Financial Planning Manager Jobs in Sunderland
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Search results - Financial Planning Manager Jobs in Sunderland
Ortus Psr-Sunderland
Financial Planning (minimum)
• A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients
• Strong relationship-building skills and commercial awareness
• A commitment to high ethical standards and delivering...
JJ Search Ltd-Sunderland
Job Description
The Client
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A well-established Wealth Management firm.
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The Role
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This is a fantastic opportunity for to join a highly credible Wealth Management company working in their Newcastle office. The Financial Advice Assessor...
Ortus Psr-Sunderland
seeking better support and lead flow
• A Financial Planner who values autonomy with professional infrastructure
• A relationship-led adviser aiming to grow a wealth management client base
Ready to take your Financial Planning career to the next level...
Kennedypearce Consulting-Sunderland
or not-for-profit sector is highly desirable. The role will involve managing capital project accounting, maintaining accurate asset records, and producing financial insights to support capital planning. You will also be responsible for ensuring compliance...
mindmatch.ai -
Version 1-Sunderland
with finance teams on driver-based planning, workforce and CapEx planning, management reporting, and forecast cycles.
You wImplement smart automations: use Smart View, Data Management, Groovy rules, and EPM Automate, and build forms, dashboards, and business...
Poltronesof-Sunderland
Description We are looking to recruit a Senior Management Accountant to join our Finance team. This is an exciting opportunity to play a key role in a fast-paced business, providing high-quality financial insight to support strategic decision...
Clear IT Recruitment-Sunderland
Advising on trusts, estates, and inheritance tax planning matters. Supporting clients with succession and estate planning strategies. Advising owner-managed businesses, entrepreneurs, and high-net-worth individuals. Providing guidance on capital gains tax...
MTrec Commercial-Sunderland
and permanent basis. If you feel you have the required skill and experience, then please apply for an immediate response!
The Role you will be doing; Financial Reporting
Prepare monthly management accounts by the 7th working day of each month.
Produce detailed...
Sunderland
Production Manager
Salary: circa £65,000 - £70,000 per annum
Location: Sunderland, Tyne & Wear
An exciting opportunity has arisen for an experienced Production Manager to join a leading high-volume manufacturing organisation based in Sunderland...
cv-library.co.uk -
Clear IT Recruitment-Sunderland
working with owner-managed businesses and corporate groups. Knowledge of corporate restructures, reorganisations, and transactions. Understanding of tax-efficient profit extraction and succession planning. Strong project management and organisational...
Clear IT Recruitment-Sunderland
and entrepreneurial clients.
Strong technical knowledge of capital gains tax and personal tax planning.
Excellent communication and client relationship management skills.
Commercial awareness and the ability to provide practical tax advice.
Strong organisational...
joblookup.com -
Charity People-Sunderland
and continuous improvement initiatives
Executive support to the CEO
• Provide proactive diary management and confidential administrative support
• Coordinate senior leadership and strategic planning activities
• Track actions arising from Senior Management...
mindmatch.ai -
Sunderland
Materials & Logistics Manager sought by a world leader in the manufacture of automotive components. The company provides quality products, services and solutions worldwide to customers in over 150 countries.
Due to an internal promotion, they seek...
cv-library.co.uk -
Portless-Sunderland
Solutions: Partner with finance teams to create merchant financing products including inventory financing, cash flow optimization, and payment terms management
• Optimize Merchant Onboarding: Build self-service onboarding tools and workflows that enable...
mindmatch.ai -
Sunderland
Job Title: Business Development Manager – Apprenticeships
Salary: Circa £35,000 basic + strong commission
Location: Remote / field-based, with travel to employers and companies sites as required
About Our Client
Our client is a growing group...
cv-library.co.uk -
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