Current jobs related to Financial Planning Coordinator - Eastleigh, Hampshire - NJR Recruitment

  • Financial Planning Coordinator

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry, providing Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly created opportunity has arisen...

  • Scheduling and Planning Coordinator

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Workshop Recruitment Full time

    Job Title: Scheduling and Planning AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as a Scheduling and Planning Administrator. As a key member of our team, you will be responsible for scheduling, coordinating, and monitoring the maintenance and repairs of property and ongoing remedial cases.Key...

  • Financial Planning Accountant

    1 day ago

    Eastleigh, Hampshire, United Kingdom Prysmian Group Full time

    About Prysmian GroupWe are a leading global cable player driving the energy transition and digital transformation. With over 150 years of experience, our team of 28,000+ employees operates in 52 countries with 100+ plants worldwide.Our expertise spans a wide range of services and know-how in the industry, including manufacturing thousands of miles of...

  • Financial Planning Coordinator

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting opportunity has arisen to...

  • Financial Planning Coordinator

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    Exciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...

  • Financial Planning Coordinator

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    Exciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...

  • Financial Planning Coordinator

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    Exciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...

  • Financial Planning Coordinator

    2 weeks ago

    Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.This exciting opportunity has arisen due to internal progression within the client services team as an IFA...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Prysmian Group Full time

    About Prysmian GroupWe are a global cable player leading the energy transition and digital transformation. With over 150 years of experience, 28,000+ employees, 52 countries, and 100+ plants worldwide, we drive new forms of energy and information to every corner of the earth.We offer a wide range of services and know-how in the industry. Each year, the Group...

  • Financial Operations Coordinator

    5 days ago

    Eastleigh, Hampshire, United Kingdom Barclay Meade Full time

    Key Responsibilities: As a Cash Management Assistant in our Finance Department, you will be responsible for processing manual payments accurately and in accordance with authority matrices. This will involve allocating all electronic payments received against the correct instalment policies, claims, or brokers.Additional Tasks: You will also process requests...

  • Chief Financial Officer

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Page Executive Full time

    Job Description:As Chief Financial Officer at Page Executive, you will play a key role in driving the financial strategy of our client, a well-established UK SME. Your primary responsibilities will include:Providing cash flow forecasting and maintaining a long-term cash forecastLeading, managing, and coordinating the annual budget processFormulating...

  • Financial Controller

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control Accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...

  • Financial Controller

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control Accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...

  • Financial Controller

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...

  • Financial Controller

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonAs a key member of the Financial Control team, the successful candidate will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also...

  • Financial Controller

    4 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...

  • Financial Controller

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom B&Q Full time

    About the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a key role in leading the coordination of activities for key reporting cycles, including Month End, External Audit and the preparation of Statutory accounts. The role will also be involved in understanding the accounting...

  • Financial Operations Coordinator

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Tate Full time

    We are seeking a highly motivated and detail-oriented Accounts Assistant to join our dynamic finance team at Tate. This is an exciting opportunity to become part of a forward-thinking company that values individuals and has a supportive and friendly work environment.Key Responsibilities:Monitor and respond to queries in a timely and professional...

  • Financial Operations Coordinator

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Tate Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Finance Assistant to join our dynamic finance team in Eastleigh. As a key member of our team, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Monitor and respond to financial queries in a timely and efficient manner.Prepare, load,...

  • Financial Analyst

    3 weeks ago

    Eastleigh, Hampshire, United Kingdom Prysmian Group Full time

    About Prysmian GroupWe are a global leader in the energy transition and digital transformation, with over 150 years of experience and 28,000+ employees across 52 countries and 100+ plants worldwide.We offer a wide range of services and know-how in the industry, including the manufacture of thousands of miles of underground and submarine cables and systems...

Financial Planning Coordinator

2 months ago

Eastleigh, Hampshire, United Kingdom NJR Recruitment Full time
About the Role

NJR Recruitment is proud to be representing a highly respected Wealth Management organisation based in the Eastleigh area.

Our client is a leading provider of Independent Wealth Management advice to private clients and business owners. Due to internal growth, an exciting opportunity has arisen to join their client services team as an IFA Administrator.

What We Offer
  • Hybrid working arrangement
  • 25 days annual leave
  • A day off for your birthday
  • Contributory pension scheme
  • Private Healthcare
  • Life assurance
  • Health insurance
  • Charity volunteer days
  • Career Development
  • Cycle to work scheme

This role is ideal for someone with experience working within an IFA / Wealth Management Practice, possessing strong product knowledge within HNW Pensions & Investments, and delivering exceptional service to clients.

Key Responsibilities
  • Providing administrative support to a team of IFA's
  • Preparing correspondence, including letters and emails
  • Being the primary point of contact for IFA's, clients, life offices, and members of the business
  • Maintaining administration systems
  • Ensuring daily workflow is completed
  • Assisting with the management of the IFA's portfolio of existing business
  • Preparing new business and review packs
  • Performing general administration tasks, including filing, photocopying, and scanning duties

We are looking for someone with a minimum of 12 months experience in a similar role, with whole of the market product knowledge and strong use of Provider Platforms. Industry qualifications are advantageous, but not essential. Full study support is available for those keen to progress.

For further information, please apply today or contact one of our specialist consultants quoting REF: NJR15180