Financial Planning Expert

About the RoleThe Financial Planning Compliance Expert will be responsible for providing supervisory support to regulated individuals within our financial services business. The ideal candidate will have proven experience of carrying out skills observations/assessments and in-depth knowledge of financial services regulations.Responsibilities:Support the...

About UsCathedral Appointments Ltd is a thriving professional services firm seeking a skilled Financial Planner to join our team. This is an excellent opportunity for a motivated individual who wants to make a difference in people's lives by providing expert financial advice.Job DescriptionThe Financial Planner will be responsible for evaluating clients'...

We are recruiting for a highly skilled Senior Planning Manager to join our team at Bloor Homes - Land & Planning Careers. As a key member of our team, you will be responsible for developing and implementing programmes of action to ensure necessary consents are obtained.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience,...

Financial Planning Opportunity at PrydisWe are an esteemed independent firm of Chartered Financial Planners, seeking a skilled individual to deliver exceptional financial planning services. As a Senior Planning Specialist, you will cultivate professional relationships and generate new business through personalized advice.About This Role:Deliver top-tier...

We are seeking a highly skilled Financial Planning Specialist to join our team at Haines Watts Western.Key responsibilities include:Assisting the Senior Management team and Directors in the preparation of statutory accountsManaging and delivering full accounting roles, including charities and non-profit organizationsOversight of workflow and management of a...

Job Title: Financial Services ExpertLocation: Exeter - Head OfficeHours: 37.5 hours full timeEstimated Salary Range: £22,000-£25,000 per annumKey Responsibilities:Manage debt portfolios effectivelyProvide top-notch customer serviceCollaborate with colleagues to drive business growthBenefits:30 days annual leaveOnsite parkingOnsite gym membershipPension...

About the RoleWe are looking for a skilled Corporate Tax Manager to join our team in Exeter. The successful candidate will have a strong background in UK accountancy practices and be able to manage complex tax affairs effectively.This is a fantastic opportunity to join a dynamic team and contribute to the success of our financial services...

Join our team at Pertemps Exeter as a skilled Asset Manager Financial Expert. In this key role, you'll lead the preparation of the annual asset management budget and 30-year business plan, leveraging your expertise in financial management, budgeting, variance analysis, and Value for Money principles. Your strong project planning and process improvement...

Job Title: Financial Tax ExpertAbout the Role:We are seeking a highly skilled Financial Tax Expert to join our client, a reputable firm in Exeter. As a Senior Manager or CTA Personal Tax professional, you will be responsible for leading and managing a team of tax specialists. The ideal candidate will have excellent leadership skills, strong communication...

About the JobWe are seeking an experienced Financial Expert to join our team, supporting the Asset Management division with financial expertise for sustainability initiatives.The successful candidate will work closely with senior managers to develop and implement investment strategies, ensuring alignment with business objectives.This role involves leading...

Financial Expertise RequiredMeridian Business Support is seeking a highly experienced Senior Accountant to join our team in South Devon.We are offering a competitive salary of £40,000 per annum, reflecting the exceptional skills and qualifications required for this role.The successful candidate will have extensive knowledge of preparing accounts with...

Job Title: Regional Financial Management ExpertFresh People is looking for an experienced Regional Financial Management Expert to join our team. In this role, you will be responsible for providing financial leadership and guidance to our management teams across the South West region.As a seasoned finance professional, you will have at least 2 years of...

Job DescriptionPrydis is seeking a highly skilled Financial Planning Specialist to deliver high-quality, independent financial planning services to clients in Exeter and beyond. The successful candidate will be responsible for developing professional connections, particularly in retirement planning, Inheritance Tax mitigation, Equity Release, and specialist...

At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to lead our finance team in Exeter, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Hays Careers is seeking an experienced Interim Financial Expert to support a 6-month assignment in Exeter. As a hands-on professional, you will oversee and ensure the accuracy and integrity of all financial activities within the organisation. Your responsibilities will include maintaining up-to-date financial records, preparing and reviewing financial...

As an Exeter Planning Expert, you'll join a small planning and architectural team in the heart of Exeter, assisting in leading residential projects. This is an excellent opportunity for Graduates and Seniors alike to develop their skills in various planning sectors.Responsibilities and RequirementsConceive and execute original planning strategiesCompose...

About the Role: A dynamic and exciting opportunity has arisen for a seasoned Senior Finance Business Partner to join our esteemed client in Exeter, UK. This role will support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.Key Responsibilities:Provide financial expertise for investment and...

Rural Financial Services OpportunityAs a Part-Qualified AAT accountant, you'll have the chance to join our Exeter-based team, providing financial support to diverse clients. This role offers a great opportunity to develop your skills and expertise while enjoying a hybrid working model and 3 days in the office.Aiming to become fully qualified, you've gained...

Job Title: Senior and Principal Planners in a Respected ConsultancyWe are seeking experienced Town Planners to join our Planning and EIA Team. This permanent role offers a hybrid working model, primarily from our Bristol office, and invites applications from the South West of England.The consultancy specializes in planning and landscape services, focusing on...

This is an exciting opportunity for a Senior Audit professional to join a leading Accountancy Practice in Weston Super Mare. The successful candidate will be responsible for leading audits, preparing financial statements, and working closely with clients to deliver high-quality services.The ideal candidate will have a strong background in accounting and...