Financial Administrator
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Administrator to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively with both clients and colleagues.
Key Responsibilities:- Client Support: Assist financial advisors in preparing for client meetings, including the production of reports, financial plans, and recommendations.
- Research: Conduct thorough research on financial products, investment options, and market trends to support advisors in making informed recommendations.
- Compliance: Ensure all client interactions and documentation comply with FCA regulations and company policies.
- Communication: Liaise with clients to gather necessary information, answer queries, and provide updates on their financial plans.
- Reporting: Prepare detailed financial reports, projections, and summaries for advisor review and client presentation.
- Data Management: Maintain accurate and up-to-date records in our CRM system and ensure data integrity.
- Education: Diploma in Financial Planning or equivalent qualification preferred, but relevant experience working as a financial administrator/paraplanner is more important.
- Experience: Minimum of 2 years' experience working in a financial administrator or related role.
- IT Skills:
- Fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook).
- Experience with FE Analytics preferred but not essential as training is offered.
- Intelliflo is our back-office system - previous experience not essential; training offered.
- Understanding of financial products, investment strategies, and market trends.
- Familiarity with regulatory requirements and compliance standards within the UK financial services industry.
- Competitive Salary (dependent on experience and qualifications).
- Professional development opportunities and support for further qualifications.
- Flexible working arrangements.
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Financial Administrator
4 weeks ago
Ivybridge, Devon, United Kingdom Reed Full timeFinancial Administrator/Paraplanner OpportunityReed Financial Services is pleased to be representing a successful IFA firm in the Lee Mill Bridge area, seeking a detail-oriented and motivated Financial Administrator/Paraplanner to support their advisory team.Key Responsibilities:Assist financial advisors in preparing for client meetings, including the...
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Financial Administrator
4 weeks ago
Ivybridge, Devon, United Kingdom Reed Full timeFinancial Administrator/Paraplanner OpportunityReed Financial Services is pleased to be representing a successful IFA firm in the Lee Mill Bridge area, seeking a detail-oriented and motivated Financial Administrator/Paraplanner to support their advisory team.Key Responsibilities:Assist financial advisors in preparing for client meetings, including the...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom Reed Full timeFinancial Administrator/Paraplanner OpportunityReed Financial Services is seeking a detail-oriented and motivated Financial Administrator/Paraplanner to support their advisory team in the Lee Mill Bridge area. This role is pivotal in ensuring the smooth operation of their financial planning services.Key Responsibilities:Assist financial advisors in preparing...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom Reed Full timeFinancial Administrator/Paraplanner OpportunityReed Financial Services is seeking a detail-oriented and motivated Financial Administrator/Paraplanner to support their advisory team in the Lee Mill Bridge area. This role is pivotal in ensuring the smooth operation of their financial planning services.Key Responsibilities:Assist financial advisors in preparing...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeFinancial Administrator / Paraplanner Job DescriptionWe are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeFinancial Administrator / Paraplanner Job DescriptionWe are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeJob Title: Financial AdministratorWe are seeking a highly skilled and detail-oriented Financial Administrator to join our team at MLT Recruitment Services. As a key member of our advisory team, you will play a pivotal role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Client Support: Assist financial advisors in...
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Financial Administrator
1 month ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeJob Title: Financial AdministratorWe are seeking a highly skilled and detail-oriented Financial Administrator to join our team at MLT Recruitment Services. As a key member of our advisory team, you will play a pivotal role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Client Support: Assist financial advisors in...
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Financial Operations Specialist
4 weeks ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeFinancial Administrator / ParaplannerWe are seeking a highly organized and detail-oriented Financial Administrator / Paraplanner to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively with both clients and colleagues.Key...
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Financial Operations Specialist
4 weeks ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeFinancial Administrator / ParaplannerWe are seeking a highly organized and detail-oriented Financial Administrator / Paraplanner to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively with both clients and colleagues.Key...
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Financial Operations Specialist
2 weeks ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeJob Title: Financial AdministratorWe are seeking a highly organized and detail-oriented Financial Administrator to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key Responsibilities:Client Support:...
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Financial Operations Specialist
2 weeks ago
Ivybridge, Devon, United Kingdom MLT Recruitment Services Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator / Paraplanner to support our client's advisory team. The ideal candidate will have a strong understanding of financial planning, excellent communication skills, and the ability to work effectively with both clients and colleagues.Key Responsibilities:Client Support:...
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Financial Controller
4 weeks ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeFinance Manager Opportunity at Trial Balance ConsultingWe are seeking an experienced Finance Manager to join our team at Trial Balance Consulting. As a key member of our finance team, you will be responsible for ensuring the efficient financial controls of our client, a highly successful business that designs and manufactures high quality commercial...
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Financial Controller
3 weeks ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeFinance Manager Opportunity at Trial Balance ConsultingWe are seeking an experienced Finance Manager to join our team at Trial Balance Consulting. As a key member of our finance team, you will be responsible for ensuring the efficient financial controls of our client, a highly successful business that designs and manufactures high quality commercial...
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Financial Controller
3 weeks ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeFinance Manager Opportunity at Trial Balance ConsultingWe are seeking an experienced Finance Manager to join our team at Trial Balance Consulting. As a key member of our finance team, you will be responsible for ensuring the efficient financial controls of our client, a highly successful business that designs and manufactures high quality commercial...
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Financial Controller
4 weeks ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeFinance Manager Opportunity at Trial Balance ConsultingWe are seeking an experienced Finance Manager to join our team at Trial Balance Consulting. As a key member of our finance team, you will be responsible for ensuring the efficient financial controls of our client, a highly successful business that designs and manufactures high quality commercial...
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Office Administrator
4 weeks ago
Ivybridge, Devon, United Kingdom Reed Full timeJob Title: Administrator ReceptionistWe are seeking a highly organized and detail-oriented Administrator Receptionist to join our team at Reed. As the first point of contact for our visitors, clients, and colleagues, you will play a crucial role in ensuring the efficient and effective running of the reception and supporting the Partners and the wider team...
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Office Administrator
4 weeks ago
Ivybridge, Devon, United Kingdom Reed Full timeJob Title: Administrator ReceptionistWe are seeking a highly organized and detail-oriented Administrator Receptionist to join our team at Reed. As the first point of contact for our visitors, clients, and colleagues, you will play a crucial role in ensuring the efficient and effective running of the reception and supporting the Partners and the wider team...
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Chief Financial Officer
2 weeks ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeInterim Finance Manager - Ivybridge / HybridTrial Balance Consulting has been engaged by a well-established specialist manufacturing business to recruit an interim Finance Manager. The successful candidate will assume a broad and varied role with end-to-end responsibilities across all areas of the finance function.Key Responsibilities:Production of monthly...
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Chief Financial Officer
1 month ago
Ivybridge, Devon, United Kingdom Trial Balance Full timeInterim Finance Manager OpportunityTrial Balance Consulting is seeking an experienced Interim Finance Manager to join a well-established specialist manufacturing business in Ivybridge. This is a full-time contract with the possibility of a hybrid working arrangement upon completion of an initial handover.Key Responsibilities:Produce monthly management...