Financial Consultant, you will be responsible for building and maintaining a strong client base, providing expert financial advice, and driving business growth.Our ideal candidate will have a proven track record of success in financial...

  • Financial Planner

    5 days ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are a leading provider of financial planning services, seeking an experienced Financial Adviser to join our team. Based in East Grinstead, this role offers excellent opportunities for growth and professional development.The ideal candidate will have a strong client base and a proven track record of success in the financial industry.A...

  • Financial Advisor

    3 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking a skilled Financial Adviser to join our team in East Grinstead.This is an exciting opportunity for an experienced Adviser to grow their career and build on existing successes.As a Financial Adviser with us, you will have access to a range of resources and support to help you succeed.With a salary starting at £40,000,...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    About UsAt Quilter Financial Planning, we pride ourselves on being a forward-thinking organization that values innovation and excellence in everything we do.We are currently seeking a talented Financial Advisor to join our East Grinstead office, where you will play a key role in helping us achieve our goals.Your Key ResponsibilitiesBuild and maintain strong...

  • Financial Advisor

    3 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking a successful Financial Adviser based in or around East Grinstead who is now looking to strengthen future growth.The ideal candidate will have a good client bank and want to find out more about opportunities with Quilter Financial Planning.Our basic salaries start at £40,000 and can be significantly higher for the right Adviser.The role...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    About Quilter Financial PlanningQuilter Financial Planning is a well-established company in the UK, dedicated to providing high-quality financial services. We value professionalism, expertise, and customer satisfaction. If you're a motivated Financial Adviser looking for a new challenge, we'd like to hear from you.Salary and BenefitsOur basic salaries start...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewWe are a leading financial services company, Quilter Financial Planning, seeking an experienced and ambitious Financial Advisor to join our team in East Grinstead.A strong client bank is essential for this role, with opportunities for growth and development within our esteemed organization.Salary: Our competitive salary package starts at...


  • North East, United Kingdom Association of International Certified Professional Accountants Full time

    Your new role in a key division of Hays Accountancy and Finance will involve supporting the business by preparing monthly management accounts, analyzing variances, and forecasting sales trends. To succeed, you should have prior experience in management accounting and knowledge of ERP systems like SAP or Oracle, along with advanced Excel skills.As Financial...


  • North East, United Kingdom BMC Recruitment Group Ltd Full time

    Job Description:We are seeking an experienced Accountant to join our team on a full-time, permanent basis. The ideal candidate will have a background in accounting or financial services, looking for a new challenge.Key Responsibilities:Prepare and present management accounts, ensuring accuracy and compliance with financial regulations.Perform all-round...


  • North East, United Kingdom Michael Page (UK) Full time

    Financial Planning and AnalysisWe are seeking a talented Senior Accountant: Commercial Finance to join our client's finance team. As a key member of the team, you will play a crucial role in driving business growth and improvement through financial planning and analysis.ResponsibilitiesDevelop and maintain financial models and forecasting systems.Provide...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job DescriptionAs a Financial Adviser at Quilter Financial Planning, you'll be responsible for building and maintaining strong relationships with clients. Your role will involve identifying and meeting client needs, developing tailored financial plans, and delivering exceptional customer service. If you have a passion for helping others and a drive to...


  • East Midlands, United Kingdom Duncan & Toplis group Full time

    Financial Planning Services RoleWe are seeking a skilled Financial Planning Specialist to join our team at Duncan & Toplis group. As a key member, you will be responsible for delivering high-quality financial planning services to our clients.Main ResponsibilitiesProvide comprehensive financial planning advice to clients, incorporating wealth management,...


  • East Midlands, United Kingdom Paul Mitchell Associates Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly skilled AAT Qualified individual to join our team as a Temporary Accountant at Paul Mitchell Associates. The successful candidate will have excellent financial planning skills, attention to detail, and the ability to work well under pressure.Main Responsibilities:Prepare timely and accurate...


  • East Liverpool, Ohio, United Kingdom Michael Page Full time

    Job Title: Financial Planning and Analysis SpecialistAbout the Company:Our client is a leading player in the Life Science sector, employing over 1000 people across the country. They are renowned for their innovation, excellence, and commitment to delivering quality products and services within the industry.Job Description:This Financial Planning and Analysis...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Are you a successful Financial Adviser looking for a new challenge?Quilter Financial Planning has a fantastic opportunity for an experienced Adviser to join our team in East Grinstead.This is an exciting time to join our company as we continue to grow and expand our services.With a salary starting at £40,000 and significant earning potential, this is a...