Financial Planning Specialist
1 month ago
We 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 Responsibilities- Establish and maintain strong relationships with clients, understanding their financial needs and goals.
- Conduct thorough financial assessments, identifying areas for improvement and developing tailored financial plans.
- Provide expert advice on investment, pension, and tax planning strategies, ensuring clients are fully informed and empowered to make informed decisions.
- Collaborate with our accountancy team to ensure seamless delivery of financial services to our clients.
- Stay up-to-date with industry developments, ensuring our clients receive the best possible advice and guidance.
- Hold a Level 4 Diploma in Financial Planning or equivalent qualification.
- Have a proven track record of providing high-quality financial advice and planning services.
- Be able to communicate complex financial concepts in a clear and concise manner.
- Have excellent interpersonal and relationship-building skills.
- Be able to work independently and as part of a team.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including pension scheme, life assurance, and private medical insurance.
- Opportunities for professional development and training.
- A dynamic and supportive work environment.
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom SF Recruitment (Leicester) Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom TC Group Full timeAbout 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 long-term goals and objectives.Your primary focus will be on delivering high-quality financial...
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Financial Planning Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom Howett Thorpe Full timeWe 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 clientsAssist with general...
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Financial Planning Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Specialist to join our team in Northampton. The successful candidate will work closely with our experienced financial advisers to provide a comprehensive wealth management solution to clients.The ideal candidate will have a minimum of 2 years' experience in a paraplanning role, preparing Annual Reviews and...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom SF Recruitment Full timeFinancial 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...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom SF Recruitment Full timeFinancial 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...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom Robert Walters UK Full timeRobert 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...
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Financial Planning and Analysis Specialist
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Northampton, Northamptonshire, United Kingdom GXO Logistics Full timeAre you passionate about numbers and data? Do you want to be part of a dynamic financial team? We are looking for a Financial Planning and Analysis Specialist to manage and support the financial performance of our UK&I business.Key Responsibilities:Manage Central (head office) profit & loss accounts and SG&A reporting for the UK&I region, ensuring accuracy,...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom SHOOSMITHS Full timeAbout 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...
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Financial Planning
4 weeks ago
Northampton, Northamptonshire, United Kingdom Macildowie Recruitment and Retention Full timeAbout Macildowie Recruitment and RetentionWe are seeking a highly skilled Financial Planning & Analysis (FP&A) Analyst to join our finance team on a 12-month Fixed-Term Contract. This role offers the opportunity to work from either our Northampton or Birmingham office.Key Responsibilities:Produce month-end reporting, including KPIs, and provide detailed...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom GXO Logistics, Inc. Full timeFinancial Planning and Analysis Role at GXO LogisticsWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at GXO Logistics. 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 office)...
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Financial Planning Manager
4 weeks ago
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Financial Planning Assistant
1 month ago
Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team in Northampton. Our client provides a comprehensive wealth management solution, working closely with financial advisers and tax professionals to deliver integrated financial and tax advice.The successful candidate will be responsible for preparing and maintaining client files,...
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Financial Planning and Analysis
4 weeks ago
Northampton, Northamptonshire, United Kingdom Macildowie Recruitment and Retention Full timeAbout Macildowie Recruitment and RetentionWe are seeking a skilled Financial Planning and Analysis (FP&A) Analyst to join our finance team on a 12-month Fixed-Term Contract. This role offers the opportunity to work from either our Northampton or Birmingham office.Key Responsibilities:Produce month-end reporting, including KPIs, and provide detailed variance...
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Financial Planning Assistant
4 weeks ago
Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanning Professional to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years' experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.The successful candidate will be responsible for preparing and maintaining client files, preparing and implementing...
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Financial Planning Manager
3 weeks ago
Northampton, Northamptonshire, United Kingdom Travail Employment Group Full timeThe Travail Employment Group is currently seeking a Financial Planning Manager to join their successful team.The ideal candidate will have a strong background in taxation and be able to provide strategic guidance to the company.This is a fantastic opportunity for a Senior Accountant looking to take the next step in their career, with a basic salary open to...
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Financial Planning and Analysis Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom SF Recruitment (Leicester) Careers Full timeJob Title: FP&A AnalystJob Type: Interim, 12 Month ContractLocation: NorthamptonJob Description:We are seeking an experienced FP&A Analyst to join our team on an exciting 12-month contract with a high-growth business based in Northampton. As an FP&A Analyst, you will play a key role in supporting the company's financial planning and analysis functions.Key...
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Financial and Contractual Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom beBee Professionals Full time £35,000 - £50,000beBee Professionals is looking for a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and schedules.Negotiate contracts with clients and...
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Financial Planning and Analysis Manager
4 weeks ago
Northampton, Northamptonshire, United Kingdom Robert Walters UK Full timeOur client, a leading financial services company, is seeking a highly skilled Financial Planning and Analysis Manager to join their team. As a key member of the finance department, you will play a crucial role in supporting the growth of the business by delivering insightful analysis of business performance to key stakeholders, managing the budget planning...
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Financial Operations Specialist
4 weeks ago
Northampton, Northamptonshire, United Kingdom Whistl Careers Full timeWe are seeking a highly skilled Financial Operations Specialist to play a key role in our dynamic and inclusive fulfilment team based in Northampton.This team is crucial in delivering high-quality, cost-effective support to our colleagues in operations, commercial teams, and the broader network.About YouThe ideal candidate will bring operational finance...