Financial Planning Administrator
5 days ago
We are seeking an experienced administrator to join our team as a Trainee Paraplanner.
Key Responsibilities- General administration, including new business, client liaison, preparing packs and documents, and managing applications.
- Working closely with the wider team to ensure smooth workflow.
- Streamlining processes and identifying improvements to enhance efficiency and service quality.
What We Offer:
- A competitive salary of £27,500 per annum, plus benefits.
- Generous holiday allowance.
- Employer pension contribution.
- Hybrid working available after successful completion of probation.
- Full exam funding up to Chartered status.
- Progression towards Paraplanning fully supported.
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Financial Planning Expert
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High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to work with a National Wealth Management Firm seeking an experienced and talented Paraplanner in High Wycombe. This fantastic opportunity suits someone looking to further their career with a leading Financial Planning practice, offering full study support and personalized development.As a Paraplanner, you will be responsible for...
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Financial Planning Professional
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High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title: Financial Planning ProfessionalAbout the Role:We are seeking an experienced Paraplanner to join our team. This role is perfect for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.Day-to-Day Responsibilities:Participate in debriefing sessions with advisers following client...
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High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Overview:We are seeking a highly skilled Paraplanner to join our team in Stokenchurch. As a Paraplanner, you will play a key role in supporting financial advisors with research, analysis, and report writing.Key Responsibilities:Preparing and presenting complex data for presentations and meetingsSupporting financial advisors with administrative...
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Senior Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full timeJob DescriptionNJR Recruitment is partnering with a leading National Wealth Management Firm to find an experienced Paraplanner for their team in High Wycombe.This role would be perfect for someone looking to further their career in the financial planning sector. With full study support, you'll have the opportunity to develop your skills and knowledge in a...
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Financial Administrator
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Financial Planning Assistant
3 days ago
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Administrative Support Specialist
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High Wycombe, Buckinghamshire, United Kingdom Osborne Appointments Full timeJob DescriptionWe are seeking an experienced Administrative Support Specialist - Financial Services to join our team.The successful candidate will be responsible for processing financial transactions, reconciling bank statements, and maintaining financial statistics and statements.Key Responsibilities:Processing financial transactions and maintaining...
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Senior Financial Planning Associate
2 days ago
High Wycombe, Buckinghamshire, United Kingdom IDEX Consulting Ltd Full timeAre you a motivated and experienced Paraplanner looking to accelerate your career in financial planning? IDEX Consulting Ltd is seeking a skilled individual to join their team as a Senior Financial Planning Associate.We are working with a practice of Chartered Financial Planners who are looking to hire an experienced Paraplanner. This role offers a unique...
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Senior Financial Planning Coordinator
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High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is a leading provider of professional services, and we are delighted to be working with a National Wealth Management Firm based in the outskirts of High Wycombe.This opportunity would suit someone wanting to join and further their career with a top-tier Financial Planning practice. The role offers full study support and a personalized...
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Administrative Assistant
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High Wycombe, Buckinghamshire, United Kingdom Osborne Appointments Full timeCompany Overview:The successful candidate will be responsible for managing the day-to-day financial operations of our clients.We are seeking a highly skilled individual to join our team as an Accounting Administrative Clerk.Salary:£14 per hourJob Description:This role involves processing financial transactions, managing credit, collections, and conducting...
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Financial Planning and Analysis Manager
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Stanton House Full timeAt Stanton House, we are seeking an experienced Financial Planning and Analysis Manager to join our established finance team. This role will be responsible for important performance analysis, forecasting, and reporting to aid the commercial teams in making informed business decisions. It will business partner sales, marketing, and operations teams to...
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Financial Planning Professional
3 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeWe are looking for a highly skilled Financial Planning Professional to join our team at Avenue Recruitment Group LTD.In this key role, you will work closely with advisors to provide expert technical support, analyzing data and developing effective solutions to meet client needs.You will be responsible for producing high-quality written reports, maintaining...
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Senior Financial Planning Coordinator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeCompany OverviewWe are a leading Chartered Financial Planning firm dedicated to providing exceptional services and supporting our team members in their professional growth.
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Financial Planning Specialist
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.Key responsibilities include provision of high-quality technical support, writing...
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High Wycombe, Buckinghamshire, United Kingdom Antac Support Services Full timeAntac Support Services is seeking a Financial Administrator to join our dynamic Finance Team based at our Head Office in High Wycombe.About the RoleThis full-time, permanent position offers an exciting opportunity for someone to develop their skills in finance administration and become an integral part of our team. As a Financial Administrator, you will be...
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Chartered Financial Planning Professional
3 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group Full timeAvenue Recruitment Group is seeking a highly skilled Senior Paraplanner to join their technical team. With a salary of £55,000.00 per annum, plus benefits and bonuses, this is an excellent opportunity for a Chartered or soon-to-be Chartered individual to showcase their skills. Key responsibilities include providing technical support to busy financial...
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Financial Planning Manager
5 days ago
High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeRequirementsTo be considered for this role, you must have:A qualified accounting background (ACCA, CIMA, ACA, or equivalent) with up-to-date knowledge of accounting standards and financial legislation.Experience in preparing management and year-end financial accounts.Skill in managing small teams and building productive relationships across all...
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Financial Planning Team Member
5 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000About the Role:Avenue Recruitment Group LTD is recruiting for a Senior Paraplanner Fully Remote to support their financial planning team. As a senior paraplanner, you will play a crucial role in analyzing data, developing solutions, and providing exceptional support to financial planners. This is an excellent opportunity for experienced professionals to...
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Financial Planning Expert
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Marc Daniels Specialist Recruitment Ltd Full timeJob SummaryA finance business partner opportunity has arisen for a high-calibre individual to join a dynamic company based in High Wycombe.About the RoleThis is an exciting opportunity for a financial planning expert to oversee the preparation of monthly management accounts, providing financial insights and variance analyses for divisions. The ideal...