Financial Planning Manager

Job Title:Financial Planning Manager\About the Role:\We are seeking an experienced Financial Planning Manager to join our team at Pro-Tax in Leeds City Centre.\Key Responsibilities:\\Manage a portfolio of high-net-worth clients, providing tax planning services and compliance support.\Review and manage personal tax work of junior team members.\Develop and...

Competitive salary & benefitsAbout the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our dynamic team at Hays Senior Finance in Leeds, UK.This is a pivotal role ensuring the financial health and compliance of a key division of the organisation.Financial Planning: Prepare 5-year financial plans, quarterly forecasts, monthly...

At Progeny, we are seeking a highly skilled Senior Financial Planning Manager to join our Finance team. This exciting opportunity offers the chance to play a key role in driving the strategic plan, annual budgeting and forecasting processes for the business.The successful candidate will have substantial experience within Financial Planning and Analysis and...

**Job Summary:**We are seeking a highly skilled Senior Financial Planning Manager to join our team at IDEX Consulting Ltd.Salary: £55,000 - £65,000 per annum, plus benefitsJob DescriptionIn this role, you will be responsible for managing a large portfolio of clients, providing high-quality financial planning services, and maintaining recurring income...

Lowell Financial Ltd, a leading player in the UK finance sector, is seeking an experienced Financial Risk Governance Manager to join its dynamic team.About the RoleThis exciting opportunity will see you working closely with the Group Head of Audit and Regional Heads of Audit to ensure that our risk management systems, internal controls, and governance...

Job Title: Financial Planning ManagerWe are seeking a skilled and proactive Senior Estimator to join Reconstruction Midlands Limited, a well-established Civil Engineering Contractor based in Leeds. As a key member of our team, you will be responsible for developing detailed estimates for various projects, ensuring that all necessary information is carefully...

Job OverviewWe are seeking a highly skilled Financial Performance Manager to lead our Legal Recoveries team. As a key member of our management team, you will be responsible for driving team performance and ensuring we meet our targets and KPIs.Salary and BenefitsA competitive salary is on offer, including a discretionary annual bonus for outstanding...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Georgiana Head Recruitment Limited.This role will involve managing everyday trust administration, tax and basic trust accounts for a portfolio of trusts and settlements. You will also be responsible for some related personal tax work for beneficiaries.The ideal...

ResponsibilitiesThe successful candidate will work closely with the Finance Director, providing financial information, analysis, and support to various stakeholders as required. Key tasks include:Assisting in the preparation and review of budgets and forecasts.Liaising with commercial and operations management to identify improvement opportunities.Leading...

About the RoleElevation Recruitment Group is currently looking for a skilled Senior Finance Business Partner on behalf of an innovative organization based in Leeds.The ideal candidate will have extensive knowledge of profit and loss accounting and the accounting treatments for financial transactions, as well as a strong sense of commercial acumen.This is a...

Job Title: Head of Financial Planning and AnalysisLocation: Leeds (Hybrid)About the Role:We are seeking a highly skilled Head of Financial Planning and Analysis to join our thriving Finance team. As a key member of our leadership team, you will play a pivotal role in delivering the strategic plan, annual budgeting and forecasting processes for the...

Job Title: Financial Planning DirectorAt The Progeny Group, we are seeking a highly skilled Financial Planning Director to join our Finance team. As a key member of our leadership team, you will play a critical role in driving business growth and success.The successful candidate will have substantial experience in financial planning and analysis, with a...

OverviewAustin Fraser is a leading financial planning company that provides top-tier services encompassing wealth management, employee benefits, and retirement planning. Our team is seeking a skilled Paraplanner to support our Financial Planners in delivering comprehensive research and report writing services. About the RoleThe successful Paraplanner will...

Company OverviewLime Search & Select Ltd is a leading Investment Management and Financial Planning firm based in Central Sheffield, providing sound financial advice to businesses and individuals. We are seeking a Junior Financial Adviser to join our team.

Paraplanner - LeedsSalary: £40,000We are partnering with a dynamic firm in Leeds to find a skilled paraplanner who can assist their financial planners in formulating client advice and provide technical support. The ideal candidate will have at least 2 years of experience and a strong understanding of the financial planning process.To aid the Financial...

We are currently recruiting for a skilled Paraplanner to join our team at CV-Library in Edinburgh.This is an ideal opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The...

About the Role: We are seeking a skilled Financial Planning Specialist to join our team at Bartlett Group. In this role, you will play a crucial part in providing financial plans and independent advice to our clients.Responsibilities:Analyse client objectives and circumstances to identify holistic financial planning needs and opportunities.Undertake...

We are partnering with a leading wealth management business to find a highly skilled Financial Planning Administrator in a modern office space near the city center.The ideal candidate will work closely with experienced financial planners, developing strong relationships with clients and delivering exceptional results. Key responsibilities...

My client, Lime People Search & Select Ltd, is a leading Financial Planning firm in Central Leeds, UK. They provide comprehensive Financial Planning services to businesses and individuals nationwide.The main purpose of this role is to offer first-line administrative support to Financial Planning Consultants and act as the primary point of contact for...

About UsEversheds Sutherland is a leading global law firm with over 5,000 professionals across more than 30 countries. We provide full-service expertise, combined with deep niche and sector experience.Role OverviewWe are seeking an experienced Financial Planning Strategist to join our team in a highly collaborative environment. As a key member of our Pricing...