Financial Planning Professional

Role OverviewWe are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Key ResponsibilitiesProduce financial...

Role OverviewWe are seeking a talented Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our team, you will be responsible for developing and maintaining internal relationships, managing client documentation, and producing high-quality financial planning reports.Key ResponsibilitiesProduce financial planning reports...

Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're looking for a talented Financial Planning Professional to join our team. As a Senior Financial Associate, you'll have the opportunity to work with a diverse range of clients, developing and implementing financial plans that meet their unique needs.One of the key benefits of this...

Financial Planning RoleMI Search is seeking an experienced financial planner to join its team in the Hull area. The successful candidate will be given a substantial and established portfolio of clients to advise, with local administration and paraplanning support.Key Responsibilities:Manage a portfolio of clients to provide financial planning adviceWork...

Financial Planning OpportunitiesA leading financial planning and investment management firm is seeking an experienced professional to join its team in the Hull area. This role involves managing a substantial portfolio of clients, providing local administration, and paraplanning support. The ideal candidate will hold a CII level 4 Diploma status or equivalent...

FP&A Accountant Role OverviewLusona Consultancy is partnering with a leading Scottish business to fill the FP&A Accountant position in Lanarkshire. This is an exciting opportunity to join an established organisation and contribute to financial planning and analysis.Main Responsibilities:Reporting to the FP&A Manager, you will be responsible for providing...

Financial Planning Opportunity with a Well-Established FirmNJR Recruitment is proud to partner with a reputable and established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including pensions and...

Financial Planning Opportunity with a Well-Established FirmNJR Recruitment is proud to partner with a reputable and established firm of Independent Financial Planners seeking to expand their team in South Yorkshire.This role is ideal for an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including pensions and...

Job Title: Paraplanning ExpertJob Description:This is an exciting opportunity to join a rapidly growing financial planning firm in Doncaster as a Paraplanning Expert. As a key member of the team, you will be responsible for providing a full paraplanning function to Financial Advisors, ensuring client service and compliance are always delivered.The business...

Job OpportunityWe are seeking a highly skilled and experienced Financial Manager to join our client's team in central Leeds.As a key member of the management team, you will be responsible for the overall financial management of the business, including financial planning, budgeting, forecasting, and financial reporting.Key responsibilities will...

Job OpportunityWe are seeking a highly skilled and experienced Financial Manager to join our client's team in central Leeds.As a key member of the management team, you will be responsible for the overall financial management of the business, including financial planning, budgeting, forecasting, and financial reporting.Key responsibilities will...

This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle. In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning...

FP&A Accountant OpportunityLusona Consultancy is partnering with a leading Scottish business to fill the role of FP&A Accountant. In this exciting position, you will provide financial context and analysis to support business decisions.Key ResponsibilitiesProvide financial planning and analysis support to the organisation. Collaborate with internal...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to make informed financial decisions.About the...

FP&A Accountant OpportunityLusona Consultancy is partnering with a leading Scottish business to fill the FP&A Accountant position. This role provides a chance to contribute to the financial planning and analysis process, offering valuable insights to the organisation.Key Responsibilities:Financial planning and analysisProviding financial insights to the...

Fram Executive Search Limited is collaborating with a well-established, directly authorised financial planning firm in Norwich. The firm is seeking a Paraplanning Professional to join their growing team, following the internal career progression of a paraplanner transitioning to a trainee advisor role and the addition of a seasoned financial advisor.Key...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...

Lusona Consultancy are delighted to be partnering with a leading Scottish business for the role of FP&A Accountant, based in Lanarkshire. This is an exciting opportunity to join an established organisation, providing context to the financials and their impact.The successful candidate will be responsible for analysing financial processes and reporting,...