Financial Planning Administrator

Financial Planning OpportunityCapio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios. Key responsibilities will include developing and implementing financial plans, managing...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

This Financial Services Administrator role in a growing company is ideal for current Financial Services Administrators keen to join a dynamic team with exciting plans ahead.You would be providing essential administration support to the team of Financial Advisors, who deliver high-quality financial planning to clients. The business values the role you play in...

Job Title: IFA Administration Team LeaderJob Reference: BEBE1_DEWe are working with a leading financial planning organisation to recruit an IFA Administration Team Leader. Our client is a well-known name in the industry, providing exceptional financial planning services to clients across the UK.Key Responsibilities:Help to lead/manage a team of IFA...

Administrative Role in Financial Planning FirmThe Burford Recruitment Company Ltd is collaborating with an Independent Specialist Financial Planning firm based in Cheltenham. We are seeking an experienced, efficient, and meticulous administrator to provide support to independent financial advisers in ensuring clients receive a high level of ongoing...

Job DescriptionWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless communication and...

The role of Financial Planning Presenter at Resource Matters Ltd.Deliver financial education programmes to employees of corporate and public sector companies across the UK, engaging with employees during the delivery of online and face-to-face seminars, webinars, and webcasts.Represent the company in a helpful, friendly, and professional manner with all...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

Role OverviewCore 3 Ltd is seeking a highly skilled Senior Financial Planning Expert to join their growing private equity business in Cheltenham.Salary and BenefitsThe successful candidate can expect a competitive salary of £55,000-£65,000 plus an attractive bonus of up to 16%.Job ResponsibilitiesThis senior role will be accountable for overseeing core...

Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...

Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add a number of new members to the Client Servicing team in Cheltenham.This business boasts a fantastic supportive working culture, creating a highly productive office environment. As a business, they believe in flexible working for staff to help motivate...

Job DescriptionAt IDEX Consulting Ltd, we are seeking a skilled IFA Administrator to join our team. This is an excellent opportunity to work in a dynamic and supportive environment, where you will be responsible for managing calendars, scheduling client meetings, and providing proactive assistance to our Financial Advisors.Key Responsibilities:Manage...

Ontic, a leading licensor and manufacturer of complex engineering parts for the global aerospace and defense industries, is seeking a highly skilled Financial Planning and Control Specialist to join its team.Job DescriptionResponsible for ensuring the integrity and reliability of monthly financial outputs from the FP&A team by controlling core financial...

Job DescriptionWe are seeking a highly skilled FP&A Analyst to join our growing private equity business at Core 3 Ltd. This is an exceptional opportunity for a talented finance professional to fast-track their career with a competitive salary and benefits package.Role Overview:This role will oversee core financial operations, focusing on revenue, cost of...

Our Mission to Deliver National SecurityThe Financial Planning and Analysis Manager plays a critical role in consolidating NSS financials, operating a small team with flexible working schedules.Benefits and IncentivesFlexible Benefits Package: choose from a range of benefits to suit your needs, including Healthcare, Dental, Life Assurance, and...

Job Summary: We are seeking a Senior Financial Planning Specialist to join our team at Ontic Engineering and Manufacturing, Inc. in Aerospace Industry. As a key member of our finance team, you will be responsible for controlling core financial operational processes, ensuring the integrity and reliability of monthly financial outputs from the FP&A team. This...

Job Summary:We are recruiting for an Entry Level Financial Planning Administrator to join our team at Recruit UK Ltd. The successful candidate will support our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork,...

Operations Manager - Financial ServicesWe are Attivo, a leading Independent Lifestyle Financial Planners. Our approach is built on transparency, openness, and honesty, which fosters trust with our clients and inspires their financial confidence.Our experienced Financial Planners and expert support teams are committed to delivering more for all our clients....

Operations Manager - Hybrid (Cheltenham)At Attivo, we pride ourselves on being transparent, open, and honest with our clients, building trust and inspiring financial confidence.As the Operations Manager, you will lead the Financial Planning Administration team to deliver high-quality support to Paraplanners and Financial Planners. Your responsibilities will...