Financial Planning Expert

Job DescriptionWe are a boutique wealth management firm dedicated to serving a select number of families with comprehensive, bespoke financial planning services. Our focus is on building deep, lasting relationships and providing exceptional service to our clients.As a Chartered Wealth Planner, you will be responsible for managing relationships with...

Financial Planning SpecialistWe are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in Stafford, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and...

Exciting Opportunity for a Chartered Financial PlannerHarris Commercial Ltd is seeking an experienced Chartered Financial Planner to join their successful office in Stafford. As a key member of the team, you will take over an existing book of clients and play a crucial role in managing relationships with ultra-high-net-worth (UHNW) clients.This is a unique...

Job DescriptionWe are seeking a skilled Financial Planning Specialist to join our team in Stafford. As a Chartered Wealth Planner, you will play a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.This is a unique opportunity for an ambitious financial planner to grow and develop in a high-caliber...

Financial Planning ManagerJob Description: We are seeking an experienced Financial Planning Manager to lead our team of Chartered Wealth Planners. This role offers a unique opportunity to work with ultra-high-net-worth (UHNW) clients and develop and implement financial planning strategies.Key Responsibilities:Lead a team of Chartered Wealth Planners in...

Job Title:Financial Planning SpecialistAbout the Job:The Gemini 3 Group is seeking a full-time Financial Planning Specialist to support a valued Department of Defense (DoD) customer. This position is contingent upon contract award.Job Summary:The ideal candidate will possess strong analytical and problem-solving skills, with experience in financial analysis...

Freedom Recruitment Capital has a fantastic opportunity for a skilled Financial Planning Specialist to join their prestigious wealth management firm in Stafford. As a Financial Planning Specialist, you will play a key role in managing relationships with ultra-high-net-worth (UHNW) clients alongside supporting the Partners.The Ideal Candidate:• Has the...

We are seeking a Pricing and Planning Expert to join our team at Kalman & Company, Inc. As a Pricing and Planning Expert, you will be responsible for evaluating contracting strategy and courses of action, conducting planning for acquisition of capabilities, and identifying sustainment cost impacts of acquisition decisions.This position requires a strong...

Company OverviewThe Gemini 3 Group is a leading provider of financial management solutions to the Department of Defense. With a strong commitment to quality and customer service, we strive to provide our employees with a work environment that promotes professional and personal fulfillment, career development, and job enrichment.

At Gemini 3 Group, we are seeking a skilled Financial Planning Strategist to lead our financial management team. The estimated salary for this role is $120,000 - $180,000 per year.Job Description:Perform complex financial analysis and consult with multiple levels of personnel to drive business growth.Develop and implement cost-effective strategies to meet...

The Chief Financial Officer at beBee Professionals will lead the finance function, driving strategic decision-making and ensuring the company's financial well-being. Based in Stafford, United Kingdom, this exciting opportunity offers a competitive salary and a chance to work with a dynamic team.Main Responsibilities:Develop and execute financial strategies...

Job SummaryWe are looking for a highly skilled Chartered Financial Planner to join our team in Stafford. The ideal candidate will have a strong background in pension and offshore bond analysis, as well as experience in providing financial planning advice to high-net-worth clients.The successful candidate will be responsible for supporting Partners in...

Key ResponsibilitiesSales and Trading: Supporting Partners in delivering financial planning services to UHNW clients.Pension Administration: Opening SIPP accounts and generating illustrationsClients Relationship: Managing client relationships to independently oversee some UHNW clients.BenefitsA competitive salary of £90,000 - £100,000, reflecting your...

Michael Page (UK) is a dynamic and forward-thinking firm of qualified accountants and business advisors based in Staffordshire.Job DescriptionWe require an experienced Financial Auditor Expert to join our team. This role involves preparing year-end accounts, reviewing client bookkeeping and VAT returns, and conducting audit work in accordance with...

Job Description:We are seeking an experienced Senior SAP Subject Matter Expert to join our team at the Gemini 3 Group. As a key member of our team, you will be responsible for providing expert-level support for our valued Department of Defense (DoD) customer.About the Position:This role requires a strong background in SAP, with at least 5 years of relevant...

About the Job:We are seeking an experienced Senior Financial Analyst to join our team at the Gemini 3 Group. This is a full-time position that requires a strong background in finance, with a focus on complex financial analysis and strategic planning.Responsibilities:Develop and implement financial models to support business decisions.Conduct financial...

About Honu ServicesHonu Services is an equal opportunity employer committed to diversity and inclusion. We believe that our team's unique perspectives and experiences drive innovation and excellence. As a leading provider of professional support services, we offer a comprehensive benefits package, including a liberal vacation plan, a matching retirement...

Job TitleFinancial Services AdvisorCompany OverviewTD Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions.Salary$55,000 - $70,000 per year, depending on experience.Job DescriptionWe are seeking a highly motivated Financial Services Advisor to join our team. As a Customer Liaison...

Job OverviewRiveting opportunities await at Honu Services, a leader in delivering best-in-class teams, skilled professionals, and innovative solutions. Our commitment to operational availability drives success across physical and cyber security, financial management, logistics, and facilities management.We're expanding our Marine Corps Systems Command...

**Job Title:** Senior AccountantLocation: Stafford, VAThe Gemini 3 Group is a leading provider of accounting services to the Department of Defense. We are seeking a highly experienced Senior Accountant to support our valued client. As a key member of our team, you will be responsible for reconciling fixed assets and inventory sub-ledgers to general ledgers,...