Financial Planning

Applicants must be located and eligible to work in the UK without sponsorship. This is a min 3 month interim contract that sits Outside IR35.  Very hybrid / largely remote if needed with occasional travel to offices in Spitalfields. Day rate £(Apply online only) depending upon experience FP&A Manager / Senior Analyst MERJE are delighted to be...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

About Informed Financial PlanningWe are a leading provider of independent financial advice, education, and support. Our mission is to empower individuals to create a better future through our client-centred approach.

Job Advert Are you a creative and dynamic Corporate Fundraiser with a passion for making the world a better place? Do you have experience of securing six- figure corporate partnerships with some of the UKs leading brands? Great, then we may have the role that you have been looking for. Mencap are recruiting a Partnership Development Manager to join our...

Job AdvertAre you a creative and dynamic Corporate Fundraiser with a passion for making the world a better place? Do you have experience of securing six- figure corporate partnerships with some of the UKs leading brands? Great, then we may have the role that you have been looking for.Mencap are recruiting a Partnership Development Manager to join our...

Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team at the Kingswood Group. Based in the UK, with offices in New York and Johannesburg, we offer a unique opportunity to work with clients across various wealth bands, providing personalized financial planning solutions.

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Company OverviewDynamite Recruitment Solutions Ltd is a Chartered Financial Planning Firm based in Petersfield, offering full-time positions with opportunities for long-term career growth.

About the RoleClayton Davies is seeking a skilled Financial Planning Associate to support our team of Financial Advisers.The successful candidate will be responsible for conducting thorough research, accurate calculations, and effective communication to deliver high-quality client outcomes.Key Responsibilities:Undertake comprehensive research to provide...

Company Overview\MI Search is a national/international financial planning and investment management firm with significant assets under management. The company seeks an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle.\This role offers a substantial and established portfolio of clients to advise, local...

Job Opportunity at MI SearchWe are working with a prominent financial planning and investment management firm to find an experienced financial planner to join their team in the Hull area.This role will involve managing a substantial and established portfolio of clients, providing local administration support, and offering paraplanning assistance. The ideal...

MI Search is a leading financial planning and investment management firm with a substantial presence in the UK. We are seeking an experienced Financial Adviser to join our team in Hull, working out of our Hessle offices.The successful candidate will manage client portfolios and provide expert financial advice, while also performing local administration and...

About the Role: We are seeking a highly skilled Strategic Financial Planning Specialist to join our team at AB Agri Ltd. In this role, you will be responsible for preparing and reviewing monthly P&L and balance sheet reconciliations, with variance analysis.You will also support budget and forecast preparation, providing information to support operational...

Blusource Professional Services Ltd is a firm of accountants based in Peterborough, looking for a Financial Planning Associate to join their team. The ideal candidate will have prior tax knowledge and strong communication skills, with experience in preparing and generating tax returns using tax software.Key responsibilities will include:Requesting...

Nixon McQuade is seeking a highly skilled Financial Planning Specialist to support the Financial Controller in an award-winning business based in Newry.This role offers significant scope for development and progression as the business continues its growth journey.Key Responsibilities:Produce monthly management accounts and annual financial accounts.Assist in...

Join us as a Treasury Risk ManagerThis is a prominent role that will see you maintaining and developing a strong second line of defence across Group TreasuryWith your knowledge and experience, you’ll be supporting senior colleagues in understanding, overseeing and challenging the Group’s key prudential risksYou can build on your existing knowledge of...

About the RoleThis exciting opportunity has arisen for a skilled Financial Planning and Advisory Professional to join our team. As a key member of our client servicing team, you will be responsible for building relationships with existing clients and identifying new business opportunities.Key Responsibilities:Service and grow an existing client bank through...

The One Group requires a talented Business Intelligence and Financial Planning Specialist to enhance our financial decision-making capabilities. As a strategic partner to our business leaders, you will design and implement reporting solutions that drive business growth.Your key responsibilities will include:Developing and maintaining complex financial...

Required Skills and QualificationsA minimum of 1 year's experience in a similar role within a financial planning firm.Proficient user of Microsoft Office.BenefitsFull-time position within a reputable company.Opportunities for professional growth and development.

Role OverviewThe successful candidate will have a substantial and established portfolio of clients to advise, as well as local administration and paraplanning support. This opportunity is ideal for an experienced financial planner who holds CII level 4 Diploma status or equivalent.£80,000 - £100,000 (basic salary) + bonus scheme and benefits, hybrid...