Financial Planning Team Lead

Role OverviewEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities,...

About Us: Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with a rich history of delivering exceptional results to our clients.Job Description:We are seeking a highly skilled and experienced individual to join our team as a Senior Client Administration Manager. In this role, you will work...

Role Overview">This is a senior management position within Evelyn Partners Fund Solutions Limited, where you will lead the financial planning team to deliver exceptional client outcomes. The successful candidate will have experience in managing and developing teams, as well as a strong understanding of client administration within the financial planning...

Job Summary">This is an exciting opportunity to join Cambridge University Press & Assessment as a Financial Planning Lead, playing a crucial role in supporting the Education team. As a key member of the finance department, you will work closely with project and business teams to drive financial planning, reporting, and appraisals.">About the Role">You will...

Role Overview:NXTGEN is seeking an accomplished FP&A Manager to spearhead its financial strategy, enhance decision-making capabilities, and drive business growth. As a key member of the team, you will lead financial planning, analysis, and strategy, ensuring alignment with organisational objectives.Main Accountabilities:Establish and maintain accurate...

Job Title: Senior Client Administration SpecialistLocation: London, UK (Remote work options available)Job Type: Full-timeAbout the Role:Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group. We're seeking an experienced Team Lead to oversee our client administration team and drive exceptional...

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.Job SummaryWe are seeking an experienced Financial Planning Team Manager to join our team. As a key member of our leadership team, you will be responsible for...

Financial Planning LeaderWe are looking for an experienced Financial Planning Leader to join our finance team at Finatal. As a key member of our leadership team, you will be responsible for developing and implementing financial plans that support the company's strategic objectives.Your key responsibilities will include leading the preparation of annual...

Austin Fraser is seeking a skilled Financial Planning Administrator to join our team in Cambridge. The successful candidate will be responsible for providing independent financial planning advice to clients.About the RoleWe are looking for an experienced professional with minimum 5 years of experience in financial services, who can work effectively in a...

Evelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Manager to join their team. This role offers a competitive salary of £70,000 - £90,000 per annum and requires a strong leader who can drive growth and success.Job SummaryThe successful candidate will be responsible for working closely with the financial planning team to...

About the JobWe're seeking an accomplished Finance Manager to lead our financial operations and contribute to our company's growth. The successful candidate will have a strong background in finance and excellent analytical skills.ResponsibilitiesManage the company's finances, including budgeting, forecasting, and financial reportingDevelop and implement...

Abcam, a leading life sciences company, is seeking a skilled Financial Planning Expert to support its Commercial and Digital function. As a key member of the Financial Planning and Analysis Team, you will play a crucial role in driving revenue growth and improving financial efficiency.Job SummaryThis role involves providing financial expertise to business...

Job DescriptionThe successful candidate will have experience in client administration within the Financial Planning sector and be able to demonstrate strong organisational and prioritisation skills. You will work closely with financial planners to deliver excellent client outcomes, conduct appraisals and drive performance within the team, and provide...

Select Appointments seeks a highly skilled Financial Planning Manager to lead our grants and accounts teams. This exciting opportunity offers a competitive salary range of 34000-44000 and a fixed-term contract of around 1 year.As a key member of our team, you will be responsible for providing high-level financial advice, ensuring that financial processes and...

Established in the UK, our client is one of the fastest growing Financial Planning businesses.This advisory role offers a unique opportunity to join a leading Financial Planning/Wealth Management business in Cambridge, covering 42+ hubs and expanding further.The successful candidate will inherit circa clients/households, requiring expert advice on pension &...

Recruit Wealth Ltd is delighted to represent a leading national Financial Planning business in the UK, backed by private equity for further expansion and acquisitions.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional services. This advisory role, newly created, is based out of...

This is a highly sought-after opportunity for an ambitious and experienced financial professional to take ownership of the finance function at The One Group in Cambridge.We are looking for a talented Financial Controller who will be responsible for leading the 5-year financial planning strategy, overseeing the statutory accounts, financial reporting,...

We are currently looking for an ambitious and experienced Financial Controller to take ownership of our finance function.Job DescriptionTake the lead on financial planning, budgeting, forecasting, statutory accounts, financial reporting, and controls.Work closely with the Managing Director and the wider SLT team.About UsThe One Group is a recognised...

We are seeking a highly skilled Director of FP&A & Accounting to join our Finance Team at Sail Biomedicines. As a key member of the team, you will be responsible for developing and implementing financial plans and processes that drive business growth and success.Our ideal candidate will have a strong background in financial planning and analysis, with...

Tbwa Chiat/Day Inc seeks a seasoned Finance Director to lead our financial planning and analysis efforts. This role will focus on providing strategic and operational support to the VP of Finance, developing and managing annual budgets, and ensuring accurate and reliable financial controls.Key Responsibilities:Develop and manage comprehensive financial plans,...