Chartered Financial Planning Administrator
4 weeks ago
CleverHR is a dynamic and growing wealth management firm seeking a skilled Paraplanner to administer both new and existing business. This role offers an exciting opportunity for career growth and professional development.
The successful candidate will be responsible for writing suitability reports, maintaining client information, and assisting with ongoing client management.
- Key responsibilities include:
- Administering new and existing business, ensuring compliance with regulatory requirements.
- Maintaining accurate client information and assisting with ongoing client management.
- Writing suitability reports on various case types.
Salary: £40,000 - £50,000 per annum.
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Administrative Support for Financial Advisers
6 hours ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAre you looking for a career development opportunity in financial services? Future Perfect Financial Solutions offers a structured training programme for candidates to build up practical knowledge and skills as a Financial Planning Administrator.Job RoleYou will work alongside a close-knit team of 9 specialists supporting 15 Financial Advisers....
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Financial Planning Administrator Role
7 days ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeFundamental Requirements of the Administrative Support Specialist PositionThis is an exciting opportunity to contribute to the success of our Financial Services organisation. We are seeking an Administrative Support Specialist who can provide administrative support to our Financial Advisers, enabling them to deliver exceptional client experiences.Your key...
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Career Opportunities in Financial Planning
2 weeks ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeCompany OverviewFuture Perfect Financial Solutions is a leading firm of Financial Advisers, established in 1989. With over 6000 households across the UK supported, our head office is based in Binley Business Park, Coventry.About the RoleWe are seeking an experienced Administrative Professional to join our close-knit team of 9 specialists. As a Financial...
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Financial Planning Administrator
3 weeks ago
Coventry, Coventry, United Kingdom NJR Recruitment Careers Full timeWe are seeking an experienced Financial Planning Administrator to join our thriving team in the Coventry area. This role offers a unique opportunity to provide high-quality administrative and technical support to Advisors, working collaboratively with Consultants to deliver exceptional client advice.The ideal candidate will have previous experience in the...
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Administrative Role in Financial Services
2 weeks ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAbout Future Perfect Financial SolutionsWe are a leading financial services company that provides flexible solutions for parents returning to work. At Future Perfect Financial Solutions, we believe in creating a work-life balance that supports parents in their career aspirations.Key ResponsibilitiesAs a financial planning administrator, your key...
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Administrative Assistant
3 weeks ago
Coventry, Coventry, United Kingdom NJR Recruitment Full timeNJR Recruitment is seeking a motivated and detail-oriented individual to join our thriving team in Coventry.About the RoleThe successful candidate will be responsible for providing administrative support to our financial planning team, including preparing client reports and presentations.Key benefits include:A competitive salary of £30,000 per annum.A...
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Financial Planning Expert
3 weeks ago
Coventry, Coventry, United Kingdom NJR Recruitment Full timeAt NJR Recruitment, we're offering an exceptional opportunity for a skilled Financial Planning Administrator/Trainee Paraplanner to join our thriving team in Coventry.We're seeking an experienced professional who can provide high-quality, holistic financial advice to our clients. As a key member of our team, you'll be responsible for supporting our clients'...
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Career Transition Consultant
7 days ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAbout Future Perfect Financial SolutionsWe are a firm of Financial Advisers established in 1989, offering flexible solutions to assist individuals in their career transition. Our team of 15 Financial Advisers provides services including Retirement Planning, Investment Advice, Protection Advice, and Mortgage Advice.As an Administrative Support Specialist, you...
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Financial Planning Administrator
3 weeks ago
Coventry, Coventry, United Kingdom NJR Recruitment Full timeCompany OverviewNJR Recruitment is a leading provider of high-quality financial planning services, specialising in providing holistic advice to clients.
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Chartered Accountancy Senior
3 weeks ago
Coventry, Coventry, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD is a well-established firm of chartered accountants based in Coventry. We are seeking a Chartered Accountancy Senior to join our team, who will be responsible for providing high-quality services to clients.About the Role:Providing expert financial advice to clientsMaintaining accurate and up-to-date financial recordsLeading...
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Chartered Independent Advisor
2 weeks ago
Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full timeAn exceptional opportunity has arisen for a skilled financial professional to join a reputable Chartered Independent Financial Advice Firm in Coventry, courtesy of Recruit UK, a trusted recruitment agency. This dynamic role demands a proactive work ethic, excellent interpersonal skills, and a strong commitment to delivering exceptional client outcomes.The...
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Chartered Accountant
1 week ago
Coventry, Coventry, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD is seeking a Chartered Accountant with advanced audit experience to fill the position of Advanced Audit Position.About the RoleThe ideal candidate will have ACA/ACCA qualification or part-qualification and significant experience in a chartered accountancy practice environment, with strong technical skills and knowledge to...
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Career Opportunities for Returning Parents
3 weeks ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeFuture Perfect Financial SolutionsWe are a leading firm of Financial Advisers, established in 1989. Our mission is to provide excellent service to our clients and support our staff in achieving their career goals.About the RoleThis position offers flexibility to assist you in your transition back to work. As a Financial Planning Administrator, you will work...
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Chartered Manager Degree Holder
2 weeks ago
Coventry, Coventry, United Kingdom Getting In Limited Full timeGetting In Limited is a leading company in the automotive industry, offering a unique opportunity for a Chartered Manager Degree Holder to join their team as a Sales Apprentice. As a Sales Apprentice, you will provide cross-functional interface for the customer supporting the sales manager and program team while attending all necessary regular meetings to...
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Financial Planning Support Specialist
1 week ago
Coventry, Coventry, United Kingdom NJR Recruitment Full timeCompany Overview: NJR Recruitment is a leading recruitment agency specializing in placing talented professionals in various roles within the financial services industry. Our client, a thriving team based in the Coventry area, is seeking an experienced Financial Planning Administrator/Trainee Paraplanner to join their ranks.Salary: The estimated salary for...
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Administrative Role with a Future Perfect Touch
2 weeks ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAbout UsAt Future Perfect Financial Solutions, we pride ourselves on offering flexibility and work-life balance to support parents returning to work. Our company was established in 1989 and has been assisting over 6000 households across the UK.The RoleWe are looking for an experienced Administrative Professional to join our team as a Financial Planning...
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Chartered Accountant Career Opportunity
3 weeks ago
Coventry, Coventry, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD seeks a highly skilled Chartered Accountant to join their team, responsible for providing expert financial advice to a diverse client base. This exciting opportunity offers a salary of £55,000 - £70,000 per annum, reflecting the company's commitment to attracting top talent. The successful candidate will be expected...
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Financial Planning Expert
1 month ago
Coventry, Coventry, United Kingdom Next Move Recruitment Ltd Full timeAs a Financial Planning Expert at Next Move Recruitment Ltd, you will be responsible for delivering high-quality financial planning and advisory services to clients.Key Responsibilities:Your key responsibilities will include:Providing comprehensive financial planning and advisory services to clients.Managing a portfolio of clients and providing regular...
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Financial Adviser Specialist
2 weeks ago
Coventry, Coventry, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Adviser Specialist**About the Role**We are seeking an experienced Financial Adviser to join a Chartered Independent Financial Advice Firm based in Coventry. As a key member of our team, you will be responsible for providing specialist advice and guidance to companies, individuals, trustees, and charities in areas such as Investment &...
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Financial Planning Specialist
3 months ago
Coventry, Coventry, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in the UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...