Financial Planning Assistant Manager
1 week ago
Evelyn Partners Fund Solutions Limited is the leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our mission is to provide an award-winning service for our clients by employing the best people.
We are driven by our core values of Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results. As a key member of our Guildford Private Client Tax team, you will enjoy working on a variety of clients including OMB's, HNI, Partners in Partnerships, Non-Doms, and Sole Traders.
Key Responsibilities:- Prepare tax returns for a portfolio of clients including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, and partnerships.
- Ensure administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
- Manage WIP and client billing.
- Competitive salary £60,000 - £80,000 per annum
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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Financial Planning Senior
4 days ago
Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeAbout the Role:">">This exciting opportunity is for a Part Qualified or Newly Qualified ACA or ACCA Audit & Accounts Senior to work in a forward-thinking independent firm in Surrey.">You will be responsible for planning and completing audits, as well as preparing financial statements.">With a mix of Audit and Accounts experience, you may be keen to end your...
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Financial Planning Manager
2 weeks ago
Guildford, Surrey, United Kingdom Reed Full timeRole OverviewThis is an exciting opportunity for a Financial Planning Manager to join our team in Guildford. As a key member of the Senior Leadership Team, you will oversee all financial aspects of two UK businesses within a larger international group.
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Financial Planning Manager
4 days ago
Guildford, Surrey, United Kingdom Austin Fraser Full timeWe are seeking a skilled Financial Planning Manager to join our team at Austin Fraser on an interim basis for the next 6 months. This is a fantastic opportunity to design and establish a new FP&A function from scratch.Key ResponsibilitiesPresent financial data insights to senior leadership using Power BI and other visualization tools.Create comprehensive...
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Financial Planning Manager
3 days ago
Guildford, Surrey, United Kingdom Reed Full timeJob OverviewThis is an exciting opportunity to join a leading company as a Financial Controller, overseeing the financial aspects of two UK businesses within a larger international group.ResponsibilitiesDevelop and implement strategic financial plans in collaboration with the Senior Leadership Team.Provide insightful financial analysis, reports, and advice...
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Project Financial Planning Manager
3 weeks ago
Guildford, Surrey, United Kingdom Howett Thorpe Full timeProject Financial Planning Manager Job DescriptionWe are seeking a highly experienced Project Financial Planning Manager to join our team at Howett Thorpe.This role requires a strong commercial finance background, with experience in project finance and financial planning.Your responsibilities will include:Developing and implementing financial plans for...
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Senior Financial Planning Manager
1 week ago
Guildford, Surrey, United Kingdom Reed Full timeJob OpportunityWe are seeking a highly skilled Senior Financial Planning Manager to join our client's Senior Leadership Team in Guildford. This exciting role involves overseeing all financial aspects of two UK businesses within a larger international group.The ideal candidate will have strong financial and strategic planning skills, with experience in...
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Financial Planning and Analysis Manager
7 days ago
Guildford, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000About the RoleWe are seeking a highly skilled Finance Manager to join our team in Guildford, United Kingdom. The successful candidate will be responsible for overseeing financial planning, reporting, and analysis.Key Responsibilities:Financial planning and analysis.Cash flow management.Month-end and year-end financial processes.Tax compliance and regulatory...
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Strategic Financial Planning Manager
2 weeks ago
Guildford, Surrey, United Kingdom Reed Full timeWe are seeking an experienced Financial Controller to lead our finance team, driving financial growth and improvement across two UK businesses.The ideal candidate will have a strong background in financial planning, with expertise in developing and implementing strategic financial plans.The key responsibilities include:Designing and executing financial...
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Financial Planning Professional
1 month ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeGrow Your Career as a Trainee Financial PlannerWe are seeking highly motivated and ambitious individuals to join our team as Trainee Financial Planners. In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with experienced professionals who will guide and support you every step of the way.As...
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Financial Manager Lead
4 weeks ago
Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeA highly successful and progressive firm of Chartered Accountants in Guildford is looking to recruit a skilled Financial Manager to join their experienced team. With car parking, flexible working and a generous benefits package on offer, this role is an exciting opportunity for an ambitious individual.This critical role is key to the Audit and Accounts team,...
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Head of Financial Planning
2 months ago
Guildford, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Head of Financial Planning to join our finance team in Guildford, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage...
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Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Howett Thorpe Full timeJob OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Howett Thorpe. This is an exciting opportunity for a seasoned professional to lead financial planning and budget management for multiple multimillion-pound projects.The ideal candidate will have experience working within project finance or cost finance positions,...
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Financial Planning Director
2 weeks ago
Guildford, Surrey, United Kingdom Reed Full timeDirector of Financial StrategyWe are looking for a highly experienced Director of Financial Strategy to drive financial decision-making across our UK businesses within an international group.Salary: £65,000 - £75,000 per annum + bonus.About the RoleType: Full-time (Hybrid)Location: GuildfordThe ideal candidate will develop and implement strategic financial...
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Financial Planning Director
1 month ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the CompanyEvelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services, with a long history of delivering exceptional client service and driving business growth. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a talented Financial...
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Financial Planning Manager
2 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited offers an exciting opportunity for a Financial Planning Manager - Private Clients. As a key member of our team, you will provide expert financial planning advice to high net worth individuals and families.In this role, you will be responsible for delivering comprehensive financial planning services, including cash flow...
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Financial Planning Professional
1 week ago
Guildford, Surrey, United Kingdom mbf Full timeAbout MBFMBF is a highly successful and fully independent financial planning practice in Guildford, known for its supportive culture where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.Key...
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Financial Accountant
3 weeks ago
Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeCompany OverviewFletcher George Financial Recruitment is a leading recruitment agency specialising in accountancy and financial roles. Our mission is to connect talented professionals with top employers in the industry.Job Title: Senior Accounting PositionWe are currently seeking an experienced Senior Accounting professional to join our client's team in...
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Financial Services Compliance Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Synchronicity Financial Services Full timeWe are seeking a Financial Services Compliance Specialist to join our team at Synchronicity Financial Services. This role offers an excellent opportunity for individuals with a passion for financial regulations and compliance to gain valuable experience in wealth management.The ideal candidate will have some experience gained in the financial services or...
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Financial Planning Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Howett Thorpe Full timeAbout the RoleWe are looking for an experienced Financial Planning Specialist to join our client's team at Howett Thorpe. In this role, you will be responsible for managing financial planning, budgeting, and forecasting for multiple projects.The ideal candidate will have experience working within project finance or cost finance positions in construction,...
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Financial Planning Senior Manager
1 month ago
Guildford, Surrey, United Kingdom Fletcher George Full timeSenior Financial Planning RoleFletcher George is recruiting a Part Qualified or Newly Qualified ACA or ACCA Audit & Accounts Senior to work in a forward-thinking independent firm in Surrey. As a key member of our team, you will be responsible for planning and executing audits, as well as preparing financial statements for our clients.Our ideal candidate will...