Financial Planning Specialist
5 days ago
At Brook Street Recruitment, we are currently seeking a highly skilled Financial Planning Specialist to join our team. This is a full-time and permanent position based in Lisburn, working with a leading Financial Services firm.
The ideal candidate will have at least 1 year of experience within Financial Planning, Pensions or Investments, with strong numerical and literacy skills. They will also be proficient in Microsoft Packages.
In this role, you will be responsible for providing administrative support to clients, preparing client valuations and application forms, scheduling LOAs to providers, and managing the return of policy documentation.
You will also provide professional customer service to new and existing clients via telephone, email and face to face when required, using financial planning software to create, record and update client records.
This is a fantastic opportunity to develop your knowledge and understanding of any change in legislation and processes that may impact your role. The salary for this position is £25,000 - £35,000 per annum, dependent on experience.
-
Senior Financial Planning Specialist
2 months ago
Lisburn, United Kingdom Hays Senior Finance Full timeHays Senior Finance is recruiting a Senior Financial Planning Specialist to join our client, a large public sector organization.Job Summary:This is an exciting opportunity to provide financial and workforce planning analysis, management accounts, and income modeling for the Department of Agriculture, Environment and Rural Affairs-Financial Planning in...
-
Route Planning Specialist
1 week ago
Lisburn, United Kingdom HAYS Specialist Recruitment Full timeJob Title: Route Planning SpecialistA leading transport company in Lisburn is seeking an experienced Route Planning Specialist to join their team. This is an excellent opportunity to work in a dynamic environment with a supportive team and contribute to the success of the company.Your main responsibilities will include Route planning, Tachograph compliance,...
-
Financial Planning Specialist
1 month ago
Lisburn, United Kingdom Hays Accounts and Finance Full timeYour new career opportunityThis role will be within the Department of Agriculture, Environment and Rural Affairs-Financial Planning in Lisburn.About the roleProvision of financial analysis and management accounts.Income modelling for the organization.The ideal candidate will have a strong understanding of public finance.Key skills and qualificationsChartered...
-
Financial Support Specialist
2 weeks ago
Lisburn, United Kingdom REED Specialist Recruitment Full timeJob Title: Practice BookkeeperWe are a leading specialist recruitment agency, REED, and we are currently seeking an experienced bookkeeper to join our client's accountancy practice in Co Antrim. The ideal candidate will have a proven track record of delivering high-quality financial support and administration services in a fast-paced environment. Your...
-
Financial Planning Manager
2 months ago
Lisburn, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our finance team in Lisburn, 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...
-
Financial and Contractual Specialist
2 months ago
Lisburn, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals is looking for a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management and contract negotiation, with excellent analytical and communication skills.Key Responsibilities:Develop and manage project financial plans and forecasts.Negotiate...
-
Financial Planning Coordinator
5 days ago
Lisburn, United Kingdom Brook Street Recruitment Full timeJob SummaryBecome a key member of our team as a Financial Services Administrator in Lisburn. This full-time, permanent position involves providing administrative support to clients and assisting with policy documentation. Your responsibilities will include preparing client valuations, scheduling LOAs to providers, and managing the return of policy...
-
Comprehensive Accounting Specialist
2 weeks ago
Lisburn, United Kingdom Everest Accountants & Financial Consultants Ltd Full time**Accounting Opportunity**We are seeking a highly skilled Comprehensive Accounting Specialist to join our team at Everest Accountants & Financial Consultants Ltd. As a key player in our firm's growth and success, you will be responsible for delivering high-quality financial services to our clients. **Responsibilities**Prepare comprehensive management...
-
Senior Financial Planning Specialist
1 month ago
Lisburn, United Kingdom Hays Senior Finance Full timeCompany OverviewHays Senior Finance is working in partnership with a large public sector organisation to appoint a Staff Officer or Deputy Principal Accountant.Salary and BenefitsThis role offers a competitive market leading salary, along with public benefits, including free car parking and hybrid working options.The estimated salary for this position is...
-
Financial Operations Coordinator
1 week ago
Lisburn, United Kingdom HAYS Specialist Recruitment Full timeJob Description:We are seeking a highly skilled Financial Operations Coordinator to join our team at HAYS Specialist Recruitment. As a key member of our finance department, you will be responsible for managing customer invoices and ensuring timely payments. Your duties will also include processing supplier invoices, maintaining accurate records, monitoring...
-
Financial Planning Support Expert
4 weeks ago
Lisburn, United Kingdom Abacus Professional Recruitment Ltd Full timeAs a key member of our Wealth Planning team, you will be responsible for delivering exceptional client experiences while supporting the development of tailored financial solutions.Key responsibilities include:Client Support: Collaborate with wealth planners to deliver high-quality client service, ensuring timely completion of suitability letters and other...
-
Head of Financial Planning
4 days ago
Lisburn, United Kingdom beBee Professionals Full time £45,000 - £65,000Job DescriptionWe require a strong leader who can prepare financial reports, forecasts, and budgets for management review. This includes monitoring and managing the company's cash flow, ensuring financial stability, and overseeing month-end and year-end financial processes.Responsibilities:Prepare financial reports and forecasts for senior management...
-
Senior Financial Analyst
2 weeks ago
Lisburn, United Kingdom Everest Accountants & Financial Consultants Ltd Full time**About Us**We are a dynamic and ambitious accounting practice based in Northern Ireland, dedicated to delivering tailored financial services to our clients. With a strong passion for innovation and growth, we are seeking a highly skilled Qualified Accountant to join our team. **The Role**As a key member of our team, you will be responsible for preparing...
-
Financial Services Professional
5 days ago
Lisburn, United Kingdom Everest Accountants & Financial Consultants Ltd Full timeEverest Accountants & Financial Consultants LtdWe are a fast-growing accounting practice in Northern Ireland, committed to delivering personalized services to our clients. As we expand, we are looking for a skilled Qualified Accountant to join our team and contribute to our success story.About the Role:This is an exciting opportunity to be part of a dynamic...
-
Financial Assistant Manager
1 month ago
Lisburn, United Kingdom REED Specialist Recruitment Full timeAbout the Role:We are seeking an experienced Bookkeeper to join our client's team in Co Antrim. As a key member of the team, you will be responsible for managing the financial aspects of the business, including reconciling sales ledgers, processing invoices, and preparing management accounts.Main Responsibilities:- Managing the sales ledger and credit...
-
Financial Administrator
1 month ago
Lisburn, United Kingdom REED Specialist Recruitment Full timeJob Summary: We are seeking a skilled Financial Administrator to join our team in Co Antrim. As a key member of our finance department, you will be responsible for managing cash flow, performing bank reconciliations, and preparing VAT returns. If you have excellent organizational skills and strong communication skills, we encourage you to apply.Key...
-
Financial Accountant
4 weeks ago
Lisburn, United Kingdom REED Specialist Recruitment Full timeJob Description:At REED Specialist Recruitment, we are seeking a skilled Bookkeeper to join our team. This is an exciting opportunity for a motivated individual to work in a dynamic environment.We are looking for someone with excellent organizational skills, strong communication abilities, and a trustworthy nature. The successful candidate will have...
-
Financial Transaction Specialist
4 days ago
Lisburn, United Kingdom Nominate Recruitment Full timeWe are seeking a highly skilled Financial Transaction Specialist to join our client's commercial team. The successful candidate will have at least 2 years of experience in an accounts receivable related role and be proficient in using accounting systems, such as Microsoft Dynamics Nav 365.The ideal candidate will possess excellent communication skills and be...
-
Civil Engineer Specialist
1 week ago
Lisburn, United Kingdom HAYS Specialist Recruitment Full timeHays Specialist Recruitment Limited is partnering with a prominent engineering consultancy in Northern Ireland to find a Civil Engineer Specialist. This role involves working on new projects across the region, utilizing your skills in design and analysis software. The company offers a competitive salary, ranging from £60,000 to £90,000 per annum, based on...
-
Route Optimization Specialist
1 week ago
Lisburn, United Kingdom HAYS Specialist Recruitment Full timeJob Title: Route Optimization SpecialistAbout the RoleWe are seeking a highly skilled Route Optimization Specialist to join our team in Lisburn. As a key member of our transport operations team, you will be responsible for planning and optimizing routes to ensure efficient delivery of goods.In this role, you will work closely with our logistics team to...