Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, 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...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

At National Financial Network, we are seeking a skilled Financial Planning Administrator to join our team. As a key member of our financial services team, you will be responsible for providing strategic recommendations to clients, gathering and assessing financial information, and creating customized financial plans.Responsibilities:Develop and implement...

Job SummaryMenzies Distribution Limited is seeking a skilled Finance Analyst to join our dynamic team. As a key member of our Financial Planning & Reporting team, you will play a crucial role in providing 'real-time' support and analysis to our businesses.Key ResponsibilitiesAssist in the management of the reporting and planning cycle, ensuring review...

About UsWe are Aegon, a company of ambitious, positive problem-solvers who get things done. We believe in collaboration and leaving things better than we find them.Our MissionWe help people live their best lives by providing expert financial guidance and support. Our team is dedicated to delivering exceptional customer experiences and making a meaningful...

We are recruiting for a skilled individual to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. The purpose of this role is to work closely with cross-functional teams, including operational, technology, and distribution teams, to ensure that developments meet customer needs and contribute to business...

We are seeking a highly skilled Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for preparing financial reports, analyzing data, and ensuring compliance with company policies.Key Responsibilities:Prepare financial reports and statementsAnalyze financial data and identify trendsEnsure compliance...

Financial Control Specialist (Trading)At Lusona Consultancy (Financial) Limited, we are seeking a skilled Financial Control Specialist to join our dynamic team in Edinburgh. As a key member of our trading team, you will play a crucial role in delivering financial insights and supporting our trading position.Key Responsibilities:Deliver daily P&L and monthly...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

At Nucleus Financial, we're seeking a Business Transformation Specialist to join our team on an exciting project. You'll work with project sponsors across the organization to define and deliver process improvements that meet business needs.In this role, you'll take ownership of process mapping and embedding initiatives within relevant business areas. You'll...

We're seeking a talented Product Specialist to join our proposition team at Nucleus Financial Platforms group. As a key member of the team, you will play a vital role in supporting the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. Your primary focus will be on enhancing our Wrap proposition for Adviser Firms,...

Role OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...

We are seeking a Data Specialist at Nucleus Financial to fill an exciting role.Company OverviewNucleus Financial is a dynamic company that offers a range of financial services. Our team is passionate about delivering exceptional results and building strong relationships with our clients.We believe in providing a supportive and inclusive work environment that...

Job Opportunity at Eden ScottWe are seeking an experienced Paraplanner to join our team in Edinburgh, due to the company's continued growth. This role offers a challenging and rewarding career path for individuals with a passion for financial planning.

About the RoleThe role of Financial Planning Assistant at Evelyn Partners is designed to support our Financial Planners in delivering high-quality advice to clients. This position plays a crucial role in ensuring that suitability reports are prepared accurately and that client records are up-to-date.Key ResponsibilitiesPrepare suitability reports across a...

Role OverviewWe are seeking a skilled Paraplanner to join our team in Edinburgh, responsible for providing support to Financial Planners and ensuring a positive experience for clients.The successful candidate will have access to a structured training programme, offering ongoing development opportunities. About the RoleThis role is ideal for a motivated...

Job Description:Centre for the Moving Image is seeking a skilled Financial Operations Specialist to join its team. This role is responsible for delivering the monthly payroll for four separate entities, as well as performing a range of finance processes, including VAT reporting, cash flow management, and credit control.The Financial Operations Specialist...

Financial Analyst Specialist - £30,000Edinburgh - Hybrid workingAlexander Lloyd are partnering with a leading financial services organisation for a Financial Analyst Specialist.This organisation has significant growth plans, offering clear career progression opportunities.Key ResponsibilitiesStudying an accountancy qualificationStrong communication...