Financial Planning Assistant

**Role Purpose** Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aware of and understand those that best meet their needs. You will be Diploma...

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a...

I am working with a well established Financial Advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts.They are looking to hire a Financial Planning Administrator for their office in Hove.Within this practice the advisors have a team of support...

I am working with a well established Financial Advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts.They are looking to hire a Financial Planning Administrator for their office in Hove.Within this practice the advisors have a team of support...

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a...

An award winning financial planning practice are looking to add an experienced Financial Planning Administrator to their successful support team. This role can undertake technical admin work and could also have exposure to trainee paraplanning work to develop your career in that direction.The role will be to provide high level support to the experienced...

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team. The role will be to provide high level support to the Financial Planners of the business across the full advice range including investments and pensions. Some key...

An award winning financial planning practice are looking to add an experienced Financial Planning Administrator to their successful support team. This role can undertake technical admin work and could also have exposure to trainee paraplanning work to develop your career in that direction.The role will be to provide high level support to the experienced...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Reporting to the Finance & Operations Director, the key areas of this position will be daily financial management, planning, forecasting, margin analysis and ensuring all information is up to date and accurate, as well as understanding the day to day constraintsof managing the finances in a business environment. You will need be an enthusiastic person who is...

Financial Administrator Company We are seeking a highly organised and detail-oriented Financial Administrator to join our Client, a Fund Administration Company in central Brighton. Salary £27,000 - £28,000 Brighton office (not hybrid) **Responsibilities**: - Perform day-to-day financial administrative tasks, including processing financial...

Job DescriptionWe’re recruiting for a Retail Portfolio Financial Analyst to join our Retail function in Hove or London.The role encompasses all accounting and financial planning activities within the Retail Change Portfolios. It involves analyzing financial data, ensuring the effective operation of financial controls, and preparing reports. Additionally,...

Company DescriptionLegal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and...

**Role purpose** We are seeking an experienced IFA Administrator with a minimum of 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. **Responsibilities** - Provide administrative support to Advisers and Paraplanners. - Input and maintain data on the...

**Role purpose** We are seeking an IFA Administrator with at least 2 years experience. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. **Responsibilities** - Provide administrative support to Advisers and Paraplanners. - Input and maintain data on the Company’s back office...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...