Financial Planning Assistant

Job Opportunity: Independent Financial Adviser Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Potential client leads generated via company website and Unbiased Convenient large office space for office-based or remote working Access to third-party support tools such as FE Analytics, Cashcalc,...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...

An exceptional opportunity awaits you at Hexagon Life Planning Services Ltd, a modern and forward thinking company with traditional values, experiencing rapid growth in the Manchester and Greater Manchester area. As a Will Writing & Estate Planning Advisor, you will play a pivotal role in providing bespoke advice to our clients on matters such as Wills,...

Full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to...

Head of Cost Business Partnering page is loaded Head of Cost Business Partnering Apply locations Nottingham, Eng London, Eng time type Full time posted on Posted Yesterday job requisition id R183953 Nottingham Trent House (95002), United Kingdom, Nottingham, NottinghamshireHead of Cost Business Partnering About this role We are looking for an...

Support the Head of Financial Management, Divisional Finance Manager, Finance Manager in providing an effective financial monitoring and reporting service to the Trust, in accordance with the agreed timetable, procedures and standards. In accordance with financial and legal requirements to relevant bodies external to the trust (e.g. Joined Up Care...

Financial Planning AdministratorNottinghamCompetitive salary plus benefits To provide business support to Financial Advisers, working within the agreed business objectives. To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policies and FCA...

Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...

Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...

FP&A Manager Northwest London £90,000 + Bonus Opportunity CXS57326Finatal are retained by a large cap Private Equity backed healthcare business searching an FP&A Manager to join them on their aggressive growth trajectory. In the depths of a mammoth buy and build journey, this role will be pivotal in providing transparency on business performance and...

Interim Assistant Financial Accountant - Home based SF Recruitment are working exclusively with a leading business based in Nottingham for an Interim Financial Accountant to join their client immediately for a minimum of 6 months Fully remote £15-17p/h Umbrella Key responsibilities will include: - Working as part of our clients financial reporting team -...

Job Opportunity: Independent Financial AdviserLocation: Nottinghamshire, UKEmployment Type: Self-employedCompensation: 65-75% commission split (dependent on level of trail)Benefits: * Full admin and paraplanning support * Potential client leads generated via company website and Unbiased * Whole of market advice firm with preferred providers * Convenient...

Job Opportunity: Independent Financial Adviser Location: Nottinghamshire, UK Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Full admin and paraplanning support Potential client leads generated via company website and Unbiased Whole of market advice firm with preferred providers Convenient large...

**Location** **Salary** **Posted on** **Reference** **Nottingham £35000 - £45000 03/11/2023 NJR10275 DESCRIPTION FINANCIAL ADVISER (Employed OR Self Employed) MUST BE DIPLOMA QUALIFIED. NOTTINGHAM NJR is currently working with a very well-established Wealth Management practice who provide bespoke advice, to Private Clients, Business Owners, Trustees and...

**Location** **Salary** **Posted on** **Reference** **Nottingham £35000 - £45000 24/04/2023 NJR10275 DESCRIPTION FINANCIAL ADVISER (Employed OR Self Employed) MUST BE DIPLOMA QUALIFIED. NOTTINGHAM NJR is currently working with a very well-established Wealth Management practice who provide bespoke advice, to Private Clients, Business Owners, Trustees and...

**Location** **Salary** **Posted on** **Reference** **Nottingham £35000 - £45000 27/02/2023 NJR10275 DESCRIPTION FINANCIAL ADVISER (Employed OR Self Employed) MUST BE DIPLOMA QUALIFIED. NOTTINGHAM NJR is currently working with a very well-established Wealth Management practice who provide bespoke advice, to Private Clients, Business Owners, Trustees and...

Trinity House Group are working on a retained basis to recruit a Financial Controller to join a fast paced, high growth business in Nottingham who offer hybrid working. These are super exciting times to join the organisation, who continue to grow exponentiallywith no plans of stopping. This role will allow you to develop your already strong technical...

Director of Planning Flexible Working Arrangements Carrington West are pleased to be exclusively assisting their multi-disciplinary client in their search for a Director of Planning on a permanent basis. We have an exciting opportunity to join a growing consultancy and the role is open to candidates from both the private and the public sectors....

**Summary**:Reporting to the Assistant Vice President (AVP) - Financial Reporting, the Senior Associate - Financial Reporting will be an integral part of the team’s success. You will be responsible for assisting the AVP and VP to ensure that the fund distribution rates are calculated accurately and within the regulatory deadlines and be responsible for...