Financial Planning Support Specialist
1 month ago
At JohnstonGreer Ltd, we are seeking an experienced Financial Planning Support Specialist to join our team. This exciting opportunity is based in a forward-thinking wealth management firm that provides expert advice across the full range of financial planning for Private Clients and Businesses.
The successful candidate will be working closely with our Financial Planners to ensure seamless client management via industry databases. Key responsibilities include:
- Client management and data entry
To succeed in this role, applicants must have strong core support experience within an IFA or other wealth management environment. Excellent relationship skills and good technical knowledge across Pensions and Investments are essential.
We estimate the salary for this position to be around £25,000 - £35,000 per annum, depending on experience.
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Financial Management Specialist
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Dunfermline, Fife, United Kingdom Veolia Full timeAbout the Job:We are looking for a Financial Management Specialist to join our team at Veolia. The successful candidate will be responsible for providing financial management and reporting support to our operations and project managers. The ideal candidate will have experience working in a similar role and excellent communication skills.Key...
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IFA Support Specialist
2 weeks ago
Dunfermline, Fife, United Kingdom Eden Scott Full timeEden Scott's client is seeking a highly organized and communicative individual to support their team of Independent Financial Advisors in delivering top-tier financial planning services to their valued clients.In this role, you will manage client documentation, prepare reports, and liaise with financial providers to ensure compliance with industry...
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Emotional Support Specialist
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Culinary Support Specialist
3 weeks ago
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Financial Director
2 months ago
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Financial Director
3 months ago
Dunfermline, Fife, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Dunfermline, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...
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Financial Controller
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Learning Support Specialist
6 days ago
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Education Support Specialist
2 months ago
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Corporate Financial Recovery Specialist
3 days ago
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Education Support Specialist
6 days ago
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Learning Support Specialist
2 months ago
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Chief Financial Officer
2 months ago
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Senior Financial Manager
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HNW Client Support Specialist
6 days ago
Dunfermline, Fife, United Kingdom JohnstonGreer Full timeRequired Skills and QualificationsTo succeed in this role, you must have advisor support experience within a Financial Planning environment, along with excellent administration and communication skills. A full range of benefits and hybrid working arrangements are offered by the firm.
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Support Services Specialist
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Care Support Specialist
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Enablement Support Specialist
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Financial Director
1 week ago
Dunfermline, Fife, United Kingdom beBee Professionals Full time £45,000 - £65,000Company OverviewbeBee Professionals is a forward-thinking organization seeking an accomplished Finance Manager to spearhead our financial planning, reporting, and analysis in Dunfermline, UK. This role involves overseeing the company's financial health and ensuring compliance with regulatory requirements.
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Financial Director
3 days ago
Dunfermline, Fife, United Kingdom beBee Professionals Full time £45,000 - £65,000Job Title: Financial DirectorAbout the Role:We are seeking a highly skilled and experienced Financial Director to join our finance team in Dunfermline, UK. As a key member of our leadership team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Prepare...