Senior Financial Planning Assistant
2 days ago
About the Role
Blakemore Recruitment is currently seeking an experienced IFA Administrator to join a dynamic team in Penn.
Key Responsibilities:
- Manage new business submissions and track them to conclusion.
- Provide exceptional client service, addressing any queries that may arise.
- Administer Group Pension schemes with accuracy and efficiency.
- Liaise with clients, product providers, and other relevant third parties.
- Maintain up-to-date records within back office systems, including client and provider data.
- Process Letters of Authority, chase policy information, build schedules, and update policies on the system.
- Obtain illustrations and supporting literature for clients.
- Support Financial Planners in research and analysis to meet client needs and objectives.
Requirements and Skills:
- Excellent team working and communication skills.
- Familiarity with FCA regulations and guidelines.
- Able to develop knowledge of products and related issues through continuous learning.
- Strong organizational and prioritization skills.
- Ability to work under pressure and meet deadlines.
- Proficiency in IT, particularly with Intelligent Office software.
- Demonstrated accuracy and attention to detail.
Benefits Package:
- A competitive salary, estimated at £35,000 - £40,000 per annum.
- 25 days of paid annual leave.
- Company Pension Scheme.
- Group Life insurance.
- Cash plan benefits.
Location: The role will be based in Penn, providing an excellent opportunity to work in a thriving financial services environment.
-
Senior Financial Planning Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Paradigm Housing Full timeAre you a financial planning expert looking for a new challenge? We have an exciting opportunity for a Senior Financial Planning Analyst to join our team at Paradigm Housing.As a Senior Financial Planning Analyst, you will play a key role in managing our 30-year business plan, working closely with different areas of the business to deliver our corporate...
-
Senior Financial Planning Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Paradigm Housing Full timeAre you a skilled financial professional looking for a new challenge? We have an exciting opportunity for a Senior Financial Planning Analyst to join our team at Paradigm Housing.About the Role:As a Senior Financial Planning Analyst, you will be responsible for managing our 30-year business plan, working closely with different areas of the business to...
-
Senior Financial Planning Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Paradigm Housing Full timeAbout this role:We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Paradigm Housing. As a key member of our Corporate Finance team, you will be responsible for managing our 30-year business plan, working closely with various departments to ensure we deliver our corporate objectives within our financial capacity.Key...
-
Senior Financial Planning Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Paradigm Housing Full timeAbout this role:We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Paradigm Housing. As a key member of our Corporate Finance department, you will be responsible for managing our 30-year business plan, working closely with various teams to deliver our corporate objectives and ensuring compliance with our treasury standards,...
-
Financial Planning Manager
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom beBee Professionals Full time £45,000 - £65,000BeBee Professionals is seeking a seasoned Financial Planning Manager to lead our finance team in High Wycombe, UK. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies to drive business growth and profitability.Key Responsibilities:Develop and manage financial plans, forecasts, and budgets to...
-
Financial Planning and Analysis Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Investigo Full timeInvestigo is seeking a skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for assisting the Finance Controller in the preparation of the company's budget, forecasts, and long-term strategic plans.Key Responsibilities:Collaborate with the Finance Controller to develop and...
-
Senior Financial Analyst
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Investigo Full timeAs a key member of the Investigo team, the Senior Financial Analyst will play a vital role in shaping the company's financial strategy. Key responsibilities include:Financial Planning and Analysis: Assist the Finance Controller in preparing the company's budget, forecasts, and long-term strategic plans, providing insightful commentary to explain key...
-
Strategic Financial Planning Manager
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom FRS Ltd Full timeFRS Ltd is seeking a highly skilled FP&A Manager to join their team, reporting directly to the Senior Management Team.The successful candidate will be responsible for developing and maintaining comprehensive financial models and analysis to inform strategic business decisions.Key responsibilities will include:Leading a team of finance professionalsPreparing...
-
Senior Financial Planning Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Investigo Full timeJob Overview:As a key member of the Investigo team, you will be responsible for providing financial analysis and support to drive business growth and success.Financial Planning and Analysis: Collaborate with the Finance Controller to prepare the company's budget, forecasts, and long-term strategic plans, ensuring accuracy and alignment with business...
-
Financial Planning Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom CPI Selection Full timeRole OverviewCPI Selection is seeking a skilled Commercial Finance Analyst to join their team at their head office in the Thames Valley. As a key member of the Commercial Finance team, you will work closely with the Finance Manager, contributing to the Financial Planning & Analysis (FP&A) cycle.Key ResponsibilitiesPrepare and deliver detailed weekly trade...
-
Financial Expertise Senior
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Pro Talent Full timeAccounting Senior RoleWe are seeking a skilled and experienced Accounts Senior to join our dynamic team at Pro Talent. The ideal candidate will have ACA/ACCA qualifications and possess strong technical skills in financial statement preparation.The successful candidate will lead the preparation of financial statements for complex trusts, corporate groups, and...
-
Strategic Financial Planning Manager
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom FRS Ltd Full timeFRS Ltd is seeking a highly skilled FP&A Manager to join their team, reporting directly to the Senior Management Team.The successful candidate will be responsible for developing and maintaining comprehensive financial models and analysis to inform strategic business decisions.Key responsibilities will include:Leading a team of financial analystsPreparing...
-
Senior Financial Support Specialist
5 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Title:Senior Financial Support SpecialistAbout Us:Templegate Recruitment Limited is a leading financial services specialist recruitment agency, dedicated to providing high-quality candidates for top-tier companies.Job Description:We are currently seeking a highly skilled and experienced Senior Paraplanner/Senior Financial Support Specialist to join our...
-
Senior Financial Planning Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced Financial Services Administrator to join their team.Key Requirements and Skills:Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines...
-
Financial Planning Manager
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom LHH Recruitment Full timeThe LHH Accountancy & Finance team is proud to partner with a medium-sized housing association to recruit a Financial Planning Manager.This role is responsible for all aspects of financial and non-financial reporting across the Group. The position involves preparing financial models and meaningful analysis for board reporting, strategic business decisions,...
-
Financial Planning and Analysis Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Investigo Limited Full timeJob Title: Financial Planning and Analysis SpecialistInvestigo Limited is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for assisting the Finance Controller in the preparation of the company's budget, forecasts, and long-term strategic plans.Key...
-
Financial Planning Specialist
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom kingswood-group Full timeWe are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking into account their individual needs...
-
Senior Financial Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Marc Daniels Full timeJob Title: Senior Financial AnalystAt Marc Daniels, we are seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will be responsible for analyzing financial performance by taking large data sets to assess value/impact (multiple customer and product), spotting opportunities and communicating these to...
-
Senior Financial Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Spin Master Ltd Full timeJob Title: Senior Financial AnalystJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Spin Master Ltd. The successful candidate will be responsible for assisting the Finance Controller in ensuring accurate and timely accounting and reporting for Spin Master Toys entities in Europe.Key Responsibilities:Assist in the...
-
Senior Financial Analyst
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Spin Master Ltd Full timeJob Title: Senior Financial AnalystJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at Spin Master Ltd. The successful candidate will be responsible for assisting the Finance Controller in ensuring accurate and timely accounting and reporting for Spin Master Toys entities in Europe.Key Responsibilities:Assist in the...