Financial Planning Manager

Job Title: Financial Planning ConsultantAbout the Company: Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional advice and support to our clients. Our team is dedicated to helping individuals achieve their financial goals and secure their future.Salary: £45,000 - £60,000 per annum, depending on...

We are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...

Senior Financial Adviser PositionWe are seeking an experienced Senior Financial Adviser to join our team. The successful candidate will be responsible for providing senior-level financial advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key responsibilities of this role...

Financial Planning & Analysis ManagerWe're seeking a seasoned Financial Planning & Analysis Manager to join our ambitious team in Edinburgh. This is a high-impact role that involves driving financial strategies and delivering key insights.The successful candidate will oversee the planning and delivery of strategic financial processes, including budgeting,...

Overview:Pick for Britain is seeking a highly skilled Strategic Financial Planning Manager to join our team. As a key member of our finance department, you will play a critical role in ensuring the delivery and integrity of monthly financial information.About the Role:We are looking for an experienced Financial Reporting Manager to lead our team and drive...

About the RoleWe are seeking a highly skilled Strategic Financial Planning Manager to join our team at Seven Investment Management LLP.Job SummaryThis is an exciting opportunity for a motivated and experienced individual to take on a challenging role in financial planning, where you will be responsible for delivering high-quality advice to clients. As a key...

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

Job SummaryWe are seeking an experienced Financial Planning Support Manager to join our dynamic team. The successful candidate will provide high-quality administrative support to a team of experienced financial planners, ensuring seamless day-to-day operations.This is a fantastic opportunity for someone looking to pursue Chartered status and progress their...

About Schroders RecruitmentWe look after private individuals, families, and charities through our wealth management business.Our team helps clients around the world invest money to meet their goals, fulfill their ambitions, and prepare for the future.Job SummaryWe are seeking a Financial Planning Associate to join our Wealth Planning team. As a key member of...

Role OverviewThis role presents an exciting opportunity for a skilled Financial Planning expert to join abrdn's financial planning team. The ideal candidate will have a strong background in paraplanning and proven experience in delivering high-quality financial planning services to clients.The successful applicant will be responsible for building and...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

A qualified and ambitious financial planning manager opportunity has arisen with Lochead Sandford Recruitment Limited in Edinburgh.The ideal candidate will have current or recent UK audit experience gained from another UK practice firm, excellent client, organisational skills and the ability to lead audits. Competitive salary: £50,000 - £65,000 per...

Role OverviewWe are looking for an experienced Financial Planning Specialist to join our Commercial Finance team. In this role, you will be responsible for providing financial planning and analysis support to the product and cost teams.The ideal candidate will have a strong background in management accounting, financial modeling, and commercial experience....

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

About the Role:Lusona Consultancy is seeking a highly skilled Financial Planning Strategist to join our team in Edinburgh. As a key member of our finance team, you will play a crucial role in shaping the financial direction of our organisation.The ideal candidate will have a professional qualification (CIMA, CA, ACCA, ACA or CFA) or extensive relevant...

Job DescriptionWe are seeking a highly skilled Financial Paraplanner to join our team at Seven Investment Management LLP. This is an exciting opportunity for an experienced professional to work closely with our financial planners, supporting them in delivering high-quality advice to clients.About the RoleThis role involves working with complex advice cases,...

About Our CompanyWe are a leading Investment Management institution in Scotland, backed by a significant investment to expand our presence across the country. Our goal is to relaunch our strategy with a focus on financial planning and we seek an experienced Financial Planner Director to join us. This role will help grow the Private Clients arm of the firm...

About the RoleWe are currently seeking a Financial Reporting Manager - Network Planning to join our finance team at NatWest. In this role, you will be responsible for managing the preparation and review of the bank's financial reports, including the consolidated financial statements.The ideal candidate will have extensive experience in financial reporting,...