Graduate Financial Planning Support

**Graduate Financial Planning Administrator - IFA Firm with UHNW clients - Total package - £28k (salary, bonus, study support package and mentorship to be a Paraplanner - Near Reading (Berkshire)** Are you a recent graduate in Maths/Economics/Finance or similar with ambitions to work in the wealth management industry? Are you looking for a new role with a...

Orka Financial is currently recruiting for a market-leading services business in Wokingham that requires a Financial Controller for a 12 month contract. The Role The purpose of this role is to support the integration of a large acquisition and to ensure the smooth transition of accounting procedures from the newly acquired entity into the group accounts....

Job Description:The successful candidate will have experience of working in a financial services environment and a strong understanding of the financial planning process. They will be able to communicate effectively with clients and colleagues, and possess excellent administrative skills.The estimated salary for this role is £28,000-£38,000 per annum,...

Our client is a growing SME who is seeking to hire a Financial Accountant. The Financial Accountant is a No2 position to the Financial Controller and will supervise a team of 3 reports. The role will suit a finalist or newly qualified ACA/ACCA or CIMA Accountantwho is looking for a good mix of Financial and Management Accounting. **Responsibilities**: -...

Job Title: Financial Planning CoordinatorWe are seeking a highly skilled Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Financial Planning Coordinator, you will...

At our clients' firm in Wokingham, we are seeking a highly motivated and organized Senior Financial Services Coordinator to support Financial Advisers in delivering world-class financial advice services. If you have a strong background in administration, excellent communication skills, and a passion for financial services, we encourage you to apply for this...

Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the financial services industry.About the RoleThe successful candidate will be responsible for providing research and analysis of...

**PA to Financial Adviser/MD - Wealth Management Firm - Wokingham - Up to £35k** Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley whoI have met and...

About the Role: We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the field of financial planning.\Key Responsibilities:Conduct research and analysis of investment funds and...

Job Overview: We are seeking an experienced Financial Planning Administrator to join our client's firm based in the Wokingham area. This is a full-time office-based position where you will work closely with Financial Advisers to provide financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties, ensuring that all...

Job Title: Financial Planning SpecialistWe are seeking an experienced Accounts Senior to join our team at TPF Recruitment in Wokingham. As a key member of our accounting practice, you will provide tax, bookkeeping and VAT services to our clients.About the Role:Deliver high-quality accounting services to our clients, including financial planning and...

Finance Administrator PositionArtemis Recruitment Consultants Ltd is seeking a skilled Finance Administrator to join its team in Wokingham. As a key member of the administration department, you will play a vital role in supporting Financial Advisers in delivering exceptional financial advice services.Job OverviewThe role requires an individual who can...

Job Description:">Role OverviewThe Financial Paraplanner will work closely with a full team of administrators and Financial Advisers to prepare recommendations and produce suitability reports in line with company policy.Key Responsibilities">Prepare two multi-pension and investment suitability reports per week or five simple suitability or review reports per...

We are looking for a highly organized and communicative Financial Planning Assistant Manager to join our team in Wokingham.This role offers a unique opportunity to work closely with experienced Financial Advisers, delivering tailored financial advice to clients.The successful candidate will be responsible for maintaining accurate client records,...

Job Title: Technical Advisor in Financial PlanningCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £45,000 - £55,000 per annum, depending on experience.Job Description: We are seeking an...

Job DescriptionWe are seeking a highly skilled Head of Financial Planning and Analysis to join our team in Wokingham. As a strategic leader, you will be responsible for driving the growth and profitability of our complex home care business across the UK.Your key responsibilities will include:Developing and implementing financial strategies to support growth...

As a Graduate Support Specialist at Academics Ltd, you will be working with a unique mental health-focused school in Wokingham, providing emotional and therapeutic support to children dealing with childhood trauma, anxiety, depression, low self-esteem, attachment disorders, and PTSD.The majority of students at the school have complex mental health needs and...

A rare opportunity for an experienced Financial Planning Administrator to join one of our clients - a successful boutique financial services and advisory organisation in Wokingham. The role provides the opportunity to add real value as a key part of theteam, utilise a varied skillset, and contribute toward a high standard of...

Wokingham-based Trainee Paraplanner PositionWe are seeking a motivated Trainee Paraplanner to join our team in Wokingham and contribute to the growth of our business.This Trainee Paraplanner role offers a competitive salary package, including an estimated annual salary of £28,000 - £32,000, based on experience and qualifications.Responsibilities and...

Psychology Graduate - Wokingham - ASAP Start Are you a psychology graduate looking for your first step into mental health? Are you looking for experience working with SEMH, SEN, ASD and ADHD children? A lovely school in Wokingham is looking for a Psychology Graduate to join their team in September. They are looking for a Psychology Graduate or has...