Financial Planning Administrator

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. Client communications and client related...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1m!Hybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1m!Hybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1m!Hybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1m!Hybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m! Hybrid Working – Based in Croydon £75k basic salary + revenue related salary increases + bonus My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Our clients based Croydon are seeking a professional administrator to process and authorise financial plans. - Good written/verbal communication skills. - A minimum of 3 years administrative experience. - Numerate - Strong organisational skills. - Customer focused. - Able to meet deadlines. - Good written/verbal communication skills. - Strong interpersonal...

ProTalent are working with a dynamic and established accountancy practice located in the heart of Weybridge! They pride ourselves on delivering top-tier financial services to a diverse clientele. As they continue to expand, they are seeking a skilled and detail-oriented Payroll Administrator to join the accomplished team. Key Responsibilities: ...

**Responsibilities**: - Provide exceptional customer service to clients, agents, Funeral Directors, and internal stakeholders for all queries and complaints. - Communicate clearly and concisely with clients and stakeholders, adhering to agreed deadlines. - Answer phones and engage with customers to assist in resolving queries and ensuring satisfactory...

We are looking for a dedicated and detail-orientated individual to join us as an Administrator. Working under the instruction and guidance of senior staff to provide general administrative and financial support to the school, you will either have experiencein an administrative role or looking to take your first step in an administrative support role within...

Grafton Banks Finance is working exclusively with a c£50m turnover, rapidly expanding business near Croydon, (3 days per week remote working on offer), to recruit a Financial Controller. Reporting into the CFO, key responsibilities will include the full management of day-to day transactional finance activity, reporting, treasury, and tax compliance,...

**Overview**: An exciting opportunity for an experienced diploma qualified wealth adviser, financial adviser, or IFA to join an established mortgage broker firm, with between 20 -25 mortgage brokers based in and around the Croydon area, referring new pension and investmentleads. Working from home as an experienced wealth adviser, or financial adviser or...

An interesting and forward-thinking Not for Profit organisation based in the Croydon area is looking for a Financial Controller to join them on a permanent basis.This role offers hybrid working (2 days per week working in the office).Reporting to theChief Executive and playing a pivotal role on the senior leadership team, the Financial Controller will: -...

Full-time, Permanent Vibrant office environment # Social events # Medical insurance #25 days holiday # Support for local charities My client is dedicated to providing top-tier service to a diverse clientele. With a vibrant office culture and a commitment to employee well-being, we offer an exciting opportunity for a motivated accountant to join our...

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Senior PensionsProject Administrator whose purpose will be to plan and carry out projects and Scheme Events using...

**FMCG** **To £85,000 + Bonus + Benefits** **Cambridgeshire (Remote)** **The Company** As market leader in their industry with an impressive portfolio of products, our client has recently gone through an exciting reorganisation which has resulted in them needing an ambitious and driven Head of FP&A. They are a forward-thinking business, and thisrole can be...

Reed Business Support Croydon are currently recruiting on behalf of a Market Leader in their Field who are looking for an** Administrator** to join their team Hours: 9-5.30pm Monday - Friday Location: Off Purley Way, Croydon The Role of **Administrator** Our client are looking for a well-rounded, experienced Administrator who can assist the day-to-day...

Benefits include; The opportunity for an experienced Financial Controller to join a friendly team and develop your existing career within Grange Edinburgh , supporting brands including Aston Martin, Rolls Royce and INEOS. We believe that by identifying your potential and investing in your future, you will be able to develop skills and gain the...

Plans Specialist Purchases - Croydon This is a hybrid position primarily based in Croydon. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. A role you will love...

Role: Financial Services Manager Location: Cambridgeshire - Remote Duration: Permanent Salary: £71,385 to £75,142 per annum + excellent benefits on offer Sellick Partnership is currently recruiting for a Financial Services Manager for a Social Housing organisations based in Cambridgeshire. This is a key time to join an exciting organisation during a...