Senior Financial Planning Professional

Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

We are seeking a Senior Financial Professional to join KD Recruitment Limited in North Yorkshire. This is an exciting opportunity for fully qualified or partially qualified finance managers to collaborate with heads of departments on financial strategies.Job DescriptionDevelop and implement financial plans and strategiesAnalyse financial data to inform...

We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Insight Technology. In this role, you will play a key part in driving business growth and profitability by providing strategic financial planning and analysis.About the RoleThe Senior Financial Planning Analyst will be responsible for developing and implementing financial...

About the Role:We are looking for an experienced Senior Financial Professional to join our team at Edwards & Pearce. As an ACCA/ACA qualified professional with at least 3 years PQE, you will have a strong understanding of preparing LTD company accounts and be confident in managing a small team.Key responsibilities will include planning and reviewing work for...

Job Title: Financial Planning ManagerWe are seeking a highly skilled Senior Financial Professional to join our team at Edwards & Pearce. This is an exciting opportunity for an ACCA/ACA qualified professional with at least 3 years PQE from a busy accounts office, trained in a Practice environment.The ideal candidate will have a strong understanding of...

About Our PartnerNJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.Opportunity OverviewThis is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full...

We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for...

**About us** Oyster Wealth Planning Ltd is a small business in Sheffield. We are agile, professional, innovative, and our goal is to work with High Net Worth Individuals and SME Directors in the surrounding counties as holistic Chartered Financial Planners. Our work environment includes: - Modern office setting - Growth opportunities Apprenticeship: This...

Job ProfileWe are seeking an experienced Semi Senior Accountant to join our team at Bennett and Game Recruitment LTD.This is a full-time, permanent position based in our Sheffield office, offering the opportunity to continue studies and develop a career in a high-profile, medium-large sized Accountancy Practice.The successful candidate will be part of a...

The role will be based in the Sheffield office twice a week. Cost Reporting Produce & distribute monthly and ad hoc MI on operational costs & FTE; consolidated and by team, actual v budget with commentary, update forecasts, highlight and explain significant variances Produce monthly MI on headcount and salary costs; consolidated and by team, actual v...

Role OverviewWe are seeking a highly skilled Financial Planning Expert to join our team in Sheffield. This is an exciting opportunity for an ambitious individual who wants to be part of a progressive, customer-centric team that works closely with the business to provide budget assurance and performance improvement while challenging and influencing leadership...

**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

Job DescriptionAbout Our ClientNJR Recruitment are working with a reputable Independent Financial Advisory Firm seeking a skilled Trainee Paraplanner to join their Sheffield team.This is an excellent opportunity for a career-driven individual to develop their skills with a leading Financial Planning practice.Key Responsibilities:Support experienced Financial...

About the RoleElevation Recruitment Group is seeking a highly skilled Senior Financial Strategist to lead the finance function in a dynamic SME based in Sheffield. As Head of Finance, you will be responsible for overseeing all financial aspects of the business, ensuring strict adherence to sector-specific financial regulations.The ideal candidate will have...

At CITRUS CONNECT LTD, we are seeking a highly skilled Estate Planning Consultant to join our team in Sheffield. This is an exciting opportunity to work with a leading company in the field of Will Writing and Estate Planning services.The successful candidate will have the freedom to manage their own schedule, allowing for flexibility and autonomy. With over...

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a rapidly expanding Independent Wealth Management Advisory firm in the UK.Key benefits include:A highly competitive salary of £25,000 - £35,000 per annum, depending on experienceThe successful candidate will be responsible for providing high-quality...

As a Financial Manager at beBee Professionals, you will play a critical role in driving our financial strategy and ensuring the company's financial health. Your expertise will be essential in preparing financial reports, forecasts, and budgets, as well as managing our cash flow and ensuring compliance with regulations.Key Responsibilities:Develop and...

NJR Recruitment represents a highly regarded national Independent Wealth Management organisation in the Sheffield area expanding its team. Benefits and Perks25 days annual leave + Bank Holidays, 1 additional day off for your birthday, private healthcare, contributory pension schemeHybrid working model with flexible schedule options About this role:We are...

Remote opportunity for a Management Accountant to join a busy finance team in South Yorkshire.Salary£50,000 - £80,000 per annum (pro rata) or up to £400 per day as an interim rate.This is a fantastic chance to work with a Housing Association and contribute to their financial management and reporting processes.Key ResponsibilitiesDeliver accurate and...