Financial Planning Specialist

We are LRM Planning, a leading planning consultancy with a strong presence in Wales and England. Our team is dedicated to delivering exceptional results for our clients, from private individuals to large-scale developers. We pride ourselves on our expertise in strategic site promotion and large-scale planning applications, particularly in the South of...

Job DescriptionPrydis is seeking a highly skilled Financial Planning Specialist to deliver high-quality, independent financial planning services to clients in Exeter and beyond. The successful candidate will be responsible for developing professional connections, particularly in retirement planning, Inheritance Tax mitigation, Equity Release, and specialist...

Senior Planning ManagerAbout Bloor Homes - Land & PlanningWe are a leading developer of new homes, with a strong commitment to delivering high-quality properties that meet the needs of our customers. As a Senior Planning Manager at Bloor Homes - Land & Planning, you will play a key role in helping us achieve this goal.Job SummaryWe are seeking an experienced...

At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to lead our finance team in Exeter, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingExeterJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

Butler Rose is recruiting a dynamic Finance Manager for a 12-month fixed-term contract in Exeter. This hybrid role involves working closely with the Finance Director, taking responsibility for the finances of multiple group businesses.Key Responsibilities:Presenting detailed financial reports to Directors outlining the financial position and ensuring...

DK Recruitment is seeking a highly skilled and detail-oriented Financial Accountant to join their dynamic finance team in Exeter. This is an excellent opportunity for a motivated and analytical professional ready to contribute to the company's strategic financial planning and operational success.About the RoleThe successful candidate will oversee the...

About the Role:We are seeking a Senior Financial Planning Manager to join our team at Butler Rose. As a key member of our finance department, you will be responsible for managing the finances of several group businesses. This will involve presenting detailed financial reports to our directors, ensuring compliance with accounting standards, and providing...

We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare...

Job Title: Senior AccountantAbout the Role:We are seeking a highly skilled and experienced Senior Accountant to join our client's team in their South Devon offices. The successful candidate will have a strong background in preparing accounts, tax planning, and financial management.Job Description:The Senior Accountant will be responsible for:Planning and...

Company OverviewThe Royal Devon University Healthcare NHS Foundation Trust is a leading healthcare provider in the region, delivering a wide range of emergency, specialist, and general medical services through its two acute hospitals. The trust provides integrated health and social care services across various settings, including community inpatient...

About the RoleWe are seeking a highly skilled Wedding Planning Specialist to join our team at Woodbury Park - The Club Company. This is a full-time position with a competitive salary of £11.94 per hour and a minimum of 40 hours worked per week.Job Description:The ideal candidate will have strong organisational skills, attention to detail, excellent...

**About Us**Trial Balance Consulting is proud to be working with a well-established and highly successful FMCG business based in the South West. With a history of sustained growth, the company is currently undergoing a period of positive change, which includes the development of its finance function.We are seeking an experienced part-time Financial Planning...

About the RoleWe are looking for a skilled Corporate Tax Manager to join our team in Exeter. The successful candidate will have a strong background in UK accountancy practices and be able to manage complex tax affairs effectively.This is a fantastic opportunity to join a dynamic team and contribute to the success of our financial services...

Job Title: Financial Management SpecialistAbout the Role:Haines Watts Western seeks an experienced Audit and Accounts Manager to join their Exeter branch. The successful candidate will assist the Senior Management team in delivering statutory audit and accounts preparation services.- 50% Audit / 50% Accounts, including Charity and Not for Profit Sector-...

Job OverviewStreamline Search, a reputable Financial Planning business, seeks a skilled Payroll Manager to join their fast-growing accounts department. As a key member of the team, you will be responsible for overseeing end-to-end payroll processing, including salary calculations, deductions, and benefits administration.About the RoleThis exciting...

Financial Transaction Specialist Job DescriptionWe are seeking a highly skilled Financial Transaction Specialist to join our team at Wise Employment. Key responsibilities include:• Daily reconciliation of all client bank accounts• Maintaining accurate financial records• Working in a busy team environmentWe offer a competitive salary and pension scheme,...

beBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Exeter, United Kingdom.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and manage the company's cash flow, ensuring financial stability.Oversee month-end and year-end financial processes,...

About Pertemps Exeter, a leading housing provider in the South West, we're seeking an experienced Financial Management Specialist to drive financial performance and achieve strategic goals. This exciting opportunity involves supporting senior managers with financial insights, investing in investment and sustainability strategies, and collaborating with...

Job Title: Financial Planning Team Director\About the Role:\We are seeking an experienced Financial Planning Team Director to lead and manage a private client team in our Exeter office.\Key Responsibilities:\Lead and motivate the Private Client team to deliver exceptional service to our clients.Develop and implement strategies to improve team performance and...