Financial Planning Specialist

2 days ago


Northampton, Northamptonshire, United Kingdom Howett Thorpe Full time

We are seeking a highly ambitious Financial Planning Specialist to join our team at Howett Thorpe. As a key member of our team, you will be responsible for managing a portfolio of clients and providing exceptional service to ensure their needs are met.

Key responsibilities will include:

  • Primary contact for your own portfolio of clients
  • Assist with general client queries and provide training if necessary
  • Produce monthly management accounts and monthly reports
  • Working closely with other departments such as Payroll or Tax to ensure clients' needs are met and identifying cross-selling opportunities
  • Assist with bookkeeping requirements as required, including but not limited to, processing bank transactions, balance sheet reconciliations, sales and purchase ledger, preparing journals

The ideal candidate will have:

  • ACA, ACCA or CIMA PQ, QBE will also be considered
  • A minimum of 3 years' experience in Management Accounts
  • Experience with Xero, Sage, and CCH would be an advantage
  • Strong communication skills and confidence to liaise with clients and form long-lasting relationships
  • Ambition and drive to reach your full potential

We offer a competitive salary, regular reviews, and a range of benefits including 25 days core holiday, flexible bank holidays, and additional holiday with service. If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please apply.



  • Northampton, Northamptonshire, United Kingdom TC Group Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at TC Group. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesEstablish and maintain strong relationships with...


  • Northampton, Northamptonshire, United Kingdom SF Recruitment (Leicester) Full time

    Job DescriptionFinancial Planning and Analysis SpecialistNorthampton - NN4Interim - 12 Month£NegotiableHybrid WorkingSF Recruitment are seeking a Financial Planning and Analysis Specialist for an exciting on-going (12 month) contract with a high-growth business based in Northampton. This role is perfect for a finance professional looking for a dynamic...


  • Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

    We are seeking a skilled Paraplanner to join our team at James Phillip Financial Recruitment. As a key member of our team, you will provide technical support and play a vital role in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth reviews of client portfolios and compile comprehensive review...


  • Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

    We are seeking a skilled Paraplanner to join our team at James Phillip Financial Recruitment. As a key member of our team, you will provide technical support and play a vital role in delivering high-quality financial planning services to our clients.Key Responsibilities:Conduct in-depth reviews of client portfolios and compile comprehensive review...


  • Northampton, Northamptonshire, United Kingdom SF Recruitment Full time

    Financial Planning and Analysis Specialist SF Recruitment is seeking a Financial Planning and Analysis Specialist for an exciting on-going contract with a high-growth business. This role is perfect for a finance professional looking for a dynamic environment to make an immediate impact. Key Responsibilities:Month-end reporting of actual results, KPIs, and...


  • Northampton, Northamptonshire, United Kingdom GXO Logistics Full time

    Join Our Team as a Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic financial team at GXO Logistics. As a key member of our team, you will be responsible for managing and supporting the financial performance of our UK&I business.Key Responsibilities:Manage Central (head...


  • Northampton, Northamptonshire, United Kingdom GXO Logistics Full time

    Join Our Team as a Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our dynamic financial team at GXO Logistics. As a key member of our team, you will be responsible for managing and supporting the financial performance of our UK&I business.Key Responsibilities:Manage Central (head...


  • Northampton, Northamptonshire, United Kingdom SF Recruitment Full time

    Financial Planning and Analysis SpecialistAt SF Recruitment, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team. This is an exciting opportunity to work with a high-growth business based in Northampton, where you will be responsible for month-end reporting, variance analysis, budgeting, and forecasting. Your expertise...


  • Northampton, Northamptonshire, United Kingdom GXO Logistics, Inc. Full time

    Join Our Team as a Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at GXO Logistics, Inc. As a key member of our financial team, you will be responsible for managing and supporting the financial performance of our UK&I business.Key Responsibilities:Manage Central (head...


  • Northampton, Northamptonshire, United Kingdom GXO Logistics, Inc. Full time

    Join Our Team as a Financial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at GXO Logistics, Inc. As a key member of our financial team, you will be responsible for managing and supporting the financial performance of our UK&I business.Key Responsibilities:Manage Central (head...


  • Northampton, Northamptonshire, United Kingdom Robert Walters UK Full time

    Robert Walters UK is seeking a highly skilled Financial Planning and Analysis Specialist to support their growing business. Reporting directly to the CFO, this role offers an exciting opportunity to provide insightful analysis and management reports to key stakeholders, manage budget planning and rolling forecasts, and lead day-to-day and long-term funding...


  • Northampton, Northamptonshire, United Kingdom SHOOSMITHS Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our Finance team in Northampton. As a key member of the team, you will be responsible for providing financial analysis and planning support to our legal advisors and other support functions.Key ResponsibilitiesPrepare and deliver month-end reports, including...


  • Northampton, Northamptonshire, United Kingdom TC Group Full time

    Job Opportunity: Independent Financial AdvisorAbout the RoleWe are seeking a highly skilled and experienced Independent Financial Advisor to join our team at TC Group. As a key member of our financial services team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key...


  • Northampton, Northamptonshire, United Kingdom Reed Full time

    Paraplanner Role at Reed Financial ServicesWe are seeking a skilled and ambitious Chartered Paraplanner to join our dynamic team at Reed Financial Services. As a key member of our team, you will play a vital role in providing technical financial planning support to our advisers, ensuring that our clients receive the best possible advice.Key...


  • Northampton, Northamptonshire, United Kingdom Reed Full time

    Paraplanner Role at Reed Financial ServicesWe are seeking a skilled and ambitious Chartered Paraplanner to join our dynamic team at Reed Financial Services. As a key member of our team, you will play a vital role in providing technical financial planning support to our advisers, ensuring that our clients receive the best possible advice.Key...


  • Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time

    Financial Planning Administrator Opportunity We are seeking a skilled Financial Planning Administrator to join our team at Heat Recruitment. As a Financial Planning Administrator, you will provide high-quality technical administration and analytical support to our successful Financial Planners. About the Role This is an exciting opportunity to work in a...


  • Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time

    Financial Planning Administrator Opportunity We are seeking a skilled Financial Planning Administrator to join our team at Heat Recruitment. As a Financial Planning Administrator, you will provide high-quality technical administration and analytical support to our successful Financial Planners. About the Role This is an exciting opportunity to work in a...


  • Northampton, Northamptonshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner with Ortus PSR! Are you a skilled Paraplanner looking for a new challenge? Do you want to join a dynamic Wealth Management team that values expertise and innovation? Look no further than Ortus PSR, a respected name in the industry known for its commitment to delivering personalized, long-term financial solutions. Why...


  • Northampton, Northamptonshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner with Ortus PSR! Are you a skilled Paraplanner looking for a new challenge? Do you want to join a dynamic Wealth Management team that values expertise and innovation? Look no further than Ortus PSR, a respected name in the industry known for its commitment to delivering personalized, long-term financial solutions. Why...


  • Northampton, Northamptonshire, United Kingdom Ortus PSR Full time

    Unlock Your Potential as a Paraplanner with Ortus PSR! Are you a skilled Paraplanner looking for a new challenge? Do you want to join a dynamic Wealth Management team that values trust, tailored advice, and positive outcomes? Look no further than Ortus PSR! Why Choose Ortus PSR? Competitive salary: £40,000 - £50,000 Inclusive, client-first...