Financial Planning Administrator

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Financial Planning Administrator – Private Client Are you looking to make an impact in our support team? Are you looking to develop your knowledge in business administration? And are you looking for open, engaged and collaborative teams? Then apply to the role today! About the team ‘I have been with Mazars for just over 6 years and during that...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Milton Keynes offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and...

Financial Planning Administrator – Private Client  Are you looking to make an impact in our support team?  Are you looking to develop your knowledge in business administration?  And are you looking for open, engaged and collaborative teams?  Then apply to the role today!  About the team‘I have been with Mazars for just over 6 years and during that...

**Financial Administrator (Milton Keynes)** Recruit UK is currently offering an outstanding opportunity for a Financial Administrator to join a Wealth Management practice located in Milton Keynes. The client is in search of a full-time permanent administrator to become part of their team. Rest assured you will receive comprehensive training from the...

Overview: **Duties**: - Logging of invoices - Logging of purchase orders - Raising invoices through Xero - Creating purchase orders - Adding new clients to Xero - Payroll - Setting up payments and direct debits - HMRC P30 payments - Setting up new starters - Financial reporting (P&L, Balance Sheets etc) - Keeping track of monthly payments and money owed -...

My client a very successful IFA Practice in Milton Keynes is actively looking to recruit a skilled ADVISOR SUPPORT IFA ADMINISTRATOR to join the excellent financial planning Team.This is a great opportunity for someone with the strong skills within theWealth Planning Industry on the Administrative side supporting Paraplanners and MAINLY ADVISORS. To be...

My client a successful Financial Planning IFA Firm in Milton Keynes is looking to recruit a SKILLED FINANCIAL PLANNING ADMINISRATION MANAGER to join the business. The applicant who comes forward for this role will be required to support the Admin team and must have excellent strong Financial Services Administration skills along with Managing. a) Are you...

R1032446 More 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....

Financial Crime administrative officer Country: United Kingdom **WHAT YOU WILL BE DOING** **Join our community.** This is an exciting opportunity to join the Suspicious Activity Reporting Unit (SAR), where you’ll provide administrative support to the delivery of key department activities within Financial Crime Intelligence & Investigations Unit and...

**Job Title: IFA Administrator** **Salary: £23,000 - £27,000** **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 provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...

Our client, a highly reputable commercial entity which is synonymous with stability and profitability, is looking for a financial high flyer to provide support in the area of financial planning and analysis. The chosen candidate will have advanced Excel capabilities including efficient modelling and advanced formulae, and will have a proven track record in...

Our client, a highly reputable commercial entity which is synonymous with stability and profitability, is looking for a financial high flyer to provide support in the area of financial planning and analysis. The chosen candidate will have advanced Excel capabilities including efficient modelling and advanced formulae, and will have a proven track record in...

**Job Title: IFA Administrator** **Salary: £23,000 - £30,000** **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 provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments,...

Our 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 Head of FP&A. This role will have a key part to play with the finance planning, you will take financial...

**Job Title**: Administration Team Leader **Industry**: Financial Services **Location**: Milton Keynes **Salary**: Up to £38,000 **Reference Number**: 7396 Recruit UK have partnered with a firm based in Milton Keynes looking for an individual to join their business to manage the administration team. This is an excellent role if you have a strong...

Trainee Financial Planner Milton Keynes Salary up to £45,000 **Benefits**: " 30 days holiday (plus bank holidays) " 3% employer pension contribution " Health Cash back Scheme enrolment " Training allowance / support towards qualifications " Potential for bonus up to 10% of salary " Hybrid working options " Potential for Friday early finishes This...

A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. **Responsibilities**: - Responsible for the day to day oversight and management of the administration team - Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for...

Scanning - Filing - Answering the telephone - Creating new client packs - Uploading annual reviews - Booking meetings - Retrieving valuations - Liaising with providers Experience within Financial Services would be desired, but it is not necessary. This position will also provide the opportunity for role expansion. **Salary**: £19,000.00-£21,000.00 per...