Senior Financial Planning and Operations Specialist

We are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...

Job Title: Financial Planning ConsultantAbout the Company: Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional advice and support to our clients. Our team is dedicated to helping individuals achieve their financial goals and secure their future.Salary: £45,000 - £60,000 per annum, depending on...

Investment Professional OpportunityWe are seeking an experienced Financial Adviser to join our team as an Investment Professional. The successful candidate will be responsible for providing high-quality investment advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key...

We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

Role OverviewWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at TargetJobs UK.

Senior Financial Adviser PositionWe are seeking an experienced Senior Financial Adviser to join our team. The successful candidate will be responsible for providing senior-level financial advice and support to clients, working closely with other members of the team to deliver exceptional results.Key Responsibilities: The key responsibilities of this role...

**Are you a highly motivated Recently Qualified CA/ACCA or an ambitious Newly Qualified CA due to come out of contract this year, keen for a new challenge in financial planning?**WHY CHOOSE THIS ROLE?Genuine work life balance.Competitive salary: £40,000 - £60,000 per annum.Hybrid & flexible working.Accredited Investor in People.Company OverviewLochead...

Role OverviewWe are looking for an experienced Financial Planning Specialist to join our Commercial Finance team. In this role, you will be responsible for providing financial planning and analysis support to the product and cost teams.The ideal candidate will have a strong background in management accounting, financial modeling, and commercial experience....

Job Description:Centre for the Moving Image is seeking a skilled Financial Operations Specialist to join its team. This role is responsible for delivering the monthly payroll for four separate entities, as well as performing a range of finance processes, including VAT reporting, cash flow management, and credit control.The Financial Operations Specialist...

Key Role SummaryWe are seeking a highly skilled and experienced Senior Paraplanner to join our dynamic team in Edinburgh or Dundee. As a key member of our financial planning and investment management team, you will provide essential support to our financial advisers through technical research and report writing.ResponsibilitiesProvide technical research and...

Job Summary:We are seeking an experienced Financial Planning Specialist to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.This is a fantastic opportunity to advance professionally with opportunities to expand your...

**Job Summary:**">We are seeking a highly skilled Financial Planning Specialist to join our team at NatWest. As a key member of our organization, you will play a critical role in supporting the annual budget process and various internal and regulatory stress tests.In this dynamic and collaborative environment, you will be responsible for producing the...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

We are seeking an experienced Financial Planning Specialist to join our team in Edinburgh City Centre. As a key member of our IFA Practice, you will be responsible for ensuring the completeness of client files and gathering necessary information.Job ResponsibilitiesConfirm risk profile, capacity for loss, and knowledge and experience is determined and...

Job DescriptionWe are seeking an experienced Financial Operations Specialist to join our team at Trainline plc. In this role, you will play a critical part in ensuring the smooth functioning of our accounts payable and finance teams.The ideal candidate will have strong experience in accounts payable and/or procurement operations roles, with advanced Excel...

We are looking for a skilled Project Operations Specialist to support the delivery of our Transact project. This role involves working closely with Ops leads, technology partners, senior management, and business counterparts to ensure seamless integration of system data and operational requirements.The successful candidate will have a solid understanding of...

Your New Company:Hays Accountancy and Finance is proud to be working in partnership with a forward-thinking organisation that is seeking a highly skilled Strategic Financial Operations Specialist within their well-established finance team.This company will provide a stimulating role alongside great support, training, and flexibility.Your new role:In your new...

Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to support Alzheimer Scotland's operations and ensure the effective management of our finances. As a key member of our team, you will play a vital role in processing financial transactions, preparing financial reports, and providing analysis to inform business...

Job Overview: As a Financial Operations Specialist at Sodexo Group, you will play a critical role in delivering financial services to support the Heritage Portfolio Scotland brand. This position involves working on-site at Royal Botanic Garden Edinburgh for three days and providing field support for two days. You will work closely with the finance team to...

State Street Corporation Overview: As a leading custodian bank, asset manager, and asset intelligence company, we provide investment servicing, data, and analytics to institutional clients. Our competitive benefits packages and commitment to diversity and inclusion make us an attractive employer.We are seeking a Financial Operations Specialist to work in our...