Senior Manager, Financial Planning
4 weeks ago
As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.
Write Financial Planning Reports to be presented to clients by our Advisers.
Prepare client review packs and handle illustration requests.
Assist in developing Paraplanner hubs in other offices.
Deliver training remotely.
Stay updated with financial products and legislation.
Experience in a Financial Planning firm with essential Paraplanner/report writing skills.
Expert at Managing, Training, Support and motivating a team.
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, and Corporate Eyecare.
-
Chief Financial Officer
2 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Hays Senior Finance Full timeWe are seeking a dynamic and strategic finance executive to join our client's team in Milton Keynes. This role encompasses several key responsibilities during the maternity cover period: Act as the project sponsor for a significant finance system upgrade, including core accounting, AP automation, and financial planning and analysis tools. Identify,...
-
Financial Planning Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Financial Planning Firm Full timeJob Title: Financial Planning Administrator Industry: Financial services Location: High Wycombe Salary: £30,000 (higher salary negotiable) Job Reference: 9025 Job Description: Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, boutique IFA firm near High Wycombe. This is an...
-
Senior Financial Planning
4 weeks ago
Milton Keynes, United Kingdom Cedar Full timeOur Client is a leading FMCG group that operates over sites around the world and has sales in more than 60 countries with a mix of B2B and B2C brand. An exciting opportunity has become available at the companies head office in Milton Keynes for a Senior FP&A Manager. This role will have a key part to play with the finance planning, you will take financial...
-
Financial Planning Administrator
3 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom MAZARS LIMITED Full timeFinancial Planning Administrator - Private Client Are you looking to develop your knowledge in business administration? Marta Pine, Operations Associate Director, Private Client Support). To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning,...
-
Senior Finanical Planning Administrator
5 days ago
Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Senior Finanical Planning Administrator** **Salary: £27,000 - £35,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on...
-
Remote Manager
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeCompany Description At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established and continually...
-
Remote Manager
8 hours ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeAt Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established and continually expanding Mortgage &...
-
Remote Manager
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeCompany Description At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established and continually...
-
Senior Compliance Officer
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Curve Group Holdings Ltd Full timeCompliance Officer (FTC) FTC - 6 months This is a 6-month FTC to support the Head of Compliance in ensuring that the Bank adheres to its regulatory compliance responsibilities by providing appropriate compliance oversight over the Bank's operational environment. This will be provided through advisory support and compliance monitoring reviews. The...
-
Financial/insurance Risk Manager
4 weeks ago
Milton Keynes, United Kingdom Latcom Plc Full timeFinancial/Insurance Risk Manager required to work in my client's Milton Keynes HQ. This is a Hybrid role, however you must be within commutable distance to MK. Job purpose: - Lead (as directed) on relevant areas of the financial risk strategy and supporting components including relevant policies and procedures, risk appetite statements and measures, stress...
-
Group Financial Accountant
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom COREcruitment Full timeGroup Financial Accountant Location: Milton Keynes (Hybrid) Salary: circa £60k depending on experience We are delighted to be working with a professional services firm that is looking for a bright and ambitious Group Financial Accountant to join friendly finance team at the Milton Keynes office. As a member of the Group Finance team, your role will...
-
T and C Manager
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeCompany Description At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established and continually...
-
T and C Manager
8 hours ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeJob Description Company Description At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established...
-
T and C Manager
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Access Financial Services Full timeCompany Description At Access Financial Services, we believe in delivering expert advice to our clients to secure their financial future. Our team is dedicated to providing tailored solutions that add value to every aspect of their life, backed with a personal touch, a simple approach and an everyday language. We are a well-established and continually...
-
Milton Keynes, United Kingdom Integris Financial Recruitment Full timeOur client need an interim Management Accountant to join the Financial Control team asap. The role is for 3-6 months with the chance of temp to perm at £40k plus good benefits. The Management Accountant will be responsible for providing accurate and timely financial information to support the decision-making process of senior management and contribute...
-
Financial Analyst
2 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Abacus Consulting Full timeFinancial Analyst, Milton Keynes, Qualified CIMA, ACCA or ACA, £65,000+ bonus and generous benefits Our client, a well-established and highly reputable services group, is seeking a qualified Financial Analyst to join their efficient UK finance team. The role is a senior position, responsible for the delivery of high-quality financial support information to...
-
NAS Financial Reporting Senior Manager
1 month ago
Milton Keynes, United Kingdom Grant Thornton UK Full timeMore than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that...
-
Commercial Head of Finance-multisite Operation
4 weeks ago
Milton Keynes, United Kingdom Orka Financial Full timeOur client is a growing multisite food business who seek to hire a Commercial Head of Finance to own their central region which is circa £70m turnover. Our client work with some flagship clients and this role will be client and business facing. The rolewill suit a commercially astute qualified Accountant who will enjoy a highly visible role partnering and...
-
Financial Analyst
4 weeks ago
Milton Keynes, Buckinghamshire, United Kingdom Page Personnel Sales Full timeAbout Our Client Our client is a major player within the industrial/manufacturing sector, boasting a team of over 1,000 dedicated professionals across multiple locations. With an extensive network and a solid reputation for quality and reliability, the company is committed to continuous growth and innovation in Milton Keynes. Job Description Financial...
-
Privately Owned Business
7 days ago
Milton Keynes, Buckinghamshire, United Kingdom Mazars Full timePrivately Owned Business - Audit Senior Manager In Audit, you will join a growing team of over 1,100 relationship driven, curious, problem solvers who add value to their clients on a daily basis. Our Audit Teams provide audit assurance services which are vital to our clients' business controls, shareholder confidence and credibility of their financial...