Financial Planning Coordinator

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

Job OverviewThis role involves supporting a team of financial advisers at Lime People Search & Select Ltd, a leading Independent Financial Advisory firm in Sheffield. The ideal candidate will have 1-3 years of experience working in a Financial Planning or Financial Services firm and possess a strong understanding of the IFA process and associated regulatory...

Financial Transactions Coordinator Job OpportunityJoin Pratap Partnership Ltd as a Financial Transactions Coordinator and contribute to the success of our business.Company Overview:Our company is a leading metal industry supplier based in Barnsley. With over 150 years of experience, we have established ourselves as a reputable business with a strong...

NJR Recruitment represents a highly regarded national Independent Wealth Management organisation based in the Sheffield area, seeking to expand their team.Key Benefits:Competitive Salary: £35,000 - £45,000 per annumHybrid Working ArrangementAdditional Day Off for BirthdayContributory Pension SchemePrivate HealthcareLife AssuranceHealth InsuranceCharity...

Job DescriptionWe are seeking a highly organized and detail-focused individual to join our team as an Administrator for Independent Financial Advisers. This role involves providing administrative support to financial advisors, handling client communication, and maintaining accurate records.The successful candidate will have experience in an administrative...

Job DescriptionWe are looking for a highly organized Financial Services Coordinator to join our team at Spicerhaart. As a Financial Services Coordinator, you will be responsible for maintaining relationships through regular contact with mortgage advisers, lenders, and clients.Your key responsibilities will include ensuring clients have a smooth and pleasant...

Financial Planning RoleA dynamic financial planning firm in Sheffield is seeking a talented financial planning professional to join its team. The ideal candidate will be studying towards a Level 4 Diploma qualification, preferably through the CII or equivalent. The successful candidate will have experience in report writing and technical roles. Strong...

Role OverviewWe are seeking a highly skilled Financial Planning Expert to join our team in Sheffield. This is an exciting opportunity for an ambitious individual who wants to be part of a progressive, customer-centric team that works closely with the business to provide budget assurance and performance improvement while challenging and influencing leadership...

Are you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...

Job DescriptionAbout Our ClientNJR Recruitment are working with a reputable Independent Financial Advisory Firm seeking a skilled Trainee Paraplanner to join their Sheffield team.This is an excellent opportunity for a career-driven individual to develop their skills with a leading Financial Planning practice.Key Responsibilities:Support experienced Financial...

At CITRUS CONNECT LTD, we are seeking a highly skilled Estate Planning Consultant to join our team in Sheffield. This is an exciting opportunity to work with a leading company in the field of Will Writing and Estate Planning services.The successful candidate will have the freedom to manage their own schedule, allowing for flexibility and autonomy. With over...

We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Sheffield, United Kingdom. As a key member of our team, you 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...

About the RoleNJR Recruitment is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield, seeking an experienced Financial Planning Administrator.This opportunity offers a long-term career path within the Financial Services industry through paraplanning and beyond to advisory roles.We are looking for someone who can...

Job Title: Financial Planning ManagerWe are seeking a highly skilled Senior Financial Professional to join our team at Edwards & Pearce. This is an exciting opportunity for an ACCA/ACA qualified professional with at least 3 years PQE from a busy accounts office, trained in a Practice environment.The ideal candidate will have a strong understanding of...

Job Title:">Financial Services CoordinatorAbout the Role:We are seeking a highly skilled and experienced Financial Services Coordinator to join our team at Kenton Black Ltd. The successful candidate will be responsible for both small and larger volume payrolls on a weekly/monthly basis, processing payrolls via SAGE (software training provided).Key...

We are thrilled to be partnering with a forward-thinking independent financial advice firm that is actively looking to expand its Paraplanning team on a remote basis.Our partner offers a fresh approach to traditional financial planning, with a bespoke process at the heart of what they do. With an impressive growth projection, this opportunity would be very...

Financial Planning and Analysis ManagerAs a Financial Planning and Analysis Manager at Vertex IT Solutions Ltd, you will play a critical role in defining finance business requirements and developing processes to ensure the effective and efficient processing of financial data. You will work closely with the Financial Systems team to identify opportunities for...

We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Insight Technology. In this role, you will play a key part in driving business growth and profitability by providing strategic financial planning and analysis.About the RoleThe Senior Financial Planning Analyst will be responsible for developing and implementing financial...

About Our PartnerNJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.Opportunity OverviewThis is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full...

About the RoleSharp Consultancy is thrilled to partner with a rapidly growing business in Sheffield, UK. We are seeking an experienced Financial Planning and Analysis Specialist on a permanent basis.Key Responsibilities:To collaborate closely with key stakeholders across sales and operational teams, providing financial support for sales activities and...