Financial Planning Professional
1 month ago
We are seeking highly motivated and ambitious individuals to join our team as Trainee Financial Planners. In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with experienced professionals who will guide and support you every step of the way.
As a Trainee Financial Planner, you will assist qualified financial planners and their support teams with new and existing client work. You will also support the preparation of new financial plans and monitor and adapt existing plans, including research and analysis.
We believe that hands-on experience is key to creating well-rounded trusted advisers. Therefore, you will work on front office financial planning tasks alongside studying for the Personal Finance Society Diploma, before moving forward to becoming a Chartered Financial Planner through the Chartered Insurance Institute.
The training will ensure that you develop a broad range of skills while learning how to apply your new knowledge to real client scenarios. You will receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department.
We offer a competitive salary of £25,000-£30,000 per annum, depending on your qualifications and experience. This includes fully funded training towards professional qualifications, private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, cycle to work scheme, season ticket loan, and shared parental leave.
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Financial Planning Professional
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Guildford, Surrey, United Kingdom mbf Full timeAbout MBFMBF is a highly successful and fully independent financial planning practice in Guildford, known for its supportive culture where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.Key...
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Financial Services Professional
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Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeSenior Accounting Position AvailableWe are seeking a highly skilled and experienced accountant to join our team in Guildford. As a Senior Accountant, you will be responsible for delivering exceptional client service, preparing complex financial statements, and developing your skills in advisory work.About the Role:Lead a team of junior accountants and...
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Financial Planning Director
1 month ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the CompanyEvelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services, with a long history of delivering exceptional client service and driving business growth. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a talented Financial...
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Financial Accountant
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Financial Planning Specialist
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Guildford, Surrey, United Kingdom Howett Thorpe Full timeJob OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Howett Thorpe. This is an exciting opportunity for a seasoned professional to lead financial planning and budget management for multiple multimillion-pound projects.The ideal candidate will have experience working within project finance or cost finance positions,...
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Financial Planning Director
7 days ago
Guildford, Surrey, United Kingdom Reed Full timeDirector of Financial StrategyWe are looking for a highly experienced Director of Financial Strategy to drive financial decision-making across our UK businesses within an international group.Salary: £65,000 - £75,000 per annum + bonus.About the RoleType: Full-time (Hybrid)Location: GuildfordThe ideal candidate will develop and implement strategic financial...
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Financial Planning Specialist
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Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeGraduate Programme: A Career in Financial PlanningEvelyn Partners Fund Solutions Limited, a leading force in UK wealth management and professional services, has been helping individuals and businesses achieve better outcomes for over 180 years. Our team of passionate professionals is united by a shared purpose: to deliver good advice and exceptional...
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Financial Services Senior
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Strategic Financial Planning Manager
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Guildford, Surrey, United Kingdom Reed Full timeWe are seeking an experienced Financial Controller to lead our finance team, driving financial growth and improvement across two UK businesses.The ideal candidate will have a strong background in financial planning, with expertise in developing and implementing strategic financial plans.The key responsibilities include:Designing and executing financial...
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Audit and Accounts Professional
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Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeFletcher George Financial Recruitment is a leading financial recruiter welcoming applications from experienced accountants. We are seeking an Audit and Accounts Senior to join our team in Guildford, Surrey.The successful candidate will have at least 12 months of experience in an audit team and hold ACA/ACCA or equivalent qualifications. They will be...
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Financial Planning Manager
5 days ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited offers an exciting opportunity for a Financial Planning Manager - Private Clients. As a key member of our team, you will provide expert financial planning advice to high net worth individuals and families.In this role, you will be responsible for delivering comprehensive financial planning services, including cash flow...
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Financial Planning Senior Manager
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Guildford, Surrey, United Kingdom Fletcher George Full timeSenior Financial Planning RoleFletcher George is recruiting a Part Qualified or Newly Qualified ACA or ACCA Audit & Accounts Senior to work in a forward-thinking independent firm in Surrey. As a key member of our team, you will be responsible for planning and executing audits, as well as preparing financial statements for our clients.Our ideal candidate will...
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Financial Planning Manager
1 week ago
Guildford, Surrey, United Kingdom Reed Full timeRole OverviewThis is an exciting opportunity for a Financial Planning Manager to join our team in Guildford. As a key member of the Senior Leadership Team, you will oversee all financial aspects of two UK businesses within a larger international group.
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Financial Planning Specialist
7 days ago
Guildford, Surrey, United Kingdom Howett Thorpe Full timeAbout the RoleWe are looking for an experienced Financial Planning Specialist to join our client's team at Howett Thorpe. In this role, you will be responsible for managing financial planning, budgeting, and forecasting for multiple projects.The ideal candidate will have experience working within project finance or cost finance positions in construction,...
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Senior Audit Professional
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Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeAs an experienced auditor, you will play a key role in the planning and execution of audits. You will work closely with clients in London and the South East to understand their business needs and provide tailored audit solutions. This is a fantastic opportunity for a motivated and ambitious professional to join our team at Fletcher George Financial...
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Senior Financial Planning Manager
1 day ago
Guildford, Surrey, United Kingdom Reed Full timeJob OpportunityWe are seeking a highly skilled Senior Financial Planning Manager to join our client's Senior Leadership Team in Guildford. This exciting role involves overseeing all financial aspects of two UK businesses within a larger international group.The ideal candidate will have strong financial and strategic planning skills, with experience in...
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Project Financial Planning Manager
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Audit and Accounts Lead Professional
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Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeJob DescriptionAudit Semi Senior role in Guildford, Surrey with flexible working arrangements.Key Responsibilities:Assist in planning and executing audit and assurance engagements across various sectors.Supervise more junior team members, delegating tasks and reviewing their work.Promote strong client relationships.Prepare financial statements for...