Current jobs related to Financial Planning Administrator - Penarth Vale of Glamorgan - Heat Recruitment Ltd

  • Financial Services Administrator

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Finlink Ltd.As a key member of our operations team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring seamless delivery of our services to clients.Key ResponsibilitiesPrepare...

  • Financial Services Administrator

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full time

    Job Title: IFA AdministratorJoin our team at Finlink Ltd as an IFA Administrator, where you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.About the RoleAs an IFA Administrator, you will be responsible for preparing for annual reviews, arranging meetings, processing new business, and handling...

  • Financial Services Administrator

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full time

    Job Title: IFA AdministratorJoin our team at Finlink Ltd as an IFA Administrator, where you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.About the RoleAs an IFA Administrator, you will be responsible for preparing for annual reviews, arranging meetings, processing new business, and handling...

  • Financial Planning Manager

    3 weeks ago

    City of London, United Kingdom Randstad Financial & Professional Full time

    FP&A Manager Job DescriptionWe are partnering with a leading SaaS business to find an experienced FP&A Manager for a 4-month temporary role. This position offers hybrid working (2 days per week in the office) and a competitive daily rate of £500-£600 (IR35 determination to be confirmed).Key Responsibilities:Develop financial models and cleanse data for...

  • Financial Planning Manager

    3 weeks ago

    City of London, United Kingdom Randstad Financial & Professional Full time

    FP&A Manager Job DescriptionWe are partnering with a leading SaaS business to find an experienced FP&A Manager for a 4-month temporary role. This position offers hybrid working (2 days per week in the office) and a competitive daily rate of £500-£600 (IR35 determination to be confirmed).Key Responsibilities:Develop financial models and cleanse data for...

  • Sales Administrator

    5 months ago

    Vale of Glamorgan, United Kingdom BSW Systems Ltd Full time

    Job Summary: We're a busy organisation who manufacture, supply and install Passenger Waiting Shelters across the UK. Working in a fast-paced environment, we are looking for a confident Sales Administrator to join our team. You will work with our Planning Assistant and Project Managers ensuring new orders are processed quickly and effectively. Attention to...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing budgets,...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing budgets,...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst - Central London - Hybrid £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a highly motivated FP&A Analyst to join our client's vibrant and growing financial services company in central London. As a key member of the finance team, you will be responsible for supporting senior stakeholders and contributing to key...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst - Central London - Hybrid £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a highly motivated FP&A Analyst to join our client's vibrant and growing financial services company in central London. As a key member of the finance team, you will be responsible for supporting senior stakeholders and contributing to key...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst - Central London - Hybrid £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a highly motivated FP&A Analyst to join our client's vibrant and growing financial services company in central London. As a key member of the finance team, you will be responsible for supporting senior stakeholders and contributing to key...

  • Financial Planning and Analysis Specialist

    1 month ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst - Central London - Hybrid £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a highly motivated FP&A Analyst to join our client's vibrant and growing financial services company in central London. As a key member of the finance team, you will be responsible for supporting senior stakeholders and contributing to key...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our client's vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our client's vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our client's vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst Opportunity in Central London £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to support senior stakeholders and contribute to key financial planning and analysis activities in our client's vibrant and growing financial services company in central London.Key Responsibilities:Assist in preparing...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    City Of London, United Kingdom Vitae Financial Recruitment Full time

    FP&A Analyst - Central London - Hybrid £40k - £45k + Benefits Dynamic Financial Services CompanyWe are seeking a motivated FP&A Analyst to join our client's vibrant and growing financial services company in central London. You'll be supporting senior stakeholders and contributing to key financial planning and analysis activities.Key...

  • Financial Administrator

    2 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Full time

    We are seeking an experienced Accounts Assistant to join our growing team at Yolk Recruitment. This is an excellent opportunity for someone who thrives in a trust-based workplace where you are left to get the job done.Key Responsibilities:Day-to-day bookkeeping: Processing invoices, managing accounts payable/receivable, and maintaining accurate financial...

  • Financial Administrator

    2 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Full time £26,000 - £28,000

    Accounting Support Specialist OpportunityWe are seeking an experienced Accounting Support Specialist to join our team in Penarth. As an Accounting Support Specialist, you will be responsible for processing invoices, managing accounts payable/receivable, and maintaining accurate financial records.Key Responsibilities:Day-to-day bookkeeping, including...

  • Business Support Administrator

    4 months ago

    Glamorgan, United Kingdom Digital Health and Care Wales Full time

    Join a great team making care safer through digital systems across the NHS in Wales. We’re looking for an experienced administrator with a passion for developing effective business administration processes and improving administrative efficiency to work within a developing team within the Clinical Directorate. We are looking for someone who will be a...

Financial Planning Administrator

2 months ago

Penarth Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time €32,000

An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in Penarth. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboard and to help you advance your knowledge/ career. Benefits:

  • Up to £32,000
  • 28 days holiday plus bank holidays
  • Life assurance
  • Income protection
* DIS
  • Pension
  • Flexible benefits platform.
  • Hybrid working - 2 days in the office
  • Exam support after probationary period
Skills/ Requirements:
  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired
If this specific IFA administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support