Financial Planning Admin

Financial Planning Admin 25 days holiday + BH ~ Medical Cash Plan ~ Pension ~ Long term progression An independent firm specialising in wealth management, financial planning, and investment management, is looking to bring an individual into their growing team. They are seeking a Financial Planning Administrator to join their Northampton-based team....

The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). Updating client database (Intelliflo). Providing any other assistance the financial adviser may require in line with company...

New year and looking to take your financial planning administration role to the next level? After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career. The successful candidate will have experience within a...

A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. Provide comprehensive financial planning advice to clients, both existing and new. * Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met. * Ensure that clients...

Salary: £24,500 per annum (increasing to £25,000 per annum after probation) Plus department bonus scheme of an additional OTE of £1,500 per year. You ll be eligible to join this bonus scheme after your 6 month probation. Brackmills, Northampton. Office based with free parking. Match Recruitment are recruiting on behalf of their client based in...

A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...

General admin duties, to include filing, answering telephone, raising invoices, liasing with clients and burial authorities, preparing documents as required. Must be proficient in Microsoft word and excel. Familiarity with microsoft access would be a bonus. Proof reading will be required so good eye for detail and accuracy is essential. Please note we are...

FP&A Manager to join our expanding team at our well-established and growing Main Contractor Construction Company based in 7formation is a rapidly expanding nationwide construction and fit out company dedicated to excellence, innovation, and growth. Find out more about our extensive client portfolio on our website. 7formation Ltd is looking for a FP&A...

FP&A Manager to join our expanding team at our well-established and growing Main Contractor Construction Company based in 7formation is a rapidly expanding nationwide construction and fit out company dedicated to excellence, innovation, and growth. Find out more about our extensive client portfolio on our website. 7formation Ltd is looking for a FP&A...

We have an exciting opportunity available for a FP&A Manager to join our expanding team at our well-established and growing Main Contractor Construction Company based in Corby, Northamptonshire. 7formation is a rapidly expanding nationwide construction and fit out company dedicated to excellence, innovation, and growth. Find out more about our extensive...

**Job ref: 24709**: **Pay rate: £21,000 per annum** **Hours: 37.5 hours per week** **Job Overview**: - Build and maintain effective professional customer relationships and communications - Help manage customer service delivery and communications as part of the service department - Communication and liaison with the service team, engineering team,...

Job responsibilities: Interested in this role You can find all the relevant information in the description below. We are seeking a dynamic individual to join our team as a Hybrid Project Manager with expertise in domain-specific subject matter. This role will encompass responsibilities ranging from supporting the PMO function to producing operating model...

Job responsibilities: Interested in this role You can find all the relevant information in the description below. We are seeking a dynamic individual to join our team as a Hybrid Project Manager with expertise in domain-specific subject matter. This role will encompass responsibilities ranging from supporting the PMO function to producing operating model...

Job Description Job responsibilities: We are seeking a dynamic individual to join our team as a Hybrid Project Manager with expertise in domain-specific subject matter. This role will encompass responsibilities ranging from supporting the PMO function to producing operating model artifacts, with a focus on market risk, credit risk, and Basel IV...

Job responsibilities: We are seeking a dynamic individual to join our team as a Hybrid Project Manager with expertise in domain-specific subject matter. This role will encompass responsibilities ranging from supporting the PMO function to producing operating model artifacts, with a focus on market risk, credit risk, and Basel IV compliance. The successful...

Maintenance Coordinator/ Planner Salary: £24,500 per annum (increasing to £25,000 per annum after probation) Plus department bonus scheme of an additional OTE of £1,500 per year. You’ll be eligible to join this bonus scheme after your 6 month probation. Monday – Friday, 8am – 4:30pm (40 hours per week). No weekends. Brackmills, Northampton. Office...

A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...

**To competently provide financial advice, to clients within FCA rules and the firm’s procedures, and to work on strategy in this fast-growing business. Responsibilities** Personal Attributes - Passionate about lifestyle-focused wealth management, using a holistic approach that is focused on solutions, not products. - An experienced, fully-qualified...

A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...

BE AN ESSENTIAL PART OF EVERYDAY LIFE Position: Inventory & Admin Clerk Location: Northampton Contract Type: Permanent (Full-Time) Shift pattern: Mon-Fri 37.5hrs per week (05:45 - 13:45) Closing Date: 14th February 2023 Criminal Check required: Yes - Basic CRC Customer: NUMS **Salary**: £21,820.50 Are you a motivated, organized individual seeking a...