Current jobs related to Financial Planning Administrator - Ely - Recruit Wealth Ltd
-
Financial Operations Assistant
2 weeks ago
Ely, Cambridgeshire, United Kingdom Eclectic Recruitment Full timeAbout the RoleWe are currently supporting our client, a dynamic business, in their search for a highly skilled Finance Assistant. This is a full-time office-based position, requiring a strong background in finance and administrative tasks.Key ResponsibilitiesAssist with financial tasks, including data entry, reconciliations, and financial reportingProvide...
-
Financial Operations Assistant
2 weeks ago
Ely, Cambridgeshire, United Kingdom Eclectic Recruitment Full timeAbout the RoleWe are currently supporting our client, a dynamic business, in their search for a highly skilled Finance Assistant. This is a full-time office-based position, requiring a strong background in finance and administrative tasks.Key ResponsibilitiesAssist with financial tasks, including data entry, reconciliations, and financial reportingProvide...
-
Financial Trainee
7 days ago
Ely, Cambridgeshire, United Kingdom Reed Full timeAbout the RoleWe are seeking a motivated and enthusiastic trainee to join our team as a Financial Trainee. As a trainee, you will have the opportunity to gain valuable experience in accounting and bookkeeping, while also pursuing your AAT studies.Key ResponsibilitiesAssist with creating management accounts and bookkeeping for a range of owner-managed...
-
Financial Trainee
6 days ago
Ely, Cambridgeshire, United Kingdom Reed Full timeAbout the RoleWe are seeking a motivated and enthusiastic trainee to join our team as a Financial Trainee. As a trainee, you will have the opportunity to gain valuable experience in accounting and bookkeeping, while also pursuing your AAT studies.Key ResponsibilitiesAssist with creating management accounts and bookkeeping for a range of owner-managed...
-
Financial Director
1 day ago
Ely, Cambridgeshire, United Kingdom Michael Page (UK) Full timeFinancial Accounts Manager **About Our Client** Michael Page (UK) is proud to partner with a prominent player in the industrial/manufacturing sector, employing over 5000 people worldwide. This business is recognised for its innovative products and has a strong market presence, with the Ely location being one of their key operational hubs. **Job...
-
Financial Director
23 hours ago
Ely, Cambridgeshire, United Kingdom Michael Page (UK) Full timeFinancial Accounts Manager **About Our Client** Michael Page (UK) is proud to partner with a prominent player in the industrial/manufacturing sector, employing over 5000 people worldwide. This business is recognised for its innovative products and has a strong market presence, with the Ely location being one of their key operational hubs. **Job...
-
Financial Manager
1 week ago
Ely, Cambridgeshire, United Kingdom Michael Page (UK) Full timeAbout Our CompanyOur client is a leading industrial conglomerate with a global presence, employing over 5,000 people worldwide. They are renowned for their innovative products and have a strong market presence, with a significant operational hub in the UK. Job SummaryLead and manage a team of financial professionals to drive business growth and...
-
Financial Manager
1 week ago
Ely, Cambridgeshire, United Kingdom Michael Page (UK) Full timeAbout Our CompanyOur client is a leading industrial conglomerate with a global presence, employing over 5,000 people worldwide. They are renowned for their innovative products and have a strong market presence, with a significant operational hub in the UK. Job SummaryLead and manage a team of financial professionals to drive business growth and...
-
HR Administrator
3 months ago
Ely, United Kingdom The One Group Full timeI am delighted to be working with an ambitious charity who provide support and guidance to young adults on a variety of aspects, including mental health, housing and financial issues. They are looking for a strong HR Administrator to manage the departments administrative duties, on a maternity cover basis. **The details**: - Pay: £23,000 - £27,000 -...
-
Financial Controller
23 hours ago
Ely, Cambridgeshire, United Kingdom Page Personnel Finance Full timeFinancial Management Opportunity Join our team at Page Personnel Finance as a Management Accountant and take on a key role in our Accounting & Finance department. As a talented individual, you will have the opportunity to manage financial procedures, maintain financial reports, and ensure the company's financial health. About the Role As a Management...
-
Financial Controller
1 day ago
Ely, Cambridgeshire, United Kingdom Page Personnel Finance Full timeFinancial Management Opportunity Join our team at Page Personnel Finance as a Management Accountant and take on a key role in our Accounting & Finance department. As a talented individual, you will have the opportunity to manage financial procedures, maintain financial reports, and ensure the company's financial health. About the Role As a Management...
-
Administrator
3 months ago
Ely, United Kingdom The One Group Full timeAre you highly organised? Confident communicating with customers and colleagues? Looking to join a successful and ambitious company? This could be your opportunity to step into an office role or continue to progress your career in Administration while enhancing your skillset and nurturing your career development. This fantastic opportunity has arisen due...
-
Financial Operations Associate
1 month ago
Ely, Cambridgeshire, United Kingdom Busy Bee Recruitment Full time £25,000Position: Financial Operations Associate Hours: 5 hours per week, Monday – Friday, 9am – 17.Perks: Comprehensive life insurance, 22 days of annual leave (increasing to 25 days over a three-year period) plus 8 public holidays, 1 charity day off each year, complimentary access to an on-site fitness center, and free lunch provided on the last Friday of...
-
Order Fulfilment Administrator
3 months ago
Ely, United Kingdom Life Fitness Full timeThe UK Supply Chain team are responsible for all inbound and outbound activity for new fitness equipment deliveries to our customers. We work alongside our 3rd party warehouse to bring products into the UK from our factories across the world, where we store product ready for customer deliveries. Our customer facing Order Fulfilment team work closely with our...
-
Administrator
4 months ago
Ely, United Kingdom Cambridgeshire Community Services NHS Trust Full timeAre you self-motivated, enthusiastic & looking for a challenge? Would you like the opportunity to join our friendly, supportive & dynamic team? Dynamic Health, part of Cambridgeshire Community Services, is the leading Musculoskeletal (MSK) and Physiotherapy provider across Cambridgeshire & Peterborough. We are looking for an administrator with a positive...
-
Financial Manager
2 weeks ago
Ely, Cambridgeshire, United Kingdom Reed Full timeThriving Accountancy Firm Seeks Experienced ProfessionalOur client, a dynamic and growing accountancy practice, is seeking a skilled Practice Accountant to join their team. As a key member of the team, you will be responsible for:Preparing and Reviewing Financial StatementsManaging Financial AccountsProviding Tax Planning and Return ServicesImplementing and...
-
Administrator
4 months ago
Ely, United Kingdom Volvo Truck and Bus Centres Full time**Regional Parts Administrator Trainee** **Ely site** **Monday to Friday** **0800hrs to 1630hrs (1/2 hr unpaid lunch)** **Salary £10.90 per hour** - **We have an exciting opportunity to join us as a trainee!**_ Once trained you will assist and support with Parts Stock administration, supporting our Dealerpoint teams. **Who are you?** - you have a...
-
Sales Administrator
3 months ago
Ely, United Kingdom The One Group Full timeDue to internal progression, a fantastic opportunity has arisen to join this company as a Sales Administrator. You will be joining a supportive and motivated team based in their Ely office. This is an integral role that will see you processing sales orders, agreements, and invoices, providing excellent customer service, as well as liaising with the finance...
-
Group Financial Director
2 weeks ago
Ely, Cambridgeshire, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are delighted to be working in partnership with Burgess Farms, a family-owned business with over 125 years of heritage. As a Group Financial Controller, you will play a key role in leading the financial reporting, statutory reporting, and treasury/banking arrangements for the business.Key ResponsibilitiesFinancial Reporting: Ownership of the...
-
Group Financial Director
2 weeks ago
Ely, Cambridgeshire, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are delighted to be working in partnership with Burgess Farms, a family-owned business with over 125 years of heritage. As a Group Financial Controller, you will play a key role in leading the financial reporting, statutory reporting, and treasury/banking arrangements for the business.Key ResponsibilitiesFinancial Reporting: Ownership of the...
Financial Planning Administrator
4 months ago
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
* Client correspondence, written and verbal
* Processing new business
* Preparation of client review packs
* Arranging client meetings and managing the adviser’s diary
* Illustration requests
* Ensure that all financial planning client administration is carried out in accordance with internal procedures
* Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
* Taking phone calls, enquiries and requests and handling them where appropriate
* General back-office support using IO software
Benefits of joining the business:
* 25 days holiday plus bank holidays
* Day off for your Birthday
* Annual salary review
* Staff awards
* Study support for professional industry exams
* In-house academy, professional development
* Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
* Holiday Purchase Scheme
* Life Assurance
* Pension
* Corporate Eyecare cover
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response