Financial Planning Assistant

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...

The RoleThe FP&A and Performance Reporting Analyst will report directly to the BU Head of Finance and support the delivery of weekly/monthly performance reporting, quarterly forecasting, annual planning & ad-hoc business analysis. This role offers lots of variety, breadth of exposure and significant scope for personal and professional development.The...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

Synapri are recruiting for the world’s leading sports betting hedge fund, who are recruiting for a Financial Planning Analyst to join the finance team. ResponsibilitiesEstablishing key metrics, to track and report them. Embedding ownership and accountability for costs across budget holders and throughout the business, with a focus on value for money and...

Our client is a private equity backed international SaaS business. The CFO is looking to strengthen the analytical part of the finance team by engaging an FP&A lead. This is an important hire managing a small commercial and analytical team and interfacing directly with operational leadership providing timely, accurate and relevant financial and operational...

Role Nigel James Associates is thrilled to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of HNW and UHNW clients. It’s an exceptional role for an experienced and...

This just in - An incredibly exciting opportunity to be part of the studio team at Lisa Eldridge! We are looking for an outstanding Financial Planning & Analysis Manager (FP&A) based in London, to join our team.This newly created role will be working with the cross-functional teams and senior management to create the financial analysis and planning...

A new vacancy has arisen with one of Handle Recruitment's Music clients for a Financial Planning Analyst. Working for this globally recognised Music giant, the position is ideal for a newly qualified accountant (ACA/ACCA/CIMA) Based the heart of London, this progressive analyst position will report into senior figures within the finance department and...

Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on...

THE SEARCH:​Altus Partners have been retained by one of the UK’s fastest growing financial services and technology firms. Due to significant growth and private equity investment, they are seeking an experienced and dynamic FP&A professional to join the finance team and lead the FP&A function through a period of transformation and scale. As Head of FP&A,...

FP&A Manager Are you an experienced FP&A professional looking to make a tangible impact in a growing SME?Do you thrive in a dynamic, fast-paced environment where you can help shape financial strategy?Are you ready to take on a key role that supports global growth and business expansion?MacGregor Black is partnering with an innovative SME personal care brand...

Who we areKingspan Light, Air + Water is a division of Kingspan Group operating in 20 countries across the globe. We design manufacture and service natural ventilation, smoke, water and safe storage solutions. Our solutions are designed to ensure the buildings of the future deliver more. We do this in a way that combats climate change while optimizing the...

Neon Healthcare is a fast-growing and ambitious pharmaceutical company. TheCompany has significant operations in the UK and is currently expanding its activities into other territories.Neon is seeking a highly motivated, proactive, and enthusiastic finance professional looking to progress their career and make a significant contribution to the continued...

SALARY: 40-60K (depending on experience) The Company: Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role: This is a fantastic opportunity for a career orientated experienced Team Assistant to provide a high level of administrative and adhoc project support to the...

Finance AssistantLocation: Stone Job type: PermanentHours: Monday to Friday 40 hours per week, hybrid modelSalary: Up to £30,000 per annum DOE Our established client in Staffordshire is seeking an ethustiastic and driven Finance Assistant to join their team on a permanent basis. Duties & responsibilities: Sending and paying invoices, chasing late payments,...