Financial Planning Specialist
2 days ago
Join to apply for the Financial Planning Specialist role at ACCA Careers Deliver regulated holistic financial planning products to our Coutts private banking clients to support overall sustainable credit growth and profitability. Responsibilities Provide specialist, holistic financial planning advice to Coutts private banking clients. Build effective relationships with private banking stakeholders to promote core products and services. Develop and maintain product documents, including sales guides, aide memoirs and user manuals, and deliver training to coverage teams. Provide guidance to coverage teams on regulated private banking products, especially for larger and more complex deals. Offer end‑to‑end transaction support, balancing client needs, commercial aspirations and stakeholder demands, including analysis of large and complex transactions. Qualifications Level 6 qualified and an active Statement of Professional Standing. Experience advising on protection, investments, pensions and estate planning. Strong commercial acumen and an understanding of financial markets. Strategic thinking and ability to simplify complex tasks and policy positions. Experience with relevant policies, regulatory obligations and risk management of regulated private banking products. Hours: 35 hours per week Job Posting Closing Date: 12/12/2025 Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Location: Eastleigh, England, United Kingdom #J-18808-Ljbffr
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Financial Planning Specialist
5 days ago
Eastleigh, United Kingdom NatWest Group Full timeJoin us as a Financial Planning Specialist For a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial Planning We’ll look to you to provide specialist, holistic financial planning advice to our Coutts private banking clients Our customers need their money to be well managed, and in Financial...
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Financial Planning
16 hours ago
Eastleigh, United Kingdom Millbrook Healthcare Full timeOverview The Financial Planning & Analysis Analyst will be a key role to ensure compliance with our open book accounting and reconciliation requirements with external customers, ensuring adherence to deadlines, managing queries and compliance to internal controls. As FP&A Analyst you will further support the FP&A function in the delivery of timely and...
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Eastleigh, United Kingdom ACCA Careers Full timeA renowned financial services provider in Eastleigh is seeking a Financial Planning Specialist to deliver holistic financial planning advice for Coutts private banking clients. This role requires building strong relationships with private banking stakeholders, developing comprehensive product documents, and providing guidance on regulatory private banking...
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Financial Controller
2 weeks ago
Eastleigh, United Kingdom Matchtech Full timeThe Role We are looking for an experienced Financial Controller to support a manufacturing organisation through a period of growth and operational change. This is a hands‑on role with strategic responsibility, overseeing financial operations, planning, reporting, and commercial decision support. You’ll partner closely with operations, sales, and...
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Planning Manager
2 weeks ago
Eastleigh, United Kingdom Project Partners Full timePlanning Performance Manager Location: Hampshire, Sussex and Kent Type: Permanent, Full-Time Hours: Monday - Friday, 7.30am - 5pm Salary: £60-65k + Car Allowance depending candidate experience Reports to: Operations Manager Project Partners are working closely with specialists in repairing and maintaining wastewater networks across the South East of...
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Programme Administrator's Planned Care
2 weeks ago
Eastleigh, United Kingdom Hampshire and Isle of Wight ICB Full timeProvide specialist secretarial/administration support and advice to the team by: Providing complex programme support including, gathering, interpreting and integrating data information from various sources internally and externally, supporting the development and monitoring of Planned Care transformation programmes and any underlying work streams or...
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Planning Solicitor
1 week ago
Eastleigh, United Kingdom Austen Lloyd Ltd. Full timePLANNING SOLICITOR – BRILLIANT FIRM – SENIOR ROLE – A very exciting opportunity for a Solicitor with a solid grounding in Planning and Environmental matters.Want to apply Read all the information about this position below, then hit the apply button.PLANNING SOLICITOR – SOUTHAMPTON –Planning / Environmental Solicitor (5+ PQE) –We would very much...
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Hses Specialist
2 weeks ago
Eastleigh, United Kingdom Lloyd's Register Full time**About us** We are professional, agile, and our goal is to Lloyd’s Register is wholly owned by the Lloyd’s Register Foundation, a politically and financially independent global charity that aims to engineer a safer world through promoting safety and education. For a thriving ocean economy, Lloyd’s Register colleagues and Lloyd’s Register Foundation...
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Project Specialist
7 days ago
Eastleigh, United Kingdom Pure Human Resources Full time**Project Specialist** **Chandlers Ford, Eastleigh** **Full time, permanent** **Salary: Very Competitive** They are now looking for a dedicated **Project**Specialist**to join their team in Chandlers Ford, Eastleigh. You will be responsible and accountable for the performance of project delivery through all aspects of set up, production, installation,...
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Revenue Assurance Specialist
20 hours ago
Eastleigh, United Kingdom Millbrook Healthcare Full timeOverview We are seeking a Revenue Assurance Specialist who will play a key role in safeguarding company revenues, identifying leakage, and improving billing accuracy and financial controls. Working closely with finance, operations, and commercial teams, you will combine strong accounting expertise, analytical ability, and a commercial mindset to ensure that...