financial planning specialist

Eden Rose

Paraplanner - Cornwall / Plymouth (Progression to Adviser)Location: Office-based near Liskeard (30-40 mins from Plymouth)Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)Experience: Minimum 5 years paraplanning Level 4 Diploma essentialFuture: Clear route to Financial Adviser within 2-3 yearsAbout the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.The RoleWorking closely with two advisers and the wider technical team, you will:<ul><li>Produce accurate and compliant financial planning reports across a broad range of advice areas.</li><li>Conduct in-depth product and investment research to support client recommendations.</li><li>Work collaboratively with advisers to ensure the best client outcomes.</li><li>Play a key role in improving processes and driving efficiency within the firm.</li><li>Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).</li></ul>What We're Looking For<ul><li>Minimum 5 years' experience as a Paraplanner.</li><li>Level 4 Diploma qualified (working toward Chartered preferred).</li><li>Confident communicator with excellent technical knowledge and attention to detail.</li><li>Ambitious, proactive, and keen to progress into advice.</li><li>Mature and personable, capable of engaging directly with clients.</li></ul>What's On Offer<ul><li>Salary: £40,000-£45,000 base (DOE)</li><li>Bonus: Up to £8,000 annual performance bonus (non-guaranteed)</li><li>Benefits:</li><li>25 days holiday + bank holidays</li><li>3-4% employer pension contribution</li><li>Funded professional development and mentoring</li><li>Modern office environment (Liskeard area)</li><li>Office-based role (hybrid flexibility after probation)</li><li>Opportunity to progress into a Financial Adviser role within 2-3 years</li></ul>If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.For a confidential discussion, please apply for a confidential conversation

Paraplanner

Accenture

Skill required: Financial Planning &amp; Analysis - Financial Planning and Analysis (FP&amp;A) 
Designation: Financial Plan &amp; Analysis Senior Analyst 
Qualifications:BCom/MCom
 
Years of Experience:5 to 8 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions. Financial Planning &amp; Analysis (FP&amp;A) involves budgeting, forecasting, and analyzing a companys financial performance. It helps in making informed business decisions by evaluating financial data, identifying trends, and providing insights. The goal is to support strategic planning and ensure the companys financial health. keyword includes:- (Financial Planning&quot;,Budegting,&quot;Variance Analysis&quot;,Frocasting&quot; Trend Analysis&quot;) Financial planning and analysis (FP&amp;A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. 
What are we looking for? &bull;Good understanding of Taxation process &bull;MS Office &bull;Financial Planning and Analysis &bull;Operating Plan and Budget preparation &bull;Performance management Preparation (cost reports, PowerBI, slides) &bull;Projects support: Cost reports, budget holders engagements, GIP control, &bull;Support prepartion, analysis and presentation of Actuals for All KPIs &bull;Coordination and Review of Business Plan assumptions and output/Support preparation &bull;Analysis and presentation of Formal LE and internal Forecasts / Outlooks for all key KPIs bot COG and Internal MI; &bull;Focal point to answer queries, deep dives regarding MI for stakeholder &bull;Coordination of the process/Support preparation, analysis and presentation of Actuals for All KPIs &bull;Journal entry processing and Month end activities &bull;Variance analysis Budgeting / forecasting vs actuals &bull;Ability to manage multiple stakeholders &bull;Collaboration and interpersonal skills &bull;Ability to establish strong client relationship &bull;Negotiation skills &bull;Knowledge of Oil &amp; Gas business &bull;Management of SLA and KPIs &bull;Process control and compliance &bull;Virtual Transition experience &bull;Balance sheet reconciliation &bull;SAP/Blackline
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of increasingly complex problems &bull; Your day to day interactions are with peers within Accenture &bull; You are likely to have some interaction with clients and/or Accenture management &bull; You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments &bull; Decisions that are made by you impact your own work and may impact the work of others &bull; In this role you would be an individual contributor and/or oversee a small work effort and/or team &bull; Please note that this role may require you to work in rotational shifts
 
BCom,MCom

Financial Plan & Analysis Senior Analyst

Reed

GREAT SKILLED IFA INDEPENDENT FINANCIAL ADVISOR TO JOIN A GREAT LOVELY COMPANY IN BERKSHIRE AREA OFFICE BASED 100% AND GREAT. Essential Education, Qualifications & Training Level 4+ Financial services qualifications, RO exams are preferable.An education to degree level is advantageous.Your Personal Attributes Ability to achieve agreed outcomes without supervision. Articulate, detailed and accurate. Excellent interpersonal skills, both written and verbal.Ability to multitask and prioritise effectively.IT Skills Fully competent in all the major desktop applications (proficient in Microsoft Word,Excel, PowerPoint, Outlook) Previous experience of all the main Platforms and IO will be advantageous The Role Summary THE RECRUITED FINANCIAL ADVISOR will have specialist knowledge of pensions, investments, savings andintergenerational wealth planning, as well as possessing great people skills. As a financial adviser, you'll be able to talk to a diverse range of clients in an engaging and credible mannerand be able to give them the confidence that you are a specialist in your area able who isable to deliver the agreed outcomes. To meet these expectations, you will be able to work in an effective manner with the wider COMPANY IFA team to research the client's situation, providers and the UK marketplace so that you can recommend the most appropriate products, services and solutions available and then secure a recommendation that's bothcompliant and suitable for the clients desired outcomes and appetite for risk profile. In order to give this financial advice, you must have a minimum of Level 4 CII (or equivalent)professional qualifications and follow the strict financial industry rules and practice out in the FCA Conduct of Business Source Book. GREAT ROLE LINKED AS OUTLINED CLOSE TO THE AREA AND A VERY SKILLED FINANCIAL IFA ADVISOR. Salary: Range from £65,000 to £90,000 dependant on experience full time (pro-rata for part time). YOU MUST BE SKILLED BLESS YOU : )

GREAT SKILLED INDEPENDENT FINANCIAL ADVISOR - BERKSHIRE AREA OFFICE BASED :

FINNOVATE Financial Services

About the Role:We are hiring a Pre-Sales Executive (Alliance Specialist) for our Andheri-East branch to connect with doctors, HNI clients, and commercial associations. If you enjoy networking, organizing events, and helping people plan their financial future, this role is for you!You will work with professionals like doctors and business owners, set up webinars/meetings, and partner with local hospitals or associations to spread financial awareness.About Finnovate:Finnovate is India&rsquo;s first financial planning company dedicated to making every Indian financially fit. Through our FinFit&trade; Model, we offer smart financial advice (not product selling) for budgeting, taxes, investments, insurance, and estate planning. We&rsquo;ve already helped 3,000+ professionals across India!Key Responsibilities:-Build and manage a database of HNI clients.-Organize financial awareness events, webinars, and 1-on-1 meetings.-Partner with local hospitals, associations, and organizations for collaborations.Preferred Background:-Sales or Business Development experience (Mumbai).-Strong local market knowledge and business network.What We&rsquo;re Looking For:-Excellent communication in Marathi, Hindi and English.-Confident, self-motivated, and open to travel for field activities.-Quick learner with a positive, result-driven attitude.Perks &amp; Benefits:-Health insurance (including dependents).-Paid time off and holidays.-Paid parental leave.-Learning and development programs.-Performance bonuses and rewards.Job Types: Full-time, PermanentPay: ₹15,000.00 - ₹45,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Leave encashment</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

Presales Executive (Alliance)

Sepex Shipping Services LLC

Job SummaryWe are seeking a detail-oriented and analytical Financial Specialist to manage and oversee daily financial operations. The ideal candidate will be responsible for financial reporting, budgeting, cost analysis, cash flow management, and ensuring compliance with accounting standards and company policies.Key ResponsibilitiesPrepare and maintain accurate financial reports, statements, and records.Monitor daily financial transactions and reconcile accounts.Assist in budgeting, forecasting, and financial planning activities.Conduct cost analysis and provide recommendations for financial optimization.Monitor cash flow and ensure proper allocation of financial resources.Process invoices, payments, and expense reports in a timely manner.Ensure compliance with local regulations, tax requirements, and accounting standards.Coordinate with internal departments and external auditors as needed.Support month-end and year-end closing processes.Analyze financial data to identify trends, risks, and opportunities.RequirementsBachelor&rsquo;s degree in Finance, Accounting, or a related field.Minimum 2&ndash;4 years of experience in financial or accounting roles.Strong knowledge of financial reporting and accounting principles.Proficiency in MS Excel and financial management software.Strong analytical and problem-solving skills.Excellent attention to detail and accuracy.Ability to manage multiple tasks and meet deadlines.Strong communication and teamwork skills.Preferred QualificationsExperience in logistics, trading, or international business (optional).Familiarity with ERP or accounting systems such as QuickBooks, SAP, or Odoo.Professional certifications (CFA, CMA, ACCA) are an advantage.Employment TypeFull-time, On-site / Hybrid (adjust based on your requirement)Job Type: Full-timePay: AED3,000.00 - AED5,000.00 per month

Accounting Specialist

Etisalat

<div><div>IT Budgeting &amp; Planning Senior Specialist.IT Governance &amp; PMO - (250002MA)</div><div>
Description<div></div> 
Job Purpose
&bull;To prepare, review and control the assigned department&rsquo;s budgets and forecasts and ensure spending is within the approved business plan. &bull;Prepare and review monthly &amp; quarterly financial indicators against company Key Performance Indicators (KPIs).

Report To Position Name
&bull;Responsible for assessing and analyzing the business requirements and proposing feasible IT solutions &bull;Maintain excellent relationship with the business users &bull;Apply the set of procedures that ensures the proper controls on the company spending. &bull;Research, analyze and provide recommendations on requests from assigned divisions for reallocation of positions and changes in funding appropriation. &bull;Participate in the Planning and preparation of IT yearly budget (CAPEX/OPEX). &bull;Negotiate with IT vendors in order to get the best contractual terms and conditions to support the operational efficiency. &bull;Build and maintain IT contracts database in order to initiate the renewal process early enough to avoid the exposure of contracts&rsquo; expiration.<div> 
</div></div><div>
Qualifications<div></div> 
QUALIFICATIONS_ESSENTIAL
&bull;Minimum 3 years of experience including at least two years in telecom &bull;Solid data gathering and business analysis skills. &bull;Excellent communication, presentation, negotiation and vendor management skills &bull;Engineering or Computer Science degree is preferred &bull;Excellent Computer skills, Advanced MS excel is required. &bull;Excellent in Arabic &amp; English (Reading, Writing &amp; Oral). 

QUALIFICATIONS_DESIRABLE
&bull;Excellent analytical and problem solving skills. &bull;Running of financial models used in calculating Budget, forecast, long-term plan and What if scenarios. &bull;Attention to detail and ability to conceptualize multi-faceted tasks in context of organizational objectives. 

EXPERIENCE_ESSENTIAL
&bull;Experience in broadband and data architecture &amp; business analysis &bull;Experience in GSM core and packet switching architecture &bull;Budget Planning, Financial Analysis 

EXPERIENCE_DESIRABLE
&bull;Project Management &bull;Vendor Management 

CERTIFICATIONS_ESSENTIAL<ul><li>N/A</li></ul><div> 
</div></div><div>
Job: Senior Specialist</div><div>
Organization: Etisalat-Misr</div><div>
Job Posting: 16/Oct/2025, 5:22:03 AM</div></div>

IT Budgeting & Planning Senior Specialist.IT Governance & PMO

Fly Me Spa Center

We are looking for a highly skilled Developer Manager with strong expertise in market research, competitive analysis, location evaluation, business planning, and feasibility studies. This role is ideal for someone who can guide new business projects from concept to execution with data‑driven insights.Key Responsibilities<ul><li>Conduct detailed market research to identify demand, trends, and customer behavior</li><li>Perform competitive analysis to evaluate market positioning and opportunities</li><li>Assess location potential, foot traffic, and surrounding business environment</li><li>Prepare feasibility studies including financial projections and risk assessment</li><li>Develop business plans and strategic recommendations</li><li>Oversee project development from planning to implementation</li><li>Coordinate with stakeholders, investors, and management</li><li>Provide insights to support decision‑making and business growth</li></ul>Requirements<ul><li>Proven experience as a Developer Manager, Business Consultant, or Market Research Specialist</li><li>Strong background in market analysis, feasibility studies, and business planning</li><li>Ability to evaluate locations and identify potential customer segments</li><li>Excellent analytical, strategic thinking, and reporting skills</li><li>Strong communication and presentation abilities</li><li>UAE market experience is a strong advantage</li></ul>Job Type: Contract Contract length: 24 monthsPay: From AED8,000.00 per month

Development Manager (Market Research & Business Strategy)

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