Current jobs related to Financial Planning Assistant - Bracknell, Bracknell Forest - Resource Matters Ltd

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis ManagerWe are seeking a highly experienced Financial Planning and Analysis Manager to lead our FP&A team in the European region. As a key member of our finance team, you will be responsible for providing financial analysis and decision support to senior management, driving business growth and profitability.Key...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis ManagerWe are seeking a highly experienced Financial Planning and Analysis Manager to lead our FP&A team in the European region. As a key member of our finance team, you will be responsible for providing financial analysis and decision support to senior management, driving business growth and profitability.Key...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Senior ManagerRD Financial Recruitment is seeking a highly experienced Financial Planning and Analysis (FP&A) Department Manager to lead the team responsible for the financial management and decision support of multiple European divisions.About the Role:This is an exciting opportunity for a seasoned FP&A professional to drive...

  • Financial Planning and Analysis Manager

    4 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Senior ManagerRD Financial Recruitment is seeking a highly experienced Financial Planning and Analysis (FP&A) Department Manager to lead the team responsible for the financial management and decision support of multiple European divisions.About the Role:This is an exciting opportunity for a seasoned FP&A professional to drive...

  • Financial Planning Assistant

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning AssistantWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Evelyn Partners. As a key member of our Financial Planning team, you will provide administrative support to our Financial Planners and build relationships with clients to deliver exceptional service.Key...

  • Financial Planning Assistant

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning AssistantWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Evelyn Partners. As a key member of our Financial Planning team, you will provide administrative support to our Financial Planners and build relationships with clients to deliver exceptional service.Key...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Senior ManagerRD Financial Recruitment is seeking a highly experienced Financial Planning and Analysis (FP&A) Senior Manager to lead the team responsible for the financial management and decision support of multiple European divisions.This is an exciting opportunity for a qualified accountant with blue-chip experience in...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Senior ManagerRD Financial Recruitment is seeking a highly experienced Financial Planning and Analysis (FP&A) Senior Manager to lead the team responsible for the financial management and decision support of multiple European divisions.This is an exciting opportunity for a qualified accountant with blue-chip experience in...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    Financial Planning and Analysis ManagerLead the Financial Planning and Analysis TeamExperienced FP&A Professional Sought for Senior RoleThis is an exciting opportunity for a highly experienced Financial Planning and Analysis (FP&A) professional to lead the team responsible for the financial management and decision support of multiple European divisions. The...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    Financial Planning and Analysis ManagerLead the Financial Planning and Analysis TeamExperienced FP&A Professional Sought for Senior RoleThis is an exciting opportunity for a highly experienced Financial Planning and Analysis (FP&A) professional to lead the team responsible for the financial management and decision support of multiple European divisions. The...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    Financial Planning and Analysis Department ManagerFinancial Planning and Analysis Senior Manager (European Region) - Bracknell (hybrid) - £75-85,000 + benefitsQualified Accountant with blue-chip experience in multi-national senior FP&A roles? Successful track record of top-level commercial finance decision support? Experienced team manager with excellent...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    Financial Planning and Analysis Department ManagerFinancial Planning and Analysis Senior Manager (European Region) - Bracknell (hybrid) - £75-85,000 + benefitsQualified Accountant with blue-chip experience in multi-national senior FP&A roles? Successful track record of top-level commercial finance decision support? Experienced team manager with excellent...

  • Senior Financial Planning and Analysis Manager

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Manager - European RegionThis is an exciting opportunity for a highly experienced Financial Planning & Analysis (FP&A) Department Manager to lead the team responsible for the financial management and decision support of multiple European divisions.The role is a key position within the FP&A team, focusing on management...

  • Senior Financial Planning and Analysis Manager

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Financial Planning and Analysis Manager RoleThis is an exciting opportunity for a highly experienced Financial Planning & Analysis (FP&A) Department Manager to lead the team responsible for the financial management and decision support of multiple European divisions.The role is a key position within the FP&A team, focusing on management reporting, budgeting,...

  • Senior Financial Planning and Analysis Manager

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Job Title: Senior Financial Planning and Analysis ManagerJob Summary: We are seeking a highly experienced Senior Financial Planning and Analysis Manager to lead the team responsible for the financial management and decision support of multiple European divisions.About the Role:This is an exciting opportunity for a qualified accountant with extensive...

  • Financial Planning Assistant

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team in Bracknell. As a Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive and seamless client experience.Key ResponsibilitiesWork closely with Financial...

  • Financial Planning Assistant

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Job Title: Client AdministratorWe are seeking an ambitious and detail-oriented individual to join our Financial Planning team in Bracknell. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive and sleek client experience.Key...

  • Financial Planning Assistant

    3 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Job Title: Client AdministratorWe are seeking an ambitious and detail-oriented individual to join our Financial Planning team in Bracknell. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive and sleek client experience.Key...

  • FP&A Manager

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    FP&A Manager Job DescriptionThis is an exciting opportunity to join the European Financial Planning & Analysis (FP&A) team as a qualified FP&A Manager. The role involves partnering with product Business Leaders to provide business decision support and analysis of monthly results.About the RoleThe European FP&A team is responsible for coordinating budgeting...

  • Financial Planning Assistant

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Assistant. In this role, you will provide administrative support to our Financial Planners, ensuring seamless client experiences and efficient operations.Key ResponsibilitiesWork closely with Financial Planners to deliver excellent client...

Financial Planning Assistant

2 months ago

Bracknell, Bracknell Forest, United Kingdom Resource Matters Ltd Full time

About the Role:

Resource Matters Ltd is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisers in delivering exceptional client service.

Key Responsibilities:

  • Prepare suitability reports and letters to meet tight deadlines, ensuring accuracy and attention to detail.
  • Ensure all client work is compliant and supported with relevant documentation, maintaining the highest standards of professionalism.
  • Conduct thorough research to provide clients with informed recommendations, analyzing complex financial data to identify opportunities for growth.
  • Perform tax planning analysis and produce cashflow modeling to help clients achieve their financial goals.
  • Develop a deep understanding of clients' financial positions through independent financial adviser (IFA) fact-finds, identifying areas for improvement and opportunities for growth.
  • Collaborate with financial advisers to discuss client objectives, gathering necessary information to prepare suitability checks and ensure seamless client service.
  • Investigate and respond to client queries in a timely and accurate manner, providing exceptional customer service.
  • Conduct annual reviews in line with service level agreements, ensuring clients receive the highest level of service.

Requirements:

  • Level 4 Diploma qualification in a relevant field.
  • Proficiency in Microsoft Office programs, particularly Excel and Word.
  • Excellent written and verbal communication skills, with the ability to build strong relationships with clients and colleagues.
  • Strong time management and organizational skills, with a focus on meeting deadlines and delivering high-quality results.
  • Excellent telephone manner and accuracy, with a keen eye for detail.