Financial Planning Specialist
3 weeks ago
NJR Recruitment is pleased to present a career opportunity with a renowned national Independent Wealth Management organisation, based in the Sheffield area, seeking to expand their team.
Why this role?
- Competitive annual leave package with 25 days + Bank Holidays
- Flexible hybrid working arrangement
- A dedicated day off for your birthday
- Comprehensive contributory pension scheme
- Private Healthcare coverage
- Life assurance and Health insurance
- Charity volunteer days
- Support for personal and professional development
APCT1_UKTJ
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Financial Planning Specialist
1 month ago
Sheffield, Sheffield, United Kingdom Sharp Consultancy Full timeSharp Consultancy is seeking a Financial Planning Specialist to collaborate with key stakeholders across sales and operational teams in EMEA. The ideal candidate will provide financial support to sales activities and contribute to the multi-year account plan for business growth.The Financial Planning Specialist will focus on providing accurate forecasts,...
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Financial Planning Consultant
7 days ago
Sheffield, Sheffield, United Kingdom Quilter Financial Advisers Full timeRole 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:...
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Financial Planning Specialist
1 month ago
Sheffield, Sheffield, United Kingdom CMS Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at CMS. As a key member of our Finance Business Partner team, you will play a critical role in supporting our leadership teams with accurate, timely, and insightful financial planning advice.Your primary responsibilities will include:Compiling and assessing financial...
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Financial Planning Specialist
1 month ago
Sheffield, Sheffield, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and be able to develop and maintain client relationships, maximizing their potential and accurately inputting information into the CRM system in a timely manner.The successful...
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Financial Planning and Analysis Specialist
7 days ago
Sheffield, Sheffield, United Kingdom Sharp Consultancy Full timeAbout the RoleSharp Consultancy is thrilled to partner with a rapidly growing business in Sheffield, UK. We are seeking an experienced Financial Planning and Analysis Specialist on a permanent basis.Key Responsibilities:To collaborate closely with key stakeholders across sales and operational teams, providing financial support for sales activities and...
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Financial Planning Support Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This role is a great opportunity for someone to join a dynamic and award-winning integrated company that provides planning and investment services to professionals and individuals.The company...
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Financial Planning Specialist
1 month ago
Sheffield, Sheffield, United Kingdom beBee Professionals Full time £45,000 - £65,000We 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...
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Financial Planning Administrator Role
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleAt Recruit UK, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.This is an excellent opportunity for a skilled individual to join their team and contribute to their success.Key Responsibilities:Participate in all...
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Senior Financial Planning Assistant
7 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeAbout 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...
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Financial Planning Support Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionExperience a fulfilling career with our leading Financial Planning and Private Client Investment Management company based in Sheffield.Our award-winning team provides planning and investment services to both professionals and individuals.We have a strong commitment to supporting our clients and communities, and we're looking for...
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Financial Planning Specialist
7 days ago
Sheffield, Sheffield, United Kingdom Bennett and Game Recruitment LTD Full timeJob 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...
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Financial Planning Professional
3 weeks ago
Sheffield, Sheffield, United Kingdom Capio Recruitment Full timeFinancial 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...
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Financial Planning and Reporting Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom CV-Library Full timeRemote 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...
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Financial Planning Expert
2 weeks ago
Sheffield, Sheffield, United Kingdom myGwork Full timeRole 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...
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Financial Planning Administrator
4 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeAre you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...
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Senior Financial Planning Specialist
7 days ago
Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full timeKey ResponsibilitiesOwning and refining financial models for budgeting and long-range planning.Deep analysis of key drivers like pricing, unit economics, and margin optimization.Providing strategic financial insights by collaborating with the Management Accounts Team.Finance Business Partnering.Driving process improvements and internal...
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Financial Planning Specialist
6 days ago
Sheffield, Sheffield, United Kingdom Kennedy Pearce Consulting Full timeWe are partnered with a growing advertising agency in Sheffield seeking an experienced Assistant Management Accountant for a permanent position.This is a fantastic opportunity to work closely with the Financial Controller on a broad role, gaining exposure into group and US accounting. The agency offers a competitive salary between £30,000-£35,000 per annum...
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Financial Planning Assistant
3 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob 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...
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Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Greencore Full timeRole OverviewWe are seeking a skilled Financial Analyst to join our team at Greencore.As a key member of our finance department, you will play a crucial role in influencing business decisions by providing financial insight and analysis.Key ResponsibilitiesThe successful candidate will be responsible for:Partnering with the Procurement team to provide timely...
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Financial Assistant
4 weeks ago
Sheffield, Sheffield, United Kingdom Hays Specialist Recruitment Limited Full timeYour new companyHays Specialist Recruitment Limited is seeking an experienced Bookkeeper to be part of their growing team in Sheffield. This is a permanent full-time position with elements of hybrid working and flexibility with early working.As an experienced Bookkeeper, you will be responsible for handling various financial tasks, includingDealing with...