Financial Planning Administrator

Financial Planning Administrator OpportunityWe are working with a fantastic Financial Planning firm in Cardiff who are looking for a skilled Administrator to join their back office team. This is an exciting opportunity for a Financial Planning Admin to take their next steps in the industry and work for a firm that truly cares about their career and...

Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in Cardiff. Are you a Financial Planning Admin, looking for their next steps in the industry?Do you want to work for a firm that care about your career and development?I’m working with a fantastic Financial Planning firm who have the...

We are seeking an experienced Wealth Administrator to join our team at Recruit UK | Certified B Corp™ in Cardiff. As a Wealth Administrator, you will play a vital role in supporting our Financial Advisers in delivering high-quality services to our clients.Job SummaryThis is an exciting opportunity to work in the financial services industry, providing...

Recruit UK is working with a leading Financial Planning firm in Cardiff to find a talented Financial Planning Administrator to join their team. This is an exciting opportunity for a motivated individual to take the next step in their career and work with a firm that values career development and growth. The successful candidate will be responsible for...

Job DescriptionWe are working with a leading Financial Planning firm in Cardiff to find a talented Financial Planning Administrator to join their team.This is an exciting opportunity for a motivated individual to work in a dynamic and supportive environment, where they can develop their skills and advance their career.The successful candidate will be...

Role Overview:We are working with a successful firm in the financial planning sector, seeking a skilled Paraplanning Professional to join their team.As a key member of the back office team, you will play a crucial role in delivering high-quality financial planning services to clients.Main Responsibilities:Producing Suitability Reports: Create comprehensive...

About the RoleWe are seeking a highly skilled and experienced Financial Administrator to join our team at Cardiff and Vale University Health Board. As a key member of our Finance Team, you will be responsible for providing financial support to our Director and ensuring that financial information is accurate and up-to-date.Main ResponsibilitiesProvide...

Job SummaryWe are seeking a highly skilled and experienced Financial Administrator to join our team at Sweet Careers. As a key member of our finance department, you will be responsible for administering and overseeing all accounting functions, including month-end accounts and reporting.Key ResponsibilitiesAdminister and oversee all accounting functions up to...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

About the RoleWe are seeking a detail-oriented and analytical Senior Financial Planning Specialist to support our financial planning, analysis, and insights that drive strategic decision-making.Job SummaryThis is a permanent job opportunity for 37.5 hours per week, Monday to Friday.The salary for this role is circa £30,000 per annum.Location: Cardiff.Key...

Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our Retail Division. As a key member of our team, you will be responsible for driving financial insight and promoting appropriate management actions to ensure the profitability of our Workplace Savings business.Key Responsibilities:Develop and maintain financial...

About the RoleWe are seeking a Financial Planning Specialist to provide exceptional financial support and business planning services to Care & Repair.The ideal candidate will have relevant experience in finance and accounting, with expertise in preparing management accounts, budgets, and financial business plans.This is an exciting opportunity for a highly...

Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to provide financial support and advice to enable managers and leaders to effectively manage financial performance. The ideal candidate will have experience in NHS finance, excellent analytical and numerical skills, and excellent communication skills.Key...

Job Title: Financial Planning SpecialistJob Summary:Venn Group is seeking a Financial Planning Specialist to join our team on a temporary basis. The ideal candidate will have experience in financial and procurement planning, with a strong analytical and numerical skillset.Key Responsibilities:Provide financial support and advice to enable managers and...

RME Consultants Limited is a dynamic organization undergoing exciting growth, and we are seeking an experienced Financial Administrator to join our team in Cardiff.Job DescriptionWe are looking for a highly skilled Financial Administrator to manage billing operations for our team of fee earners. The successful candidate will be responsible for handling...

Financial Planning ExpertCleverHR is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to families and businesses across London, Southwest, and Wales.Key Responsibilities:Conduct in-depth reviews of clients' financial...

We are seeking a highly motivated Financial Planning Specialist to join our team at Wealthlink Recruitment Ltd. The successful candidate will be responsible for supporting our Senior Financial Advisers in providing holistic advice to clients.Key Responsibilities:Support Senior Financial Advisers in client meetings and consultationsAssist in the preparation...

Job Title: Financial Planning SpecialistJob Summary:Pertemps SSDC DDT is seeking a skilled Financial Planning Specialist to lead and coordinate the staff budget management process throughout a transformative re-design period. The ideal candidate will have a minimum of 5 years' experience in public sector financial management, particularly within budget...

Job Title: Senior Financial AdministratorJob Description:We are seeking a highly skilled Senior Financial Administrator to join our team at Bowen Eldridge Recruitment. As a Senior Financial Administrator, you will be responsible for managing a portfolio of clients and providing a superior bookkeeping service.Key Responsibilities:Posting invoices, reconciling...

**Key Responsibilities**Maintain and reconcile local bank accounts, recording transactions and authorised payments.Provide and present reports to the branch committee and to SSAFA's central office.Maintain accurate records using our online finance management system.Prepare year-end accounts and financial statements, including arranging an independent...