Head of Financial Planning

Job Title: Head of ALMJoin cer Financial Ltd as we seek a highly skilled and experienced professional to lead our ALM team. As the Head of ALM, you will be responsible for developing and implementing strategic plans to optimize our balance sheet and manage liquidity risk.Key Responsibilities:Develop and implement funding plans to optimize liquidity and...

Job SummaryJob DescriptionWhat is the opportunity?We are seeking a skilled Paraplanner to join our team in Cardiff, supporting our Financial Planning business. As a Paraplanner, you will play a crucial role in facilitating the smooth processing of new and existing business, providing support to Financial Advisers/Financial Planners, and liaising with...

As a Management Accountant at the Association of International Certified Professional Accountants, you will be responsible for delivering accurate and timely month-end financial processes for specific service areas, ensuring a true and fair view of financial performance while maintaining compliance with internal financial policies and procedures.You...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Deputy Head of Financial Crime OperationsWe are seeking a highly skilled and experienced Deputy Head of Financial Crime Operations to join our team on a 10-month fixed-term contract. As a key member of our Financial Crime Operations team, you will play a critical role in supporting the Head of Financial Crime with operational BAU work and project work.Key...

Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to provide financial support and advice to enable managers and leaders to effectively manage financial performance. The ideal candidate will have experience in NHS finance, excellent analytical and numerical skills, and excellent communication skills.Key...

Dimensions UK is committed to excellence in social care, and we're proud to be accredited by the Great Places To Work programme for the fifth consecutive year.The successful candidate will support financial planning and analysis across the business, working closely with our Head of Planning and Reporting. Key responsibilities include pricing complex tenders,...

Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to join our team on a temporary basis. The ideal candidate will have experience in financial and procurement planning, with a strong analytical and numerical skillset.Key Responsibilities:Provide financial support and advice to enable managers and...

Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their dynamic team.This is an exciting opportunity for a skilled administrator to work in a fast-paced environment and contribute to the success of the firm.The ideal candidate will have experience working in the Financial...

Financial Planning ExpertCleverHR is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to families and businesses across London, Southwest, and Wales.Key Responsibilities:Conduct in-depth reviews of clients' financial...

We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

Job Title: Financial Planning SpecialistJob Summary:Pertemps SSDC DDT is seeking a skilled Financial Planning Specialist to lead and coordinate the staff budget management process throughout a transformative re-design period. The ideal candidate will have a minimum of 5 years' experience in public sector financial management, particularly within budget...

About the Role:Churchill Executive is seeking a highly skilled Financial Planning Manager to join their team in Cardiff. As a Senior Technical Manager and Paraplanner, you will play a crucial role in delivering comprehensive wealth management solutions to clients.Key Responsibilities:Monitor the quality of Para-planning work produced by Paraplanners/Trainee...

About the roleCore 3 is seeking a Financial Planning Specialist to support financial planning and project initiatives. This is a fantastic opportunity for an ambitious finance professional to make a meaningful impact within a well-established organisation dedicated to providing essential services to the community.Key ResponsibilitiesProduce monthly budget...

Role Overview:We are working with a successful firm in the financial planning sector, seeking a skilled Paraplanning Professional to join their team.As a key member of the back office team, you will play a crucial role in delivering high-quality financial planning services to clients.Main Responsibilities:Producing Suitability Reports: Create comprehensive...

Job DescriptionWe are working with a leading Financial Planning firm in Cardiff to find a talented Financial Planning Administrator to join their team.This is an exciting opportunity for a motivated individual to work in a dynamic and supportive environment, where they can develop their skills and advance their career.The successful candidate will be...

Teqniq Ltd is seeking a highly skilled Finance Manager to join our team.The successful candidate will provide financial information and reports to enable effective service delivery and planning.Key responsibilities include:Financial Reporting: To provide managers with financial information and reports to enable effective service delivery and...

About Churchill Executive:We are a leading firm specialising in comprehensive wealth management solutions. Our commitment to personalised financial strategies has earned us a reputation for delivering expert advice and tailored services to help clients achieve their long-term financial goals.Key Responsibilities:Monitor the quality of para-planning work and...