Trabajos financial planning en Newcastle Upon Tyne - Page 2Crear alertas

A leading consultancy firm in Newcastle upon Tyne is looking for a Paraplanner to assist in financial planning activities. The role involves gathering client information, preparing reports, and supporting financial planners, offering a clear path to advancement in the finance sector.

A leading financial planning firm is seeking experienced Financial Planners in Newcastle upon Tyne. The role focuses on delivering high-quality financial advice without the need for prospecting, leveraging pre-arranged client meetings.

Financial & Operational Project Manager - Community Diagnostic Centre. Candidates who have excellent communication, planning and problem-solving skills alongside expert knowledge and experience of Community Diagnostics Centre's would be ideally suited for this post. Expert knowledge of Community Dia

Join Our Client As An eCommerce Content & Production Assistant. Are you an experienced creative professional with a strong understanding of eCommerce? Do you excel in fast-paced environments where you can balance project management with the delivery of high-quality digital content? If so, we are seeking an eCommerce Content & Production Assistant to join our client's dynamic and forward-thinking team. Job Details: Permanent position Full-time role, with the option to work a condensed 4 day week (hybrid working available once fully established in the role) Based in Benton - highly accessible via public transport and offering free onsite parking Salary - £30,000 - £40,000 Enjoy working in a dog-friendly office Please note that the successful candidate must hold a valid driving licence and have access to their own vehicle. What You'll Do: In this vital role, you'll be the driving force behind our client's eCommerce initiatives. Your responsibilities will include: Shopify Execution: Manage product launches by building campaign pages, uploading imagery, and configuring product meta fields for various regional stores (UK/IE/EU). Commercial Copywriting: Craft engaging product descriptions, SEO headlines, and micro-copy that resonate with our client's brand and tone. Design & Layouts: Create stunning web-ready assets (banners, landing pages) using Adobe suite, with a keen focus on user experience and conversion. Project Management: Own project timelines, manage creative briefs, proof drafts for the Senior Creative Lead, and ensure asset feedback is delivered promptly. Creative Asset Creation: Assisting with animation production, video, and photography.Why We Need You: By stepping in, you'll help establish a centralised project management system that unifies the creative, marketing, and technical teams. Your role will alleviate tasks, allowing the Creative Lead to focus on strategic planning and high-level oversight for the company. Candidate Requirements: We're looking for someone who embodies the following: Proficiency in Shopify Admin: Not just a user, but someone who can configure and manage the back end effectively. Impeccable Writing Skills: A portfolio that showcases your eCommerce copywriting prowess. Attention to Detail: You'll be responsible for Quality Assurance, ensuring all work is 'Lead-ready' before submission. Project Management Skills: A proactive self-starter who can manage their own task list, and organise the creative projects, using tools like (url removed) or Notion.Key Focus: End-to-End Shopify Management Commercial Copywriting Project Management & Quality AssuranceWhat's In It For You? Work on diverse projects that challenge your creativity and enhance your skills. Be part of a team that values innovation and collaboration, paving the way for your professional development. Enjoy a full-time, permanent position that allows you to thrive in your role. A fantastic range of onsite benefits Salary Sacrifice Pension with 5% employer contribution. Financial Advice Service. 25 days holiday + national holidays (increasing up to 30 days) Cycle to Work Scheme If you're excited about combining creativity with technical expertise in a vibrant eCommerce environment, we want to hear from you! This is an amazing opportunity to join a company who have a world-wide reach and strong plan for growth - This is the best time to join and become a huge part in this companies' transformation. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Job Title: Product Analyst Location: Gateshead, 2-3 days per week onsite Contract Type: Temporary (12 Months) Salary: Up to £43,000 Working Pattern: Full Time Are you ready to embark on a new adventure in the world of finance and insurance? Our client, a leading financial institution, is looking for a dynamic Product Analyst to join their team in Gateshead on a temporary contract for 12 months. If you're passionate about product management and eager to make a difference, we want to hear from you! What You'll Do: As a Product Analyst, you will be at the forefront of product development. Your responsibilities will include: Collaborating with Product Managers and stakeholders to transform business needs into actionable product features. Articulating product vision and requirements in a clear, concise manner for diverse audiences including stakeholders, end users, and development teams. Prioritizing and managing the Feature backlog based on value metrics within the SAFe Agile framework. Establishing acceptance criteria and refining features in collaboration with Product Managers and Scrum teams. Overseeing user acceptance testing and ensuring that deployed code meets agreed standards. Communicating regularly with stakeholders about upcoming features, risks, and release decisions. We're seeking someone who is: Experienced in business analysis, planning, and product management. An excellent communicator, able to convey complex ideas to both technical and non-technical audiences. Proficient in problem-solving and time management, with the ability to juggle multiple tasks and deadlines. A team player who can also work independently in a fast-paced environment. Why Join Us? This is your chance to be part of a vibrant and innovative team focused on enhancing customer experiences across the financial landscape. You will: Engage in quarterly planning sessions, playing a critical role in the success of our deliverables. Work closely with cross-functional teams, including engineering, operations, risk, and marketing, to drive impactful product strategies. Contribute to a culture of continuous improvement and agile methodologies that encourage frequent inspection and adaptation. What Makes Us Unique? At our organization, we believe in the power of curiosity, collaboration, and determination. Every team member is encouraged to think creatively and act decisively to deliver exceptional results for our customers. Whether you succeed or learn, we celebrate every step of the journey together! Ready to Make Your Mark? If you're excited to tackle challenges and drive innovation in the financial services sector, we want to hear from you! Apply now to take the next step in your career as a Product Analyst and help us shape the future of financial services. Apply Today! Join us in creating meaningful experiences that empower businesses and individuals alike. Your next chapter starts here! We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you

About The Company At Salutem Care and Education, we are dedicated to ensuring that the individuals we support receive exceptional, empowering care from a team of highly trained and compassionate staff, within environments that are both warm and nurturing. We pride ourselves on being innovative, solution-focused, and committed to achieving the best possible outcomes for every person in our care. About The Role As a Support Worker, you will be at the forefront of providing high-quality, enabling care. Every day brings new challenges and rewards, making this a truly fulfilling role. You'll be key in helping us achieve our goal of being the best in the field. Key Responsibilities: - Individual Outcome and Wellbeing: Implement person-centered support plans, promote independence, manage risks, encourage relationships, and ensure legal and best practice compliance. - Activity Planning: Develop flexible, engaging activity plans that promote autonomy and personal growth. - Health and Lifestyle: Support individuals in maintaining healthy lifestyles and managing their health needs. - Communication: Facilitate effective communication and maintain detailed, person-centered records. - Medication Management: Oversee medication processes and support individuals in self-administration. - Safety and Environment: Maintain a safe, clean-living environment and adhere to health and safety protocols. About You: - Compassionate and empathetic - Strong communication skills - Detail-oriented and organized - Proactive and innovative thinker - Committed to promoting diversity and inclusion - Team player with a collaborative spirit Apply Now! Don’t meet every single requirement? We still encourage you to apply! At Salutem Care and Education, we’re committed to creating an inclusive and diverse environment guided by our core values. Your potential and alignment with our values might be exactly what we’re looking for—sometimes more so than your current experience. If you’re excited about the opportunity to grow with us, we’d love to hear from you! Our Core Values: ➡️Supportive: Helping everyone reach their full potential. ➡️Ambitious: Striving for the best outcomes. ➡️Loyal: Prioritising our staff and the people we support. ➡️Unique: Innovating without compromising quality. ➡️Transparent: Fostering openness and mutual respect. ➡️Engaging: Partnering with everyone involved. ➡️Meaningful: Offering fulfilling opportunities. Why Choose Us? ✅Emotional Support: 24/7 Employee Assistance, mental health resources, meditation apps, and bereavement support. ✅ Medical Support: Free Online GP access, Health Cash Plan, Cancer Cover, and Menopause support. ✅ Financial Support: Flexible pay with Wagestream, utility bill savings, Money Helper, and Life Assurance. ✅ Physical Support: Online workouts, Cycle to Work scheme, gym discounts, and National Trust activities. Still not convinced? Recognised as a Top Employer United Kingdom 2026 by the Top Employers Institute. Named among the Top 100 Global Inspiring Workplaces by Inspiring Workplaces. ♿ Proud to be a Disability Confident Committed employer. Salutem Care and Education is dedicated to protecting and promoting the well-being of children, young adults, and vulnerable individuals. As part of our safer recruitment process, the successful candidate will be required to complete thorough pre-employment checks, including an enhanced DBS and, where applicable, overseas criminal record checks

Job Title: Senior Town Planner / Associate Town Planner Location: Newcastle Practice: Employee-Owned | Multidisciplinary Penguin Recruitment is delighted to be supporting an employee-owned, multidisciplinary planning consultancy of around 50 professionals in their search for a Senior Town Planner or Associate Town Planner. This is an excellent opportunity for either a Senior Town Planner looking to step up or an experienced Associate Town Planner seeking to further develop their leadership and project management responsibilities. The successful Senior Town Planner or Associate Town Planner will work on a diverse portfolio of projects for prestigious clients, providing expert planning advice and contributing to the successful delivery of complex planning schemes. This role offers genuine career progression within a collaborative, people-focused environment. The Role The Senior Town Planner / Associate Town Planner role involves working across a wide range of planning projects, managing planning applications, and supporting Directors on major schemes. As a Senior Town Planner or Associate Town Planner, you will take responsibility for delivering high-quality planning submissions while assisting with the management of the wider team's workload. Key responsibilities include: • Supporting Directors and senior colleagues to drive forward major projects * Managing small to large-scale planning applications, depending on experience * Undertaking research and analysis to inform planning strategies * Preparing planning appraisals of land, buildings, and development concepts * Drafting planning reports, planning applications, development plan representations, and Environmental Statements * Liaising with planning officers, statutory consultees, and third parties * Building and maintaining strong relationships with clients, colleagues, and fellow professionals * Developing creative and commercially aware planning solutions * Taking financial responsibility for projects from inception through to completion * Remaining up to date with planning policy and best practice * Attending external events and delivering presentations About You To be successful as a Senior Town Planner or Associate Town Planner, you will demonstrate: • A relevant degree and a genuine enthusiasm for planning * RTPI membership (Chartered status required for Associate Town Planner level) * Proven experience in the private or public sector, commensurate with level * A strong understanding of planning principles and policy * Excellent technical report writing and presentation skills * A proactive, solutions-focused mindset * Strong communication and relationship-building skills * The ability to manage projects independently while contributing to team success What You'll Get in Return This Senior Town Planner / Associate Town Planner opportunity offers clear career progression within an employee-owned consultancy that values collaboration, quality, and professional development. The role comes with a competitive salary, annual bonus, pension contributions, private healthcare, and payment of professional fees. The practice embraces flexible working, allowing time split between home working and office locations. As an Employee Ownership Trust, the business is run in the interests of its employees, offering additional benefits such as tax-free bonuses and the opportunity to play an active role in shaping the future of the company from day one. This is a fantastic opportunity for a Senior Town Planner or Associate Town Planner to progress their career while working alongside some of the best planning professionals in the industry. Interested?

Contracts Manager Construction Contractor – Commercial Builds Small Works Gateshead £80k base + car Full-Time, Permanent About the Company Our client is a well-established construction contractor delivering high-quality commercial building projects across a diverse range of sectors. Their portfolio includes refurbishment, fit-out, and new build projects with values up to £5 million. Due to continued growth, they are seeking an experienced and motivated Contracts Manager to oversee multiple small works projects and ensure their successful delivery. The Role As a Contracts Manager, you will take overall responsibility for managing several concurrent construction projects from pre-construction through to completion. Working closely with project managers, site teams, and clients, you will ensure projects are delivered safely, on time, within budget, and to the highest quality standards. This role requires strong leadership, commercial awareness, and excellent organisational skills, as you will be overseeing projects typically ranging from minor works to £5 million commercial builds. Key Responsibilities Manage and oversee multiple construction projects simultaneously, typically valued up to £5 million. Lead project teams including site managers, subcontractors, and suppliers. Ensure projects are delivered safely, efficiently, and in accordance with contractual obligations. Monitor programme performance and implement corrective actions where necessary. Manage project budgets, cost control, and financial reporting in collaboration with the commercial team. Maintain strong client relationships and act as the primary point of contact for project delivery. Ensure compliance with health and safety legislation and company procedures. Attend and lead project meetings, progress reviews, and client updates. Support pre-construction activities including planning, procurement, and resource allocation. Requirements Proven experience as a Contracts Manager, Project Manager, or similar role within the construction industry. Experience managing commercial construction projects, ideally within refurbishment, fit-out, or small works. Strong knowledge of construction contracts, project management, and commercial processes. Excellent leadership and team management skills. Strong communication and stakeholder management abilities. Ability to manage multiple projects and priorities simultaneously. Solid understanding of health and safety regulations within construction. Relevant construction qualification (HNC/HND/Degree or equivalent). SMSTS and CSCS card preferred. What They Offer Competitive salary package Company car or car allowance Pension scheme Opportunities for career progression within a growing contractor Supportive and collaborative working environment Please send us your CV and we will call you straight away

WHAT IS IN IT FOR YOU? Basic Salary of up to 38k per annum DOE. Monday to Friday working hours, 8.30am-4.30pm. Following a 6-month probation, the opportunity to work 2 days from home (Hybrid) will become available. Following a 6-month probation, there is flexibility to start between 7am and 10am on office-based days that are not team days, with hours adjusted accordingly 36-hour weeks! Initially - 26 days leave + Bank holidays + Birthday off. Rising to 31 days holiday + bank holidays + birthday with additional service!!! 9% Pension contribution scheme!! Prospect of an amazing career within a terrific business The best in training, upskilling and self-development Hugely supportive and collaborative culture, progression opportunities are consistent. Death in Service Critical Illness cover Permanent position from day one Employee Assistance Programme Private Medical Healthcare for you, your spouse and children following probation!! Staff social events Annual Strategy Meeting in which your voice can be heard, you can have your say in what you think the business should do! THE BUSINESS Westray Recruitment Group is recruiting for a Housing Collaboration Manager for our client who specialise in procurement & new build solutions for social housing organisations based in Newcastle. Our client works with a wide range of housing providers and public sector organisations across England, Wales and Northern Ireland. This role would suit someone who has worked within a housing associations with a background centring around asset management/sustainability/repairs/maintenance management / project management, etc THE ROLE Delivering in conjunction with the Head of Collaboration key partnership and collaboration projects engaging with both internal and external stakeholders. The role will contribute to the growth and development of the organisation creating optimal outcomes for the organisation. To understand the business operating model to deliver key business objectives and promotion through undertaking research, analysis of data information Working independently or as part of a team as is appropriate to support activities to devise, plan and implement partnership models across multiple stakeholder groups forming part of the organisational Collaboration Plan Project report writing at all stages of the process to be professional and to a high standard of cognisance Build relationships with stakeholders to ensure desired results are achieved, resource is utilised in the most efficient way and the interests of all stakeholders are satisfied. Complete detailed research from which concise analysis of the content is summarised for ease of understanding and future use This role operates predominantly within the social housing sector, working in partnership with housing association asset investment teams and contractors/suppliers to design and deliver collaborative models that unlock financial efficiencies, enhance sector capability and generate measurable value. Agree clear partnership objectives with the Head of Collaboration and key stakeholders Representing professionally while ensuring Brand Values are fully embraced Identifying and mitigating potential risks on a project by project basis Producing detailed Project Plans providing clear delivery timelines Understanding the aims and objectives of each project ensuring milestones are achieved Supporting the activities of the Head of Collaboration to create a Collaboration engagement strategy, playing an active role in its delivery Representing the business at regional forums and working groups, where appropriate Conducting research and data analysis for project initiatives Leading on the delivery of project tasks to support the building of strong corporate partnerships Representing the business in a professional and knowledgeable manner to all stakeholders, partners and potential partners displaying a full understanding of the business. Any other duties commensurate with the grade and level of responsibility of this post, for which the post-holder has the necessary experience and/or training THE PERSON Demonstrate the ability to analyse and implement structured partnership delivery tasks Ability to thoroughly research topics and to provide effective analysis of findings Possess high levels of commercial acumen Full understanding of standard IT packages including Microsoft Excel, Word and PowerPoint Excellent planning and organisational skills Excellent communication skills both written and oral and the ability to speak articulately and confidently with senior level audiences Flexible, resourceful and efficient The ability to manage workload and prioritise task requests Working effectively as an effective team member or under own initiative A Levels / HND Advanced Microsoft Office – Excel, Word, Power Point and Outlook. Desirable: Multiple Stakeholder Partnership creation experience Awareness of sustainability / energy efficiency regulations in social housing Experience of working within a commercial environment delivering project outcomes Experience managing stakeholder relationships. Exposure to managing high intensity workloads liaising with external partners. Experience working with housing associations, local authorities or within the social housing sector. TO APPLY Please send your updated CV to Tony Hutchinson or apply direct by calling Westray Recruitment Group

A leading provider of specialist residential and nursing care is seeking an experienced Care Home Operations Manager to oversee and support multiple homes across Newcastle and the surrounding areas. In this role, you will provide inspirational leadership to care home teams, supporting General Managers and Deputy Managers to deliver high standards of person-centred care. You will identify areas for improvement, implement action plans, and ensure compliance with regulatory standards while fostering a culture of excellence across all homes in your region. The role combines office-based responsibilities with regular travel across Newcastle and the surrounding areas, allowing you to balance operational oversight with hands-on engagement in quality assurance, staff development, and community liaison. You will also play a key role in managing budgets, financial planning, and driving operational efficiencies. This is a permanent, full-time position. Person specification: • Precious experience as a CQC Registered Manager of either a residential or nursing home * Full UK driving licence with the ability to travel regularly and stay away from home * Full registration with NMC (if clinical) * Significant experience in a senior/operational leadership role including turnaround management * Experience in managing budgets, financial planning Benefits: • Annual car allowance * Travel expenses covered * 25 days' annual leave + bank holidays and options to buy/sell leave * Up to 8% employer pension contribution * Recognition and reward schemes * Structured learning & development programmes

UK financial planning regulations and FCA requirements. File Checker – Financial Planning. A leading financial planning business with offices across the UK is seeking an experienced.

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Planning Administrator (Full-Time)Location:Loughborough - HybridSalary:Up to £30,000. Why Join Us?Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth manageme

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. The Role:Line management of up to 15 Financial Advi

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achiev

This role offers the opportunity to lead financial planning and analysis across multiple sites, providing insight and support to help the business achieve its strategic goals.

A rapidly growing consultancy business based in the Esher area (Surrey / South West London) is looking for a strategic and highly motivated Head of Financial Planning & Analysis (FP&A).

A growing professional services company is seeking an experienced Head of Financial Planning & Analysis to lead and develop its FP&A function and play a key role in supporting strategic decision-making at executive board level.

This Financial Planning Manager job provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of Financial Advisors, providing support to them to ensure they achiev

Financial Planning AssociateGwent, South WalesPermanent ContractSalary: £38k CircaOur ClientWe are looking to recruit a Financial Planning Associate to join our clients expanding multi-business group which covers Financial Services and Estate Planning. Job DescriptionThe Financial Planning Associat

The Strategic Financial Planning Lead is responsible for driving strategic financial excellence and business planning across our digital transformation portfolio. Leverage strategic financial planning and business planning leadership experience. Manage rolling five‑year financial planning.

In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products.

Join a dynamic team to shape the future of a growing financial planning business. A financial services recruitment agency is seeking an experienced Area Director to oversee multiple offices across Southern England. In this leadership role, you will be responsible for managing teams of Financial Plan

Senior Financial Planning Analyst. Financial Planning & Forecasting. The Financial Planning & Analysis team is the strategic co‑pilot to the entire business.

A leading Wealth Management firm in London is seeking a CF30 Paraplanner to analyze client portfolios and provide regulated financial advice. This position requires a relevant degree, CII Diploma, and a minimum of 3 years in financial services.

And we are looking for a passionate and proactive Financial Planning Trainee to join us, someone who loves working collaboratively, with communication at the heart of what they do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. Aw

A boutique financial planning firm in East London is looking for an experienced Financial Planning Administrator or Client Services Manager to enhance operational efficiency. The ideal candidate will have 4–8+ years in financial planning, strong experience with platforms like Transact, and excelle

A UK-based recruitment agency is looking for an experienced paraplanner to join a financial planning firm focused on high net-worth individuals.

A distinguished wealth management group is seeking a Divisional Managing Director to lead a large financial planning business in the UK. Candidates should have a proven background in regulated financial planning, ideally hold Chartered status, and possess experience managing large, complex advice bu

We are looking for a Treasury and Financial Planning Analyst to lead on operational treasury management and deliver effective financial controls. For example, you will process financial stress testing scenarios on the financial plan. We are looking for demonstrable knowledge of using a long-term fin

Finance Planning & Analysis Manager. Deliver financial insights and analysis to support commercial decision-making. Identify financial risks and opportunities and develop mitigation strategies.

Benefits of Working with Aegis Financial Planning Ltd:. We are looking to grow our team and wanted to reach out to see whether you would be open to a conversation about joining our existing team at Aegis Financial Planning. You will be tasked with offering an exceptional level of client service for

A leading financial advisory firm in the UK is seeking an experienced Paraplanner to support their Financial Planners. The ideal candidate will have at least 2 years of Paraplanning experience and a strong understanding of FCA regulations, investment products, and report writing.

A financial planning firm based in Brighton is seeking a Client Support Executive to support their Financial Planning team.

Reporting to the Head of Finance, as the Financial Planning & Reporting manager of the team, your daily duties will include:. The successful candidate will be an ACCA/CIMA/ACA accountant with significant post qualified and planning, reporting and management accounting experience from a complex multi

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

Financial Planning Compliance Assistant Location: Holmes Chapel, Cheshire Hours: Monday to Friday Working Pattern: Office-based initially, hybrid after training/probation Salary: Up to £40,000 (DOE) A Fresh Career Move in Financial Services Compliance Are you ready to take the next step in your fin

Senior Wealth Planning Analyst – Financial Planning Operations, Business Support (14 month FTC). Strong knowledge of financial planning products and investment features, including tax implications and client costs. Diploma in Financial Planning desirable, but not essential.

You’ll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. Supporting Financial Planners in delivering bespoke financial advice. Level 4 qualification (CII Diploma in Regulated Financial Planning

Recruit UK is supporting a successful multi-office professional advisory company that is hiring a Financial Planning Manager to join their team. Having built an excellent reputation for client service, they have Ambitious expansion plans in place, and are looking for this key hire to help drive the

Support monthly, quarterly, and annual financial reporting. Track KPIs and financial performance metrics. The role will assist in delivering accurate financial insights and monitoring performance to support decision-making.

Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics. Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financi

The role involves managing a financial planning team, ensuring accurate GAAP (IFRS 4) forecasting, and enhancing the financial planning processes using EPM tools. A specialist insurance company is seeking a Lead Financial Analyst within its Finance function in Greater London.

A reputable Accountancy and Business Advisory firm in Newcastle upon Tyne is seeking an experienced Paraplanner to join their Financial Planning Service Line. Candidates should have a solid background in Paraplanning and a teamwork-driven attitude.

The role offers hybrid working and requires delivering comprehensive financial planning advice to clients. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and at least 3 years of industry experience. A financial advisory company in London is looking for an experien

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They build investment

This role focuses on financial planning, collaboration with FP Directors, and building strong client relationships. They prioritize team development and client success, making this an exciting opportunity to enhance your career in financial advisory. A leading financial advisory firm based in Greate

With a revenue of more than £90m, this role offers the opportunity to work with a fast-paced finance team, contributing to various financial reporting, analysis, and system tasks. The successful candidate will play a crucial role in preparing monthly financial reports, supporting budgeting and fore