Senior Financial Planning Specialist

About the RoleProtalent is partnering with a prestigious accountancy firm to find a highly skilled Senior Financial Specialist. The ideal candidate will be responsible for providing exceptional financial guidance and support to high-profile clients.The CompanyThe accountancy firm is well-established and successful, boasting an impressive client base and a...

Financial Planning Support SpecialistWe are seeking an experienced Financial Planning Support Specialist to join our team at IDEX Consulting. As a key member of our support team, you will provide high-level support to our Financial Planners, ensuring the smooth operation of our financial planning services.Key Responsibilities:Process new business submissions...

Job Description:Financial Planning and Analysis SpecialistWe are seeking a Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for leading and supporting financial planning processes, delivering insights that align with our company's goals.The ideal candidate will have proven...

About the RoleAs a Senior Financial Planning Manager at Evelyn Partners, you will have the opportunity to lead and develop trusted relationships with high net worth private clients. This role requires delivering financial planning and wealth management advice, while working within the context of an agreed business plan.

About the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. This is an excellent opportunity for an experienced professional to lead and develop our financial planning services, driving business growth and delivering exceptional client experiences.

Job OverviewIDEX Consulting is seeking a highly skilled Senior Financial Support Specialist to provide high-level support to our Financial Planners across investments and pensions.

Financial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...

We are currently recruiting for a Financial Planning Practice in Hove who require an experienced Paraplanner to join their growing business.The successful candidate will have the right mix of hard work and shining personality to thrive within this dynamic business, working closely with the Financial Adviser and Administration team.With a competitive starting...

Clark Wood, a leading recruitment firm in the UK, is collaborating with a progressive firm of chartered accountants to find an experienced Audit & Accounts Senior. This well-established firm enjoys a strong reputation across the region for delivering exceptional client service and offering ample opportunities for career development.The role involves...

We are seeking a highly skilled and accomplished Financial Planning Director to join our team at Evelyn Partners.Your primary responsibility will be to provide expert financial planning and wealth management advice to clients, while also mentoring and managing a team of professionals to ensure seamless delivery of our services.In this role, you will be...

Job DescriptionWe are seeking a skilled Financial Reporting & Planning Manager to join our team on a 12 Month Fixed Term Contract basis. As part of our Retail division, you will be responsible for providing financial management information and key performance indicators that enable the business to meet its key strategic objectives.This is a hybrid working...

Role OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...

About the RoleWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team on a 12-month fixed-term contract basis. This exciting opportunity offers a competitive salary, great benefits, and the chance to support the delivery of a robust and proactive expense management and financial accounting service for the L&G Retail...

Job OverviewWe are recruiting a highly skilled Paraplanner to join our growing financial planning practice in Hove. As a key member of the team, you will play a vital role in supporting our Financial Advisers and delivering exceptional client service.

Urban Planning SpecialistWe are seeking a highly motivated and enthusiastic Urban Planning Specialist to join our team at KAP Recruitment Ltd. As a key member of our planning team, you will assist senior planners with various projects, conduct research and analysis on land use, zoning, transportation, and environmental factors to inform planning...

Job SummaryEvelyn Partners is seeking a highly skilled Financial Planning Director to join our team. As a key member of our financial planning department, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement financial plans tailored to individual client needsProvide...

Lead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to manage a team of 5 Financial Planners and provide advice to clients, while driving growth and expansion in Sussex.The ideal candidate will have a natural ability to lead from the front, with a proven track record of managing high-performing teams and delivering...

About the RoleEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive.We are seeking a highly skilled Financial Planning Director to join our team, who will be responsible for driving our financial planning and advisory services forward.The ideal candidate...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...

Rate: £25 per hour (umbrella)Contract: Full Time (3 Months)Lewes is seeking a Senior Accountant to work alongside the Head of Financial Planning and Principal Accountant.The Job Responsibilities:Constructively challenge and provide financial support and advice to managers.Represent the Finance service and deputise for senior finance officers at working...