Current jobs related to Financial Planning Administrator - Louth Lincolnshire - Castlegate Financial Management Ltd

  • Ifa Administrator

    5 months ago

    Louth, United Kingdom Evandths Financial Ltd Full time

    **About us** We are local Independent Financial Advisers, offer financial an entirely independent holistic financial planning service. As financial planners, our role is to listen, get to know our clients and to offer wholly independent advice. As a business, we pride ourselves on ensuring robust and suitable client outcomes, right from the administration...

  • IFA Administrator

    4 weeks ago

    Boston, Lincolnshire, United Kingdom Templegate recruitment Full time €26,000

    Financial Services Specialist Recruiters Our client is a prominent financial services company specialising in providing a wide range of investment and wealth management solutions. Established with a commitment to delivering tailored financial strategies, the firm focuses on helping individuals and businesses achieve their financial goals through...

  • Financial Planner

    5 months ago

    Louth, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...

  • Financial Planner

    5 months ago

    Louth, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...

  • Financial Planner

    5 months ago

    Louth, UK, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Planner. This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate, we are an experienced team of financial planners based in our...

  • Financial Administrator

    3 weeks ago

    Lincolnshire, United Kingdom Connectment Full time

    Job Title: Financial AdministratorJob Summary:This role is integral to the smooth running of the company. The successful applicant will work closely with the Finance Director to deliver the company's accounting processes. You will carry out the payment function for the company on a daily basis. You must therefore be experienced and confident in dealing with...

  • Financial Planning Specialist

    4 weeks ago

    Lincolnshire, United Kingdom MorePeople Full time

    Are you a finance professional looking for a new challenge? We're seeking a Financial Planning Specialist to join our team at MorePeople. As a key member of our finance team, you will be responsible for providing detailed financial analysis and insights to support business decision-making.Key responsibilities:Develop and maintain financial models and...

  • Senior Financial Planning Assistant

    3 weeks ago

    Lincolnshire, United Kingdom Capio Recruitment Full time

    Key Responsibilities:The successful person will provide direct technical support to the Advisors and work to build long lasting relationships. They will prepare for client reviews, assist with new business generation, write suitability and recommendation reports, track Advisors performance against KPI's and regularly liaise with product providers.About the...

  • Financial Manager

    3 weeks ago

    Louth, Lincolnshire, United Kingdom Lincolnshire And District Medical Services (LADMS) Full time

    About the RoleWe are seeking an experienced Financial Officer to join our team at Lincolnshire And District Medical Services (LADMS). As a key member of our finance team, you will be responsible for maintaining accurate transaction records, reviewing and approving invoices and timesheets, and preparing financial statements.Main ResponsibilitiesMaintain...

  • Service/financial Administrator

    4 weeks ago

    South Holland, Lincolnshire, United Kingdom Bakkavor Group Full time

    Finance Shared Services (FSS) Administrator Business Area: Finance Contract Type: Permanent Working Hours: Monday to Friday - 8:30am to 5:00pm Please be informed that this role offers a job share option, which aims to promote a collaborative approach to workload management and improved work-life balance by sharing a full-time role with another...

  • Head of Financial Planning and Analysis

    2 weeks ago

    Grantham, Lincolnshire, United Kingdom Thera Trust Full time €68,237

    Thera Trust has an exciting opportunity available for a Head of Financial Planning and Analysis to join our team remotely, with the ability to travel to Grantham or wider national travel when required. You will join us on a full-time, permanent basis . In return, you will receive a competitive salary of up to £68,237.We have an excellent history of...

  • Financial Officer

    3 weeks ago

    Louth, Lincolnshire, United Kingdom Lincolnshire And District Medical Services (LADMS) Full time

    About the RoleWe are seeking an experienced Financial Officer to join our team at Lincolnshire And District Medical Services (LADMS). As a key member of our finance team, you will be responsible for maintaining accurate transaction records, reviewing and approving invoices and timesheets, and preparing financial statements.Main ResponsibilitiesMaintain...

  • Head of Financial Planning and Analysis

    2 weeks ago

    Grantham, Lincolnshire, United Kingdom Thera Trust Full time €68,237

    Thera Trust has an exciting opportunity available for a Head of Financial Planning and Analysis to join our team remotely, with the ability to travel to Grantham or wider national travel when required. You will join us on a full-time, permanent basis . In return, you will receive a competitive salary of up to £68,237.00 per annum . Who are we? ...

  • Senior Administrator

    5 months ago

    Louth, United Kingdom Lincolnshire Community Health Services NHS Trust Full time

    To allocate work and provide daily supervision to the administration assistance, ensuring sufficient staff cover at all time to meet service requirements. To raise issues affecting he teams ability to deliver service in line with expectation and service level agreement with the team lead. Plan and maintain staff rosters and work plans Resolve day-to-day...

  • Senior Administrator

    5 months ago

    Louth, United Kingdom Lincolnshire Community Health Service NHS Trust Full time

    Plan and maintain staff rosters and work plans to ensure there are adequate staff to meet agreed operational needs, advising the team lead whether annual leave requests can be accommodated in line with policy. Resolve day-to-day operational problems that arise within the admin team such as staffing, IT or equipment issues, ensuring continuity of services....

  • Ifa Administrator

    4 weeks ago

    Boston, Lincolnshire, United Kingdom Templegate recruitment Full time €26,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFA Administrator Location: Boston, Lincolnshire Salary: Up to £26,000 (based on experience and qualifications) About the Company: Our client is a prominent financial services company specialising in providing a wide range of investment and wealth management solutions. Established...

  • Head of Financial Planning And Analysis

    2 weeks ago

    Grantham, Lincolnshire, United Kingdom Pilgrims Europe Full time

    My job Purpose To own and improve the periodic reporting of business performance reviews as well as the financial planning and CAPEX investment review process. Consolidate the European business reporting into single currency and ensure reporting is standardised across the business. It is expected that the team will identify opportunities for EBIT...

  • Home Administrator

    3 weeks ago

    Lincolnshire, United Kingdom HC-One Full time

    About HC-OneWe are a leading provider of high-quality care and support services, and we are seeking a dedicated and compassionate Home Administrator to join our team.As a Home Administrator, you will play a vital role in ensuring the smooth day-to-day operation of our care homes. You will be responsible for providing administrative support to our care teams,...

  • Site Administrator

    5 months ago

    Louth, United Kingdom Grantham Industries Limited Full time

    Due to continued expansion Grantham Industries Limited currently has a vacancy for an experienced Administrator to provide support to our site teams and procurement. The position will be based at our Head Office at Warwick Road, Fairfield Industrial Estate. Louth. This is a full-time position. **Job Purpose**: To provide commercially aware procurement and...

  • Administrative Assistant

    5 months ago

    Lincolnshire, United Kingdom Cadent Gas Full time

    **Contract type**: Permanent **Location**:Lincoln, LN5 8RE / Grimsby, DN32 9LY - hybrid working available **Salary**: £24,020 - £28,259 determined by a competency-based framework **About the role** As an Administrative Assistant, you’ll provide a range of Administrative support to the Customer Operations East Midlands team, and contribute to the...

Financial Planning Administrator

2 months ago

Louth Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

Castlegate is seeking a Financial Planner . This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base.
At Castlegate , we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.

This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.

Meeting clients to understand and document their objectives, attitude to risk, capacity for loss, existing policies, personal circumstances and tax status together with any additional information required in the form of completed file notes and fact finds, together with the use of third party software.
Discussing investment opportunities and disclosing related risks related to any relevant investment.
Recommending strategies appropriate to the client to achieve their financial goals and objectives.
Maintaining the expected standards of service to clients, including conducting reviews of existing clients to monitor changes to their financial status and objectives together with any broader economic updates and making changes to their investment strategy as necessary.
Ensuring Duncan & Toplis Group Team Members are kept up to date and informed of relevant financial services matters.
Developing professional connections (internal and external) to produce quality client introductions.
Must possess excellent communication, interpersonal, presentational and relationship building skills, with the ability to raise appropriate questions to the clients.
Profound knowledge of the financial services market, products, associated technical and compliance issues and to be able to understand and demonstrate adherence to regulatory rules, requirements and obligations.
IT literate, including the full Microsoft Office suite together with Microsoft Teams and preferably experience using some of the following software packages: Good organisational, administrative and time management skills.
Must be self-disciplined and motivated with the ability to work alone and unsupervised or within a team environment when appropriate.
Must have a flexible attitude to work and be prepared to travel, with occasional appointments outside of normal working hours.
At a minimum must hold the Diploma in Regulated Financial Planning by the CII (or equivalent) and must hold a current valid Statement of Professional Standing, with a commitment to further professional advancement.
Must hold a clean UK driving licence.