Financial Planning Specialist

Financial Planning SpecialistLusona Consultancy has an excellent opportunity for a Financial Planning Specialist to join our global service sector client in Glasgow City Centre. As a key member of the wider finance team, you will report to the senior manager and be responsible for overseeing the accounting processes regarding remuneration across the...

Financial Planning Support SpecialistOur client, a leading financial planning company, is seeking a skilled Financial Planning Support Specialist to join their team. The successful candidate will provide essential support to financial advisers through technical research and report writing, as well as attending meetings as required. The role involves working...

About the RoleAs a Financial Planning Specialist, you will provide technical research and report writing support to financial advisers, attending meetings as needed.You will assist with holistic independent financial advice, cash flow modelling, pensions, investments, and estate/tax planning services.This role offers hands-on exposure to clients, a vital...

Financial Planning Support SpecialistHeat Recruitment Ltd is seeking a skilled Financial Planning Support Specialist to join their team. As a key member of the financial planning process, you will support several highly successful advisers and their HNW clientele. Your responsibilities will include producing new business illustrations, utilising software...

We are seeking a skilled Financial Planning Specialist to join our team at Johnston Carmichael. The ideal candidate will be located close to one of our Wealth office hubs – Glasgow, Edinburgh, Aberdeen or Inverness.Key Responsibilities:Produce compliant and detailed suitability reports for Level 3 solutionsCarry out market comparisons and research in line...

Key Role SummaryWe are seeking a skilled Financial Planning Support Specialist to join our team at Eden Scott. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.Day-to-Day ResponsibilitiesCarry out technical support for our...

Role OverviewWe are seeking a skilled Financial Planning Support Specialist to join our team at Eden Scott. As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.Key ResponsibilitiesConduct technical research to support financial advisers in providing...

We are seeking an experienced Financial Planning Specialist to join our client based in Glasgow. This is a fantastic opportunity to work with a dynamic and growing company in a key role within the finance team.To be considered for this role, you must either be a Part-Qualified Finalist or a Newly Qualified Accountant. Our client is dedicated to providing a...

Job OverviewWe are seeking a skilled Financial Planning Support Specialist to join our dynamic team. As a key member of our financial services team, you will provide essential support to our financial advisers through technical research and report writing, attending meetings as required.Our advisers offer holistic independent financial advice to clients,...

Financial Planning and Analysis SpecialistThis role will suit a newly or recently qualified CA/ACCA looking for a challenging and varied position within a well-established and expanding CA Firm based in the outskirts of Glasgow.Key Responsibilities:Financial planning and analysisAudit and assuranceCompliance and risk managementRequirements:CA/ACCA...

Job Summary: We are seeking a highly organized and detail-oriented individual to join our Paraplanning team as a Financial Planning Support Specialist. In this role, you will play a critical part in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Obtain information on existing policies, including issuing letters of...

We're seeking a skilled Financial Services Transfer Specialist to join our Client Solutions Operations teams. This role is integral to delivering exceptional customer service, maintaining a healthy balance between meeting customer needs and managing a dynamic workload.As a key member of our team, you'll be responsible for managing multiple queries, ensuring...

Financial Planning and Analysis SpecialistLusona LLP is partnered with a service sector client to source a Financial Planning and Analysis Specialist. The role is on a fixed term contract basis, focusing on financial planning and budgeting processes within the wider finance team.Key Responsibilities:Contribute to the financial planning and budgeting...

Job SummaryAt IDEX Consulting, we are seeking a skilled Financial Planning Support Specialist to join our National Financial Planning business team. As a key member of our Paraplanning team, you will play a vital role in supporting Advisers and clients in the advice giving process.Key ResponsibilitiesObtain information on existing policies, including issuing...

Financial Planner OpportunityFram Executive Search Limited is seeking a highly experienced Financial Planner to join their team in Glasgow. As a key member of the firm, you will be responsible for building and nurturing client relationships, conducting comprehensive financial reviews, and delivering bespoke financial plans tailored to clients' unique...

Financial Planning ParaplannerWe are seeking an experienced Paraplanner to support our team of Financial Planners in providing high-quality financial planning and investment management services to our clients.Key Responsibilities:Perform research and obtain illustrations to support financial planning recommendationsUse analytical software to analyze client...

Job Summary:We are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at 3D Drumchapel. The successful candidate will be responsible for providing and maintaining high-level budgets and financial reporting systems.Key Responsibilities:Maintain and facilitate an effective financial reporting system to meet the needs of the...

About the RoleWe are seeking a skilled Data Quality Specialist to join our team at Nucleus Financial. As a Data Quality Specialist, you will play a critical role in ensuring the accuracy, integrity, and quality of our data.Key ResponsibilitiesExamine and test datasets for integrity, accuracy, and quality.Assist with remediation of M365 data quality...

Job Purpose:To support the provision of financial budgeting and planning processes across multiple business areas, ensuring effective reporting mechanisms are in place to foster a 'no surprise' culture. Collaborate closely with the central Finance Office to deliver transactional support in a highly professional, effective, and efficient manner, utilizing...

Job DescriptionWe are seeking a highly skilled Management Accountant to join our finance team at Lusona Consultancy. As a key member of the team, you will be responsible for overseeing accounting processes and ensuring the accuracy of financial data.Key Responsibilities:Manage and maintain financial records and reportsDevelop and implement financial planning...